RIL
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Rothschild Investment LLC’s BlackLine BL Stock Holding History

Rothschild Investment LLC’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 		$4.38K Buy
156
+18
+13% +$538 ﹤0.01% 2359
2026
Q1 		$5.11K Buy
138
+33
+31% +$1.42K ﹤0.01% 2041
2025
Q4 		$5.8K Buy
105
+30
+40% +$1.65K ﹤0.01% 1811
2025
Q3 		$3.98K Sell
75
-55
-42% -$2.97K ﹤0.01% 1808
2025
Q2 		$7.36K Buy
130
+55
+73% +$2.84K ﹤0.01% 1335
2025
Q1 		$3.63K Sell
75
-10
-12% -$548 ﹤0.01% 1589
2024
Q4 		$5.17K Buy
85
+15
+21% +$895 ﹤0.01% 1335
2024
Q3 		$3.86K Buy
70
+60
+600% +$2.95K ﹤0.01% 1388
2024
Q2 		$485 Buy
10
+5
+100% +$275 ﹤0.01% 2036
2024
Q1 		$323 Buy
+5
New +$303 ﹤0.01% 1523

Other funds holding BL

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FP
Fivespan Partners San Francisco, California $424M AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Neuberger Berman Group
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

Rothschild Investment LLC's BL Position: Q2 2026 in Review

Rothschild Investment LLC increased its BlackLine (BL) stake by 13% in Q2 2026, buying an estimated $538 and bringing the position to 156 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Rothschild Investment LLC first reported a position in BL in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.36K in Q2 2025. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Rothschild Investment LLC held 156 shares of BlackLine worth $4.38K as of Q2 2026.
  • Rothschild Investment LLC bought 18 BlackLine shares in Q2 2026, an estimated $538.
  • BlackLine made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2359 holding.
  • Rothschild Investment LLC first reported a position in BlackLine in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's BlackLine position peaked at $7.36K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.