JO
BLND icon

John Overdeck’s Blend Labs BLND Stock Holding History

John Overdeck’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 		$116K Sell
68,008
-22,835
-25% -$36.4K ﹤0.01% 4871
2026
Q1 		$154K Sell
90,843
-158,948
-64% -$340K ﹤0.01% 4329
2025
Q4 		$759K Sell
249,791
-319,780
-56% -$1.02M ﹤0.01% 3095
2025
Q3 		$2.08M Sell
569,571
-475,707
-46% -$1.71M ﹤0.01% 2097
2025
Q2 		$3.45M Buy
1,045,278
+148,376
+17% +$503K 0.01% 1475
2025
Q1 		$3M Sell
896,902
-1,306,598
-59% -$4.75M 0.01% 1457
2024
Q4 		$9.28M Buy
2,203,500
+844,962
+62% +$3.64M 0.02% 786
2024
Q3 		$5.09M Buy
1,358,538
+425,639
+46% +$1.41M 0.01% 1077
2024
Q2 		$2.2M Sell
932,899
-121,539
-12% -$322K 0.01% 1493
2024
Q1 		$3.43M Buy
1,054,438
+785,565
+292% +$2.12M 0.01% 1177
2023
Q4 		$686K Buy
+268,873
New +$406K ﹤0.01% 2293
2023
Q2 		– Sell
-45,100
Closed -$44.9K – 3019
2023
Q1 		$44.9K Hold
45,100
– – ﹤0.01% 2772
2022
Q4 		$64.9K Buy
+45,100
New +$80.8K ﹤0.01% 2562
2022
Q1 		– Sell
-324,405
Closed -$2.38M – 2808
2021
Q4 		$2.38M Buy
+324,405
New +$3.76M 0.01% 1770

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 40.91% 1-Year Est. Return

John Overdeck's BLND Position: Q2 2026 in Review

John Overdeck reduced its Blend Labs (BLND) stake by 25% in Q2 2026, selling an estimated $36.4K and leaving 68,008 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #4871.

John Overdeck first reported a position in BLND in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.28M in Q4 2024. 183 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • John Overdeck held 68,008 shares of Blend Labs worth $116K as of Q2 2026.
  • John Overdeck sold 22,835 Blend Labs shares in Q2 2026, an estimated $36.4K.
  • Blend Labs made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4871 holding.
  • John Overdeck first reported a position in Blend Labs in Q4 2021 and has held it in 14 quarters since.
  • John Overdeck's Blend Labs position peaked at $9.28M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.