Stocks Technology BLND
NYSE · TechnologyBlend Labs, Inc. (BLND)
Blend Labs, Inc. brought in $129.2M of revenue over the twelve months to September 30, 2026, up 6.5% from a year earlier. It posted a net loss of $18.3M. In fiscal 2025 capital spending exceeded operating cash flow by $81K. At September 30, 2026 it held $20.7M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Blend Labs, Inc.
- Net worth
- Blend Labs, Inc. has a market value (market cap) of $233.1M at the latest share price, and shareholders' equity of -$76.6M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $123.6M (+6.8% year on year), with a net loss of $6.8M. Over the 12 months to September 30, 2026: revenue $129.2M, net loss $18.3M.
- Cash flow
- In fiscal 2025 operations brought in $11.5M of cash; after $11.6M of capital spending, free cash flow was -$81K.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Blend Labs, Inc.'s next report is expected around March 9, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Blend Labs, Inc. does
Blend Labs, Inc. is registered with the SEC under industry code SIC 7370 (Services-Computer Programming, Data Processing, Etc.). Its shares trade on NYSE under the ticker BLND.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $123.6M | -$6.8M | -$0.10 | -$81K |
| 2024 | $115.8M | -$43.3M | -$0.24 | -$22.8M |
| 2023 | $109.5M | -$178.7M | -$0.76 | -$127.7M |
| 2022 | $235.2M | -$720.2M | -$3.28 | -$192.5M |
| 2021 | $234.5M | -$169.9M | -$1.30 | -$129.2M |
| 2021 | $96M | -$74.6M | -$1.89 | -$66.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BLND ranks in Technology
Latest SEC filings
What Blend Labs, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 0.7% to $32.9M versus the same quarter last year; diluted EPS -$0.03 versus $0.02.
- November 5, 2026
- October 16, 2026Passive stake (5% or more) SCHEDULE 13G
- September 21, 2026Executive or director change8-KBlend Labs appointed Lina Rivas as Head of Accounting and principal accounting officer.
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 11, 2026
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 7% to $33.8M versus the same quarter last year; diluted EPS -$0.03 versus -$0.04.
- August 6, 2026
- June 23, 2026
- June 12, 2026Activist stake changed SCHEDULE 13D/A
Insider trades
What the people running Blend Labs, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $25.1K and sold $337.1K worth of shares in the last 90 days. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 22,322 | $25.8K |
| October 26, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 21,368 | $23.9K |
| October 19, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 27,775 | $25.7K |
| October 12, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 25,098 | $24.5K |
| October 5, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 24,272 | $24.7K |
| September 28, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 22,523 | $24.8K |
| September 21, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 21,009 | $25K |
| September 14, 2026 | Ghamsari NimaHEAD OF BLEND, Director | Soldpre-planned (10b5-1) | 17,731 | $25.3K |
Who owns BLND
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Brian N. Sheth13D, may seek influence with 6 related filers | 22.6% | June 12, 2026 |
| Capricorn Fund Managers Ltd13G, passive | 5.6% | October 16, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 184 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Haveli Investment Management LLC | 18,693,667 | +7,844,794 |
| BlackRock, Inc. | 15,579,341 | -707,844 |
| Cypress Point Investment Management LP | 14,297,425 | -239,747 |
| Capricorn Fund Managers Ltd | 11,314,649 | +4,815,142 |
| Vanguard Capital Management LLC | 8,486,286 | -1,166,160 |
| Whitebark Investors LP | 6,343,497 | 0 |
| Vanguard Portfolio Management LLC | 6,216,044 | -486,903 |
| State Street Corp | 6,174,857 | -123,453 |
| Geode Capital Management, LLC | 5,080,868 | +240,478 |
| Citadel Advisors LLC | 5,062,868 | +370,351 |
| 8VC Opportunities GP II, LLC | 4,975,791 | new |
| Marshall Wace, Llp | 4,779,108 | +3,047,752 |
| Emergence GP Partners, LLC | 4,244,379 | 0 |
| Millennium Management LLC | 3,489,742 | +3,270,822 |
| Jacobs Levy Equity Management, Inc | 2,518,765 | +353,399 |
| Irenic Capital Management LP | 2,284,101 | +79,901 |
| Goldman Sachs Group Inc | 2,136,709 | -462,468 |
| Jane Street Group, LLC | 1,814,374 | -56,496 |
| Northern Trust Corp | 1,735,616 | -165,421 |
| Rice Hall James & Associates, LLC | 1,560,021 | +553,732 |
Insiders
13 insiders reported holding 29,396,158 shares in total, about $29M at the last price.
| Holder | Shares |
|---|---|
| Haveli Investments, L.P.Director, 10% owner | 18,711,05418,711,054 held indirectly |
| Ghamsari NimaHEAD OF BLEND, Director | 7,707,003 |
| Kneafsey BrianHead of Revenue | 649,824 |
| Ling WinnieHEAD OF LEGAL AND PEOPLE | 530,107 |
| Mayopoulos Timothy JDirector | 431,130 |
| Ream JasonHead of Finance and Admin. | 416,074 |
| Venkatramani SrinivasanHead of Product Tech & Cust Op | 236,563 |
| Chen Gerald C.Director | 137,760 |
| Lantz Erin NDirector | 137,760 |
| Thomson Matthew ChristopherHead of Revenue | 135,812 |
Questions about BLND
What does Blend Labs, Inc. do?
Blend Labs, Inc. is a company in the Technology sector, listed on NYSE as BLND. Its shares trade on NYSE under the ticker BLND.
What is Blend Labs, Inc.'s net worth?
Blend Labs, Inc. has a market value (market cap) of $233.1M at the latest share price, and shareholders' equity of -$76.6M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Blend Labs, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $18.3M on revenue of $129.2M.
How much revenue does Blend Labs, Inc. make?
Over the twelve months to September 30, 2026 Blend Labs, Inc. reported revenue of $129.2M. That is 6.5% more than a year earlier.
When did Blend Labs, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the planned insider sale from November 9, 2026.
When is Blend Labs, Inc.'s next earnings report?
Blend Labs, Inc.'s next report is expected around March 9, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Similar companies
Compare BLND with
Follow BLND
Get an email when Blend Labs, Inc. files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Blend Labs, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.