Blackbaud Inc (BLKB) — 13F Holders Deep Dive (Q2 2026)

BLKB ranks #2237 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BLKB is a top-conviction position for Clearlake Capital Group, L.p. — at 54.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Goldman Sachs Group Inc has added to its BLKB position for two straight quarters, increasing it by $18.6M to reach $36.8M today.

Clearlake Capital Group, L.p. has trimmed its BLKB position for two straight quarters, cutting it by $328.6M while still holding $288.8M.

BLKB is down 0.6% today, but institutions show net buying of $224.5M this quarter — a divergence between today's price move and the underlying institutional flow.

BLKB posted net income of $150.7M over the trailing twelve months, and currently trades at a P/E of 15.3.

• Profitable — net income of $150.7M over the trailing twelve months
• Revenue grew 0.7% year over year
• Net income improved year over year, from -$298.0M to $150.7M
• Generated $265.6M in positive operating cash flow
• Current ratio of 0.79x — below the conventional 1.5x liquidity buffer
• Liabilities run 27.11x equity — a highly leveraged balance sheet worth noting