Blend Labs, Inc.
BLND- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001855747
In the last 90 days, Blend Labs, Inc. insiders filed 1 open-market purchase and 5 sales; 183 institutions reported holding it in 13F filings for Q2 2026, worth $260.0M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Blend Labs, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 195
- −7 vs. Q3 2025
- Shares held
- 167.2M
- +10.0M (+6.4%) vs. Q3 2025
- Total value
- $508.4M
- −$65.5M (−11.4%) vs. Q3 2025
- New holders
- 34
- 53 more added
- Sold out
- 41
- 74 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BLND on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 183 | $260.0M |
| Q1 2026 | 195 | $271.0M |
| Q4 2025 | 195 | $508.4M |
| Q3 2025 | 205 | $575.2M |
| Q2 2025 | 195 | $502.5M |
| Q1 2025 | 196 | $497.6M |
| Q4 2024 | 199 | $671.4M |
| Q3 2024 | 165 | $540.3M |
| Q2 2024 | 118 | $294.9M |
| Q1 2024 | 129 | $406.2M |
| Q4 2023 | 110 | $295.5M |
| Q3 2023 | 86 | $148.8M |
| Q2 2023 | 93 | $107.7M |
| Q1 2023 | 111 | $123.4M |
| Q4 2022 | 121 | $170.0M |
| Q3 2022 | 119 | $300.4M |
| Q2 2022 | 110 | $311.8M |
| Q1 2022 | 99 | $743.5M |
| Q4 2021 | 93 | $853.9M |
| Q3 2021 | 63 | $1.57B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Blend Labs, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lightspeed Management Company, L.L.C. | 23,127,237 | $70.3M | 5.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 17,868,179 | $54.3M | 0.00% | −135,444−0.8% | Reduced |
| BlackRock, Inc. | 16,352,915 | $49.7M | 0.00% | −514,119−3.0% | Reduced |
| Cypress Point Investment Management LP | 11,847,964 | $36.0M | 7.75% | +11,847,964 | New |
| Haveli Investment Management LLC | 10,848,873 | $33.0M | 100.00% | +10,848,873 | New |
| ShawSpring Partners LLC | 9,024,099 | $27.4M | 5.17% | −816,506−8.3% | Reduced |
| Metavasi Capital LP | 6,385,900 | $19.4M | 8.55% | −336,374−5.0% | Reduced |
| Divisadero Street Capital Management, LP | 5,701,122 | $17.3M | 0.99% | +1,587,875+38.6% | Added |
| State Street Corp | 5,660,693 | $17.2M | 0.00% | +112,330+2.0% | Added |
| Whitebark Investors LP | 5,069,258 | $15.4M | 9.28% | −496,940−8.9% | Reduced |
| Geode Capital Management, LLC | 4,928,616 | $15.0M | 0.00% | −139,399−2.8% | Reduced |
| Emergence GP Partners, LLC | 4,244,379 | $12.9M | 8.37% | 00.0% | Unchanged |
| Irenic Capital Management LP | 3,114,949 | $9.47M | 1.24% | +3,114,949 | New |
| Citadel Advisors LLC | 2,434,798 | $7.40M | 0.01% | +1,512,993+164.1% | Added |
| Goldman Sachs Group Inc | 2,371,755 | $7.21M | 0.00% | +174,773+8.0% | Added |
| Jane Street Group, LLC | 2,008,347 | $6.11M | 0.01% | +1,290,008+179.6% | Added |
| Royce & Associates LP | 1,978,135 | $6.01M | 0.06% | +306,895+18.4% | Added |
| Northern Trust Corp | 1,875,335 | $5.70M | 0.00% | −165,036−8.1% | Reduced |
| Prospect Capital Advisors, LLC | 1,820,150 | $5.53M | 2.85% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,809,266 | $5.50M | 0.00% | −35,827−1.9% | Reduced |
| Marshall Wace, LLP | 1,742,307 | $5.30M | 0.01% | +284,549+19.5% | Added |
| Potrero Capital Research LLC | 1,661,123 | $5.05M | 1.70% | +1,661,123 | New |
