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Mount Lucas Management’s Blend Labs BLND Stock Holding History

Mount Lucas 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 		$171K Sell
100,000
-28,000
-22% -$44.7K 0.06% 165
2026
Q1 		$218K Hold
128,000
– – 0.08% 158
2025
Q4 		$389K Sell
128,000
-72,000
-36% -$230K 0.16% 155
2025
Q3 		$730K Hold
200,000
– – 0.3% 120
2025
Q2 		$660K Buy
+200,000
New +$678K 0.28% 120

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

Mount Lucas Management's BLND Position: Q2 2026 in Review

Mount Lucas Management reduced its Blend Labs (BLND) stake by 22% in Q2 2026, selling an estimated $44.7K and leaving 100,000 shares worth $171K. The position accounts for 0.06% of the portfolio, ranked #165.

Mount Lucas Management first reported a position in BLND in Q2 2025 and has held it in 5 quarters since. The position peaked at $730K in Q3 2025. 184 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Mount Lucas Management held 100,000 shares of Blend Labs worth $171K as of Q2 2026.
  • Mount Lucas Management sold 28,000 Blend Labs shares in Q2 2026, an estimated $44.7K.
  • Blend Labs made up 0.06% of Mount Lucas Management's portfolio in Q2 2026, its #165 holding.
  • Mount Lucas Management first reported a position in Blend Labs in Q2 2025 and has held it in 5 quarters since.
  • Mount Lucas Management's Blend Labs position peaked at $730K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.