FIRST MANHATTAN CO. LLC. BL — BLACKLINE INC

Ownership history in FIRST MANHATTAN CO. LLC.  ·  5 quarters on record

AI Ownership Summary

FIRST MANHATTAN CO. LLC. reported BLACKLINE INC (BL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.35% in 2025 Q4. The latest visible filing shows BL at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST MANHATTAN CO. LLC.'s position in BLACKLINE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BL was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BL stock page FIRST MANHATTAN CO. LLC. fund profile FIRST MANHATTAN CO. LLC. full holdings
How FIRST MANHATTAN CO. LLC. held BL — position size vs. price
% of Fund (quarterly)    BL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 2,428,604 +340,606 +16.3% 0.35% $134.3M 2026-02-14 (Est.) $38.61
2025 Q3 ADDED — — — 2,087,998 +260,080 +14.2% 0.29% $110.9M 2025-11-14 $54.67
2025 Q2 ADDED — — — 1,827,918 +1,011,943 +124.0% 0.29% $103.5M 2025-08-14 $50.37
2025 Q1 ADDED — — — 815,975 +655,565 +408.7% 0.12% $39.5M 2025-05-15 $55.04
2024 Q4 INITIATED — — — 160,410 — — 0.03% $11.2M 2025-02-14 $51.37

🏢 Other funds also holding BL

As of 2026 Q1 — sorted by position size

Gagnon Advisors, LLC 3Y 7Y 3.54% GAGNON SECURITIES LLC 3Y 7Y 2.53% Conestoga Capital Advisors, LLC 3Y 7Y 1.25% Barton Investment Management 3Y 7Y 0.74% Portman Square Capital LLP 3Y 0.63% Redmond Asset Management, LLC 3Y 7Y 0.45% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.38% Yorktown Management & Research Co Inc 3Y 7Y 0.34% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 0.23% Granite Investment Partners, LLC 3Y 7Y 0.19%

FAQ About FIRST MANHATTAN CO. LLC. and BL

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST MANHATTAN CO. LLC. reported owning BL?

FIRST MANHATTAN CO. LLC. reported BL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BL position in FIRST MANHATTAN CO. LLC.'s portfolio?

The largest reported portfolio weight for BL was 0.35% in 2025 Q4.

What is the latest reported BL position on this page?

The most recent filing on this page is 2025 Q4, when FIRST MANHATTAN CO. LLC. reported 2,428,604 shares, equal to 0.35% of portfolio, with an estimated market value of $134.3M.

What does the chart on this BL ownership page compare?

The chart compares FIRST MANHATTAN CO. LLC.'s quarterly BL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST MANHATTAN CO. LLC. time their BL position?

Based on 13F filing dates vs. subsequent BL price moves, FIRST MANHATTAN CO. LLC. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BL relative to SPY over the holding period was -33.6%.

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