JFG
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Jefferies Financial Group’s BlackLine BL Stock Holding History

Jefferies Financial Group’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
2023
Q4 		– Sell
-206,300
Closed -$11.4M – 1706
2023
Q3 		$11.4M Buy
206,300
+60,800
+42% +$3.33M 0.1% 149
2023
Q2 		$7.83M Buy
145,500
+32,500
+29% +$1.8M 0.07% 256
2023
Q1 		$7.59M Sell
113,000
-6,100
-5% -$421K 0.06% 269
2022
Q4 		$8.01M Buy
+119,100
New +$7.39M 0.06% 267

Other funds holding BL

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FP
Fivespan Partners San Francisco, California $424M AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Neuberger Berman Group
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

Jefferies Financial Group's BL Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in BlackLine (BL) in Q2 2026: 11,200 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BL as recently as Q2 2024.

Jefferies Financial Group first reported a position in BL in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.82M in Q4 2022. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Jefferies Financial Group held 11,200 shares of BlackLine worth $314K as of Q2 2026.
  • BlackLine was a new Jefferies Financial Group position in Q2 2026.
  • BlackLine made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1370 holding.
  • Jefferies Financial Group first reported a position in BlackLine in Q4 2022 and has held it in 6 quarters since.
  • Jefferies Financial Group's BlackLine position peaked at $1.82M in Q4 2022.
  • 246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.