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Whitebark Investors’s Blend Labs BLND Stock Holding History

Whitebark Investors’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 		$10.8M Hold
6,343,497
– – 8.38% 8
2026
Q1 		$10.8M Buy
6,343,497
+1,274,239
+25% +$2.72M 8.62% 8
2025
Q4 		$15.4M Sell
5,069,258
-496,940
-9% -$1.58M 9.28% 7
2025
Q3 		$20.3M Buy
5,566,198
+712,315
+15% +$2.56M 9.67% 6
2025
Q2 		$16M Buy
4,853,883
+214,609
+5% +$727K 7.73% 6
2025
Q1 		$15.5M Buy
4,639,274
+2,051,475
+79% +$7.46M 8.15% 6
2024
Q4 		$10.9M Buy
+2,587,799
New +$11.1M 5.05% 6

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
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
8OGI
8VC Opportunities GP II Austin, Texas $784M AUM

Whitebark Investors's BLND Position: Q2 2026 in Review

Whitebark Investors held its Blend Labs (BLND) position steady in Q2 2026 at 6,343,497 shares worth $10.8M. The position accounts for 8.38% of the portfolio, ranked #8.

Whitebark Investors first reported a position in BLND in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.3M in Q3 2025. 183 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Whitebark Investors held 6,343,497 shares of Blend Labs worth $10.8M as of Q2 2026.
  • Whitebark Investors left its Blend Labs share count unchanged in Q2 2026.
  • Blend Labs made up 8.38% of Whitebark Investors's portfolio in Q2 2026, its #8 holding.
  • Whitebark Investors first reported a position in Blend Labs in Q4 2024 and has held it in 7 quarters since.
  • Whitebark Investors's Blend Labs position peaked at $20.3M in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Whitebark Investors's 13F filing for Q2 2026, filed 14 Aug 2026.