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BlackLine

276 hedge funds and large institutions have $2.37B invested in BlackLine in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $37.5M

0.57% less ownership

Funds ownership: 107.88%107.31% (-0.57%)

8% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 95

10% less funds holding

Funds holding: 305276 (-29)

29% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 77

33% less capital invested

Capital invested by funds: $3.55B → $2.37B (-$1.18B)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
276
Holders Change
-29
Holders Change %
-9.51%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
87
Reduced
95
Closed
77
Calls
$64.4M
Puts
$37.5M
Net Calls
+$26.9M
Net Calls Change
-$92.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$284M +$1.47M +34,024 +0.4%
CCG
2
Clearlake Capital Group
California
$211M
VPM
3
Vanguard Portfolio Management
Pennsylvania
$150M +$175M +4,062,856 New
UBS Group
4
UBS Group
Switzerland
$119M +$109M +2,537,876 +381%
FP
5
Fivespan Partners
California
$112M +$89.9M +2,087,899 +225%
First Manhattan
6
First Manhattan
New York
$99M +$10.7M +248,383 +10%
VCM
7
Vanguard Capital Management
Pennsylvania
$86.9M +$101M +2,349,160 New
IC
8
Iconiq Capital
California
$77.2M
State Street
9
State Street
Massachusetts
$75.5M +$1.77M +41,124 +2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$74.9M -$5.64M -130,930 -6%
HRCM
11
Hawk Ridge Capital Management
California
$70M +$16.9M +393,192 +26%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$62.4M -$7.04M -163,513 -9%
WHG
13
Westwood Holdings Group
Texas
$53.9M -$2.72M -63,150 -4%
EC
14
Engaged Capital
California
$50.6M +$12.2M +284,000 +26%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$45.7M -$476K -11,046 -0.9%
JP Morgan Chase
16
JP Morgan Chase
New York
$44.2M -$1.98M -45,923 -4%
Morgan Stanley
17
Morgan Stanley
New York
$40.1M -$8.23M -191,089 -15%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$39.4M +$7.82M +181,577 +21%
Bank of America
19
Bank of America
North Carolina
$33.8M +$3.34M +77,596 +9%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$32.8M -$16.5M -382,441 -30%
TCM
21
Tensile Capital Management
California
$27.8M -$1.73M -40,159 -5%
First Trust Advisors
22
First Trust Advisors
Illinois
$22.8M +$6.87M +159,561 +35%
Northern Trust
23
Northern Trust
Illinois
$21.9M -$1.98M -45,878 -7%
Charles Schwab
24
Charles Schwab
California
$19.3M +$1.64M +38,049 +8%
Goldman Sachs
25
Goldman Sachs
New York
$18.8M -$10.5M -244,149 -32%