First Manhattan’s Blend Labs BLND Stock Holding History

First Manhattan’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	$1.13M	Buy	659,768 +123,176	+23%	+$197K	﹤0.01%	422
2026 Q1	$912K	Buy	+536,592	New	+$1.15M	﹤0.01%	451

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 $3.37T AUM 44.26% 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

First Manhattan's BLND Position: Q2 2026 in Review

First Manhattan increased its Blend Labs (BLND) stake by 23% in Q2 2026, buying an estimated $197K and bringing the position to 659,768 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #422.

First Manhattan first reported a position in BLND in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

First Manhattan held 659,768 shares of Blend Labs worth $1.13M as of Q2 2026.
First Manhattan bought 123,176 Blend Labs shares in Q2 2026, an estimated $197K.
Blend Labs made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #422 holding.
First Manhattan first reported a position in Blend Labs in Q1 2026 and has held it in 2 quarters since.
184 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.