Third View Private Wealth’s BlackLine BL Stock Holding History

Third View Private 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
2026 Q1	–	Sell	-4,766	Closed	-$264K	–	275
2025 Q4	$264K	Buy	+4,766	New	+$263K	0.04%	245

Other funds holding BL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

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

VCM

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Third View Private Wealth's BL Position: Q1 2026 in Review

Third View Private Wealth sold out of BlackLine (BL) in Q1 2026, closing a stake of 4,766 shares — an estimated $264K sold.

Third View Private Wealth first reported a position in BL in Q4 2025 and held it in 1 quarter. The position peaked at $264K in Q4 2025. 279 funds tracked by Wall St. Rank hold BL as of Q1 2026.

Third View Private Wealth reported no remaining BlackLine position as of Q1 2026 after selling out during the quarter.
Third View Private Wealth sold 4,766 BlackLine shares in Q1 2026, an estimated $264K.
Third View Private Wealth first reported a position in BlackLine in Q4 2025 and held it in 1 quarter.
Third View Private Wealth's BlackLine position peaked at $264K in Q4 2025.
279 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Third View Private Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.