BlackLine, Inc. (BL) shareholders
BLNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 11/3021% below fair value
$28.48+1.06 (+3.87%)
Close on Nov 12, 2026Market cap $1.66BP/E 43.8Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
61M of 58M shares
Institutional holders
246
43 new, 70 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $2.44M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,849,789 | 12.60% | 13G (passive) amendment | Jun 30, 2025 |
| Therese Tucker | 4,857,172 | 8.00% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 4,106,074 | 6.88% | 13G (passive) | Mar 31, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (6.10%) | 3,890,309 | 6.10% | 13G (passive) amendment | Mar 31, 2025 |
| Fivespan Partners, LP Joint filing with Dylan Haggart (5.10%) | 3,013,943 | 5.10% | 13D (active) | Mar 11, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,240,055 | 14.18% | $231.30M | +559,093 | 0.00% |
| Clearlake Capital Group, L.P. | 5,712,300 | 9.83% | $160.34M | – | 30.33% |
| Vanguard Portfolio Management LLC | 3,801,905 | 6.54% | $106.72M | −260,951 | 0.00% |
| Fivespan Partners, LP | 3,363,943 | 5.79% | $94.43M | +350,000 | 22.25% |
| First Manhattan Co. LLC. | 2,403,510 | 4.14% | $67.47M | −273,477 | 0.17% |
| Vanguard Capital Management LLC | 2,341,157 | 4.03% | $65.72M | −8,003 | 0.00% |
| State Street Corp | 2,159,214 | 3.71% | $60.61M | +118,896 | 0.00% |
| ICONIQ Capital, LLC | 2,087,081 | 3.59% | $58.58M | – | 1.69% |
| Neuberger Berman Group LLC | 1,805,786 | 3.11% | $50.69M | −218,605 | 0.03% |
| Westwood Holdings Group Inc | 1,318,230 | 2.27% | $37.00M | −138,419 | 0.28% |
| Geode Capital Management, LLC | 1,282,083 | 2.21% | $36.00M | +47,892 | 0.00% |
| Hawk Ridge Capital Management LP | 1,197,966 | 2.06% | $33.63M | −692,857 | 1.08% |
| JPMorgan Chase & Co | 1,190,095 | 2.05% | $33.38M | −20,193 | 0.00% |
| Morgan Stanley | 1,135,245 | 1.95% | $31.87M | +51,558 | 0.00% |
| Norges Bank | 1,090,376 | 1.88% | $30.61M | New | 0.00% |
| Lynrock Lake LP | 1,066,666 | 1.84% | $29.94M | New | 1.89% |
| Goldman Sachs Group Inc | 1,001,741 | 1.72% | $28.12M | +492,812 | 0.00% |
| Bank Of America Corp /De/ | 980,822 | 1.69% | $27.53M | +66,009 | 0.00% |
| Engaged Capital LLC | 827,619 | 1.42% | $23.23M | −540,000 | 7.10% |
| Price T Rowe Associates Inc /Md/ | 825,688 | 1.42% | $23.18M | +553,844 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 246 | 61M | 100.0% | 43 / 75 | 90 / 70 | 9M | 12M |
| Q1 2026 | 279 | 64M | 100.0% | 55 / 87 | 95 / 80 | 17M | 10M |
| Q4 2025 | 308 | 64M | 100.0% | 69 / 75 | 123 / 29 | 7M | 6M |
| Q3 2025 | 273 | 63M | 100.0% | 30 / 97 | 103 / 49 | 4M | 6M |
| Q2 2025 | 296 | 66M | 100.0% | 58 / 90 | 107 / 37 | 6M | 5M |
| Q1 2025 | 278 | 65M | 100.0% | 38 / 101 | 106 / 63 | 7M | 6M |
| Q4 2024 | 306 | 64M | 100.0% | 57 / 111 | 93 / 38 | 9M | 7M |
| Q3 2024 | 292 | 62M | 100.0% | 43 / 89 | 111 / 61 | 15M | 8M |
| Q2 2024 | 313 | 64M | 100.0% | 69 / 98 | 113 / 57 | 9M | 13M |
| Q1 2024 | 303 | 68M | 100.0% | 54 / 99 | 106 / 65 | 13M | 5M |
| Q4 2023 | 316 | 60M | 100.0% | 51 / 96 | 118 / 29 | 7M | 5M |
| Q3 2023 | 298 | 58M | 100.0% | 47 / 85 | 110 / 39 | 7M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
250 funds held BL in Q2 2026, 63% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,969,352 | 5.11% | $83.35M | 0.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,684,323 | 2.90% | $47.28M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,301,218 | 2.24% | $36.53M | 0.04% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,293,636 | 2.23% | $38.03M | 0.02% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,209,607 | 2.08% | $33.95M | 0.02% | Jun 30, 2026 |
