ICM
BLND icon

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
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

LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
HIM
Haveli Investment Management Austin, Texas $18.4M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WI
Whitebark Investors Incline Village, Nevada $125M AUM 26.67% 1-Year Est. Return
State Street
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

Irenic Capital Management's BLND Position: Q1 2026 in Review

Irenic Capital Management reduced its Blend Labs (BLND) stake by 29% in Q1 2026, selling an estimated $1.95M and leaving 2,204,200 shares worth $3.75M. The position accounts for 0.24% of the portfolio, ranked #37.

Irenic Capital Management first reported a position in BLND in Q3 2023 and has held it in 5 quarters since. The position peaked at $9.47M in Q4 2025. 194 funds tracked by Wall St. Rank hold BLND as of Q1 2026.

  • Irenic Capital Management held 2,204,200 shares of Blend Labs worth $3.75M as of Q1 2026.
  • Irenic Capital Management sold 910,749 Blend Labs shares in Q1 2026, an estimated $1.95M.
  • Blend Labs made up 0.24% of Irenic Capital Management's portfolio in Q1 2026, its #37 holding.
  • Irenic Capital Management first reported a position in Blend Labs in Q3 2023 and has held it in 5 quarters since.
  • Irenic Capital Management's Blend Labs position peaked at $9.47M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Blend Labs as of Q1 2026.

Based on Irenic Capital Management's 13F filing for Q1 2026, filed 18 May 2026.