Blend Labs Inc. Class ABLND

13F holders, Q4 2025 (December 31)
195holders −10
23new positions
40sold out
5famous investors
$3.04avg. 13F price*

At the end of Q4 2025, 195 institutions reported holding Blend Labs Inc. Class A (BLND) in their 13F filings, down 10 from Q3 2025. 23 opened new positions and 40 sold out. The largest holders were Lightspeed Management Company, L.L.C. ($70.3M), Vanguard Group Inc. ($54.3M) and BlackRock, Inc. ($49.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Blend Labs Inc. Class A
CUSIP
09352U108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 129Q1 2024Q2 2024: 118Q2 2024Q3 2024: 165Q3 2024Q4 2024: 199Q4 2024Q1 2025: 196Q1 2025Q2 2025: 195Q2 2025Q3 2025: 205Q3 2025Q4 2025: 195Q4 2025Q1 2026: 195Q1 2026Q2 2026: 183Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$22.0M
Exits40$44.3M

All 13F filers, Q3 2025 → Q4 2025: 14,279,720 shares bought and 28,025,303 shares sold, net −13,745,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 195 holders

Lightspeed Management Company, L.L.C. 5.03% No change 23,127,237 $70.3M
Vanguard Group Inc. 0.00% Reduce -0.8% 17,868,179 $54.3M
BlackRock, Inc. 0.00% Reduce -3.0% 16,352,915 $49.7M
Cypress Point Investment Management LP 7.75% — 11,847,964 $36.0M
Haveli Investment Management LLC 100.00% — 10,848,873 $33.0M
ShawSpring Partners LLC 5.17% Reduce -8.3% 9,024,099 $27.4M
Metavasi Capital LP 8.55% Reduce -5.0% 6,385,900 $19.4M
Divisadero Street Capital Management, LP 0.99% Add +38.6% 5,701,122 $17.3M
State Street Corp. 0.00% Add +2.0% 5,660,693 $17.2M
Whitebark Investors LP 9.28% Reduce -8.9% 5,069,258 $15.4M
Geode Capital Management, LLC 0.00% Reduce -2.8% 4,928,616 $15.0M
Emergence GP Partners, LLC 8.37% No change 4,244,379 $12.9M
Irenic Capital Management LP 1.31% New 3,114,949 $9.5M
Citadel Advisors 0.01% Add +164.1% 2,434,798 $7.4M
Goldman Sachs Group Inc. 0.00% Add +8.0% 2,371,755 $7.2M
Jane Street Group, LLC 0.01% Add +179.6% 2,008,347 $6.1M
Royce & Associates LP 0.06% Add +18.4% 1,978,135 $6.0M
Northern Trust Corp. 0.00% Reduce -8.1% 1,875,335 $5.7M
Prospect Capital Advisors, LLC 2.85% No change 1,820,150 $5.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.9% 1,809,266 $5.5M
Marshall Wace, LLP 0.01% Add +19.5% 1,742,307 $5.3M
Potrero Capital Research LLC 1.70% New 1,661,123 $5.0M
Tudor Investment Corporation 0.03% Add +13.3% 1,473,661 $4.5M
Whetstone Capital Advisors, LLC 1.11% New 1,171,079 $3.6M
Stoic Point Capital Management LLC 2.76% — 1,067,560 $3.2M
Panagora Asset Management Inc. 0.01% Add +3.6% 1,002,171 $3.0M
Qube Research & Technologies Ltd 0.00% Reduce -47.5% 921,392 $2.8M
Rice Hall James & Associates, LLC 0.15% Add +5.8% 882,590 $2.7M
Essex Investment Management Co. LLC 0.35% Reduce -2.1% 748,974 $2.3M
J. Goldman & Co LP 0.09% Reduce -86.1% 741,897 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -53.8% 699,869 $2.1M
Panoramic Capital, LLC 1.21% Add +5.7% 697,689 $2.1M
Bank of New York Mellon Corp 0.00% Reduce -5.3% 583,572 $1.8M
Cinctive Capital Management LP 0.10% Reduce -13.3% 555,987 $1.7M
Franklin Resources Inc. 0.00% Reduce -14.6% 552,055 $1.7M
Militia Capital Partners, LP 0.63% New 550,000 $1.7M
Perigon Wealth Management, LLC 0.03% No change 498,885 $1.5M
Nuveen, LLC 0.00% Reduce -5.8% 467,625 $1.4M
XTX Topco Ltd 0.03% Add +103.8% 425,686 $1.3M
UBS Group AG 0.00% Add +30.2% 411,969 $1.3M
Swiss National Bank 0.00% Add +2.1% 403,300 $1.2M
Barclays PLC 0.00% Add +1.5% 397,203 $1.2M
Kazazian Asset Management, LLC 1.23% New 385,420 $1.2M
