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 Q1	$2.29K	Buy	+62	New	+$2.67K	﹤0.01%	2262

Other funds holding BL

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Root Financial Partners's BL Position: Q1 2026 in Review

Root Financial Partners opened a new position in BlackLine (BL) in Q1 2026: 62 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #2262 among its holdings.

279 funds tracked by Wall St. Rank hold BL as of Q1 2026.

Root Financial Partners held 62 shares of BlackLine worth $2.29K as of Q1 2026.
BlackLine was a new Root Financial Partners position in Q1 2026.
BlackLine made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2262 holding.
279 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.