| Neuberger Genesis Fund | 1,091,879 | 1.88% | $32.10M | 0.44% | May 31, 2026 |
| Select Software and IT Services Portfolio | 780,800 | 1.34% | $22.96M | 0.30% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 694,497 | 1.19% | $19.49M | 0.04% | Jun 30, 2026 |
| First Trust Cloud Computing ETF | 604,575 | 1.04% | $16.97M | 0.62% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 566,510 | 0.97% | $15.90M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 544,011 | 0.94% | $17.08M | 0.05% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 459,738 | 0.79% | $12.90M | 0.08% | Jun 30, 2026 |
| JPMorgan Small Cap Growth Fund | 459,235 | 0.79% | $12.89M | 0.49% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 452,554 | 0.78% | $12.70M | 0.08% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 441,895 | 0.76% | $12.40M | 0.15% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Owen Ryan | Chief Executive Officer, Director | 395,376 | 0.68% | Aug 24, 2026 |
| Patrick Villanova | Chief Financial Officer | 131,812 | 0.23% | Sep 4, 2026 |
| Michelle D. Stalick | Chief Accounting Officer | 34,712 | 0.06% | Aug 28, 2026 |
| Houten Stuart Van | Chief Commercial Officer | 106,966 | 0.18% | Aug 24, 2026 |
| Jimmy C. Duan | Chief Customer Officer | 120,658 | 0.21% | Aug 24, 2026 |
| Karole Morgan-Prager | Chief Legal and Administrative | 162,156 | 0.28% | Aug 24, 2026 |
| Jeremy Ung | Chief Technology Officer | 135,681 | 0.23% | Aug 24, 2026 |
| Mark Woodhams | Chief Revenue Officer | 61,390 | 0.11% | May 22, 2025 |
| Mark Partin | CHIEF FINANCIAL OFFICER | 214,523 | 0.37% | Feb 24, 2025 |
| Therese Tucker | Director | 4,577,475 | 7.88% | Aug 26, 2026 |
| Mika Yamamoto | Director | 16,692 | 0.03% | Jun 8, 2026 |
| Gregory Hughes | Director | 7,755 | 0.01% | May 22, 2026 |
| Sophia Velastegui | Director | 25,946 | 0.04% | May 8, 2026 |
| Brunilda Rios | Director | 18,115 | 0.03% | May 8, 2026 |
| Barbara Whye | Director | 16,969 | 0.03% | May 8, 2026 |
| Camille Drummond | Director | 13,553 | 0.02% | May 8, 2026 |
| David J. Henshall | Director | 22,794 | 0.04% | May 8, 2026 |
| Scott Davidson | Director | 10,860 | 0.02% | May 8, 2026 |
| Saranga Balaji | Director | 9,807 | 0.02% | May 8, 2026 |
| Storm Duncan | Director | 7,338 | 0.01% | May 8, 2026 |
| Megan Prichard | Director | 7,338 | 0.01% | May 8, 2026 |
| Thomas Unterman | Director | 100,471 | 0.17% | Oct 28, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Patrick Villanova Chief Financial Officer | Sep 2, 2026 | Option exercise | +750 | $14.00 | $10.50K | 131,812 |
| Michelle D. Stalick Chief Accounting Officer | Aug 27, 2026 | Sale | −780 | $33.65 | $26.25K | 34,712 |
| Therese Tucker Director | Aug 24, 2026 | Option exercise | +26,560 | $14.00 | $371.84K | 451,557 |
| Therese Tucker Director | Aug 24, 2026 | Option exercise | +70,000 | $14.00 | $980.00K | 424,997 |
| Therese Tucker Director | Aug 24, 2026 | Sale | −70,000 | $31.96 | $2.24M | 381,557 |
| Jeremy Ung Chief Technology Officer | Aug 20, 2026 | Tax withholding | −1,388 | $31.92 | $44.30K | 135,681 |
| Jeremy Ung Chief Technology Officer | Aug 20, 2026 | Tax withholding | −876 | $31.92 | $27.96K | 134,805 |
| Karole Morgan-Prager Chief Legal and Administrative | Aug 20, 2026 | Tax withholding | −778 | $31.92 | $24.83K | 162,156 |
| Karole Morgan-Prager Chief Legal and Administrative | Aug 20, 2026 | Tax withholding | −884 | $31.92 | $28.22K | 161,272 |
| Karole Morgan-Prager Chief Legal and Administrative | Aug 20, 2026 | Tax withholding | −1,063 | $31.92 | $33.93K | 160,209 |