Morgan Stanley 0.00% Reduce -49.6% 381,929 $1.2M
D. E. Shaw & Co. 0.00% Add +484.9% 357,438 $1.1M
Allen Operations LLC 0.13% No change 344,761 $1.0M
Invesco Ltd. 0.00% Add +16.5% 342,236 $1.0M
Verition Fund Management LLC 0.01% Add +12.2% 334,846 $1.0M
Russell Investments Group, Ltd. 0.00% Reduce -3.2% 320,808 $975K
Bank of America Corp. 0.00% Reduce -76.2% 319,044 $970K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.0% 302,812 $921K
Lighthouse Investment Partners, LLC 0.03% Add +21.0% 298,258 $907K
Gsa Capital Partners LLP 0.07% Reduce -1.4% 274,416 $834K
Two Sigma Investments, LP 0.00% Reduce -56.1% 249,791 $759K
Rhumbline Advisers 0.00% Reduce -26.0% 243,424 $740K
Alliancebernstein L.P. 0.00% No change 241,590 $734K
Legal & General Group Plc 0.00% Add +0.2% 241,259 $733K
Legato Capital Management LLC 0.06% Add +9.7% 239,922 $729K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.2% 234,654 $713K
Wells Fargo & Company 0.00% Add +51.8% 229,896 $699K
EP Wealth Advisors, LLC 0.00% — 228,537 $695K
Massar Capital Management, LP 0.13% No change 220,000 $669K
Cypress Point Wealth Management, LLC 0.14% Reduce -1.3% 215,843 $656K
Deutsche Bank AG 0.00% Reduce -62.0% 211,045 $642K
California State Teachers Retirement System 0.00% Add +9.3% 202,254 $615K
Ahara Advisors LLC 0.54% — 193,823 $589K
Huntleigh Advisors, Inc. 0.09% Add +5.5% 182,575 $555K
Group One Trading LLC 0.02% Reduce -31.8% 178,630 $543K
Crescent Park Management, L.P. 0.29% Add +81.4% 137,316 $417K
Sei Investments Co. 0.00% Add +1001.6% 130,011 $395K
Mount Lucas Management LP 0.17% Reduce -36.0% 128,000 $389K
AQR Capital Management 0.00% Reduce -79.7% 127,881 $389K
T. Rowe Price Associates Inc. 0.00% Add +6.4% 121,961 $371K
State of Wisconsin Investment Board 0.00% Add +494.0% 108,910 $331K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +31.6% 105,445 $321K
Kingsview Wealth Management, LLC 0.00% Add +15.6% 98,660 $300K
MetLife Investment Management, LLC 0.00% Reduce -29.1% 91,550 $278K
Jacobs Levy Equity Management, Inc. 0.00% New 88,741 $270K
Janus Henderson Group PLC 0.00% No change 85,100 $259K
Diversified Trust Co. 0.00% Add +11.1% 83,473 $254K
Raymond James Financial Inc. 0.00% Reduce -6.7% 82,875 $252K
JPMorgan Chase & Co. 0.00% Reduce -29.7% 82,066 $249K
PFG Advisors 0.01% Add +4.9% 78,956 $240K
Intech Investment Management LLC 0.00% Reduce -10.8% 75,452 $229K
Prelude Capital Management, LLC 0.02% Add +41.7% 73,678 $224K
Susquehanna Portfolio Strategies, LLC 0.00% Reduce -83.7% 70,546 $214K
Quadrant Private Wealth Management, LLC 0.03% Reduce -7.8% 69,514 $211K
STRS Ohio 0.00% No change 64,500 $196K
Virtu Financial LLC 0.01% Add +356.6% 63,823 $194K
Cresset Asset Management, LLC 0.00% No change 60,992 $185K
Manufacturers Life Insurance Company, The 0.00% Reduce -14.6% 60,791 $185K
Quantinno Capital Management LP 0.00% Add +311.3% 60,566 $184K
Police & Firemen's Retirement System of New Jersey 0.00% No change 59,300 $180K
SG Americas Securities, LLC 0.00% Add +76.2% 58,492 $178K
Arizona State Retirement System 0.00% Reduce -5.8% 56,812 $173K
Millennium Management 0.00% Reduce -94.4% 56,812 $173K
Brevan Howard Capital Management LP 0.00% Reduce -58.8% 55,650 $169K
Freestone Capital Holdings, LLC 0.00% No change 52,780 $160K
Chicago Partners Investment Group LLC 0.00% Add +392.7% 53,796 $151K
KLP Kapitalforvaltning As 0.00% No change 47,100 $143K

"% of holder's portfolio" is BLND's weight in each manager's 13F, not the share of Blend Labs Inc. Class A the manager owns.

Show all 195 holders