BLND at a glance
Blend Labs, Inc. (BLND, SEC CIK 1855747) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Blend Labs, Inc. (BLND) reported revenue of $123.6 million (down 23.7% from FY2024) and a net loss of $6.8 million. Diluted EPS was -$0.10.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Blend Labs, Inc. (BLND) shares worth $92.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ghamsari Nima on September 28, 2026 of 22,523 shares at $1.10 per share.
- In the last 90 days, BLND insiders reported 1 open-market purchase ($25K) and 6 open-market sales ($243K) on Form 4, a net sale of $218K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $123.6M
- −23.7% vs prior year
- Insiders · 90 days
- 1 buy · 6 sells
- Net −$218K
- 13F holders
- 28 funds
- $92.1M · +0 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 2026 mortgage transactions increased from Q1 2026, primarily reflecting seasonal purchase-market trends
- Title operations divestiture completed March 1, 2026, with Title segment results presented as discontinued operations
- Platform-first strategy and partner ecosystem expansion following exit from capital-intensive title agency business
- Mortgage volumes remain sensitive to Federal Reserve policy, tariffs, trade relations, and potential economic downturn
Risk Factors
- No material changes identified; risk factors largely carried forward from the 10-K
- Regulatory risk: customer regulators may require termination or limitation of Blend relationships
- Market risk: higher interest rates reduced mortgage borrowing, refinancing, and platform transaction volumes
- Competitive risk: larger, better-capitalized rivals may pressure pricing and customer retention
- Financial risk: top five customers represented 39% of 2025 revenue; 25 customers represented 75%
AI summary of the BLND 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Lina Rivas appointed Head of Accounting and principal accounting officer effective September 21, 2026
- Jason Ream retains principal financial officer role, preserving finance leadership continuity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Principal accounting officer Oxana Tkach resigning around August 31, 2026, to pursue another opportunity
- Company stated departure involved no accounting, disclosure, or internal-control disagreements
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 6, 2026 and filed as Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Supplemental investor materials posted August 6, 2026 on Blend’s investor-relations website
- Investors should review materials for operating updates, product information, or other market-relevant disclosures
Item EX-99.1: Item EX-99.1
- Q2 revenue $33.8M, up 7% YoY; software platform revenue $31.4M, also up 7%
- Non-GAAP operating income $7.0M versus $4.6M, while GAAP operating loss narrowed to $1.6M from $4.8M
AI summaries of BLND 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BLND
Don't miss the next BLND filing
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- Fund moves. Which tracked funds opened, added or cut BLND, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ghamsari Nima | Sell | Sep 28, 2026 | 22,523 | $1.10 |
| Ghamsari Nima | Sell | Sep 21, 2026 | 21,009 | $1.19 |
| Ghamsari Nima | Sell | Sep 14, 2026 | 17,731 | $1.43 |
| Venkatramani Srinivasan | Sell | Sep 11, 2026 | 74,705 | $1.43 |
| Venkatramani Srinivasan | M | Aug 20, 2026 | 81,250 | - |
| Venkatramani Srinivasan | F | Aug 20, 2026 | 29,372 | $1.50 |
| Tkach Oxana | M | Aug 20, 2026 | 25,000 | - |
| Thomson Matthew Christopher | M | Aug 20, 2026 | 100,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $162.0M | $123.6M |
| Gross Profit | $81.1M | $90.5M | $91.2M |
| Operating Income | - | -$49.6M | -$21.7M |
| Net Income | - | -$43.3M | -$6.8M |
| Gross Margin | - | 55.9% | 73.8% |
| Op. Margin | - | -30.6% | -17.6% |
| Net Margin | - | -26.8% | -5.5% |
| Balance Sheet | |||
| Total Assets | $206.1M | $178.0M | $170.0M |
| Equity | -$19.2M | -$56.4M | -$30.5M |
| ROE | - | 76.9% | 22.3% |
| Per Share | |||
| EPS | $-0.76 | $-0.24 | $-0.10 |
| Cash Flow | |||
| Operating CF | - | -$13.0M | $11.5M |
Source: XBRL data in Blend Labs, Inc. (BLND)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BLND share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $92.1M |
| Q1 2026 | 28 | $89.8M |
| Q4 2025 | 26 | $151.6M |
| Q3 2025 | 27 | $194.3M |
| Q2 2025 | 27 | $174.1M |
| Q1 2025 | 22 | $110.0M |
| Q4 2024 | 18 | $165.9M |
| Q3 2024 | 16 | $59.5M |
- Millennium Management+3.27M (+1494%)
- D.E. Shaw & Co+805.2K (+130%)
- Citadel Advisors LLC+370.4K (+8%)
- AQR Capital Management+263.2K (+42%)
- Wells Fargo & Co+100.8K (+138%)
- Vanguard Capital Management LLC−1.17M (-12%)
- BlackRock−707.8K (-4%)
- Vanguard Portfolio Management LLC−486.9K (-7%)
- Goldman Sachs Group−462.5K (-18%)
- Morgan Stanley−407.3K (-65%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 192 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BLND filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
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BLND SEC filings: frequently asked questions
Are BLND insiders buying or selling?
In the last 90 days, Blend Labs, Inc. (BLND) officers, directors and 10% owners reported 1 open-market purchase worth $25,120 by 1 insider and 6 open-market sales worth $242,764 by 4 insiders on Form 4, a net sale of $217,645. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BLND stock?
As of June 30, 2026, the largest Blend Labs, Inc. (BLND) holders among the 13F filers tracked by SignalX were BlackRock ($26.6 million), Vanguard Capital Management LLC ($14.5 million), Vanguard Portfolio Management LLC ($10.6 million), State Street Corp ($10.6 million), Citadel Advisors LLC ($8.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BLND's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Blend Labs, Inc. (BLND) reported revenue of $123.6 million (down 23.7% from FY2024) and a net loss of $6.8 million. Diluted EPS was -$0.10. The figures come from the XBRL data in the 10-K.
What did BLND report in its latest 8-K?
Blend Labs, Inc. (BLND) filed an 8-K on September 21, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Lina Rivas appointed Head of Accounting and principal accounting officer effective September 21, 2026.
What are the latest BLND SEC filings?
Blend Labs, Inc. (BLND) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on September 30, 2026.
What is BLND's SEC CIK number?
Blend Labs, Inc. (BLND)'s SEC Central Index Key (CIK) is 1855747. EDGAR lists every BLND filing under that number.
Ask anything about BLND
The research agent reads BLND's filings, financials, insider trades and 13F holders, then answers with sources.