OF
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Optimize Financial’s Blackbaud BLKB Stock Holding History

Optimize Financial’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 		$215K Sell
7,269
-25
-0.3% -$822 0.08% 274
2026
Q1 		$282K Buy
+7,294
New +$364K 0.14% 267

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Optimize Financial's BLKB Position: Q2 2026 in Review

Optimize Financial reduced its Blackbaud (BLKB) stake by 0.34% in Q2 2026, selling an estimated $822 and leaving 7,269 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #274.

Optimize Financial first reported a position in BLKB in Q1 2026 and has held it in 2 quarters since. The position peaked at $282K in Q1 2026. 284 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

  • Optimize Financial held 7,269 shares of Blackbaud worth $215K as of Q2 2026.
  • Optimize Financial sold 25 Blackbaud shares in Q2 2026, an estimated $822.
  • Blackbaud made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #274 holding.
  • Optimize Financial first reported a position in Blackbaud in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Blackbaud position peaked at $282K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.