Blend Labs Inc. Class ABLND
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $22.0M |
| Exits | 40 | $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.