| Tudor Investment Corp Et Al | 1,473,661 | $4.48M | 0.02% | +173,574+13.4% | Added |
| Whetstone Capital Advisors, LLC | 1,171,079 | $3.56M | 1.11% | +1,171,079 | New |
| Stoic Point Capital Management LLC | 1,067,560 | $3.25M | 2.75% | +1,067,560 | New |
| Panagora Asset Management Inc | 1,002,171 | $3.05M | 0.01% | +35,145+3.6% | Added |
| Qube Research & Technologies Ltd | 921,392 | $2.80M | 0.00% | −833,539−47.5% | Reduced |
| Rice Hall James & Associates, LLC | 882,590 | $2.68M | 0.15% | +48,791+5.9% | Added |
| Essex Investment Management Co LLC | 748,974 | $2.28M | 0.35% | −16,283−2.1% | Reduced |
| J. Goldman & Co LP | 741,897 | $2.26M | 0.09% | −4,602,102−86.1% | Reduced |
| Susquehanna International Group, LLP | 699,869 | $2.13M | 0.00% | −814,153−53.8% | Reduced |
| Panoramic Capital, LLC | 697,689 | $2.12M | 1.21% | +37,660+5.7% | Added |
| Bank of New York Mellon Corp | 583,572 | $1.77M | 0.00% | −32,374−5.3% | Reduced |
| Cinctive Capital Management LP | 555,987 | $1.69M | 0.10% | −84,925−13.3% | Reduced |
| Franklin Resources Inc | 552,055 | $1.68M | 0.00% | −94,444−14.6% | Reduced |
| Militia Capital Partners, LP | 550,000 | $1.67M | 0.63% | +550,000 | New |
| Perigon Wealth Management, LLC | 498,885 | $1.52M | 0.03% | 00.0% | Unchanged |
| Nuveen, LLC | 467,625 | $1.42M | 0.00% | −28,960−5.8% | Reduced |
| XTX Topco Ltd | 425,686 | $1.29M | 0.03% | +216,759+103.7% | Added |
| UBS Group AG | 411,969 | $1.25M | 0.00% | +95,604+30.2% | Added |
| Swiss National Bank | 403,300 | $1.23M | 0.00% | +8,200+2.1% | Added |
| Barclays PLC | 397,203 | $1.21M | 0.00% | +6,001+1.5% | Added |
| Kazazian Asset Management, LLC | 385,420 | $1.17M | 1.23% | +385,420 | New |
| Morgan Stanley | 381,929 | $1.16M | 0.00% | −376,304−49.6% | Reduced |
| D. E. Shaw & Co., Inc. | 357,438 | $1.09M | 0.00% | +296,326+484.9% | Added |
| Allen Operations LLC | 344,761 | $1.05M | 0.13% | 00.0% | Unchanged |
| Invesco Ltd. | 342,236 | $1.04M | 0.00% | +48,530+16.5% | Added |
| Verition Fund Management LLC | 334,846 | $1.02M | 0.01% | +36,407+12.2% | Added |
| Russell Investments Group, Ltd. | 320,808 | $975.3K | 0.00% | −10,615−3.2% | Reduced |
| Bank of America Corp | 319,044 | $969.9K | 0.00% | −1,020,318−76.2% | Reduced |
| UBS Asset Management Americas Inc | 302,812 | $920.5K | 0.00% | +5,820+2.0% | Added |
| Lighthouse Investment Partners, LLC | 298,258 | $906.7K | 0.03% | +51,771+21.0% | Added |
| Gsa Capital Partners LLP | 274,416 | $834.0K | 0.07% | −3,923−1.4% | Reduced |
| Two Sigma Investments, LP | 249,791 | $759.4K | 0.00% | −319,780−56.1% | Reduced |
| Rhumbline Advisers | 243,424 | $740.0K | 0.00% | −85,680−26.0% | Reduced |
| Alliancebernstein L.P. | 241,590 | $734.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 241,259 | $733.4K | 0.00% | +477+0.2% | Added |
| Legato Capital Management LLC | 239,922 | $729.4K | 0.06% | +21,182+9.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 234,654 | $713.3K | 0.00% | −12,858−5.2% | Reduced |
| Wells Fargo & Company | 229,896 | $698.9K | 0.00% | +78,444+51.8% | Added |
| EP Wealth Advisors, LLC | 228,537 | $694.8K | 0.00% | +228,537 | New |
