Who owns Blend Labs (BLND)
Which tracked institutional funds hold BLND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLND company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened BLND while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BLND’s largest tracked holder by dollar value, Haveli Investment Management LLC, sizes it at 17.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 17.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BLND divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 177 tracked filers holding BLND, 82 increased or opened the position and 112 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BLND between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- 8VC Opportunities GP II, LLC$9M
Full exits 7
- LIGHTSPEED MANAGEMENT COMPANY, L.L.C.$39M
- ROYCE & ASSOCIATES LP$2M
- Samjo Management, LLC$2M
- Stoic Point Capital Management LLC$1M
- Qube Research & Technologies Ltd$764K
- GSA CAPITAL PARTNERS LLP$753K
Largest adds
- Haveli Investment Management LLC$14M
- Capricorn Fund Managers Ltd$8M
- MILLENNIUM MANAGEMENT LLC$6M
- MARSHALL WACE, LLP$5M
- D. E. Shaw & Co., Inc.$2M
- Ahara Advisors LLC$2M
Largest trims
- Divisadero Street Capital Management, LP$5M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- BlackRock, Inc.$1M
- XTX Topco Ltd$946K
- VANGUARD PORTFOLIO MANAGEMENT LLC$766K
- GOLDMAN SACHS GROUP INC$765K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Haveli Investment Management LLC added | 18,693,667 | $32M | 12.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 15,579,341 | $27M | 10.3% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP trimmed | 14,297,425 | $24M | 9.5% | 2026-Q2 |
| Capricorn Fund Managers Ltd added | 11,314,649 | $19M | 7.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 8,486,286 | $15M | 5.6% | 2026-Q2 |
| Whitebark Investors LP | 6,343,497 | $11M | 4.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 6,216,044 | $11M | 4.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,174,857 | $11M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,080,868 | $9M | 3.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 5,062,868 | $9M | 3.4% | 2026-Q2 |
| 8VC Opportunities GP II, LLC new | 4,975,791 | $9M | 3.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 4,779,108 | $8M | 3.2% | 2026-Q2 |
| Emergence GP Partners, LLC | 4,244,379 | $7M | 2.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 3,489,742 | $6M | 2.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 2,518,765 | $4M | 1.7% | 2026-Q2 |
| Irenic Capital Management LP added | 2,284,101 | $4M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,136,709 | $4M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,814,374 | $3M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,735,616 | $3M | 1.1% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 1,560,021 | $3M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,548,935 | $3M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,467,582 | $3M | 1.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,426,216 | $2M | 0.9% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 1,381,617 | $2M | 0.9% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 1,254,746 | $2M | 0.8% | 2026-Q2 |
| Prospect Capital Advisors, LLC added | 1,100,300 | $2M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 886,345 | $2M | 0.6% | 2026-Q2 |
| Panoramic Capital, LLC | 772,689 | $1M | 0.5% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 659,768 | $1M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 635,392 | $1M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 610,430 | $1M | 0.4% | 2026-Q2 |
| Man Group plc added | 505,091 | $864K | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 499,771 | $855K | 0.3% | 2026-Q2 |
| Kazazian Asset Management, LLC | 488,683 | $836K | 0.3% | 2026-Q2 |
| Nuveen, LLC | 471,111 | $806K | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 422,824 | $723K | 0.3% | 2026-Q2 |
| Legato Capital Management LLC added | 417,547 | $714K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 410,982 | $703K | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 395,288 | $676K | 0.3% | 2026-Q2 |
| Potrero Capital Research LLC trimmed | 379,274 | $649K | 0.3% | 2026-Q2 |
| ALLEN OPERATIONS LLC | 344,761 | $590K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 343,347 | $587K | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 301,190 | $515K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 272,490 | $463K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 257,170 | $440K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 236,695 | $405K | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 228,659 | $391K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 227,630 | $389K | 0.2% | 2026-Q2 |
| Cypress Point Wealth Management, LLC added | 225,843 | $386K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 219,191 | $375K | 0.1% | 2026-Q2 |
| PATHWAY CAPITAL MANAGEMENT, LP new | 214,209 | $366K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 202,615 | $346K | 0.1% | 2026-Q2 |
| Divisadero Street Capital Management, LP trimmed | 198,863 | $340K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC added | 196,743 | $336K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 185,690 | $318K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 183,566 | $312K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 174,079 | $298K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 170,477 | $292K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 160,136 | $274K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 157,359 | $269K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 153,843 | $264K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 147,696 | $253K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 124,152 | $212K | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 122,616 | $210K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 120,818 | $207K | 0.1% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. new | 115,621 | $198K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 113,372 | $194K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 112,822 | $193K | 0.1% | 2026-Q2 |
| Mount Lucas Management LP trimmed | 100,000 | $171K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 93,181 | $159K | 0.1% | 2026-Q2 |
| Atom Investors LP added | 92,709 | $159K | 0.1% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 81,633 | $140K | 0.1% | 2026-Q2 |
| Lighthouse Investment Partners, LLC trimmed | 80,285 | $137K | 0.1% | 2026-Q2 |
| PFG Advisors | 79,961 | $137K | 0.1% | 2026-Q2 |
| STRS OHIO added | 78,700 | $135K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 77,876 | $132K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 73,214 | $125K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 71,160 | $122K | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 68,008 | $116K | 0.0% | 2026-Q2 |
| Jasper Ridge Partners, L.P. added | 67,615 | $116K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 60,000 | $103K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 59,300 | $101K | 0.0% | 2026-Q2 |
| Quadrant Private Wealth Management, LLC | 58,402 | $100K | 0.0% | 2026-Q2 |
| Freestone Capital Holdings, LLC | 56,195 | $96K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 55,461 | $95K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 53,575 | $92K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC added | 51,074 | $87K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 50,562 | $86K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 49,908 | $85K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 49,679 | $85K | 0.0% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 46,903 | $80K | 0.0% | 2026-Q2 |
| New Insight Wealth Advisors | 45,355 | $78K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 45,252 | $77K | 0.0% | 2026-Q2 |
| Westmount Partners, LLC new | 45,000 | $77K | 0.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 44,352 | $76K | 0.0% | 2026-Q2 |
| Caprock Group, LLC | 44,096 | $75K | 0.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 40,491 | $69K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP added | 39,917 | $68K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 38,000 | $65K | 0.0% | 2026-Q2 |
| Ahara Advisors LLC trimmed | 2,694 | $2M | 0.8% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.