Allen Operations’s Blend Labs BLND Stock Holding History

Allen Operations’s Portfolio BLND Stock Details BLND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$586K	Hold	344,761	–	–	0.09%	33
2025 Q4	$1.05M	Hold	344,761	–	–	0.13%	31
2025 Q3	$1.26M	Hold	344,761	–	–	0.15%	29
2025 Q2	$1.14M	Hold	344,761	–	–	0.16%	27
2025 Q1	$1.15M	Hold	344,761	–	–	0.19%	23
2024 Q4	$1.45M	Hold	344,761	–	–	0.23%	26
2024 Q3	$1.29M	Hold	344,761	–	–	0.22%	24
2024 Q2	$814K	Hold	344,761	–	–	0.16%	27
2024 Q1	$1.12M	Hold	344,761	–	–	0.21%	27
2023 Q4	$879K	Hold	344,761	–	–	0.17%	28
2023 Q3	$472K	Hold	344,761	–	–	0.1%	31
2023 Q2	$326K	Hold	344,761	–	–	0.07%	32
2023 Q1	$343K	Hold	344,761	–	–	0.09%	33
2022 Q4	$496K	Hold	344,761	–	–	0.13%	31
2022 Q3	$762K	Hold	344,761	–	–	0.2%	31
2022 Q2	$814K	Hold	344,761	–	–	0.2%	32
2022 Q1	$1.97M	Sell	344,761 -1	-0%	-$8	0.35%	26
2021 Q4	$2.53M	Hold	344,762	–	–	0.35%	26
2021 Q3	$4.65M	Buy	+344,762	New	+$5.86M	0.72%	21

Other funds holding BLND

LMC

Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CPIM

Cypress Point Investment Management Mill Valley, California $424M AUM

HIM

Haveli Investment Management Austin, Texas $18.4M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Whitebark Investors Incline Village, Nevada $125M AUM 26.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allen Operations's BLND Position: Q1 2026 in Review

Allen Operations held its Blend Labs (BLND) position steady in Q1 2026 at 344,761 shares worth $586K. The position accounts for 0.09% of the portfolio, ranked #33.

Allen Operations first reported a position in BLND in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.65M in Q3 2021. 194 funds tracked by Wall St. Rank hold BLND as of Q1 2026.

Allen Operations held 344,761 shares of Blend Labs worth $586K as of Q1 2026.
Allen Operations left its Blend Labs share count unchanged in Q1 2026.
Blend Labs made up 0.09% of Allen Operations's portfolio in Q1 2026, its #33 holding.
Allen Operations first reported a position in Blend Labs in Q3 2021 and has held it in 19 quarters since.
Allen Operations's Blend Labs position peaked at $4.65M in Q3 2021.
194 funds tracked by Wall St. Rank held Blend Labs as of Q1 2026.

Based on Allen Operations's 13F filing for Q1 2026, filed 7 May 2026.