BLKB at a glance
BLACKBAUD INC (BLKB, SEC CIK 1280058) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 10, 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), BLACKBAUD INC (BLKB) reported revenue of $1.1 billion (down 2.3% from FY2024) and net income of $115.0 million. Diluted EPS was $2.37.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding BLACKBAUD INC (BLKB) shares worth $680.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Anderson Chad on September 1, 2026 of 2,000 shares at $47.56 per share.
- In the last 90 days, BLKB insiders reported 0 open-market purchases ($0) and 5 open-market sales ($2.0M) on Form 4, a net sale of $2.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- −2.3% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$2.0M
- 13F holders
- 32 funds
- $680.3M · +0 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: AI-powered cloud software and services for social impact organizations’ fundraising, engagement, education, financial management, and CSR operations
- New products: Launched Blackbaud AI Chat and Agents for Good™ agentic AI suite in late 2025 for enhanced autonomous fundraising, finance, and corporate impact workflows
- Strategic shift: Expanded multi-year Intelligence for Good® AI integration focused on elevating machine learning and generative AI to improve product connectivity and customer outcomes
- Quantitative metric: Repurchased 3.34 million shares for $214 million in 2025, representing 7.9% of outstanding stock, with $960.6 million remaining available for buybacks
- Noteworthy fact: Over 20% of customers now under extended 4+ year contracts, enhancing revenue visibility amid a renewal cohort 40% larger in 2026 than prior years
Risk Factors
- U.S. tax law changes under OBBBA enacted July 4, 2025, expected to reduce cash taxes through 2027, with evolving state conformity impacts
- Geopolitical exposure in India via expansion of Global Capability Center in Hyderabad, leveraging labor arbitrage and follow-the-sun operations
- Workforce transition costs of $6M-$8M in 2026 due to insourcing roles into Hyderabad center, impacting operational efficiency initiatives
- Competitive pressure from AI-enhanced fundraising and payment solutions, including newly launched Agents for Good AI suite
- Net leverage ratio 2.52x with $1.1B debt as of December 31, 2025, amidst $214M share repurchases and $38.9M cash holdings
Management Discussion & Analysis
- No profitability or margin percentages provided
- No cash flow, buybacks, dividends, or capex amounts mentioned
- Forward outlook or risks not discussed in provided excerpt
AI summary of the BLKB 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
- Q2 revenue up $8.6M, or 3.0% YoY; contractual recurring revenue up $6.2M
- Gross margin increased 160 basis points YoY; operating income up $4.7M
- Transactional recurring revenue up $2.8M, driven by Blackbaud Integrated Payments and Tuition Management
- Cash $34.4M; operating cash flow $142.5M year-to-date
- Q2 share repurchases $28.0M; 2026 guidance for interest expense $62M-$66M
- Gross dollar retention approximately 91%; temporary pressure from renewal cohort 40% larger than 2025 expected
AI summary of the BLKB 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 5.02: Departure/Appointment of Directors or Principal Officers
- Anthony W. Boor appointed Class A director through 2029 annual meeting
- Board gains former CFO and interim CEO with extensive corporate development experience
Item 2.02: Results of Operations and Financial Condition
- Unaudited results cover quarter ended June 30, 2026
- Press release issued July 29, 2026; detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $290.6M, up 3.0%, with recurring revenue $285.3M representing 98.2% of total
- GAAP operating margin 21.3%, up 100 basis points; adjusted EBITDA margin 38.0%, down 70 basis points
Item 5.07: Submission of Matters to a Vote of Security Holders
- 2026 annual meeting held June 10, 2026 with all three proposals approved
