Smartleaf Asset Management’s BlackLine BL Stock Holding History

Smartleaf Asset Management’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	$13.4K	Sell	367 -1,106	-75%	-$47.6K	﹤0.01%	2176
2025 Q4	$84.3K	Sell	1,473 -689	-32%	-$38K	﹤0.01%	1293
2025 Q3	$114K	Buy	2,162 +6	+0.3%	+$324	0.01%	996
2025 Q2	$122K	Sell	2,156 -475	-18%	-$24.5K	0.01%	787
2025 Q1	$128K	Sell	2,631 -71	-3%	-$3.89K	0.01%	733
2024 Q4	$163K	Buy	2,702 +1,692	+168%	+$101K	0.02%	615
2024 Q3	$53.4K	Buy	1,010 +7	+0.7%	+$345	0.01%	894
2024 Q2	$48K	Buy	1,003 +78	+8%	+$4.28K	0.01%	754
2024 Q1	$58.9K	Sell	925 -33	-3%	-$2K	0.01%	642
2023 Q4	$62K	Buy	+958	New	+$54.2K	0.02%	506

Other funds holding BL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

First Manhattan

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

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

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