Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLEND LABS INC (BLND)

191 + Investors. Track Smart Money conviction in BLND. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — BLND

Based on 185 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BLND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
185 hedge funds hold BLND right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BLND is almost the same as a year ago (-6 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

87 buying119 selling
Last quarter: 119 funds reduced or exited vs 87 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 30 → 36 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 34% medium 25% new
76 out of 185 hedge funds have held BLND for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +5657% but shares only +5% — price-driven

Value
+5656%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +5657%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~33 new funds/quarter

53 → 41 → 30 → 36 → 33 new funds/Q
New funds entering each quarter: 41 → 30 → 36 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 14% 1-2yr 35% new
Of 191 current holders: 98 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
30 of 185 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BLND

How many hedge funds hold BLND — quarterly history vs. share price
Quarterly hedge fund ownership of BLND vs. share price

Market Analysis: BLND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLND

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 6 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: BLND
2026 Q1 Stats Unlock in 22 days 191 + Investors

Track Smart Money conviction in BLND. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 191 208 -8.17%
13F Shares 168M 159M 5.23%
Total Value $33.46B $581M 5656.9%
New Positions 33 41 -8
Increased Positions 62 68 -6
Closed Positions 46 27 +19
Reduced Positions 88 81 +7
Total Calls 4 9 -55.56%
Total Puts 3 6 -50.0%
PUT/CALL Ratio 0.75 0.67 Neutral

Statistics: BLND

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

191 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BLND. Verified SEC 13F-HR filings.

Top 25 institutional holders of BLND — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capricorn Fund Managers Ltd 1.72% 6,499,507 $11.0M
2 Ahara Advisors LLC 0.54% 193,823 $589K
3 Cypress Point Wealth Management, LLC 0.08% 215,843 $367K
4 Perigon Wealth Management, LLC 0.02% 500,568 $851K
5 Lexington Hill Partners, LLC 0.01% 13,694 $23K
6 Trellis Wealth Advisors LLC 0.01% 10,932 $19K
7 Revolve Wealth Partners, LLC 0.01% 31,814 $54K
8 Patriot Financial Group Insurance Agency, LLC 0.01% 68,950 $117K
9 Revisor Wealth Management LLC 0.01% 12,422 $21K
10 WBH ADVISORY INC 0.00% 10,369 $20K
11 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% 1,613 $3K
12 Pallas Capital Advisors LLC 0.00% 14,371 $24K
13 Krilogy Financial LLC 0.00% 10,781 $17K
14 STRS OHIO 0.00% 64,500 $110K
15 State of Alaska, Department of Revenue 0.00% 12,189
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 29,856 $60K
17 ProShare Advisors LLC 0.00% 28,607 $49K
18 GAMMA Investing LLC 0.00% 648 $1K
19 Pictet Asset Management Holding SA 0.00% 28,586 $49K
20 SG Americas Securities, LLC 0.00% 24,802
21 Sterling Capital Management LLC 0.00% 1,279 $2K
22 Root Financial Partners, LLC 0.00% 371
23 TRUIST FINANCIAL CORP 0.00% 11,300 $19K
24 IFP Advisors, Inc 0.00% 110
25 SJS Investment Consulting Inc. 0.00% 4
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLEND LABS INC (BLND)

What does the Smart Money Trend signal show for BLND?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BLND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BLND?

More sellers than buyers — 42% buying: Last quarter: 119 funds reduced or exited vs 87 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BLND holders?

Smaller funds dominant — 0% AUM from top-100: 30 of 185 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BLND?

41% of holders stayed for 2+ years: 76 out of 185 hedge funds have held BLND for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.