Blend Labs, Inc. 13F holders
184 funds reported a position in Blend Labs, Inc. in their 13F for the quarter ended 30 June 2026, together 152.0 million shares worth $262.0 million. Against the quarter before, 26 opened a position, 56 added, 67 trimmed and 37 sold out; together they sold a net 12.0 million shares. The largest holders: Haveli Investment Management LLC, BlackRock, Inc. and Cypress Point Investment Management LP.
Funds holding184-12 on Q1 2026
Shares they held152.0Mworth $262.0 million
Net sold on the quarter12.0M sharesabout $20.7 million at the funds' values
Funds buying to selling82 to 104opened or added, to cut or sold
Opened 26Added 56Held 34Trimmed 67Sold out 37
What each fund did in BLND against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BLND in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 29 reported a position in Blend Labs, Inc.: 4 opened one, 5 added, 11 trimmed and 8 sold out, a net 1.4 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Blend Labs, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 5.1 million shares worth $8.7 million, 0.0% of its reported book. New this quarter: Point72 Asset Management. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 4.0 million shares, about $6.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 5,080,868 | $8.7 million | 0.0% | +240,478 | added | 30 June 2026 | 13F |
| Citadel Advisors | 5,062,868 | $8.7 million | 0.0% | +370,351 | added | 30 June 2026 | 13F |
| Millennium Management | 3,489,742 | $6.0 million | 0.0% | +3,270,822 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 257,170 | $439,761 | 0.0% | +257,170 | new | 30 June 2026 | 13F |
| Two Sigma Investments | 68,008 | $116,294 | 0.0% | -22,835 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 25,592 | $43,762 | 0.0% | -106,421 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Haveli Investment Management LLC | 18,693,667 | 12.30% | $32.0 million | 17.77% | +7,844,794 | 13F |
| BlackRock, Inc. | 15,579,341 | 10.25% | $26.6 million | 0.00% | -707,844 | 13F |
| Cypress Point Investment Management LP | 14,297,425 | 9.40% | $24.4 million | 4.43% | -239,747 | 13F |
| Capricorn Fund Managers Ltd | 11,314,649 | 7.44% | $19.3 million | 1.55% | +4,815,142 | 13F |
| Vanguard Capital Management LLC | 8,486,286 | 5.58% | $14.5 million | 0.00% | -1,166,160 | 13F |
| Whitebark Investors LP | 6,343,497 | 4.17% | $10.8 million | 8.38% | no change | 13F |
| Vanguard Portfolio Management LLC | 6,216,044 | 4.09% | $10.6 million | 0.00% | -486,903 | 13F |
| State Street Corp. | 6,174,857 | 4.06% | $10.6 million | 0.00% | -123,453 | 13F |
| Geode Capital Management, LLC | 5,080,868 | 3.34% | $8.7 million | 0.00% | +240,478 | 13F |
| Citadel Advisors LLC | 5,062,868 | 3.33% | $8.7 million | 0.01% | +370,351 | 13F |
| 8VC Opportunities GP II, LLC | 4,975,791 | 3.27% | $8.5 million | 1.08% | first 13F | 13F |
| Marshall Wace, LLP | 4,779,108 | 3.14% | $8.2 million | 0.01% | +3,047,752 | 13F |
| Emergence GP Partners, LLC | 4,244,379 | 2.79% | $7.3 million | 6.46% | no change | 13F |
| Millennium Management LLC | 3,489,742 | 2.30% | $6.0 million | 0.00% | +3,270,822 | 13F |
| Jacobs Levy Equity Management, Inc. | 2,518,765 | 1.66% | $4.3 million | 0.01% | +353,399 | 13F |
| Irenic Capital Management LP | 2,284,101 | 1.50% | $3.9 million | 0.28% | +79,901 | 13F |
| Goldman Sachs Group Inc. | 2,136,709 | 1.41% | $3.7 million | 0.00% | -462,468 | 13F |
| Jane Street Group, LLC | 1,814,374 | 1.19% | $3.1 million | 0.00% | -56,496 | 13F |
| Northern Trust Corp. | 1,735,616 | 1.14% | $3.0 million | 0.00% | -165,421 | 13F |
| Rice Hall James & Associates, LLC | 1,560,021 | 1.03% | $2.7 million | 0.13% | +553,732 | 13F |
| Charles Schwab Investment Management Inc. | 1,548,935 | 1.02% | $2.6 million | 0.00% | -111,636 | 13F |
