Evergreen Capital Management’s Blackbaud BLKB Stock Holding History

Evergreen Capital Management’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 Q2	$302K	Buy	+10,189	New	+$335K	0.01%	1214
2020 Q1	–	Sell	-2,718	Closed	-$216K	–	391
2019 Q4	$216K	Hold	2,718	–	–	0.02%	424
2019 Q3	$246K	Hold	2,718	–	–	0.02%	347
2019 Q2	$227K	Hold	2,718	–	–	0.02%	361
2019 Q1	$217K	Buy	+2,718	New	+$199K	0.02%	344
2018 Q4	–	Sell	-2,718	Closed	-$276K	–	384
2018 Q3	$276K	Hold	2,718	–	–	0.02%	305
2018 Q2	$278K	Hold	2,718	–	–	0.03%	289
2018 Q1	$277K	Buy	+2,718	New	+$271K	0.03%	284

Other funds holding BLKB

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evergreen Capital Management's BLKB Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Blackbaud (BLKB) in Q2 2026: 10,189 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #1214 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in BLKB as recently as Q4 2019.

Evergreen Capital Management first reported a position in BLKB in Q1 2018 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

Evergreen Capital Management held 10,189 shares of Blackbaud worth $302K as of Q2 2026.
Blackbaud was a new Evergreen Capital Management position in Q2 2026.
Blackbaud made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1214 holding.
Evergreen Capital Management first reported a position in Blackbaud in Q1 2018 and has held it in 8 quarters since.
283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.