P2 Capital Partners’s Blackbaud BLKB Stock Holding History

P2 Capital Partners’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	$14.3M	Hold	482,874	–	–	5.82%	8
2026 Q1	$18.6M	Sell	482,874 -147,429	-23%	-$7.36M	8.88%	6
2025 Q4	$39.9M	Hold	630,303	–	–	10.22%	3
2025 Q3	$40.5M	Buy	630,303 +139,549	+28%	+$9.14M	7.79%	5
2025 Q2	$31.5M	Buy	490,754 +44,495	+10%	+$2.78M	6.03%	6
2025 Q1	$27.7M	Sell	446,259 -311,920	-41%	-$22.2M	5.38%	7
2024 Q4	$56M	Sell	758,179 -562,072	-43%	-$46M	9.52%	4
2024 Q3	$112M	Sell	1,320,251 -1,307	-0.1%	-$104K	12.77%	2
2024 Q2	$101M	Hold	1,321,558	–	–	11.04%	2
2024 Q1	$98M	Sell	1,321,558 -331,381	-20%	-$25.3M	11.58%	3
2023 Q4	$143M	Sell	1,652,939 -97,061	-6%	-$7.34M	15.77%	2
2023 Q3	$123M	Hold	1,750,000	–	–	16.1%	2
2023 Q2	$125M	Hold	1,750,000	–	–	14.5%	2
2023 Q1	$121M	Buy	1,750,000 +100,000	+6%	+$5.99M	15.55%	2
2022 Q4	$97.1M	Buy	1,650,000 +282,655	+21%	+$15.8M	12.84%	3
2022 Q3	$60.2M	Buy	1,367,345 +653,774	+92%	+$35.2M	7.43%	3
2022 Q2	$41.4M	Buy	+713,571	New	+$41.5M	4.69%	10

Other funds holding BLKB

CCG

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jupiter Topco New York $245B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

P2 Capital Partners's BLKB Position: Q2 2026 in Review

P2 Capital Partners held its Blackbaud (BLKB) position steady in Q2 2026 at 482,874 shares worth $14.3M. The position accounts for 5.82% of the portfolio, ranked #8.

P2 Capital Partners first reported a position in BLKB in Q2 2022 and has held it in 17 quarters since. The position peaked at $143M in Q4 2023. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

P2 Capital Partners held 482,874 shares of Blackbaud worth $14.3M as of Q2 2026.
P2 Capital Partners left its Blackbaud share count unchanged in Q2 2026.
Blackbaud made up 5.82% of P2 Capital Partners's portfolio in Q2 2026, its #8 holding.
P2 Capital Partners first reported a position in Blackbaud in Q2 2022 and has held it in 17 quarters since.
P2 Capital Partners's Blackbaud position peaked at $143M in Q4 2023.
283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on P2 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.