Polen Capital Management
BL icon

Polen Capital Management’s BlackLine BL Stock Holding History

Polen Capital Management’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
2025
Q3 		– Sell
-4,763
Closed -$270K – 241
2025
Q2 		$270K Sell
4,763
-50,336
-91% -$2.6M ﹤0.01% 230
2025
Q1 		$2.67M Sell
55,099
-7,692
-12% -$421K 0.01% 79
2024
Q4 		$3.82M Sell
62,791
-6,506
-9% -$388K 0.01% 74
2024
Q3 		$3.82M Sell
69,297
-34,710
-33% -$1.71M 0.01% 70
2024
Q2 		$5.04M Sell
104,007
-4,757
-4% -$261K 0.01% 60
2024
Q1 		$7.02M Sell
108,764
-2,240
-2% -$136K 0.02% 57
2023
Q4 		$6.93M Sell
111,004
-4,795
-4% -$271K 0.02% 60
2023
Q3 		$6.42M Sell
115,799
-1,860
-2% -$102K 0.02% 61
2023
Q2 		$6.33M Sell
117,659
-4,580
-4% -$254K 0.02% 61
2023
Q1 		$8.21M Sell
122,239
-851
-0.7% -$58.7K 0.02% 53
2022
Q4 		$8.28M Sell
123,090
-23,132
-16% -$1.43M 0.02% 52
2022
Q3 		$8.76M Buy
146,222
+14,015
+11% +$940K 0.02% 48
2022
Q2 		$8.8M Sell
132,207
-22,490
-15% -$1.54M 0.02% 49
2022
Q1 		$11.3M Sell
154,697
-4,879
-3% -$395K 0.02% 55
2021
Q4 		$16.5M Buy
159,576
+37,726
+31% +$4.37M 0.03% 52
2021
Q3 		$14.4M Buy
121,850
+10,624
+10% +$1.22M 0.03% 47
2021
Q2 		$12.4M Buy
111,226
+6,709
+6% +$733K 0.02% 52
2021
Q1 		$11.3M Buy
104,517
+20,607
+25% +$2.57M 0.03% 45
2020
Q4 		$11.2M Buy
83,910
+19,062
+29% +$2.13M 0.03% 40
2020
Q3 		$5.81M Buy
64,848
+30,615
+89% +$2.57M 0.02% 44
2020
Q2 		$2.84M Buy
+34,233
New +$2.29M 0.01% 51

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Polen Capital Management's BL Position: Q3 2025 in Review

Polen Capital Management sold out of BlackLine (BL) in Q3 2025, closing a stake of 4,763 shares — an estimated $270K sold.

Polen Capital Management first reported a position in BL in Q2 2020 and held it in 21 quarters. The position peaked at $16.5M in Q4 2021. 273 funds tracked by Wall St. Rank hold BL as of Q3 2025.

  • Polen Capital Management reported no remaining BlackLine position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 4,763 BlackLine shares in Q3 2025, an estimated $270K.
  • Polen Capital Management first reported a position in BlackLine in Q2 2020 and held it in 21 quarters.
  • Polen Capital Management's BlackLine position peaked at $16.5M in Q4 2021.
  • 273 funds tracked by Wall St. Rank held BlackLine as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.