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Plante Moran Financial Advisors’s BlackLine BL Stock Holding History

Plante Moran Financial Advisors’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 		$56 Buy
+2
New +$60 ﹤0.01% 1575
2021
Q4 		– Sell
-83
Closed -$10K – 1002
2021
Q3 		$10K Buy
+83
New +$9.54K ﹤0.01% 687
2019
Q4 		– Sell
-361
Closed -$17K – 756
2019
Q3 		$17K Buy
+361
New +$18K 0.01% 522

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

Plante Moran Financial Advisors's BL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in BlackLine (BL) in Q2 2026: 2 shares worth $56. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BL as recently as Q3 2021.

Plante Moran Financial Advisors first reported a position in BL in Q3 2019 and has held it in 3 quarters since. The position peaked at $17K in Q3 2019. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of BlackLine worth $56 as of Q2 2026.
  • BlackLine was a new Plante Moran Financial Advisors position in Q2 2026.
  • BlackLine made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1575 holding.
  • Plante Moran Financial Advisors first reported a position in BlackLine in Q3 2019 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's BlackLine position peaked at $17K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.