Global Retirement Partners’s BlackLine BL Stock Holding History

Global Retirement Partners’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
2026 Q2	$9.49K	Buy	+338	New	+$10.1K	﹤0.01%	3423
2025 Q4	$67.5K	Buy	1,220 +920	+307%	+$50.7K	﹤0.01%	2162
2025 Q3	$15.9K	Hold	300	–	–	﹤0.01%	2496
2025 Q2	$17K	Buy	+300	New	+$15.5K	﹤0.01%	2358
2024 Q4	$32.1K	Buy	528 +449	+568%	+$26.8K	﹤0.01%	1830
2024 Q3	$4.36K	Hold	79	–	–	﹤0.01%	2623
2024 Q2	$3.83K	Buy	79 +19	+32%	+$1.04K	﹤0.01%	2728
2024 Q1	$3.88K	Hold	60	–	–	﹤0.01%	2499
2023 Q4	$3.46K	Buy	+60	New	+$3.39K	﹤0.01%	2467
2019 Q1	–	Sell	-282	Closed	-$12K	–	1520
2018 Q4	$12K	Buy	282 +201	+248%	+$8.54K	﹤0.01%	905
2018 Q3	$5K	Hold	81	–	–	﹤0.01%	1212
2018 Q2	$4K	Hold	81	–	–	﹤0.01%	1226
2018 Q1	$3K	Sell	81 -25	-24%	-$934	﹤0.01%	1248
2017 Q4	$3K	Buy	+106	New	+$3.71K	﹤0.01%	1212

Other funds holding BL

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

CCG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Global Retirement Partners's BL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackLine (BL) in Q2 2026: 338 shares worth $9.49K. The stake represents ﹤0.01% of the portfolio and ranks #3423 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BL as recently as Q4 2025.

Global Retirement Partners first reported a position in BL in Q4 2017 and has held it in 14 quarters since. The position peaked at $67.5K in Q4 2025. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Global Retirement Partners held 338 shares of BlackLine worth $9.49K as of Q2 2026.
BlackLine was a new Global Retirement Partners position in Q2 2026.
BlackLine made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3423 holding.
Global Retirement Partners first reported a position in BlackLine in Q4 2017 and has held it in 14 quarters since.
Global Retirement Partners's BlackLine position peaked at $67.5K in Q4 2025.
246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.