| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Haveli Investments, L.P. | 21% | +8.4% | $223,293,197 | +$16,926,139 | 65,481,876 | +8.2% | Brian N. Sheth | 13 Nov 2025 |
| 8VC Co-Invest Fund I, L.P. | 4.7% | $41,319,846 | 11,873,519 | Joe Lonsdale | 30 Jun 2025 |
As of 31 Dec 2025, 191 institutional investors reported holding 167,037,428 shares of Blend Labs, Inc. - Class A common stock, par value $0.00001 per share (BLND). This represents 53% of the company’s total 313,310,411 outstanding shares.
The largest institutional shareholders of Blend Labs, Inc. - Class A common stock, par value $0.00001 per share (BLND) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 7.4% | 23,127,237 | 0% | 5% | $70,306,800 |
| VANGUARD GROUP INC | 5.7% | 17,868,179 | -0.75% | 0% | $54,319,264 |
| BlackRock, Inc. | 5.2% | 16,352,915 | -3% | 0% | $49,712,862 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 3.8% | 11,847,964 | 0% | 7.7% | $36,018,756 |
| Haveli Investment Management LLC | 3.5% | 10,848,873 | 0% | 100% | $32,980,574 |
| ShawSpring Partners LLC | 2.9% | 9,024,099 | -8.3% | 5.2% | $27,433,261 |
| Metavasi Capital LP | 2% | 6,385,900 | -5% | 8.6% | $19,413,136 |
| Divisadero Street Capital Management, LP | 1.8% | 5,701,122 | +39% | 1% | $17,331,411 |
| STATE STREET CORP | 1.8% | 5,660,693 | +2% | 0% | $17,208,507 |
| Whitebark Investors LP | 1.6% | 5,069,258 | -8.9% | 9.3% | $15,410,544 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 4,928,616 | -2.8% | 0% | $14,985,569 |
| Emergence GP Partners, LLC | 1.4% | 4,244,379 | 0% | 8.4% | $12,902,912 |
| Irenic Capital Management LP | 0.99% | 3,114,949 | 1.2% | $9,469,445 | |
| CITADEL ADVISORS LLC | 0.78% | 2,434,798 | +164% | 0.01% | $7,401,785 |
| GOLDMAN SACHS GROUP INC | 0.76% | 2,371,755 | +8% | 0% | $7,210,135 |
| JANE STREET GROUP, LLC | 0.64% | 2,008,347 | +180% | 0.01% | $6,105,374 |
| ROYCE & ASSOCIATES LP | 0.63% | 1,978,135 | +18% | 0.06% | $6,013,530 |
| NORTHERN TRUST CORP | 0.6% | 1,875,335 | -8.1% | 0% | $5,701,017 |
| Prospect Capital Advisors, LLC | 0.58% | 1,820,150 | 0% | 2.9% | $5,533,256 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.58% | 1,809,266 | -1.9% | 0% | $5,500,169 |
| MARSHALL WACE, LLP | 0.56% | 1,742,307 | +20% | 0.01% | $5,296,613 |
| Potrero Capital Research LLC | 0.53% | 1,661,123 | 1.7% | $5,049,814 | |
| TUDOR INVESTMENT CORP ET AL | 0.47% | 1,473,661 | +13% | 0.02% | $4,479,929 |
| Whetstone Capital Advisors, LLC | 0.37% | 1,171,079 | 1.1% | $3,560,080 | |
| Stoic Point Capital Management LLC | 0.34% | 1,067,560 | 0% | 2.8% | $3,245,382 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 167,037,428 | $507,787,667 | -$50,801,234 | $3.04 | 191 |
| 2025 Q3 | 157,607,625 | $575,204,734 | +$21,018,519 | $3.65 | 205 |
| 2025 Q2 | 152,276,277 | $502,584,644 | +$11,915,625 | $3.30 | 194 |
| 2025 Q1 | 148,665,297 | $498,027,918 | -$42,120,459 | $3.35 | 196 |
| 2024 Q4 | 159,522,426 | $671,551,030 | +$1,694,319 | $4.21 | 198 |
| 2024 Q3 | 143,950,015 | $539,737,499 | +$79,763,877 | $3.75 | 162 |
| 2024 Q2 | 124,911,180 | $294,790,731 | +$32,969,724 | $2.36 | 114 |
| 2024 Q1 | 124,893,767 | $405,899,752 | +$30,627,242 | $3.25 | 127 |
| 2023 Q4 | 115,894,140 | $295,529,417 | +$4,606,862 | $2.55 | 110 |
| 2023 Q3 | 108,577,841 | $148,750,431 | -$6,388,678 | $1.37 | 85 |
| 2023 Q2 | 113,739,440 | $107,737,237 | -$9,783,566 | $0.95 | 92 |
| 2023 Q1 | 123,911,307 | $123,438,656 | +$4,095,803 | $1.00 | 109 |
| 2022 Q4 | 118,138,967 | $170,124,948 | -$29,137,582 | $1.44 | 118 |
| 2022 Q3 | 135,979,100 | $300,515,934 | +$8,037,326 | $2.21 | 109 |
| 2022 Q2 | 132,109,205 | $311,777,639 | -$11,373,529 | $2.36 | 107 |
| 2022 Q1 | 130,439,948 | $743,488,616 | +$56,195,660 | $5.70 | 97 |
| 2021 Q4 | 116,331,995 | $853,853,202 | +$4,393,853 | $7.34 | 91 |
| 2021 Q3 | 109,967,423 | $1,477,694,436 | +$1,477,694,433 | $13.48 | 61 |