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Potrero Capital Research’s Blend Labs BLND Stock Holding History

Potrero Capital Research’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 		$649K Sell
379,274
-170,428
-31% -$272K 0.36% 42
2026
Q1 		$934K Sell
549,702
-1,111,421
-67% -$2.38M 0.57% 27
2025
Q4 		$5.05M Buy
+1,661,123
New +$5.3M 1.7% 21

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

Potrero Capital Research's BLND Position: Q2 2026 in Review

Potrero Capital Research reduced its Blend Labs (BLND) stake by 31% in Q2 2026, selling an estimated $272K and leaving 379,274 shares worth $649K. The position accounts for 0.36% of the portfolio, ranked #42.

Potrero Capital Research first reported a position in BLND in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.05M in Q4 2025. 184 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Potrero Capital Research held 379,274 shares of Blend Labs worth $649K as of Q2 2026.
  • Potrero Capital Research sold 170,428 Blend Labs shares in Q2 2026, an estimated $272K.
  • Blend Labs made up 0.36% of Potrero Capital Research's portfolio in Q2 2026, its #42 holding.
  • Potrero Capital Research first reported a position in Blend Labs in Q4 2025 and has held it in 3 quarters since.
  • Potrero Capital Research's Blend Labs position peaked at $5.05M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Potrero Capital Research's 13F filing for Q2 2026, filed 14 Aug 2026.