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Rise Advisors’s Blackbaud BLKB Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-240
Closed -$15.4K – 274
2025
Q3 		$15.4K Hold
240
– – 0.01% 732
2025
Q2 		$15.4K Hold
240
– – 0.01% 698
2025
Q1 		$14.9K Hold
240
– – 0.01% 687
2024
Q4 		$17.7K Hold
240
– – 0.01% 738
2024
Q3 		$20.3K Hold
240
– – 0.01% 673
2024
Q2 		$18.3K Hold
240
– – 0.01% 689
2024
Q1 		$17.8K Buy
+240
New +$18.3K 0.01% 724

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Rise Advisors's BLKB Position: Q4 2025 in Review

Rise Advisors sold out of Blackbaud (BLKB) in Q4 2025, closing a stake of 240 shares — an estimated $15.4K sold.

Rise Advisors first reported a position in BLKB in Q1 2024 and held it in 7 quarters. The position peaked at $20.3K in Q3 2024. 304 funds tracked by Wall St. Rank hold BLKB as of Q4 2025.

  • Rise Advisors reported no remaining Blackbaud position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 240 Blackbaud shares in Q4 2025, an estimated $15.4K.
  • Rise Advisors first reported a position in Blackbaud in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Blackbaud position peaked at $20.3K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Blackbaud as of Q4 2025.

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