INVESTABOT
Equity Research
XNAS · 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 $276.5M in Q1 2026, while GAAP operating margin expanded 1,100 basis points to 18.3%. The margin improvement is the real story here — this is a company that's getting…
open-market Form 4 only - grants, exercises, tax withholding excluded
0 buyers - 0 unique sellers · 8 accumulating - 6 trimming - 0 unchanged
| Institution | Shares | Value ($) | Change % | Filing date |
|---|---|---|---|---|
| BlackRock | 5,268,299 | ~$401.3M | — | August 13, 2024 |
| Vanguard Group | 5,378,155 | ~$340.5M | — | January 29, 2026 |
| BlackRock | 4,743,400 | ~$300.4M | — | February 12, 2026 |
| Morgan Stanley | 4,318,917 | ~$273.5M | — | May 27, 2026 |
| BlackRock | 4,766,787 | ~$184.0M | 0.5% | May 13, 2026 |
| BlackRock | 5,980,843 | ~$177.2M | 25.5% | August 7, 2026 |
| Morgan Stanley | 4,265,345 | ~$164.7M | -1.2% | May 15, 2026 |
| Morgan Stanley | 4,903,346 | ~$145.2M | 15.0% | August 13, 2026 |
| State Street | 1,505,162 | ~$95.3M | — | February 13, 2026 |
| State Street | 1,515,036 | ~$58.5M | 0.7% | May 15, 2026 |
| State Street | 1,650,436 | ~$48.9M | 8.9% | August 7, 2026 |
| AQR Capital | 767,792 | ~$48.6M | — | February 17, 2026 |
| Goldman Sachs | 1,241,592 | ~$36.8M | 87.5% | August 14, 2026 |
| Goldman Sachs | 662,349 | ~$25.6M | 130.9% | May 15, 2026 |
| Two Sigma | 652,245 | ~$19.3M | 302.5% | August 14, 2026 |
| Goldman Sachs | 286,806 | ~$18.2M | — | March 25, 2026 |
| Citadel Advisors | 233,417 | ~$14.8M | — | February 17, 2026 |
| JP Morgan Chase | 229,713 | ~$14.5M | — | February 11, 2026 |
| AQR Capital | 347,327 | ~$13.3M | -54.8% | May 15, 2026 |
| Fidelity (FMR) | 180,788 | ~$11.4M | — | February 17, 2026 |