Follow-The-Filings

Security

BLND

Blend Labs Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 1 new 1 exit max 0.0% (Vanguard Group Inc.)

grid → activity →
owners 8
max % 0.0%
tracked value $69M
qoq N 1 A 4 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 17,868,179 $54M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 4,692,517 $8M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 1,731,356 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 623,106 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 621,032 $1M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 249,791 $759 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 218,920 $372 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 126,258 $215 hist
Dennis Hong - Shawspring Partners, LLC exited 2026 Q1 last 2025 Q4 5.2% Exit -5.17 pp 9,024,099 $27M hist

8 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $156.85M $162.02M $26.84M
Gross profit $81.14M $90.54M $19M
Gross margin * 51.7% 55.9% 70.8%
Net income -$178.69M -$43.34M -$9.52M
Net margin * -113.9% -26.8% -35.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $169.84M $135.17M $139.47M
Total non-current assets * $36.23M $42.84M $48M
Total assets $206.06M $178.01M $187.47M
Total current liabilities $31.57M $38.95M $57.59M
Total non-current liabilities * $147.54M $1.38M $1.19M
Total equity -$19.24M -$56.36M -$17.17M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$127.62M -$13.04M $20.12M
Cash from investing $127.31M $45.4M $3.5M
Cash from financing -$90.96M -$21.06M -$32.59M
Net change in cash -$91.3M $11.28M -$2.54M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders