§ TECHNOLOGY
USD · TechnologyBLKB
BLACKBAUD INC
USDSector · TechnologyBeta · 1.20
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
173 increased/new, 80 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.2 | P/B | 35.61 |
| EPS (TTM) | 2.38 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CLEARLAKE CAPITAL GROUP, L.P. | 9.8M | 55.3% | ±0% |
| BlackRock, Inc. | 4.8M | 0.0% | +0% |
| Morgan Stanley | 4.3M | 0.0% | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | n/a | n/a |
| JANUS HENDERSON GROUP PLC | 1.6M | n/a | +4% |
◇ AC INTELLIGENCE
Top institutional owners for BLKB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER56.3% · 193 holders
DEALER / BANK18.5% · 28 holders
PASSIVE / INDEX15.4% · 10 holders
QUALITY / COMPOUNDER11.2% · 19 holders
INCOME / DEFENSIVE2.7% · 25 holders
SYSTEMATIC / QUANT1.5% · 9 holders
DEEP VALUE1.5% · 2 holders
TACTICAL / MACRO0.9% · 6 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BLKB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BLKB yet.