Raymond James Financial
BL icon

Raymond James Financial’s BlackLine BL Stock Holding History

Raymond James Financial’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
Q1 		$3.04M Sell
82,037
-117,823
-59% -$5.07M ﹤0.01% 3009
2025
Q4 		$11.3M Sell
199,860
-53,775
-21% -$2.96M ﹤0.01% 1859
2025
Q3 		$13.5M Sell
253,635
-19,542
-7% -$1.06M ﹤0.01% 1694
2025
Q2 		$15.5M Sell
273,177
-106,830
-28% -$5.52M 0.01% 1551
2025
Q1 		$18.4M Sell
380,007
-11,201
-3% -$613K 0.01% 1372
2024
Q4 		$23.8M Buy
+391,208
New +$23.3M 0.01% 1187

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Raymond James Financial's BL Position: Q1 2026 in Review

Raymond James Financial reduced its BlackLine (BL) stake by 59% in Q1 2026, selling an estimated $5.07M and leaving 82,037 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

Raymond James Financial first reported a position in BL in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.8M in Q4 2024. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Raymond James Financial held 82,037 shares of BlackLine worth $3.04M as of Q1 2026.
  • Raymond James Financial sold 117,823 BlackLine shares in Q1 2026, an estimated $5.07M.
  • BlackLine made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3009 holding.
  • Raymond James Financial first reported a position in BlackLine in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's BlackLine position peaked at $23.8M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.