Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BLND held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Lightspeed Management Company, L.L.C. | 23.1M | $39.3M | 0.0% | 9.110% | 3.98% |
| 2 | BlackRock, Inc. | 16.3M | $27.7M | -0.4% | 6.416% | 0.00% |
| 3 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 14.5M | $24.7M | +22.7% | 5.727% | 5.82% |
| 4 | Haveli Investment Management LLC | 10.8M | $18.4M | 0.0% | 4.274% | 100.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 9.7M | $16.4M | β | 3.802% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.7M | $11.4M | β | 2.640% | 0.00% |
| 7 | Capricorn Fund Managers Ltd | 6.5M | $11.0M | β | 2.560% | 1.72% |
| 8 | Whitebark Investors LP | 6.3M | $10.8M | +25.1% | 2.499% | 8.62% |
| 9 | STATE STREET CORP | 6.3M | $10.7M | +11.3% | 2.481% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 4.8M | $8.2M | -1.8% | 1.907% | 0.00% |
| 11 | EMERGENCE GP PARTNERS, LLC | 4.2M | $7.2M | 0.0% | 1.672% | 6.47% |
| 12 | Divisadero Street Capital Management, LP | 3.2M | $5.4M | -44.3% | 1.251% | 0.25% |
| 13 | GOLDMAN SACHS GROUP INC | 2.6M | $4.4M | +9.6% | 1.024% | 0.00% |
| 14 | Irenic Capital Management LP | 2.2M | $3.7M | -29.2% | 0.868% | 0.37% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 2.2M | $3.7M | +2340.1% | 0.853% | 0.02% |
| 16 | NORTHERN TRUST CORP | 1.9M | $3.2M | +1.4% | 0.749% | 0.00% |
| 17 | JANE STREET GROUP, LLC | 1.9M | $3.2M | -7.5% | 0.737% | 0.03% |
| 18 | MARSHALL WACE, LLP | 1.7M | $2.9M | -0.6% | 0.682% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | $2.8M | -8.2% | 0.654% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 1.6M | $2.7M | β | 0.618% | 0.00% |
| 21 | TUDOR INVESTMENT CORP ET AL | 1.4M | $2.4M | -4.3% | 0.555% | 0.01% |
| 22 | RICE HALL JAMES & ASSOCIATES, LLC | 1.0M | $1.7M | +14.0% | 0.396% | 0.10% |
| 23 | ROYCE & ASSOCIATES LP | 1.0M | $1.7M | -49.5% | 0.394% | 0.02% |
| 24 | Samjo Management, LLC | 983K | $1.7M | β | 0.387% | 0.72% |
| 25 | Stoic Point Capital Management LLC | 840K | $1.4M | -21.3% | 0.331% | 1.41% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BLND β a direct measure of their conviction.
Filings activity in BLND during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 189 | 0.5% | 60.77% | 57.37 pp | $261M | 49% |
| Q4 2025 | 190 | 4.5% | 118.14% | 9.11 pp | $507M | 7.2% |
| Q3 2025 | 199 | +3.1% | 127.25% | +12.38 pp | $546M | +11% |
| Q2 2025 | 193 | +0.0% | 114.87% | 69.09 pp | $493M | 38% |
| Q1 2025 | 193 | 1.0% | 183.96% | +32.52 pp | $789M | +21% |
| Q4 2024 | 195 | +19% | 151.44% | +27.18 pp | $650M | +22% |
| Q3 2024 | 164 | +40% | 124.26% | +55.90 pp | $533M | +82% |
| Q2 2024 | 117 | β | 68.36% | β | $293M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BLND stock.
Based on Q1 2026 13F filings, institutional ownership of Blend Labs, Inc. stands at 60.8%, held across 189 reporting institutions.
Lightspeed Management Company, L.L.C. is the largest reported institutional holder of BLND, with approximately 23,127,237 shares worth $0.04B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of BLND, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for BLND is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in BLND during Q1 2026, while 38 fully exited. 22 added to existing positions and 127 trimmed.
BLND institutional ownership fell by 57.37 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 68.6% of all reported 13F value in BLND, and the top 25 account for 87.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Blend Labs, Inc. (BLND) Institutional Ownership