Root Financial Partners’s Blackbaud BLKB Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-115	Closed	-$4.44K	–	772
2026 Q1	$4.44K	Buy	115 +50	+77%	+$2.5K	﹤0.01%	1996
2025 Q4	$4.12K	Sell	65 -13	-17%	-$804	﹤0.01%	1818
2025 Q3	$5.02K	Buy	+78	New	+$5.11K	﹤0.01%	1723

Other funds holding BLKB

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jupiter Topco New York $245B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Root Financial Partners sold out of Blackbaud (BLKB) in Q2 2026, closing a stake of 115 shares — an estimated $4.44K sold.

Root Financial Partners first reported a position in BLKB in Q3 2025 and held it in 3 quarters. The position peaked at $5.02K in Q3 2025. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

Root Financial Partners reported no remaining Blackbaud position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 115 Blackbaud shares in Q2 2026, an estimated $4.44K.
Root Financial Partners first reported a position in Blackbaud in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Blackbaud position peaked at $5.02K in Q3 2025.
283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

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