WA
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Waverly Advisors’s Blackbaud BLKB Stock Holding History

Waverly Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$846K Buy
21,905
+32
+0.1% +$1.6K 0.01% 882
2025
Q4 		$1.38M Buy
21,873
+426
+2% +$26.4K 0.01% 674
2025
Q3 		$1.38M Buy
21,447
+219
+1% +$14.3K 0.01% 571
2025
Q2 		$1.36M Sell
21,228
-297
-1% -$18.6K 0.02% 555
2025
Q1 		$1.34M Buy
21,525
+1,022
+5% +$72.6K 0.02% 551
2024
Q4 		$1.52M Buy
20,503
+3,790
+23% +$310K 0.02% 439
2024
Q3 		$1.42M Buy
16,713
+9,002
+117% +$717K 0.03% 387
2024
Q2 		$587K Buy
+7,711
New +$594K 0.01% 539

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return