BLKB
Blackbaud, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +16.7% ·
flujo de acciones -8.1% ·
nuevas posiciones netas +14.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | -15 | 26.53M | $786.17M | +1 | −16 |
| Q1 2026 | 102 | +2 | 24.72M | $956.20M | +7 | −6 |
| Q4 2025 | 101 | 0 | 27.97M | $1.77B | +1 | — |
| Q3 2025 | 18 | +1 | 19.72M | $1.27B | +1 | −1 |
| Q2 2025 | 15 | 0 | 14.52M | $932.29M | — | — |
| Q1 2025 | 12 | -2 | 4.08M | $252.84M | — | −2 |
| Q4 2024 | 14 | +2 | 3.97M | $293.72M | +2 | — |
| Q3 2024 | 11 | +1 | 2.63M | $222.59M | +1 | — |
| Q2 2024 | 10 | — | 2.55M | $194.02M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.69M | — | $125.18M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 976.37K | -2.0% | $72.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 976.37K | -2.0% | $72.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 462.23K | -27.8% | $34.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 431.77K | -0.1% | $31.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 431.77K | -0.1% | $31.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 192.34K | -55.2% | $14.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 82.20K | Nuevo | $6.08M | 0.0% | New | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 72.34K | -4.6% | $5.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 72.34K | -4.6% | $5.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 19.64K | +163.7% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 10.40K | Nuevo | $768,768 | 0.0% | New | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 9.43K | -41.9% | $697,361 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 8.24K | -6.6% | $609,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 6.83K | -54.2% | $504,504 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 4.97K | +12.8% | $367,458 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Marshall Wace ✦ | 4.97K | +12.8% | $367,458 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 3.08K | +20.2% | $227,378 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $6.08M | 0.0% |
| Point72 Asset Management | $768,768 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 291 tenedores, 45.11M acciones, $1.69B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.