BL at a glance
BLACKLINE, INC. (BL, SEC CIK 1666134) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), BLACKLINE, INC. (BL) reported revenue of $700.4 million (up 7.2% from FY2024) and net income of $24.5 million. Diluted EPS was $0.39.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding BLACKLINE, INC. (BL) shares worth $746.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Stalick Michelle D on August 27, 2026 of 780 shares at $33.65 per share.
- In the last 90 days, BL insiders reported 0 open-market purchases ($0) and 2 open-market sales ($2.3M) on Form 4, a net sale of $2.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $700.4M
- +7.2% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$2.3M
- 13F holders
- 28 funds
- $746.1M · −2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Cloud-based platform for digital finance transformation targeting the Office of the CFO to automate and unify financial close and invoice-to-cash processes
- New AI suite "Verity" launched Sept 2025, embedding auditable AI across financial operations to improve automation and insights
- Strategic shift: Acquisition of WiseLayer in Dec 2025 to accelerate AI roadmap and enhance competitive positioning in AI-driven finance automation
- Notable metric: Over 5,200 implementations leveraging AI-powered Studio360 Platform across multiple ERP integrations including SAP, Oracle, and Workday
- Distinctive fact: Integration of AI-powered digital workforce agents from WiseLayer uniquely positions BlackLine for complex judgment-based finance automation
Risk Factors
- Regulatory risk from exempt issuance under Section 4(a)(2) of the Securities Act for 315,640 shares issued in Dec 2025 for WL acquisition
- Operational risk from reliance on fulfillment of service-based vesting conditions for 220,948 shares issued to WL founders
- Financial risk from $400 million total stock repurchase authorization through open market or private transactions until indefinite date
- Market disruption risk due to potential suspension of stock buyback program based on market conditions or alternative investments
Management Discussion & Analysis
- Revenue $700.4M in 2025, up 7% YoY from $653.3M in 2024, driven by product expansion and new bookings
- GAAP operating margin 3.6% vs 2.8% in 2024; Non-GAAP operating margin 22.3% vs 19.4% YoY
- Best segment subscription/support revenue $662.9M (+7%); worst performing professional services $37.5M (+10%) but smallest share (~5%)
- 2025 cash outflows: $18.3M cash for WiseLayer acquisition, $14.6M restructuring costs; no specific buyback or dividend detailed
- Management expects 2026 sales/marketing expense % of revenue to decrease and R&D % to modestly increase focusing on AI investments; macroeconomic risks remain due to customer purchase delays
AI summary of the BL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $187.8M, up 9% from $172.0M YoY, driven by subscription revenue of $177.9M
- GAAP gross margin 76.0% vs 75.2%; operating margin 5.9% vs 4.4% YoY
- Subscription and support strongest line, up 9% to $177.9M; professional services up 11% to $10.0M
- Dollar-based net retention 102% vs 105%; customers 4,260 vs 4,451 amid enterprise prioritization
- Headwinds: delayed purchasing from economic uncertainty and AI vendor-selection processes; lower cash and investment balances reduced interest income 52%
Risk Factors
- No explicit “no material changes” statement or newly triggered risk identified in the provided excerpt
- Customer concentration risk, with most revenue continuing to depend on Financial Close & Consolidation solutions
- AI/ML security risk, including agentic AI increasing potential cybersecurity attack frequency and intensity
- Data-residency compliance risk, with customers demanding stricter sovereignty, portability, and cross-border transfer controls
- Platform transition risk, as pricing changes may increase user attrition and smaller-customer churn
AI summary of the BL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- August 4, 2026 press release covers BlackLine’s fiscal-year 2026 results
- Detailed financial results and management commentary available in Exhibit 99.1
Item 8.01: Other Events
