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Haveli Investment Management’s Blend Labs BLND Stock Holding History

Haveli Investment 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 		$32M Buy
18,693,667
+7,844,794
+72% +$12.5M 17.77% 3
2026
Q1 		$18.4M Hold
10,848,873
– – 100% 1
2025
Q4 		$33M Buy
+10,848,873
New +$34.6M 100% 1

Other funds holding BLND

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WI
Whitebark Investors Incline Village, Nevada $129M AUM 26.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
8OGI
8VC Opportunities GP II Austin, Texas $784M AUM

Haveli Investment Management's BLND Position: Q2 2026 in Review

Haveli Investment Management increased its Blend Labs (BLND) stake by 72% in Q2 2026, buying an estimated $12.5M and bringing the position to 18,693,667 shares worth $32M. The position accounts for 17.77% of the portfolio, ranked #3.

Haveli Investment Management first reported a position in BLND in Q4 2025 and has held it in 3 quarters since. The position peaked at $33M in Q4 2025. 184 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Haveli Investment Management held 18,693,667 shares of Blend Labs worth $32M as of Q2 2026.
  • Haveli Investment Management bought 7,844,794 Blend Labs shares in Q2 2026, an estimated $12.5M.
  • Blend Labs made up 17.77% of Haveli Investment Management's portfolio in Q2 2026, its #3 holding.
  • Haveli Investment Management first reported a position in Blend Labs in Q4 2025 and has held it in 3 quarters since.
  • Haveli Investment Management's Blend Labs position peaked at $33M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

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