Root Financial Partners
BL icon

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
Q3 		$769 Buy
+29
New +$869 ﹤0.01% 3070
2026
Q2 		– Sell
-62
Closed -$2.29K – 764
2026
Q1 		$2.29K Buy
+62
New +$2.67K ﹤0.01% 2262

Other funds holding BL

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Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return
Tejara Capital
Tejara Capital London, United Kingdom $205M AUM 0.53% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Root Financial Partners's BL Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackLine (BL) in Q3 2026: 29 shares worth $769. The stake represents ﹤0.01% of the portfolio and ranks #3070 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BL as recently as Q1 2026.

Root Financial Partners first reported a position in BL in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.29K in Q1 2026. 119 funds tracked by Wall St. Rank hold BL as of Q3 2026.

  • Root Financial Partners held 29 shares of BlackLine worth $769 as of Q3 2026.
  • BlackLine was a new Root Financial Partners position in Q3 2026.
  • BlackLine made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3070 holding.
  • Root Financial Partners first reported a position in BlackLine in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's BlackLine position peaked at $2.29K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held BlackLine as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.