Signals

BL

385 in-universe funds with a nonzero position in BL within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-02 Insider Villanova Patrick (Chief Financial Officer) acquired via option exercise ($10,500)
2026-08-27 Insider Stalick Michelle D (Chief Accounting Officer) disposed via sale ($26,247)
2026-08-24 Insider Tucker Therese acquired via option exercise ($980,000)
2026-08-24 Insider Tucker Therese acquired via option exercise ($371,840)
2026-08-24 Insider Tucker Therese disposed via sale ($2,236,990)
2026-08-20 Insider Duan Jimmy C (Chief Customer Officer) disposed via tax withholding ($37,985)
2026-08-20 Insider Duan Jimmy C (Chief Customer Officer) disposed via tax withholding ($23,972)
2026-08-20 Insider Villanova Patrick (Chief Financial Officer) disposed via tax withholding ($8,299)
2026-08-20 Insider Villanova Patrick (Chief Financial Officer) disposed via tax withholding ($9,576)
2026-08-20 Insider Villanova Patrick (Chief Financial Officer) disposed via tax withholding ($38,304)
2026-08-04 8-K Item(s) 8.01
2026-08-04 8-K Item(s) 2.02, 9.01
2026-08-03 8-K Item(s) 5.02, 9.01
2026-05-08 8-K Item(s) 5.07
2026-05-05 8-K Item(s) 2.02, 9.01
2026-03-17 8-K Item(s) 8.01
2026-03-10 8-K Item(s) 1.01, 5.02, 7.01, 9.01
2026-02-10 8-K Item(s) 2.02, 9.01
2026-02-02 8-K Item(s) 8.01, 9.01
2025-12-22 8-K Item(s) 5.02, 9.01
2017-11-13 Ownership Dilution filing by BLACKLINE, INC. (S-3)

Flow ranking

Rank#298
Score / z0.799 / 0.70
Consensus96.85 over 169 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-6% / 4.3d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.019
F-score8
M-score
Net issuance53.5%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-02 Villanova Patrick M $10,500
2026-08-27 Stalick Michelle D S $26,247
2026-08-24 Tucker Therese M $980,000
2026-08-24 Tucker Therese M $371,840
2026-08-24 Tucker Therese S $2,236,990
2026-08-20 Duan Jimmy C F $37,985
2026-08-20 Duan Jimmy C F $23,972
2026-08-20 Villanova Patrick F $8,299
2026-08-20 Villanova Patrick F $9,576
2026-08-20 Villanova Patrick F $38,304
Showing the 10 most recent.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-04 8-K 8.01
2026-08-04 8-K 2.02, 9.01
2026-08-03 8-K 5.02, 9.01
2026-05-08 8-K 5.07
2026-05-05 8-K 2.02, 9.01
2026-03-17 8-K 8.01
2026-03-10 8-K 1.01, 5.02, 7.01, 9.01
2026-02-10 8-K 2.02, 9.01
2026-02-02 8-K 8.01, 9.01
2025-12-22 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2017-11-13 S-3 BLACKLINE, INC.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 284.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLEARLAKE CAPITAL GROUP, L.P. CIK 0001688282 0.942 6 211.4 31.1% 4 +1.5 pp +2.7 pp +1.0 pp +31.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 118.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fivespan Partners, LP CIK 0002040262 0.805 6 111.5 29.6% 1 +29.6 pp +29.6 pp +29.6 pp +29.6 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 99.0 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 77.2 1.7% 4 -0.0 pp +0.4 pp -0.3 pp +1.7 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 75.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 74.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 70.0 2.5% 4 -1.3 pp -1.6 pp -1.5 pp +2.5 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 62.4 1.2% 4 -0.5 pp -0.5 pp -0.5 pp +1.2 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 53.9 0.4% 4 -0.3 pp -0.1 pp -0.3 pp +0.4 pp
Engaged Capital LLC CIK 0001559771 0.749 10 50.6 16.7% 3 +1.4 pp +10.8 pp +16.7 pp +16.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 45.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 40.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 39.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 33.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 32.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tensile Capital Management LP CIK 0001598843 0.624 22 27.8 4.0% 4 -1.7 pp -1.4 pp -1.6 pp +4.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 19.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 17.7 0.4% 4 -0.5 pp -0.5 pp -0.5 pp +0.4 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 16.3 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
Potrero Capital Research LLC CIK 0001536630 0.015 44 15.6 9.6% 2 +2.7 pp +9.6 pp +9.6 pp +9.6 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 14.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 12.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTERLY CAPITAL MANAGEMENT, LLC CIK 0001546172 0.036 46 11.5 3.5% 2 +2.0 pp +3.5 pp +3.5 pp +3.5 pp
GAGNON SECURITIES LLC CIK 0001125725 0.312 83 11.0 2.5% 4 -0.6 pp -0.4 pp -0.4 pp +2.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 8.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 7.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 6.5 0.2% 4 -1.1 pp -1.0 pp -0.9 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tejara Capital Ltd CIK 0001879713 0.057 66 6.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Barton Investment Management CIK 0001387818 0.844 60 5.9 0.7% 4 -0.2 pp -0.1 pp -0.3 pp +0.7 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 5.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gagnon Advisors, LLC CIK 0001599466 0.247 23 4.8 3.5% 4 -1.0 pp -0.7 pp -1.4 pp +3.5 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 3.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 2.6 1.5% 4 -0.6 pp -0.3 pp -0.3 pp +1.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 2.4 0.1% 2 -0.0 pp +0.1 pp -0.4 pp +0.1 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 2.2 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Shay Capital LLC CIK 0001723643 0.044 394 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.6 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 1.6 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEXPOINT ASSET MANAGEMENT, L.P. CIK 0001469877 0.000 67 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridge City Capital, LLC CIK 0001713521 0.134 114 1.1 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
P SCHOENFELD ASSET MANAGEMENT LP CIK 0001040198 0.136 25 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAVELLE CAPITAL LP CIK 0002136566 0.357 75 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 0.0 0.0% 0 -0.2 pp -0.3 pp -0.5 pp -0.3 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BDF-GESTION CIK 0001632812 0.000 143 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCALAR GAUGE MANAGEMENT, LLC CIK 0001965542 0.041 26 0.0 0.0% 0 -19.4 pp -16.7 pp -18.4 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.0 0.0% 0 -0.4 pp -0.6 pp -0.7 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Portman Square Capital LLP CIK 0001966898 0.153 39 0.0 0.0% 0 +0.0 pp -0.5 pp -0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pier Capital, LLC CIK 0001310051 0.081 129 0.0 0.0% 0 -0.0 pp -1.2 pp -1.3 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -1.3 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.0% 0 -0.3 pp -0.5 pp -0.5 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ananym Capital Management, LP CIK 0002037077 0.621 8 0.0 0.0% 0 -5.8 pp -9.0 pp -7.9 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BL). Qtrs Held counts distinct quarters this fund has actually held BL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BL position size. Δ columns are the percentage-point change in BL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status