INVESTABOT
Equity Research
XNAS · SERVICES-PREPACKAGED SOFTWARE · SERVICES-PREPACKAGED SOFTWARE
Includes notes from domestic 8-K and foreign private issuer 6-K disclosures.
TL;DR: Blackbaud grew recurring revenue 5.0% to $276.5M in Q1 2026, while GAAP operating margin expanded 1,100 basis points to 18.3%. The margin improvement is the real story here — this is a company that's getting meani…
| Institution | Shares | Value ($) | Change % | Filing date |
|---|---|---|---|---|
| BlackRock | 5,268,299 | $401,286,361 | — | 8/13/2024 |
| Vanguard Group | 5,378,155 | $340,544,774 | — | 1/29/2026 |
| BlackRock | 4,743,400 | $300,352,089 | — | 2/12/2026 |
| Morgan Stanley | 4,318,917 | $273,474,023 | — | 5/27/2026 |
| BlackRock | 4,766,787 | $184,045,646 | 0.5% | 5/13/2026 |
| BlackRock | 5,980,843 | $177,152,568 | 25.5% | 8/7/2026 |
| Morgan Stanley | 4,265,345 | $164,685,052 | -1.2% | 5/15/2026 |
| Morgan Stanley | 4,903,346 | $145,237,180 | 15.0% | 8/13/2026 |
| State Street | 1,505,162 | $95,306,858 | — | 2/13/2026 |
| State Street | 1,515,036 | $58,495,540 | 0.7% | 5/15/2026 |
| State Street | 1,650,436 | $48,876,561 | 8.9% | 8/7/2026 |
| AQR Capital | 767,792 | $48,616,600 | — | 2/17/2026 |
| Goldman Sachs | 1,241,592 | $36,775,955 | 87.5% | 8/14/2026 |
| Goldman Sachs | 662,349 | $25,573,295 | 130.9% | 5/15/2026 |
| Two Sigma | 652,245 | $19,319,497 | 302.5% | 8/14/2026 |
| Goldman Sachs | 286,806 | $18,160,557 | — | 3/25/2026 |
| Citadel Advisors | 233,417 | $14,779,965 | — | 2/17/2026 |
| JP Morgan Chase | 229,713 | $14,545,427 | — | 2/11/2026 |
| AQR Capital | 347,327 | $13,319,997 | -54.8% | 5/15/2026 |
| Fidelity (FMR) | 180,788 | $11,447,494 | — | 2/17/2026 |