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Essential Partners’s Blackbaud BLKB Stock Holding History

Essential Partners’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-25
Closed -$741 – 2875
2026
Q2 		$741 Buy
25
+4
+19% +$132 ﹤0.01% 2365
2026
Q1 		$811 Sell
21
-190
-90% -$9.49K ﹤0.01% 2304
2025
Q4 		$13.4K Sell
211
-5
-2% -$309 ﹤0.01% 1055
2025
Q3 		$13.9K Buy
216
+96
+80% +$6.29K ﹤0.01% 1038
2025
Q2 		$7.7K Buy
+120
New +$7.5K ﹤0.01% 925

Other funds holding BLKB

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's BLKB Position: Q3 2026 in Review

Essential Partners sold out of Blackbaud (BLKB) in Q3 2026, closing a stake of 25 shares — an estimated $741 sold.

Essential Partners first reported a position in BLKB in Q2 2025 and held it in 5 quarters. The position peaked at $13.9K in Q3 2025. 18 funds tracked by Wall St. Rank hold BLKB as of Q3 2026.

  • Essential Partners reported no remaining Blackbaud position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 25 Blackbaud shares in Q3 2026, an estimated $741.
  • Essential Partners first reported a position in Blackbaud in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Blackbaud position peaked at $13.9K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Blackbaud as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.