Blend Labs, Inc.(BLND)Stock Analysis
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Rank #2,149 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in BLND
Events flagged as statistical outliers against BLND's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-06
BLND quality score jumped 17 points (24→41) on a new filing
View source filing →
BLND Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Blend Labs, Inc. (BLND), a Technology sector company. 13F Pro's AI-powered ranking engine scores BLND at 39.5/100 on a 32-signal composite quality model, placing it at rank #2,149 of 2,962 stocks — the bottom half of the AI-ranked universe. BLND scores in the top quartile across earnings quality (85.2). Areas of concern include institutional flow (9.6) and revenue scale (18.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 7.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Blend Labs, Inc. reports quarterly revenue of $33.8M, net income of $-1.5M, free cash flow of $7.1M. Top institutional holders of BLND by reported 13-F value include Haveli Investment Management, BlackRock, CYPRESS POINT INVESTMENT MANAGEMENT, based on the most recent SEC filings. BLND trades on the NYSE exchange and files with the SEC under CIK 1855747. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BLND daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Blend Labs, Inc. directly from SEC EDGAR. Blend Labs, Inc.'s 13F Pro composite quality score has ranged between 13 and 41 since 2022, currently 39.5 — a stable long-term trajectory across 64 quarterly and live scoring snapshots.
Revenue
Q2 2026
$33.8M
Net Income
Q2 2026
$-1.5M
Free Cash Flow
Q2 2026
$7.1M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+6.8% YoYNet Income
+84.3% YoYOperating Income
+55.5% YoYEPS (Diluted)
+58.3% YoYTotal Assets
-4.5% YoYTotal Debt
Op. Cash Flow
+188.3% YoYFree Cash Flow
+99.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $123.6M +6.8% | $115.8M +5.7% | $109.5M -53.4% | $235.2M +0.3% | $234.5M +144.2% | $96.0M |
| Net Income | $-6.8M +84.3% | $-43.3M +75.7% | $-178.7M +75.2% | $-720.2M -323.8% | $-169.9M -127.7% | $-74.6M |
| Operating Income | $-21.7M +55.5% | $-48.8M +66.0% | $-143.6M +80.8% | $-746.2M -278.3% | $-197.2M -162.0% | $-75.3M |
| EPS (Diluted) | $-0.10 +58.3% | $-0.24 +68.4% | $-0.76 +76.8% | $-3.28 -152.3% | $-1.30 +31.2% | $-1.89 |
| Total Assets | $170.0M -4.5% | $178.1M -13.6% | $206.1M -52.4% | $432.8M -61.1% | $1.11B +415.6% | $215.7M |
| Total Debt | $0.00 | $0.00 -100.0% | $138.3M -36.2% | $216.8M +1.4% | $213.8M | $0.00 |
| Operating Cash Flow | $11.5M +188.3% | $-13.0M +89.8% | $-127.6M +33.0% | $-190.4M -49.3% | $-127.5M -96.1% | $-65.0M |
| Free Cash Flow | $-81.0K +99.6% | $-22.8M +82.2% | $-127.7M +33.7% | $-192.5M -48.8% | $-129.4M -95.1% | $-66.3M |
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Top Institutional Holders of BLND
Haveli Investment Management LLC
$32.0M18,693,667 shBlackRock, Inc.
$26.6M15,579,341 shCYPRESS POINT INVESTMENT MANAGEMENT LP
$24.4M14,297,425 shCapricorn Fund Managers Ltd
$19.3M11,314,649 shVANGUARD CAPITAL MANAGEMENT LLC
$14.5M8,486,286 shWhitebark Investors LP
$10.8M6,343,497 shVANGUARD PORTFOLIO MANAGEMENT LLC
$10.6M6,216,044 shSTATE STREET CORP
$10.6M6,174,857 shGEODE CAPITAL MANAGEMENT, LLC
$8.7M5,080,868 shCITADEL ADVISORS LLC
$8.7M5,062,868 sh
| Fund | Value | Shares |
|---|---|---|
| Haveli Investment Management LLC | $32.0M | 18,693,667 |
| BlackRock, Inc. | $26.6M | 15,579,341 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $24.4M | 14,297,425 |
| Capricorn Fund Managers Ltd | $19.3M | 11,314,649 |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.5M | 8,486,286 |
| Whitebark Investors LP | $10.8M | 6,343,497 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.6M | 6,216,044 |
| STATE STREET CORP | $10.6M | 6,174,857 |
| GEODE CAPITAL MANAGEMENT, LLC | $8.7M | 5,080,868 |
| CITADEL ADVISORS LLC | $8.7M | 5,062,868 |
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Popular Research
Is BLND a good stock to buy?
13F Pro's AI-powered analysis of Blend Labs, Inc. (BLND) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BLND are available on the BLND stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BLND is classified as a small company.
Which hedge funds own BLND?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BLND. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Blend Labs, Inc.'s investment landscape.