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Rise Advisors’s BlackLine BL Stock Holding History

Rise 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
2025
Q4 		– Sell
-381
Closed -$20.2K – 270
2025
Q3 		$20.2K Hold
381
– – 0.01% 568
2025
Q2 		$21.6K Hold
381
– – 0.01% 486
2025
Q1 		$18.4K Buy
381
+59
+18% +$3.23K 0.01% 548
2024
Q4 		$19.6K Sell
322
-87
-21% -$5.19K 0.01% 675
2024
Q3 		$22.6K Hold
409
– – 0.01% 613
2024
Q2 		$19.8K Hold
409
– – 0.01% 644
2024
Q1 		$26.4K Hold
409
– – 0.01% 456
2023
Q4 		$25.5K Hold
409
– – 0.02% 226
2023
Q3 		$22.7K Buy
409
+299
+272% +$16.4K 0.02% 220
2023
Q2 		$5.92K Hold
110
– – ﹤0.01% 404
2023
Q1 		$7.39K Hold
110
– – 0.01% 405
2022
Q4 		$7.4K Hold
110
– – 0.01% 396
2022
Q3 		$7K Hold
110
– – 0.01% 382
2022
Q2 		$7K Hold
110
– – 0.01% 388
2022
Q1 		$8K Hold
110
– – 0.01% 356
2021
Q4 		$11.4K Buy
+110
New +$12.8K 0.01% 311

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Rise Advisors's BL Position: Q4 2025 in Review

Rise Advisors sold out of BlackLine (BL) in Q4 2025, closing a stake of 381 shares — an estimated $20.2K sold.

Rise Advisors first reported a position in BL in Q4 2021 and held it in 16 quarters. The position peaked at $26.4K in Q1 2024. 308 funds tracked by Wall St. Rank hold BL as of Q4 2025.

  • Rise Advisors reported no remaining BlackLine position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 381 BlackLine shares in Q4 2025, an estimated $20.2K.
  • Rise Advisors first reported a position in BlackLine in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's BlackLine position peaked at $26.4K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held BlackLine as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.