- Executive compensation approved: 30,822,300 votes for versus 519,936 against
AI summaries of BLKB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BLKB
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Anderson Chad | Sell | Sep 1, 2026 | 2,000 | $47.56 |
| Benjamin David J | Sell | Aug 31, 2026 | 2,086 | $48.27 |
| Gianoni Michael P | Sell | Aug 25, 2026 | 17,000 | $47.35 |
| Anderson Chad | F | Aug 14, 2026 | 589 | $46.21 |
| Gregoire Kevin P. | Sell | Aug 6, 2026 | 5,816 | $45.72 |
| Gregoire Kevin P. | Sell | Aug 6, 2026 | 16,184 | $45.43 |
| Pyburn Bradley L | A | Aug 3, 2026 | 7,834 | - |
| Leitch Andrew M | A | Aug 3, 2026 | 7,834 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.2B | $1.1B |
| Gross Profit | - | $639.2M | $663.3M |
| Operating Income | - | -$270.5M | $190.8M |
| Net Income | - | -$283.2M | $115.0M |
| Gross Margin | - | 55.3% | 58.8% |
| Op. Margin | - | -23.4% | 16.9% |
| Net Margin | - | -24.5% | 10.2% |
| Balance Sheet | |||
| Total Assets | $2.9B | $2.5B | $2.4B |
| Equity | $808.7M | $142.0M | $85.1M |
| ROE | - | -199.4% | 135.2% |
| Per Share | |||
| EPS | - | $-5.60 | $2.37 |
| Cash Flow | |||
| Operating CF | - | $296.0M | $265.6M |
| CapEx | - | $7.4M | $7.8M |
Source: XBRL data in BLACKBAUD INC (BLKB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BLKB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $680.3M |
| Q1 2026 | 32 | $780.2M |
| Q4 2025 | 29 | $1.32B |
| Q3 2025 | 27 | $1.36B |
| Q2 2025 | 26 | $1.34B |
| Q1 2025 | 24 | $971.5M |
| Q4 2024 | 22 | $778.5M |
| Q3 2024 | 20 | $361.8M |
- BlackRock+1.21M (+25%)
- Morgan Stanley+638.0K (+15%)
- Goldman Sachs Group+579.2K (+87%)
- Two Sigma Investments+490.2K (+302%)
- Vanguard Portfolio Management LLC+136.0K (+5%)
- Dimensional Fund Advisors−408.0K (-43%)
- JPMorgan Chase & Co−200.9K (-85%)
- AQR Capital Management−162.1K (-47%)
- BNY Mellon−121.8K (-34%)
- Citadel Advisors LLC−105.4K (-69%)
- Allstate+47.1K
- Mangrove Partners+15.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 212 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BLKB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis |
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BLKB SEC filings: frequently asked questions
Are BLKB insiders buying or selling?
In the last 90 days, BLACKBAUD INC (BLKB) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $2.0 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BLKB stock?
As of June 30, 2026, the largest BLACKBAUD INC (BLKB) holders among the 13F filers tracked by SignalX were BlackRock ($177.2 million), Morgan Stanley ($145.2 million), Vanguard Portfolio Management LLC ($93.2 million), Vanguard Capital Management LLC ($57.4 million), State Street Corp ($48.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BLKB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BLACKBAUD INC (BLKB) reported revenue of $1.1 billion (down 2.3% from FY2024) and net income of $115.0 million. Diluted EPS was $2.37. The figures come from the XBRL data in the 10-K.
What are the main risks in BLKB's latest 10-K?
In the 10-K filed February 18, 2026, BLACKBAUD INC (BLKB) flagged: U.S. tax law changes under OBBBA enacted July 4, 2025, expected to reduce cash taxes through 2027, with evolving state conformity impacts. Geopolitical exposure in India via expansion of Global Capability Center in Hyderabad, leveraging labor arbitrage and follow-the-sun operations. (AI summary of the Risk Factors section.)
What did BLKB report in its latest 8-K?
BLACKBAUD INC (BLKB) filed an 8-K on August 10, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Anthony W. Boor appointed Class A director through 2029 annual meeting.
What are the latest BLKB SEC filings?
BLACKBAUD INC (BLKB) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on September 4, 2026.
What is BLKB's SEC CIK number?
BLACKBAUD INC (BLKB)'s SEC Central Index Key (CIK) is 1280058. EDGAR lists every BLKB filing under that number.
Ask anything about BLKB
The research agent reads BLKB's filings, financials, insider trades and 13F holders, then answers with sources.