Blend Labs
BLND
195 hedge funds and large institutions have $271M invested in Blend Labs in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 32 closing their positions.
369% more call options, than puts
Call options by funds: $783K | Put options by funds: $167K
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
22% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 32
1% more funds holding
Funds holding: 194 → 195 (+1)
2.53% less ownership
Funds ownership: 65.26% → 62.73% (-2.5%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
47% less capital invested
Capital invested by funds: $508M → $271M (-$237M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFM
Capricorn Fund Managers
London,
United Kingdom
|
+$13.9M |
| 2 |
CPIM
Cypress Point Investment Management
Mill Valley,
California
|
+$5.75M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.82M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$4.44M |
| 5 |
WI
Whitebark Investors
Incline Village,
Nevada
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
ShawSpring Partners
Boston,
Massachusetts
|
-$27.4M |
| 2 |
MC
Metavasi Capital
Larchmont,
New York
|
-$19.4M |
| 3 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
-$5.4M |
| 4 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
-$2.42M |
| 5 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$2.38M |
BLND Hedge Fund Activity: Q1 2026 in Review
195 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Blend Labs (BLND) for Q1 2026, worth a combined $271M — down 47% from $508M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BLND positions and 32 closed out — a net gain of 7 holders — while 67 added to existing stakes and 54 trimmed.
The largest buyer was Capricorn Fund Managers, opening a new position worth an estimated $13.9M. The largest seller was ShawSpring Partners, exiting entirely with an estimated $27.4M sold.
- 195 institutional investors held Blend Labs (BLND) as of Q1 2026, up from 194 in Q4 2025.
- Funds reported $271M of Blend Labs stock for Q1 2026, down 47% quarter-over-quarter.
- 39 funds opened new Blend Labs positions in Q1 2026 and 32 closed out, a net change of +7 holders.
- The largest Blend Labs buyer in Q1 2026 was Capricorn Fund Managers, an estimated $13.9M added.
- The largest Blend Labs seller in Q1 2026 was ShawSpring Partners, an estimated $27.4M sold.
Based on aggregated 13F filings for Q1 2026.