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Lightspeed Management Company’s Blend Labs BLND Stock Holding History

Lightspeed Management Company’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 		– Sell
-23,127,237
Closed -$39.3M – 9
2026
Q1 		$39.3M Hold
23,127,237
– – 3.98% 5
2025
Q4 		$70.3M Hold
23,127,237
– – 5.03% 4
2025
Q3 		$84.4M Hold
23,127,237
– – 26.22% 2
2025
Q2 		$76.3M Hold
23,127,237
– – 31.96% 2
2025
Q1 		$77.5M Hold
23,127,237
– – 56.76% 1
2024
Q4 		$97.4M Buy
+23,127,237
New +$99.5M 34.33% 2

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

Lightspeed Management Company's BLND Position: Q2 2026 in Review

Lightspeed Management Company sold out of Blend Labs (BLND) in Q2 2026, closing a stake of 23,127,237 shares — an estimated $39.3M sold.

Lightspeed Management Company first reported a position in BLND in Q4 2024 and held it in 6 quarters. The position peaked at $97.4M in Q4 2024. 184 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Lightspeed Management Company reported no remaining Blend Labs position as of Q2 2026 after selling out during the quarter.
  • Lightspeed Management Company sold 23,127,237 Blend Labs shares in Q2 2026, an estimated $39.3M.
  • Lightspeed Management Company first reported a position in Blend Labs in Q4 2024 and held it in 6 quarters.
  • Lightspeed Management Company's Blend Labs position peaked at $97.4M in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

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