GFPC
BL icon

Global Financial Private Client’s BlackLine BL Stock Holding History

Global Financial Private Client’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$48 – 386
2025
Q1 		$48 Buy
+1
New +$55 ﹤0.01% 1649

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Global Financial Private Client's BL Position: Q2 2025 in Review

Global Financial Private Client sold out of BlackLine (BL) in Q2 2025, closing a stake of 1 share — an estimated $48 sold.

Global Financial Private Client first reported a position in BL in Q1 2025 and held it in 1 quarter. The position peaked at $48 in Q1 2025. 295 funds tracked by Wall St. Rank hold BL as of Q2 2025.

  • Global Financial Private Client reported no remaining BlackLine position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1 BlackLine share in Q2 2025, an estimated $48.
  • Global Financial Private Client first reported a position in BlackLine in Q1 2025 and held it in 1 quarter.
  • Global Financial Private Client's BlackLine position peaked at $48 in Q1 2025.
  • 295 funds tracked by Wall St. Rank held BlackLine as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.