BLKB
Blackbaud, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -14.3% ·
flujo de acciones +2.6% ·
nuevas posiciones netas -16.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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) | 1.67M | -1.5% | $103.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 995.68K | +2.0% | $61.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 995.68K | +2.0% | $61.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 490.62K | +6.1% | $30.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 432.05K | +0.1% | $26.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 432.05K | +0.1% | $26.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 206.37K | +151.1% | $12.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 69.89K | +1305.9% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 69.89K | +1305.9% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 67.15K | -7.2% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 67.15K | -7.2% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 67.15K | -7.2% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 67.15K | -7.2% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 56.48K | +727.5% | $3.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 56.48K | +727.5% | $3.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 40.39K | +328.1% | $2.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 30.66K | +56.1% | $1.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 10.10K | -2.9% | $626,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 8.00K | -2.9% | $496,586 | 0.0% | ▼ Trim | 4 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Wellington Management | $14.22M | era 0.0% |
| Two Sigma Investments | $227,378 | era 0.0% |
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.