Balyasny Asset Management’s Blend Labs BLND Stock Holding History

Balyasny Asset Management’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 Q2	$515K	Buy	301,190 +174,932	+139%	+$279K	﹤0.01%	2505
2026 Q1	$215K	Buy	+126,258	New	+$270K	﹤0.01%	2678
2025 Q4	–	Sell	-29,798	Closed	-$109K	–	3097
2025 Q3	$109K	Buy	+29,798	New	+$107K	﹤0.01%	2784
2025 Q2	–	Sell	-226,520	Closed	-$759K	–	2844
2025 Q1	$759K	Buy	226,520 +215,615	+1,977%	+$784K	﹤0.01%	2118
2024 Q4	$45.9K	Buy	+10,905	New	+$46.9K	﹤0.01%	2642
2024 Q2	–	Sell	-213,051	Closed	-$692K	–	2600
2024 Q1	$692K	Buy	213,051 +88,763	+71%	+$239K	﹤0.01%	1937
2023 Q4	$317K	Buy	124,288 +110,066	+774%	+$166K	﹤0.01%	2136
2023 Q3	$19.5K	Sell	14,222 -34,025	-71%	-$41.3K	﹤0.01%	2178
2023 Q2	$45.7K	Sell	48,247 -38,778	-45%	-$34.4K	﹤0.01%	2137
2023 Q1	$86.7K	Buy	+87,025	New	+$133K	﹤0.01%	2331
2021 Q4	–	Sell	-21,125	Closed	-$285K	–	2248
2021 Q3	$285K	Buy	+21,125	New	+$359K	﹤0.01%	1590

Other funds holding BLND

HIM

Haveli Investment Management Austin, Texas $180M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CPIM

Cypress Point Investment Management Mill Valley, California $552M AUM

CFM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Whitebark Investors Incline Village, Nevada $129M AUM 26.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Balyasny Asset Management's BLND Position: Q2 2026 in Review

Balyasny Asset Management increased its Blend Labs (BLND) stake by 139% in Q2 2026, buying an estimated $279K and bringing the position to 301,190 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Balyasny Asset Management first reported a position in BLND in Q3 2021 and has held it in 11 quarters since. The position peaked at $759K in Q1 2025. 183 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

Balyasny Asset Management held 301,190 shares of Blend Labs worth $515K as of Q2 2026.
Balyasny Asset Management bought 174,932 Blend Labs shares in Q2 2026, an estimated $279K.
Blend Labs made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2505 holding.
Balyasny Asset Management first reported a position in Blend Labs in Q3 2021 and has held it in 11 quarters since.
Balyasny Asset Management's Blend Labs position peaked at $759K in Q1 2025.
183 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.