SW
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SVB Wealth’s BlackLine BL Stock Holding History

SVB Wealth’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
Q2 		– Sell
-28
Closed -$1.36K – 660
2025
Q1 		$1.36K Buy
+28
New +$1.53K ﹤0.01% 1300

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SVB Wealth's BL Position: Q2 2025 in Review

SVB Wealth sold out of BlackLine (BL) in Q2 2025, closing a stake of 28 shares — an estimated $1.36K sold.

SVB Wealth first reported a position in BL in Q1 2025 and held it in 1 quarter. The position peaked at $1.36K in Q1 2025. 295 funds tracked by Wall St. Rank hold BL as of Q2 2025.

  • SVB Wealth reported no remaining BlackLine position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 28 BlackLine shares in Q2 2025, an estimated $1.36K.
  • SVB Wealth first reported a position in BlackLine in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's BlackLine position peaked at $1.36K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held BlackLine as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.