WAVEMAN · COMPANY

BLND · Blend Labs, Inc.

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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BLND

Name: Blend Labs, Inc. (BLND) insider trading and ownership data
Creator: WaveMan
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Blend Labs, Inc.

SOFTWARE & IT · SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. · CIK 0001855747

CLUSTER · 5 INSIDERSFORM 144 · 2☆ WATCH

INSIDER NET · 180D

$11.8M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+6.8%

XBRL, annual

NET MARGIN

-5.5%

CONVERSIONS · 180D

codes C/M, not in net · no price filed

COMPLAINTS · 90D

- YoY · CFPB

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$11.8M over 180 days

+$3.8M over 90 days · +$11.9M of it by a 10%+ holder

more than 98% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

86 funds added or opened last quarter

below 52% of Software & IT

REVENUE

+6.8% year over year

below 54% of Software & IT

MARGIN

-5.5% net margin

below 57% of Software & IT

BUYBACKS

$37.2M repurchased, FY to 2026-06-30

below 61% of Software & IT

SHORT

6.3 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

5 insiders bought a net $11.8M, but 2 Form 144 notices ($60.8K) are queued to sell.

86 funds added or opened positions in the latest 13F quarter, of 185 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -55.6%

-55.6%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

5 insiders reported buying shares.

The record shows a net $11.8M bought by insiders over 180 days, 86 funds added last quarter, $60.8K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Blend Labs, Inc. insiders bought a net $11.8M of stock across 170 Form 4 purchases and sales, with 5 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Tkach Oxana

PRINCIPAL ACCOUNTING OFFICER

SELL

2026-08-17

21,209.0

$30.7K

Haveli Investments, L.P.

Director

BUY

2026-08-17

17,397.0

$25.1K

Thomson Matthew Christopher

Head of Revenue

SELL

2026-08-05

15,041.0

$30.1K

Haveli Investments Software Fund I GP, LLC

Director

BUY

2026-06-15

650,000.0

$1.1M

Haveli Investments Software Fund I GP, LLC

Director

BUY

2026-06-12

256,928.0

$436.8K

170 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 165 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Haveli Investment Management LLC

18,693,667.0 sh

$32.0M

BlackRock, Inc.

15,579,341.0 sh

$26.6M

CYPRESS POINT INVESTMENT MANAGEMENT LP

14,297,425.0 sh

$24.4M

Capricorn Fund Managers Ltd

11,314,649.0 sh

$19.3M

VANGUARD CAPITAL MANAGEMENT LLC

8,486,286.0 sh

$14.5M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

Tkach Oxana

FILED 2026-08-17

$30.7K

Thomson Matthew Christopher

FILED 2026-08-05

$30.1K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

State Street(R) SPDR(R) S&P(R) Software & Services ETF

$2.8M POSITION · AS OF 2026-03-31

0.7%

1290 Essex Small Cap Growth Fund

$257.2K POSITION · AS OF 2026-04-30

0.2%

Global X FinTech ETF

$239.9K POSITION · AS OF 2026-02-28

0.1%

Royce Small-Cap Opportunity Fund

$1.1M POSITION · AS OF 2026-03-31

0.1%

iShares Micro-Cap ETF

$846.0K POSITION · AS OF 2026-03-31

0.1%

PACE Small/Medium Co Growth Equity Investments

$168.5K POSITION · AS OF 2026-04-30

0.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2025-09	2025-06	2025-03
REVENUE	$123.6M	—	—	—
GROSS PROFIT	$91.2M	—	—	—
OPERATING INCOME	$-21.7M	—	—	—
NET INCOME	$-6.8M	—	—	—
EPS (DILUTED)	-0.10	—	—	—
OPERATING CASH FLOW	$11.5M	—	—	—
CASH	$43.6M	$55.0M	$36.5M	$56.2M
LONG-TERM DEBT	$0	$0	—	—
BUYBACKS	$24.9M	—	—	—

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE