Jane Street’s Blend Labs BLND Stock Holding History

Jane Street’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
2025 Q4	–	Sell	-59,000	Closed	-$215K	–	11151
2025 Q3	$215K	Buy	+59,000	New	+$212K	﹤0.01%	9535
2025 Q1	–	Sell	-50,900	Closed	-$214K	–	9457
2024 Q4	$214K	Buy	50,900 +37,800	+289%	+$163K	﹤0.01%	8304
2024 Q3	$49.1K	Buy	+13,100	New	+$43.4K	﹤0.01%	9182
2022 Q4	–	Sell	-18,100	Closed	-$40K	–	9160
2022 Q3	$40K	Sell	18,100 -99,200	-85%	-$281K	﹤0.01%	9005
2022 Q2	$277K	Buy	117,300 +89,900	+328%	+$336K	﹤0.01%	7739
2022 Q1	$156K	Buy	27,400 +3,700	+16%	+$28.7K	﹤0.01%	9200
2021 Q4	$174K	Buy	+23,700	New	+$275K	﹤0.01%	8914

Other funds holding BLND

LMC

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

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

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

Jane Street's BLND Position: Q1 2026 in Review

Jane Street reduced its Blend Labs (BLND) stake by 6.8% in Q1 2026, selling an estimated $294K and leaving 1,870,870 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #4242.

Jane Street first reported a position in BLND in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.11M in Q4 2025. 194 funds tracked by Wall St. Rank hold BLND as of Q1 2026.

Jane Street held 1,870,870 shares of Blend Labs worth $3.18M as of Q1 2026.
Jane Street sold 137,477 Blend Labs shares in Q1 2026, an estimated $294K.
Blend Labs made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #4242 holding.
Jane Street first reported a position in Blend Labs in Q4 2021 and has held it in 17 quarters since.
Jane Street's Blend Labs position peaked at $6.11M in Q4 2025.
194 funds tracked by Wall St. Rank held Blend Labs as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.