WANY
BL icon

Wealthspire Advisors (New York)’s BlackLine BL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-81
Closed -$4.3K – 1260
2025
Q3 		$4.3K Buy
+81
New +$4.38K ﹤0.01% 2378

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s BL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BlackLine (BL) in Q4 2025, closing a stake of 81 shares — an estimated $4.3K sold.

Wealthspire Advisors (New York) first reported a position in BL in Q3 2025 and held it in 1 quarter. The position peaked at $4.3K in Q3 2025. 308 funds tracked by Wall St. Rank hold BL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining BlackLine position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 81 BlackLine shares in Q4 2025, an estimated $4.3K.
  • Wealthspire Advisors (New York) first reported a position in BlackLine in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BlackLine position peaked at $4.3K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held BlackLine as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.