§ TECHNOLOGY
USD · TechnologyBLND
BLEND LABS INC-A
USDSector · TechnologyBeta · 1.13
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
91 increased/new, 71 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 6.12 | EPS (TTM) | -0.04 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 23.1M | 4.0% | ±0% |
| BlackRock | 16.3M | 0.0% | −0% |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 14.5M | 5.8% | +23% |
| Haveli Investment Management LLC | 10.8M | 100.0% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.7M | n/a | n/a |
| Vanguard Portfolio Management | 6.7M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for BLND as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER58.4% · 0 holders
OTHER29.4% · 131 holders
PASSIVE / INDEX5.8% · 9 holders
DEALER / BANK3.4% · 21 holders
TACTICAL / MACRO1.6% · 5 holders
QUALITY / COMPOUNDER0.6% · 11 holders
SYSTEMATIC / QUANT0.5% · 5 holders
ACTIVIST0.2% · 1 holder
INCOME / DEFENSIVE0.1% · 10 holders
DEEP VALUE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BLND in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BLND yet.