$BLND

$1.16 +$0.00 (0.0%) Close

$BLND Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 239.9M shares outstanding

Who owns BLND?

By type of holder

Institutions 63.0% Insiders 0.0% Everyone else 37.0%

Concentration Top 10 holders own 185.6%

Brian N. Sheth 26.8% · Haveli Investments, L.P. 26.8%

Institutional ownership

63.0%

-3.3 pts vs last qtr

Institutional holders

181

-13 vs last qtr

Net shares bought

−7.8M

by institutions in Q2 2026

New / sold out

28 / 41

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Haveli Investment Management LLC +7.8M
8VC Opportunities GP II, LLC NEW +5.0M

Biggest sellers in Q2 2026

Lightspeed Management Company, L.L.C. SOLD OUT −23.1M
Divisadero Street Capital Management, LP −3.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$824K

16 notices from 5 people

Shares covered

434.5K

0.18% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Kneafsey Brian Officer 10b5-1 $457K
Ghamsari Nima Officer 10b5-1 $174K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+96.2%

+18.35% a year

Each share's claim on the business

−49.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$24.9M vs $283M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years38% 1–3 years21% Under 1 year41%

Quarterly turnover

21.7%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting BLND on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LM Lightspeed Management Company, L.L.C.	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding23.1M (Q4'24) Change over 8 quarters0 Lightspeed Management Company, L.L.C.'s full portfolio →
HI Haveli Investment Management LLC 13D · 22.5%	18.7M	7.79%	+7.8M (+72.3%)	Q4 '25	17.8%
Shares held by quarter Peak holding18.7M (Q2'26) Change over 8 quarters+18.7M Share of the company7.790% Disclosed stake13D · 22.5% Haveli Investment Management LLC's full portfolio →

Lightspeed Management Company, L.L.C.

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

Haveli Investment Management LLC

13D · 22.5%

18.7M

% of company

7.79%

Change vs last qtr

+7.8M (+72.3%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Blend Labs, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BLND on Form N-PORT; together they hold 15.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$10.1M	5.9M	2.45%	0.00%	June 30, 2026
VI Vanguard Information Technology Index Fund Vanguard World Fund	$9.22M	5.2M	2.15%	0.01%	May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$10.1M

% of company

2.45%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Information Technology Index Fund

Vanguard World Fund

Position value

$9.22M

% of company

2.15%

% of the fund

0.01%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Blend Labs, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BN Brian N. Sheth 5%+ holder 13D · 22.6%	64.3M	26.81%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company26.810% Disclosed stake13D · 22.6% View the 13D/G filing →
HI Haveli Investments, L.P. 5%+ holder 13D · 22.5%	64.2M	26.76%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company26.760% Disclosed stake13D · 22.5% View the 13D/G filing →

Brian N. Sheth

5%+ holder13D · 22.6%

64.3M

% of company

26.81%

Change vs last qtr

—

Held since

—

Haveli Investments, L.P.

5%+ holder13D · 22.5%

64.2M

% of company

26.76%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Blend Labs, Inc..

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