← Top Holdings
BLBLACKLINE INC
CUSIP: 09239B109
2
Guru Owners
$61.8M
Total Value Held
1.1M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Engaged Capital | 1083619 | $59.9M | 15.28% | $55.29 | Q4 2025 | |
| Bridgewater Associates | 33231 | $1.8M | 0.01% | $55.29 | Q4 2025 |
📊 Fundamentals
Market Cap$2.2B
P/E Ratio95.8x
Above market avg
Forward P/E13.5x
P/FCF17.3x
EPS (TTM)$0.39
Revenue (TTM)$700.4M
Profit Margin3.50%
Beta0.94
52-Week Range
$31.75
$59.57
Current: $37.37
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 95.8x trailing earnings → 13.5x forward · 3.5% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $61.8M
Q3 '252 owners · $27.6M
Q2 '251 owners · $2.4M
Q4 '241 owners · $244K
SOLDGlenn Welling
Q3 '241 owners · $33.6M
SOLDLee Ainslie
Q1 '241 owners · $668K
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
18.3%current: 18.3%
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 2 superinvestors · 4 congress member trades
$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-08-13