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Irenic Capital Management’s Blend Labs BLND Stock Holding History

Irenic Capital 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 		$3.91M Buy
2,284,101
+79,901
+4% +$127K 0.19% 42
2026
Q1 		$3.75M Sell
2,204,200
-910,749
-29% -$1.95M 0.24% 37
2025
Q4 		$9.47M Buy
+3,114,949
New +$9.94M 0.64% 21
2025
Q2 		– Sell
-284,854
Closed -$954K – 24
2025
Q1 		$954K Buy
+284,854
New +$1.04M 0.14% 20
2024
Q1 		– Sell
-1,150,685
Closed -$2.93M – 22
2023
Q4 		$2.93M Sell
1,150,685
-1,190,609
-51% -$1.8M 0.58% 17
2023
Q3 		$3.21M Buy
+2,341,294
New +$2.84M 0.91% 17

Other funds holding BLND

HIM
Haveli Investment Management Austin, Texas $180M AUM
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 40.89% 1-Year Est. Return

Irenic Capital Management's BLND Position: Q2 2026 in Review

Irenic Capital Management increased its Blend Labs (BLND) stake by 3.6% in Q2 2026, buying an estimated $127K and bringing the position to 2,284,101 shares worth $3.91M. The position accounts for 0.19% of the portfolio, ranked #42.

Irenic Capital Management first reported a position in BLND in Q3 2023 and has held it in 6 quarters since. The position peaked at $9.47M in Q4 2025. 183 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Irenic Capital Management held 2,284,101 shares of Blend Labs worth $3.91M as of Q2 2026.
  • Irenic Capital Management bought 79,901 Blend Labs shares in Q2 2026, an estimated $127K.
  • Blend Labs made up 0.19% of Irenic Capital Management's portfolio in Q2 2026, its #42 holding.
  • Irenic Capital Management first reported a position in Blend Labs in Q3 2023 and has held it in 6 quarters since.
  • Irenic Capital Management's Blend Labs position peaked at $9.47M in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

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