| Vanguard Fiduciary Trust Co. | 1,467,582 | 0.97% | $2.5 million | 0.00% | -101,703 | 13F |
| Ahara Advisors LLC | 276,263 | 0.18% | $2.5 million | 0.84% | 13F | |
| D. E. Shaw & Co., Inc. | 1,426,216 | 0.94% | $2.4 million | 0.00% | +805,184 | 13F |
| Tudor Investment Corp. Et Al | 1,381,617 | 0.91% | $2.4 million | 0.01% | -28,404 | 13F |
| Essex Investment Management Co. LLC | 1,254,746 | 0.83% | $2.1 million | 0.28% | +492,456 | 13F |
| Prospect Capital Advisors, LLC | 1,100,300 | 0.72% | $1.9 million | 0.85% | +368,850 | 13F |
| AQR Capital Management LLC | 886,345 | 0.58% | $1.5 million | 0.00% | +263,239 | 13F |
| Panoramic Capital, LLC | 772,689 | 0.51% | $1.3 million | 0.57% | no change | 13F |
| First Manhattan Co. LLC. | 659,768 | 0.43% | $1.1 million | 0.00% | +123,176 | 13F |
| UBS Group AG | 635,392 | 0.42% | $1.1 million | 0.00% | -91,036 | 13F |
| Bank of New York Mellon Corp | 610,430 | 0.40% | $1.0 million | 0.00% | +32,181 | 13F |
| Gsa Capital Partners LLP | 544,168 | 0.36% | $931,000 | 0.06% | +101,075 | 13F |
| Man Group plc | 505,091 | 0.33% | $863,706 | 0.00% | +374,569 | 13F |
| Perigon Wealth Management, LLC | 499,771 | 0.33% | $854,608 | 0.01% | -797 | 13F |
| Kazazian Asset Management, LLC | 488,683 | 0.32% | $835,648 | 0.75% | no change | 13F |
| Nuveen, LLC | 471,111 | 0.31% | $805,599 | 0.00% | no change | 13F |
| Invesco Ltd. | 422,824 | 0.28% | $723,029 | 0.00% | +29,178 | 13F |
| Legato Capital Management LLC | 417,547 | 0.27% | $714,005 | 0.06% | +180,979 | 13F |
| Susquehanna International Group, LLP | 410,982 | 0.27% | $702,779 | 0.00% | -5,166 | 13F |
| Franklin Resources Inc. | 395,288 | 0.26% | $675,942 | 0.00% | -250,618 | 13F |
| Potrero Capital Research LLC | 379,274 | 0.25% | $648,559 | 0.40% | -170,428 | 13F |
| Allen Operations LLC | 344,761 | 0.23% | $589,541 | 0.08% | no change | 13F |
| Bank of America Corp. | 343,347 | 0.23% | $587,124 | 0.00% | +2,590 | 13F |
| Balyasny Asset Management L.P. | 301,190 | 0.20% | $515,035 | 0.00% | +174,932 | 13F |
| AllianceBernstein L.P. | 272,490 | 0.18% | $463,233 | 0.00% | +30,900 | 13F |
| Point72 Asset Management, L.P. | 257,170 | 0.17% | $439,761 | 0.00% | new | 13F |
| Rhumbline Advisers | 236,695 | 0.16% | $404,740 | 0.00% | +5,948 | 13F |
| EP Wealth Advisors, LLC | 228,659 | 0.15% | $391,007 | 0.00% | -719 | 13F |
| Deutsche Bank AG | 227,630 | 0.15% | $389,247 | 0.00% | -2,258 | 13F |
The 50 largest of the 184 funds that reported a position in BLND in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on BLND
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 33,900 | $57,969 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 16 October 2026 | 13G | Capricorn Fund Managers Ltd and 1 other | 13.3 million | 5.6% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G/A | Lightspeed Venture Partners IX, L.P. and 17 others | 0 | 0.0% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
| 12 June 2026 | 13D/A | Haveli Brooks Aggregator, L.P. and 6 others | 64.3 million | 22.6% | 10 June 2026 | EDGAR | |
| 15 May 2026 | 13D/A | Haveli Brooks Aggregator, L.P. and 6 others | 60.6 million | 21.3% | 13 May 2026 | EDGAR | |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 November 2025 | 13D/A | Haveli Brooks Aggregator, L.P. and 6 others | 65.5 million | 20.9% | 13 November 2025 | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 21 August 2026 | 9,166 | $1.46 | SEC |
| 20 August 2026 | 1,703 | $1.50 | SEC |
| 19 August 2026 | 2,100 | $1.45 | SEC |
| 18 August 2026 | 6,000 | $1.48 | SEC |
| 10 August 2026 | 4,387 | $1.63 | SEC |
| 7 August 2026 | 8 | $1.95 | SEC |
| 5 August 2026 | 26,604 | $1.99 | SEC |
| 30 July 2026 | 300 | $1.81 | SEC |
| 27 July 2026 | 2 | $1.69 | SEC |
| 23 July 2026 | 37 | $1.73 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.