Lavelle Capital’s BlackLine BL Stock Holding History

Lavelle Capital’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	$1.38M	Buy	49,181 +33,062	+205%	+$988K	0.59%	28
2026 Q1	$596K	Hold	16,119	–	–	0.37%	49
2025 Q4	$891K	Buy	+16,119	New	+$888K	0.56%	39

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 $3.38T AUM 44.17% 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

Lavelle Capital's BL Position: Q2 2026 in Review

Lavelle Capital increased its BlackLine (BL) stake by 205% in Q2 2026, buying an estimated $988K and bringing the position to 49,181 shares worth $1.38M. The position accounts for 0.59% of the portfolio, ranked #28.

Lavelle Capital first reported a position in BL in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Lavelle Capital held 49,181 shares of BlackLine worth $1.38M as of Q2 2026.
Lavelle Capital bought 33,062 BlackLine shares in Q2 2026, an estimated $988K.
BlackLine made up 0.59% of Lavelle Capital's portfolio in Q2 2026, its #28 holding.
Lavelle Capital first reported a position in BlackLine in Q4 2025 and has held it in 3 quarters since.
247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.