| Massar Capital Management, LP | 220,000 | $668.8K | 0.13% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 215,843 | $656.2K | 0.14% | −2,884−1.3% | Reduced |
| Deutsche Bank AG | 211,045 | $641.6K | 0.00% | −343,830−62.0% | Reduced |
| California State Teachers Retirement System | 202,254 | $614.9K | 0.00% | +17,131+9.3% | Added |
| Ahara Advisors LLC | 193,823 | $589.2K | 0.54% | +193,823 | New |
| Huntleigh Advisors, Inc. | 182,575 | $555.0K | 0.09% | +9,586+5.5% | Added |
| Group One Trading, L.P. | 178,630 | $543.0K | 0.02% | −83,288−31.8% | Reduced |
| Crescent Park Management, L.P. | 137,316 | $417.4K | 0.29% | +61,610+81.4% | Added |
| SEI Investments Co | 130,011 | $395.2K | 0.00% | +118,209+1,001.6% | Added |
| Mount Lucas Management LP | 128,000 | $389.1K | 0.17% | −72,000−36.0% | Reduced |
| AQR Capital Management LLC | 127,881 | $388.8K | 0.00% | −502,247−79.7% | Reduced |
| Price T Rowe Associates Inc | 121,961 | $371.0K | 0.00% | +7,368+6.4% | Added |
| State of Wisconsin Investment Board | 108,910 | $331.1K | 0.00% | +90,575+494.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,445 | $320.6K | 0.00% | +25,301+31.6% | Added |
| Kingsview Wealth Management, LLC | 98,660 | $299.9K | 0.00% | +13,330+15.6% | Added |
| MetLife Investment Management | 91,550 | $278.3K | 0.00% | −37,516−29.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 88,741 | $269.8K | 0.00% | +88,741 | New |
| Janus Henderson Group PLC | 85,100 | $259.1K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 83,473 | $253.8K | 0.00% | +8,355+11.1% | Added |
| Raymond James Financial Inc | 82,875 | $251.9K | 0.00% | −5,984−6.7% | Reduced |
| JPMorgan Chase & Co | 82,066 | $249.5K | 0.00% | −34,621−29.7% | Reduced |
| PFG Advisors | 78,956 | $240.0K | 0.01% | +3,684+4.9% | Added |
| Intech Investment Management LLC | 75,452 | $229.4K | 0.00% | −9,091−10.8% | Reduced |
| Prelude Capital Management, LLC | 73,678 | $224.0K | 0.02% | +21,678+41.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 70,546 | $214.5K | 0.00% | −363,005−83.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 69,514 | $211.3K | 0.03% | −5,892−7.8% | Reduced |
| STRS Ohio | 64,500 | $196.1K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 63,823 | $194.0K | 0.01% | +49,845+356.6% | Added |
| Cresset Asset Management, LLC | 60,992 | $185.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 60,791 | $184.8K | 0.00% | −10,412−14.6% | Reduced |
| Quantinno Capital Management LP | 60,566 | $184.1K | 0.00% | +45,841+311.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,300 | $180.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 58,492 | $178.0K | 0.00% | +25,298+76.2% | Added |
| Millennium Management LLC | 56,812 | $172.7K | 0.00% | −959,377−94.4% | Reduced |
| Arizona State Retirement System | 56,812 | $172.7K | 0.00% | −3,502−5.8% | Reduced |
| Brevan Howard Capital Management LP | 55,650 | $169.2K | 0.00% | −79,476−58.8% | Reduced |
| Freestone Capital Holdings, LLC | 52,780 | $160.5K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 53,796 | $150.6K | 0.00% | +42,877+392.7% | Added |
| KLP Kapitalforvaltning AS | 47,100 | $143.2K | 0.00% | 00.0% | Unchanged |