Position in BL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,504,327
-$8,274,755 QoQ
Shares Held
694,846
-7.5% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#22
of 244 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Tensile Capital Management LP holds $197,013,322 across 7 Software - Application names. BL ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
245,043 | $71,665,275 | |
| 2 | QTWO |
Q2 Holdings, Inc.
|
868,767 | $41,787,692 | |
| 3 | VERX |
Vertex, Inc.
|
2,898,563 | $33,275,503 | |
| 4 | BL |
Blackline, Inc.
This page
|
694,846 | $19,504,327 | |
| 5 | NCNO |
nCino, Inc.
|
1,056,592 | $17,275,279 | |
| 6 | APPF |
Appfolio Inc
|
73,000 | $11,705,550 | |
| 7 | ALIT |
Alight, Inc. / Delaware
|
160,687 | $1,799,696 |
All Filings in BL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,504,327 | 694,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,779,082 | 750,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,731,349 | 790,945 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,153,573 | 812,685 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,946,280 | 811,485 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,197,303 | 871,485 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,022,977 | 740,997 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,068,874 | 635,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,592,209 | 775,897 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,616,798 | 334,729 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,900,478 | 334,729 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $31,392,969 | 565,945 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,087,351 | 614,778 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,977,635 | 476,212 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,725,702 | 427,021 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||