UBS Group

UBS Group’s Blend Labs BLND Stock Holding History

UBS Group’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 Q1	$1.23M	Buy	726,428 +314,459	+76%	+$672K	﹤0.01%	5383
2025 Q4	$1.25M	Buy	411,969 +95,604	+30%	+$305K	﹤0.01%	5391
2025 Q3	$1.15M	Sell	316,365 -289,126	-48%	-$1.04M	﹤0.01%	5443
2025 Q2	$2M	Buy	605,491 +278,561	+85%	+$944K	﹤0.01%	4822
2025 Q1	$1.1M	Buy	326,930 +93,029	+40%	+$338K	﹤0.01%	5207
2024 Q4	$985K	Buy	233,901 +102,331	+78%	+$440K	﹤0.01%	5308
2024 Q3	$493K	Buy	131,570 +62,176	+90%	+$206K	﹤0.01%	5237
2024 Q2	$164K	Sell	69,394 -126,898	-65%	-$336K	﹤0.01%	5802
2024 Q1	$638K	Buy	+196,292	New	+$529K	﹤0.01%	5000
2023 Q3	–	Sell	-8,682	Closed	-$8.22K	–	9475
2023 Q2	$8.22K	Sell	8,682 -448,412	-98%	-$397K	﹤0.01%	7253
2023 Q1	$455K	Buy	457,094 +226,603	+98%	+$347K	﹤0.01%	4766
2022 Q4	$332K	Buy	230,491 +227,020	+6,540%	+$407K	﹤0.01%	5037
2022 Q3	$8K	Sell	3,471 -3,240	-48%	-$9.19K	﹤0.01%	8693
2022 Q2	$16K	Sell	6,711 -4,435	-40%	-$16.6K	﹤0.01%	7178
2022 Q1	$63K	Sell	11,146 -23,619	-68%	-$183K	﹤0.01%	6257
2021 Q4	$255K	Buy	+34,765	New	+$403K	﹤0.01%	5483

Other funds holding BLND

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cypress Point Investment Management Mill Valley, California $424M AUM

Haveli Investment Management Austin, Texas $18.4M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 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

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