Blend Labs
BLND
184 hedge funds and large institutions have $260M invested in Blend Labs in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 37 closing their positions.
421% more call options, than puts
Call options by funds: $704K | Put options by funds: $135K
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
0.92% more ownership
Funds ownership: 62.73% → 63.65% (+0.92%)
4% less capital invested
Capital invested by funds: $271M → $260M (-$11M)
6% less funds holding
Funds holding: 195 → 184 (-11)
18% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 68
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Haveli Investment Management
Austin,
Texas
|
+$12.5M |
| 2 |
CFM
Capricorn Fund Managers
London,
United Kingdom
|
+$7.68M |
| 3 |
Millennium Management
New York
|
+$5.22M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$4.86M |
| 5 |
D.E. Shaw & Co
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMC
Lightspeed Management Company
Menlo Park,
California
|
-$39.3M |
| 2 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
-$4.75M |
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
-$1.86M |
| 4 |
RA
Royce & Associates
New York
|
-$1.7M |
| 5 |
SM
Samjo Management
New York
|
-$1.67M |
BLND Hedge Fund Activity: Q2 2026 in Review
184 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Blend Labs (BLND) for Q2 2026, worth a combined $260M — down 4.1% from $271M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of BLND and 29 opened new positions — a net loss of 8 holders — while 68 trimmed existing stakes and 56 added.
The largest buyer was Haveli Investment Management, adding an estimated $12.5M. The largest seller was Lightspeed Management Company, exiting entirely with an estimated $39.3M sold.
- 184 institutional investors held Blend Labs (BLND) as of Q2 2026, down from 195 in Q1 2026.
- Funds reported $260M of Blend Labs stock for Q2 2026, down 4.1% quarter-over-quarter.
- 29 funds opened new Blend Labs positions in Q2 2026 and 37 closed out, a net change of -8 holders.
- The largest Blend Labs buyer in Q2 2026 was Haveli Investment Management, an estimated $12.5M added.
- The largest Blend Labs seller in Q2 2026 was Lightspeed Management Company, an estimated $39.3M sold.
Based on aggregated 13F filings for Q2 2026.