Root Financial Partners’s BlackLine BL Stock Holding History

Root Financial Partners’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	–	Sell	-62	Closed	-$2.29K	–	764
2026 Q1	$2.29K	Buy	+62	New	+$2.67K	﹤0.01%	2262

Other funds holding BL

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 Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Root Financial Partners's BL Position: Q2 2026 in Review

Root Financial Partners sold out of BlackLine (BL) in Q2 2026, closing a stake of 62 shares — an estimated $2.29K sold.

Root Financial Partners first reported a position in BL in Q1 2026 and held it in 1 quarter. The position peaked at $2.29K in Q1 2026. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Root Financial Partners reported no remaining BlackLine position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 62 BlackLine shares in Q2 2026, an estimated $2.29K.
Root Financial Partners first reported a position in BlackLine in Q1 2026 and held it in 1 quarter.
Root Financial Partners's BlackLine position peaked at $2.29K in Q1 2026.
246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.