BL
Blackline Inc
2 super-investors hold BL worth a combined $56M. The largest position: Glenn Welling at 16.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 48 — ranked #55 of 724 scored stocks.
Why super-investors own BL
Glenn Welling is effectively the only conviction holder here, with BL representing 16.7% of his portfolio — a $51M position he added to in 2026Q1. Joel Greenblatt holds a token $6M slice that rounds to 0% of his portfolio, making Welling the singular driver of this cohort's $56M combined exposure. Owner count tells a story of thin and volatile interest: the cohort went from 1 holder to zero for two quarters before recovering to a single owner, where it has held steady for the past three periods. Interest is neither rising nor fading broadly — it is essentially a one-man thesis, and Welling's continued additions suggest his conviction is deepening even as the wider cohort remains largely indifferent.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Welling | 16.7% | 4q | $51M | 1,367,619 |
| 2 | Joel Greenblatt | <0.1% | 36q | $6M | 159,199 |
Owners of BL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Welling | ADD | 16.7% | +26% | $51M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 09239B109. Not investment advice.