Tensile Capital Management’s BlackLine BL Stock Holding History

Tensile Capital 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 Q2	$19.5M	Sell	694,846 -55,940	-7%	-$1.67M	2.69%	14
2026 Q1	$27.8M	Sell	750,786 -40,159	-5%	-$1.73M	3.98%	10
2025 Q4	$43.7M	Sell	790,945 -21,740	-3%	-$1.2M	5.66%	10
2025 Q3	$43.2M	Buy	812,685 +1,200	+0.1%	+$64.8K	5.39%	9
2025 Q2	$45.9M	Sell	811,485 -60,000	-7%	-$3.1M	5.55%	8
2025 Q1	$42.2M	Buy	871,485 +130,488	+18%	+$7.15M	5.38%	9
2024 Q4	$45M	Buy	740,997 +105,000	+17%	+$6.26M	4.68%	10
2024 Q3	$35.1M	Sell	635,997 -139,900	-18%	-$6.89M	3.79%	12
2024 Q2	$37.6M	Buy	775,897 +441,168	+132%	+$24.2M	4.15%	11
2024 Q1	$21.6M	Hold	334,729	–	–	2.37%	14
2023 Q4	$20.9M	Sell	334,729 -231,216	-41%	-$13.1M	2.44%	15
2023 Q3	$31.4M	Sell	565,945 -48,833	-8%	-$2.67M	3.95%	10
2023 Q2	$33.1M	Buy	614,778 +138,566	+29%	+$7.69M	4.28%	9
2023 Q1	$32M	Buy	476,212 +49,191	+12%	+$3.39M	4.34%	10
2022 Q4	$28.7M	Buy	+427,021	New	+$26.5M	4.5%	9

Other funds holding BL

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 Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Tensile Capital Management's BL Position: Q2 2026 in Review

Tensile Capital Management reduced its BlackLine (BL) stake by 7.5% in Q2 2026, selling an estimated $1.67M and leaving 694,846 shares worth $19.5M. The position accounts for 2.69% of the portfolio, ranked #14.

Tensile Capital Management first reported a position in BL in Q4 2022 and has held it in 15 quarters since. The position peaked at $45.9M in Q2 2025. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Tensile Capital Management held 694,846 shares of BlackLine worth $19.5M as of Q2 2026.
Tensile Capital Management sold 55,940 BlackLine shares in Q2 2026, an estimated $1.67M.
BlackLine made up 2.69% of Tensile Capital Management's portfolio in Q2 2026, its #14 holding.
Tensile Capital Management first reported a position in BlackLine in Q4 2022 and has held it in 15 quarters since.
Tensile Capital Management's BlackLine position peaked at $45.9M in Q2 2025.
247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Tensile Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.