Bridgeline BLIN Reports Record Fiscal 2026 HawkSearch Sales
Investivoq FilingTracker
Bridgeline Digital, Inc. (NASDAQ: BLIN) reported record fourth-quarter and fiscal 2026 sales for its HawkSearch AI eCommerce platform. The company added 12 new customers in the fourth quarter, representing more than $1.4 million in total contract value and over $400,000 in annual recurring revenue.
For fiscal 2026, Bridgeline added 38 new customers and completed 37 additional sales to existing customers. The 75 sales represented nearly $8 million in total contract value and $2.2 million in annual recurring revenue.
- Fourth-quarter ARPU increased 53% from the prior quarter.
- Fiscal 2026 ARPU increased 35% from fiscal 2025.
- HawkSearch accounted for 89% of all fiscal-year sales.
- Bridgeline expects Core products to represent 61% of total revenue and 64% of subscription revenue for fiscal 2026.
- The company ended fiscal 2026 with approximately $1.0 million in cash and less than $200,000 in legacy bank debt.
- HawkSearch had nearly $10 million in revenue, including $8 million in high-margin multiyear subscriptions, according to the company.
$BLIN Hedge Fund Activity
We have seen 3 institutional investors add shares of $BLIN stock to their portfolio, and 9 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BARD ASSOCIATES INC removed 47,503 shares (-4.4%) from their portfolio in Q2 2026, for an estimated $55,103
- LPL FINANCIAL LLC added 3,000 shares (+15.8%) to their portfolio in Q2 2026, for an estimated $3,479
- GEODE CAPITAL MANAGEMENT, LLC removed 2,527 shares (-2.0%) from their portfolio in Q2 2026, for an estimated $2,931
- XTX TOPCO LTD removed 2,051 shares (-8.6%) from their portfolio in Q2 2026, for an estimated $2,379
- UBS GROUP AG added 2,018 shares (+100900.0%) to their portfolio in Q2 2026, for an estimated $2,340
- RENAISSANCE TECHNOLOGIES LLC removed 2,000 shares (-1.3%) from their portfolio in Q2 2026, for an estimated $2,320
- TOWER RESEARCH CAPITAL LLC (TRC) removed 1,094 shares (-24.2%) from their portfolio in Q2 2026, for an estimated $1,269
To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.