| Michelle D. Stalick Chief Accounting Officer | Aug 20, 2026 | Tax withholding | −143 | $31.92 | $4.56K | 36,220 |
| Michelle D. Stalick Chief Accounting Officer | Aug 20, 2026 | Tax withholding | −302 | $31.92 | $9.64K | 35,492 |
| Michelle D. Stalick Chief Accounting Officer | Aug 20, 2026 | Tax withholding | −161 | $31.92 | $5.14K | 36,059 |
| Michelle D. Stalick Chief Accounting Officer | Aug 20, 2026 | Tax withholding | −265 | $31.92 | $8.46K | 35,794 |
| Houten Stuart Van Chief Commercial Officer | Aug 20, 2026 | Tax withholding | −1,720 | $31.92 | $54.90K | 106,966 |
| Owen Ryan Chief Executive Officer, Director | Aug 20, 2026 | Tax withholding | −2,235 | $31.92 | $71.34K | 395,376 |
| Owen Ryan Chief Executive Officer, Director | Aug 20, 2026 | Tax withholding | −2,027 | $31.92 | $64.70K | 393,349 |
| Owen Ryan Chief Executive Officer, Director | Aug 20, 2026 | Tax withholding | −2,438 | $31.92 | $77.82K | 390,911 |
| Patrick Villanova Chief Financial Officer | Aug 20, 2026 | Tax withholding | −1,200 | $31.92 | $38.30K | 131,062 |
| Patrick Villanova Chief Financial Officer | Aug 20, 2026 | Tax withholding | −260 | $31.92 | $8.30K | 132,562 |
| Patrick Villanova Chief Financial Officer | Aug 20, 2026 | Tax withholding | −300 | $31.92 | $9.58K | 132,262 |
| Jimmy C. Duan Chief Customer Officer | Aug 20, 2026 | Tax withholding | −1,190 | $31.92 | $37.98K | 120,658 |
| Jimmy C. Duan Chief Customer Officer | Aug 20, 2026 | Tax withholding | −751 | $31.92 | $23.97K | 119,907 |
| Mika Yamamoto Director | Jun 5, 2026 | Sale | −3,000 | $28.48 | $85.44K | 16,692 |
| Michelle D. Stalick Chief Accounting Officer | Jun 1, 2026 | Sale | −780 | $30.93 | $24.13K | 36,363 |
| Gregory Hughes Director | May 21, 2026 | Sale(10b5-1 plan) | −1,637 | $30.25 | $49.52K | 7,755 |
| Patrick Villanova Chief Financial Officer | May 20, 2026 | Tax withholding | −1,200 | $30.84 | $37.01K | 132,822 |
| Patrick Villanova Chief Financial Officer | May 20, 2026 | Tax withholding | −259 | $30.84 | $7.99K | 134,322 |
| Patrick Villanova Chief Financial Officer | May 20, 2026 | Tax withholding | −300 | $30.84 | $9.25K | 134,022 |
| Karole Morgan-Prager Chief Legal and Administrative | May 20, 2026 | Tax withholding | −1,063 | $30.84 | $32.78K | 162,934 |
| Karole Morgan-Prager Chief Legal and Administrative | May 20, 2026 | Tax withholding | −778 | $30.84 | $23.99K | 164,881 |
| Karole Morgan-Prager Chief Legal and Administrative | May 20, 2026 | Tax withholding | −884 | $30.84 | $27.26K | 163,997 |
| Jimmy C. Duan Chief Customer Officer | May 20, 2026 | Tax withholding | −1,190 | $30.84 | $36.70K | 122,599 |
| Jimmy C. Duan Chief Customer Officer | May 20, 2026 | Tax withholding | −751 | $30.84 | $23.16K | 121,848 |
| Owen Ryan Chief Executive Officer, Director | May 20, 2026 | Tax withholding | −2,234 | $30.84 | $68.90K | 402,076 |
| Owen Ryan Chief Executive Officer, Director | May 20, 2026 | Tax withholding | −2,027 | $30.84 | $62.51K | 400,049 |
| Owen Ryan Chief Executive Officer, Director | May 20, 2026 | Tax withholding | −2,438 | $30.84 | $75.19K | 397,611 |
| Michelle D. Stalick Chief Accounting Officer | May 20, 2026 | Tax withholding | −301 | $30.84 | $9.28K | 37,143 |
| Michelle D. Stalick Chief Accounting Officer | May 20, 2026 | Tax withholding | −143 | $30.84 | $4.41K | 37,871 |
| Michelle D. Stalick Chief Accounting Officer | May 20, 2026 | Tax withholding | −161 | $30.84 | $4.97K | 37,710 |
| Michelle D. Stalick Chief Accounting Officer | May 20, 2026 | Tax withholding | −266 | $30.84 | $8.20K | 37,444 |
