HighTower Advisors

HighTower Advisors’s Blend Labs BLND Stock Holding History

HighTower Advisors’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	$39.4K	Buy	23,174 +1,718	+8%	+$3.67K	﹤0.01%	3727
2025 Q4	$65.2K	Sell	21,456 -150	-0.7%	-$478	﹤0.01%	3558
2025 Q3	$78.9K	Sell	21,606 -1,498	-6%	-$5.38K	﹤0.01%	3572
2025 Q2	$76.2K	Sell	23,104 -207	-0.9%	-$701	﹤0.01%	3512
2025 Q1	$78.1K	Buy	23,311 +69	+0.3%	+$251	﹤0.01%	3400
2024 Q4	$97.8K	Buy	23,242 +373	+2%	+$1.6K	﹤0.01%	3374
2024 Q3	$86K	Hold	22,869	–	–	﹤0.01%	3341
2024 Q2	$55K	Sell	22,869 -9,250	-29%	-$24.5K	﹤0.01%	3295
2024 Q1	$103K	Sell	32,119 -3,300	-9%	-$8.89K	﹤0.01%	3143
2023 Q4	$91K	Buy	35,419 +7,500	+27%	+$11.3K	﹤0.01%	3218
2023 Q3	$38K	Hold	27,919	–	–	﹤0.01%	3258
2023 Q2	$27K	Sell	27,919 -3,840	-12%	-$3.4K	﹤0.01%	3228
2023 Q1	$30K	Buy	31,759 +2,243	+8%	+$3.44K	﹤0.01%	3103
2022 Q4	$42K	Hold	29,516	–	–	﹤0.01%	3060
2022 Q3	$66K	Buy	29,516 +18,356	+164%	+$52.1K	﹤0.01%	2840
2022 Q2	$26K	Hold	11,160	–	–	﹤0.01%	2973
2022 Q1	$64K	Sell	11,160 -25,477	-70%	-$197K	﹤0.01%	3048
2021 Q4	$268K	Buy	36,637 +2,185	+6%	+$25.3K	﹤0.01%	2540
2021 Q3	$464K	Buy	+34,452	New	+$585K	﹤0.01%	2098

Other funds holding BLND

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Haveli Investment Management Austin, Texas $18.4M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 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

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