BLND

Blend Labs Inc-A
Information TechnologyUSCUSIP 09352U108◍ Confluence graph
Tracked 13F Holders
182
-110 QoQ
13F Value (tracked)
$300.0M
Insider Net · 180d
$11.8M
1↑ 2↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)30 adding · 13 trimming
Insider net (180d)+$11.8M

Who owns BLND?

182 tracked 13F filers

182 tracked 13F filers disclose a position in BLND as of the latest SEC 13F filings, a combined $300.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Lightspeed Management Company, L.L.C.
$39.3M
23.1M
Held
Q1 2026
2Haveli Investment Management LLC
$32.0M
18.7M
+72%
Added · +7.8M sh
Q2 2026
3BlackRock, Inc.
$27.7M
16.3M
−0.4%
Reduced · −66K sh
Q1 2026
4CYPRESS POINT INVESTMENT MANAGEMENT LP
$24.4M
14.3M
−1.6%
Reduced · −240K sh
Q2 2026
5Capricorn Fund Managers Ltd
$19.3M
11.3M
+74%
Added · +4.8M sh
Q2 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$16.4M
9.7M
First observed position
No prior filed position
Q1 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$11.4M
6.7M
First observed position
No prior filed position
Q1 2026
8Whitebark Investors LP
$10.8M
6.3M
+25%
Added · +1.3M sh
Q1 2026
9STATE STREET CORP
$10.6M
6.2M
−2.0%
Reduced · −123K sh
Q2 2026
10GEODE CAPITAL MANAGEMENT, LLC
$8.7M
5.1M
+5.0%
Added · +240K sh
Q2 2026
118VC Opportunities GP II, LLC
$8.5M
5.0M
New
+5.0M sh
Q2 2026
12CITADEL ADVISORS LLC
$8.0M
4.7M
+93%
Added · +2.3M sh
Q1 2026
13EMERGENCE GP PARTNERS, LLC
$7.3M
4.2M
Held
Q2 2026
14Divisadero Street Capital Management, LP
$5.4M
3.2M
−44%
Reduced · −2.5M sh
Q1 2026
15GOLDMAN SACHS GROUP INC
$4.4M
2.6M
+9.6%
Added · +227K sh
Q1 2026
16Irenic Capital Management LP
$3.9M
2.3M
+3.6%
Added · +80K sh
Q2 2026
17JACOBS LEVY EQUITY MANAGEMENT, INC
$3.7M
2.2M
24×
Added · +2.1M sh
Q1 2026
18NORTHERN TRUST CORP
$3.2M
1.9M
+1.4%
Added · +26K sh
Q1 2026
19JANE STREET GROUP, LLC
$3.2M
1.9M
−6.8%
Reduced · −137K sh
Q1 2026
20MARSHALL WACE, LLP
$2.9M
1.7M
−0.6%
Reduced · −11K sh
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$2.8M
1.7M
−8.2%
Reduced · −149K sh
Q1 2026
22VANGUARD FIDUCIARY TRUST CO
$2.7M
1.6M
First observed position
No prior filed position
Q1 2026
23RICE HALL JAMES & ASSOCIATES, LLC
$2.7M
1.6M
+55%
Added · +554K sh
Q2 2026
24TUDOR INVESTMENT CORP ET AL
$2.4M
1.4M
−4.3%
Reduced · −64K sh
Q1 2026
25ESSEX INVESTMENT MANAGEMENT CO LLC
$2.1M
1.3M
+65%
Added · +492K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BLND being bought or sold by institutions?

Last quarter, 4 funds opened a new position in BLND and 26 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
26
funds
Reduced
13
funds
Exited
0
funds

Funds that own BLND also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN86 funds$121.0B
MICROSOFT CORPMSFT85 funds$167.8B
ALPHABET INC-CL CGOOG80 funds$82.7B
NVIDIA CORPNVDA79 funds$247.9B
ALPHABET INC-CL AGOOGL79 funds$93.2B
META PLATFORMS INC-CLASS AMETA79 funds$70.8B
APPLE INCAAPL78 funds$186.0B
BROADCOM INCAVGO77 funds$101.6B
JPMORGAN CHASE & COJPM76 funds$38.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B76 funds$23.4B
ELI LILLY & COLLY75 funds$50.6B
MICRON TECHNOLOGY INCMU74 funds$22.3B

Ranked by how many of BLND's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$11.9M
1 insiders
Sells · 180d
$70K
2 insiders
Net
$11.8M
24 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Aug 17, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)17K$25K
Aug 17, 2026Tkach OxanaPRINCIPAL ACCOUNTING OFFICERSell (S)21K$31K
Aug 5, 2026Thomson Matthew ChristopherHead of RevenueSell (S)15K$30K
Jun 15, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)650K$1.1M
Jun 12, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)257K$436K
Jun 11, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)250K$435K
Jun 10, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)723K$1.2M
Jun 9, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)179K$304K
Jun 8, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)217K$368K
Jun 5, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)28K$45K
Jun 3, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)240K$376K
May 27, 2026Haveli Investments, L.P.Director, 10% OwnerBuy (P)2K$2K

Institutional ownership over time

68 funds-46 since Q3 2024
089178Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $132.0M

Recent filings

15 shown

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Connected entities for BLND

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Ask your agent what changed in BLND

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BLND/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BLND.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BLND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.