| Houten Stuart Van Chief Commercial Officer | May 20, 2026 | Tax withholding | −1,720 | $30.84 | $53.04K | 108,686 |
| Jeremy Ung Chief Technology Officer | May 20, 2026 | Tax withholding | −1,388 | $30.84 | $42.81K | 137,944 |
| Jeremy Ung Chief Technology Officer | May 20, 2026 | Tax withholding | −875 | $30.84 | $26.99K | 137,069 |
| Therese Tucker Founder, Director | May 20, 2026 | Tax withholding | −2,222 | $30.84 | $68.53K | 359,438 |
| Therese Tucker Founder, Director | May 20, 2026 | Tax withholding | −2,425 | $30.84 | $74.79K | 354,997 |
| Therese Tucker Founder, Director | May 20, 2026 | Tax withholding | −2,016 | $30.84 | $62.17K | 357,422 |
| Michelle D. Stalick Chief Accounting Officer | May 18, 2026 | Sale | −459 | $30.26 | $13.89K | 38,014 |
| Owen Ryan Chief Executive Officer, Director | May 14, 2026 | Gift | −250 | – | – | 404,310 |
| Saranga Balaji Director | May 7, 2026 | Award | +6,416 | – | – | 9,807 |
| Sophia Velastegui Director | May 7, 2026 | Award | +6,416 | – | – | 25,946 |
| Brunilda Rios Director | May 7, 2026 | Award | +6,416 | – | – | 18,115 |
| Barbara Whye Director | May 7, 2026 | Award | +6,416 | – | – | 16,969 |
| Scott Davidson Director | May 7, 2026 | Award | +6,416 | – | – | 10,860 |
| Megan Prichard Director | May 7, 2026 | Award | +6,416 | – | – | 7,338 |
| Storm Duncan Director | May 7, 2026 | Award | +6,416 | – | – | 7,338 |
| Mika Yamamoto Director | May 7, 2026 | Award | +6,416 | – | – | 19,692 |
| Camille Drummond Director | May 7, 2026 | Award | +6,416 | – | – | 13,553 |
| Gregory Hughes Director | May 7, 2026 | Award | +6,416 | – | – | 9,392 |
| David J. Henshall Director | May 7, 2026 | Award | +6,416 | – | – | 22,794 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
8.41%
4M shares short
Days to cover
4.0
At 1M shares a day
Change since last report
-17.0%
From 5M shares
Short volume, 20 days
37.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BlackLine's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,347 shares on Sep 3, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Therese Tucker Officer, Director | Aug 24, 2026 | 70,000 | $2.24M | Aug 24, 2026 | Stock Option Exercise |
| Mika Yamamoto Director | Jun 5, 2026 | 3,000 | $85.43K | Jun 5, 2026 | Restricted Stock Vesting |
| Gregory Hughes Director | May 21, 2026 | 1,637 | $49.52K | May 21, 2026 | Restricted Stock Vesting |
| Thomas Unterman Former Director | May 13, 2026 | 20,000 | $508.04K | May 13, 2026 | Stock Option Exercise |
| Thomas Unterman Former Director | May 12, 2026 | 20,000 | $540.00K | May 12, 2026 | Stock Option Exercise |
| Thomas Unterman Director | Oct 27, 2025 | 910 | $50.05K | Oct 27, 2025 | Stock Option Exercise |
| Thomas Unterman Director | Sep 22, 2025 | 910 | $50.05K | Sep 22, 2025 | Stock Option Exercise |
| Thomas Unterman Director | Aug 28, 2025 | 910 | $50.05K | Aug 28, 2025 | Stock Option Exercise |
| Thomas Unterman Director | Jul 21, 2025 | 885 | $50.18K | Jul 21, 2025 | Stock Option Exercise |
| Thomas Unterman Director | Jun 20, 2025 | 910 | $50.26K | Jun 20, 2025 | Stock Option Exercise |
| Mark Woodhams Officer | May 21, 2025 | 1,856 | $101.43K | May 21, 2025 | Restricted Stock Vesting |
| Thomas Unterman Director | May 20, 2025 | 910 | $50.05K | May 20, 2025 | Stock Option Exercise |
| Thomas Unterman Director | May 12, 2025 | 2,730 | $150.15K | May 12, 2025 | Stock Option Exercise |
| Mark Partin Former Officer | May 7, 2025 | 10,000 | $502.25K | May 7, 2025 | Restricted Stock Vesting |
| Mark Partin Former Officer | May 5, 2025 | 30,000 | $1.43M | May 5, 2025 | Restricted Stock Vesting |
See a number that looks wrong?