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Stephens Consulting’s BlackLine BL Stock Holding History

Stephens Consulting’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
2025
Q4 		– Sell
-81
Closed -$4.3K – 484
2025
Q3 		$4.3K Buy
+81
New +$4.38K ﹤0.01% 281
2025
Q2 		– Sell
-10
Closed -$485 – 1304
2025
Q1 		$485 Buy
+10
New +$548 ﹤0.01% 928

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Stephens Consulting's BL Position: Q4 2025 in Review

Stephens Consulting sold out of BlackLine (BL) in Q4 2025, closing a stake of 81 shares — an estimated $4.3K sold.

Stephens Consulting first reported a position in BL in Q1 2025 and held it in 2 quarters. The position peaked at $4.3K in Q3 2025. 307 funds tracked by Wall St. Rank hold BL as of Q4 2025.

  • Stephens Consulting reported no remaining BlackLine position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 81 BlackLine shares in Q4 2025, an estimated $4.3K.
  • Stephens Consulting first reported a position in BlackLine in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's BlackLine position peaked at $4.3K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held BlackLine as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.