Among active 13F managers last quarter, 10 opened and 34 added, while 15 reduced; the largest holder to move was Janus Henderson Group Ltd. (+3.9%). Over the last 180 days, 4 insiders sold and none bought, a net -$2.2M in open-market trades.
The legs disagree, or only one of them leans.
264 tracked 13F filers disclose a position in BLKB as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.0M | $177.2M | ▲+25% Added · +1.2M sh | Q2 2026 | |
| 2 | Morgan Stanley | 4.3M | $164.7M | ▼−1.2% Reduced · −54K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 3.1M | $93.2M | ▲+4.5% Added · +136K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.9M | $57.4M | ▼−0.3% Reduced · −6K sh | Q2 2026 | |
| 5 | State Street Corp | 1.7M | $48.9M | ▲+8.9% Added · +135K sh | Q2 2026 | |
| 6 | Janus Henderson Group Ltd. | 1.6M | $60.1M | ▲+3.9% Added · +59K sh | Q1 2026 | |
| 7 | Dimensional Fund Advisors LP | 951K | $36.7M | ▼−2.4% Reduced · −24K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 939K | $27.8M | ▼−3.3% Reduced · −32K sh | Q2 2026 | |
| 9 | Fuller & Thaler Asset Management, Inc. | 713K | $21.1M | ▲+4.2% Added · +29K sh | Q2 2026 | |
| 10 | Shapiro Capital Management LLC | 704K | $20.8M | ▲+36% Added · +187K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 662K | $25.6M | ▲+131% Added · +376K sh | Q1 2026 | |
| 12 | Lightrock Netherlands B.V. | 574K | $17.0M | ▲New +574K sh | Q2 2026 | |
| 13 | Northern Trust Corp | 573K | $22.1M | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 14 | Geneva Capital Management LLC | 558K | $16.5M | ▼−22% Reduced · −161K sh | Q2 2026 | |
| 15 | Charles Schwab Investment Management Inc | 496K | $19.1M | ▲+6.5% Added · +30K sh | Q1 2026 | |
| 16 | P2 Capital Partners, LLC | 483K | $14.3M | —Held | Q2 2026 | |
| 17 | Qube Research & Technologies Ltd | 473K | $18.3M | ▲+257% Added · +341K sh | Q1 2026 | |
| 18 | Norges Bank | 471K | $29.8M | ▼−3.9% Reduced · −19K sh | Q4 2025 | |
| 19 | First Trust Advisors LP | 405K | $15.6M | ▲+2.9% Added · +11K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | 360K | $13.9M | ▼−9.3% Reduced · −37K sh | Q1 2026 | |
| 21 | Bank Of America Corp | 352K | $13.6M | ▼−35% Reduced · −187K sh | Q1 2026 | |
| 22 | Clearline Capital LP | 350K | $13.5M | ▼−9.1% Reduced · −35K sh | Q1 2026 | |
| 23 | AQR Capital Management LLC | 347K | $13.3M | ▼−55% Reduced · −420K sh | Q1 2026 | |
| 24 | Jane Street Group, LLC | 318K | $12.3M | ▲+59% Added · +117K sh | Q1 2026 | |
| 25 | Arrowstreet Capital, Limited Partnership | 313K | $12.1M | ▲+50% Added · +105K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 10 funds opened a new position in BLKB and 34 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 149 funds | $193.3B |
| Amazon.com IncAMZN | 147 funds | $154.0B |
| Nvidia CorpNVDA | 146 funds | $308.6B |
| Eli Lilly & CoLLY | 140 funds | $64.1B |
| Mastercard Inc - AMA | 139 funds | $41.0B |
| Apple IncAAPL | 137 funds | $223.9B |
| JPMorgan Chase & CoJPM | 137 funds | $43.5B |
| Micron Technology IncMU | 135 funds | $45.4B |
| Alphabet Inc-CL AGOOGL | 134 funds | $130.8B |
| Broadcom IncAVGO | 134 funds | $125.4B |
| Meta Platforms Inc-Class AMETA | 134 funds | $81.2B |
| Visa Inc-Class A SharesV | 134 funds | $44.4B |
Ranked by how many of BLKB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BLKB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Anderson Chad | Executive VP and CFO | Sell (S) | 2K | $95K |
| Aug 31, 2026 | Benjamin David J | EVP, Chief Commercial Officer | Sell (S) | 2K | $101K |
| Aug 25, 2026 | Gianoni Michael P | President and CEO, Director | Sell (S) | 17K | $805K |
| Aug 6, 2026 | Gregoire Kevin P. | EVP, Chief Operating Officer | Sell (S) 2 lots, same day | 22K | $1.0M |
| Jun 1, 2026 | Anderson Chad | Executive VP and CFO | Sell (S) | 6K | $194K |
| Mar 4, 2026 | Gregoire Kevin P. | EVP, Chief Operating Officer | Sell (S) | 2K | $100K |
| Mar 3, 2026 | Olson Jon W | SVP and General Counsel | Sell (S) | 5K | $246K |
| Feb 27, 2026 | Olson Jon W | SVP and General Counsel | Sell (S) | 10K | $482K |
| Feb 24, 2026 | Benjamin David J | EVP, Chief Commercial Officer | Sell (S) | 14K | $681K |
| Feb 23, 2026 | McDearis Kevin | EVP & Chief Technology Officer | Sell (S) 2 lots, same day | 15K | $718K |
| Nov 21, 2025 | Hollenbeck Rupal S | Director | Sell (S) | 2K | $90K |
| Nov 6, 2025 | Gianoni Michael P | President and CEO, Director | Sell (S) 3 lots, same day | 5K | $288K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 55 | 32 | – |
Insiders Form 4 open-market | 0 | 4 | -$2.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BLKB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BLKB/capital-change-brief"
Use Arkolith's capital_change_brief for BLKB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BLKB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.