← Top Holdings

BLBLACKLINE INC

CUSIP: 09239B109

1

Guru Owners

$50.6M

Total Value Held

1.4M

Total Shares

$50.6M
16.68%

📊 Fundamentals

Market Cap$1.7B
P/E Ratio69.1x
Above market avg
Forward P/E10.4x
P/FCF12.8x
EPS (TTM)$0.42
Revenue (TTM)$716.7M
Profit Margin3.71%
Beta0.66

52-Week Range

$24.70
$59.57

Current: $29.02

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 69.1x trailing earnings → 10.4x forward · 3.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$15.4M$30.9M$46.3M$61.8MQ1 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $50.6M
INCREASEDGlenn Welling$50.6M
SOLDRay Dalio
Q4 '252 owners · $61.8M
REDUCEDGlenn Welling$59.9M
REDUCEDRay Dalio$1.8M
Q3 '252 owners · $27.6M
NEWGlenn Welling$24.1M
INCREASEDRay Dalio$3.5M
SOLDPolen Capital
Q2 '252 owners · $2.7M
NEWRay Dalio$2.4M
REDUCEDPolen Capital$270K
Q1 '251 owners · $2.7M
NEWPolen Capital$2.7M
SOLDRay Dalio
Q4 '241 owners · $244K
NEWRay Dalio$244K
SOLDGlenn Welling

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
11%analyst est. 10.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
18.5%current: 18.5%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

BL: Held by 1 superinvestors · 4 congress member trades

SELLLisa McClainR
$1,001 - $15,0002025-10-31
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-08-13