{"id":214516,"date":"2026-02-17T10:51:00","date_gmt":"2026-02-17T15:51:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/02\/17\/valueacts-morfit-unveils-blackrock-stake-says-tech-can-make-it-more-powerful\/"},"modified":"2026-02-17T11:05:09","modified_gmt":"2026-02-17T16:05:09","slug":"valueacts-morfit-unveils-blackrock-stake-says-tech-can-make-it-more-powerful","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/02\/17\/valueacts-morfit-unveils-blackrock-stake-says-tech-can-make-it-more-powerful\/","title":{"rendered":"ValueAct&#8217;s Morfit unveils BlackRock stake, says tech can make it &#8216;more powerful&#8217;"},"content":{"rendered":"<p><a href=\"https:\/\/www.cnbc.com\/2026\/02\/17\/valueacts-morfit-announces-blackrock-position-says-technology-can-make-the-company-more-powerful.html\">ValueAct&#8217;s Morfit unveils BlackRock stake, says tech can make it &#8216;more powerful&#8217;<\/a><\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2026\/02\/17\/valueacts-morfit-announces-blackrock-position-says-technology-can-make-the-company-more-powerful.html\">https:\/\/www.cnbc.com\/2026\/02\/17\/valueacts-morfit-announces-blackrock-position-says-technology-can-make-the-company-more-powerful.html<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-02-17 10:51:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.cnbc.com\">www.cnbc.com<\/a><\/p>\n<p><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"xyz-data\">ValueAct&#8217;s Mason Morfit unveiled a stake in BlackRock , saying the firm could lead on investment management software. Morfit, the activist investing firm&#8217;s co-CEO, disclosed the holding for the first time on an episode of &#8220;The Master Investor,&#8221; a podcast hosted by CNBC contributor Wilfred Frost . Morfit&#8217;s revelation comes ahead of the fund&#8217;s regulatory filling expected Tuesday. &#8220;It was already the apex predator,&#8221; Morfit said, according to a transcript shared with CNBC. &#8220;But with the ingesting of software DNA into its dinosaur body, it becomes even more and more powerful.&#8221; Morfit said BlackRock&#8217;s Aladdin platform could help automate investment decisions, factoring in risk and position preferences. That would allow portfolios to be managed &#8220;far better and faster and cheaper than a human being could do it,&#8221; he said. BlackRock bills Aladdin as a tech platform that brings together the management process via a common data language. The firm notes that Aladdin&#8217;s platform can view a whole portfolio across both public and private markets. Such a technology can help BlackRock break free of its reputation as the exchange-traded fund manager that&#8217;s been stuck in price war with competitor Vanguard, Morfit said. To be sure, Morfit acknowledged his investing thesis can be viewed as &#8220;strange,&#8221; given the threat that this technology causes to active managers like himself. But he said there&#8217;s &#8220;a lot of inefficiencies&#8221; in the sector, creating the need for a company to organize and streamline technology in the industry. &#8220;BlackRock has historically been viewed, I think as a diversified asset management that&#8217;s really good at making ETFs,&#8221; Morfit said. &#8220;But the interesting thing that piqued my attention in the last 12 months was that BlackRock is also one of the best data and software companies in the industry.&#8221; BlackRock shares dropped more than 3% in February, putting the stock near its flatline for 2026 following a three-year win streak. Shares have undeformed the broader market&#8230;<\/span><\/span><\/span><\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2026\/02\/17\/valueacts-morfit-announces-blackrock-position-says-technology-can-make-the-company-more-powerful.html\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ValueAct&#8217;s Morfit unveils BlackRock stake, says tech can make it &#8216;more powerful&#8217; https:\/\/www.cnbc.com\/2026\/02\/17\/valueacts-morfit-announces-blackrock-position-says-technology-can-make-the-company-more-powerful.html Publish Date:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":214517,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108253244-1768510363613-gettyimages-2256485829-_75a7898_gjibbwtw.jpeg?v=1768510398&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-214516","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214516"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=214516"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214516\/revisions"}],"predecessor-version":[{"id":214518,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214516\/revisions\/214518"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/214517"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=214516"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=214516"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=214516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}