- Buyback authorization increased $100 million, bringing total program capacity to $600 million
- 7.2 million shares repurchased for $327.8 million as of August 3, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Founder Therese Tucker transitioned from full-time employment to an advisory consulting role effective July 31, 2026
- Consulting compensation: $450 hourly rate plus customary work and travel expense reimbursement
AI summaries of BL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BL
Don't miss the next BL filing
- Alerts as it files. A push when BL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BL, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Villanova Patrick | M | Sep 2, 2026 | 750 | $14.00 |
| Villanova Patrick | M | Sep 2, 2026 | 750 | - |
| Stalick Michelle D | Sell | Aug 27, 2026 | 780 | $33.65 |
| Tucker Therese | M | Aug 24, 2026 | 70,000 | - |
| Tucker Therese | M | Aug 24, 2026 | 26,560 | - |
| Tucker Therese | M | Aug 24, 2026 | 70,000 | $14.00 |
| Tucker Therese | Sell | Aug 24, 2026 | 70,000 | $31.96 |
| Tucker Therese | M | Aug 24, 2026 | 26,560 | $14.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $653.3M | $700.4M |
| Gross Profit | - | $491.4M | $527.0M |
| Operating Income | - | $18.5M | $25.6M |
| Net Income | - | $161.2M | $24.5M |
| Gross Margin | - | 75.2% | 75.2% |
| Op. Margin | - | 2.8% | 3.6% |
| Net Margin | - | 24.7% | 3.5% |
| Balance Sheet | |||
| Total Assets | $2.1B | $1.8B | $1.8B |
| Equity | $260.9M | $446.7M | $332.3M |
| ROE | - | 36.1% | 7.4% |
| Per Share | |||
| EPS | - | $1.45 | $0.39 |
| Cash Flow | |||
| Operating CF | - | $190.8M | $169.6M |
| CapEx | - | $2.1M | $8.1M |
Source: XBRL data in BLACKLINE, INC. (BL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $746.1M |
| Q1 2026 | 30 | $969.8M |
| Q4 2025 | 30 | $1.51B |
| Q3 2025 | 30 | $1.58B |
| Q2 2025 | 29 | $1.70B |
| Q1 2025 | 22 | $1.08B |
| Q4 2024 | 22 | $1.12B |
| Q3 2024 | 17 | $327.2M |
- BlackRock+559.1K (+7%)
- T. Rowe Price Group+553.8K (+204%)
- Goldman Sachs Group+492.8K (+97%)
- Citadel Advisors LLC+343.6K (+216%)
- State Street Corp+118.9K (+6%)
- Dimensional Fund Advisors−648.1K (-61%)
- FMR LLC (Fidelity)−357.3K (-40%)
- Vanguard Portfolio Management LLC−261.0K (-6%)
- Fifth Third Bancorp−162.1K (-94%)
- WESTWOOD HOLDINGS GROUP INC−138.4K (-10%)
- Allstate+35.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 208 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - |
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BL SEC filings: frequently asked questions
Are BL insiders buying or selling?
In the last 90 days, BLACKLINE, INC. (BL) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $2.3 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BL stock?
As of June 30, 2026, the largest BLACKLINE, INC. (BL) holders among the 13F filers tracked by SignalX were BlackRock ($231.3 million), Vanguard Portfolio Management LLC ($106.7 million), Vanguard Capital Management LLC ($65.7 million), State Street Corp ($60.6 million), WESTWOOD HOLDINGS GROUP INC ($37.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BLACKLINE, INC. (BL) reported revenue of $700.4 million (up 7.2% from FY2024) and net income of $24.5 million. Diluted EPS was $0.39. The figures come from the XBRL data in the 10-K.
What are the main risks in BL's latest 10-K?
In the 10-K filed February 26, 2026, BLACKLINE, INC. (BL) flagged: Regulatory risk from exempt issuance under Section 4(a)(2) of the Securities Act for 315,640 shares issued in Dec 2025 for WL acquisition. Operational risk from reliance on fulfillment of service-based vesting conditions for 220,948 shares issued to WL founders. (AI summary of the Risk Factors section.)
What did BL report in its latest 8-K?
BLACKLINE, INC. (BL) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). August 4, 2026 press release covers BlackLine’s fiscal-year 2026 results.
What are the latest BL SEC filings?
BLACKLINE, INC. (BL) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 4, 2026.
What is BL's SEC CIK number?
BLACKLINE, INC. (BL)'s SEC Central Index Key (CIK) is 1666134. EDGAR lists every BL filing under that number.
Ask anything about BL
The research agent reads BL's filings, financials, insider trades and 13F holders, then answers with sources.