Root Financial Partners
BLKB icon

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
Q3 		$2.54K Buy
+61
New +$2.5K ﹤0.01% 2524
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in Blackbaud (BLKB) in Q3 2026: 61 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #2524 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BLKB as recently as Q1 2026.

Root Financial Partners first reported a position in BLKB in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.02K in Q3 2025. 242 funds tracked by Wall St. Rank hold BLKB as of Q3 2026.

  • Root Financial Partners held 61 shares of Blackbaud worth $2.54K as of Q3 2026.
  • Blackbaud was a new Root Financial Partners position in Q3 2026.
  • Blackbaud made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2524 holding.
  • Root Financial Partners first reported a position in Blackbaud in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Blackbaud position peaked at $5.02K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Blackbaud as of Q3 2026.

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