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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
Q2 		$658K Buy
22,206
+301
+1% +$9.9K ﹤0.01% 1052
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 $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Waverly Advisors's BLKB Position: Q2 2026 in Review

Waverly Advisors increased its Blackbaud (BLKB) stake by 1.4% in Q2 2026, buying an estimated $9.9K and bringing the position to 22,206 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Waverly Advisors first reported a position in BLKB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q4 2024. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

  • Waverly Advisors held 22,206 shares of Blackbaud worth $658K as of Q2 2026.
  • Waverly Advisors bought 301 Blackbaud shares in Q2 2026, an estimated $9.9K.
  • Blackbaud made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1052 holding.
  • Waverly Advisors first reported a position in Blackbaud in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Blackbaud position peaked at $1.52M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.