Blend Labs, Inc.
US ˙ NYSE

SecurityBLND / Blend Labs, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership229,378 shares
Latest Disclosed Value $ 389,943
EP Wealth Advisors, Inc. reports 0.37% increase in ownership of BLND / Blend Labs, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 229,378 shares of Blend Labs, Inc. (US:BLND) valued at $389,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 228,537 shares of Blend Labs, Inc.. This represents a change in shares of 0.37% during the quarter. The current value of the position is $394,530 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BLEND LABS CL A 09352U108 229,378 841 0.37 390 -43.95 0.0019
2026-02-18 2025-12-31 13F BLEND LABS CL A 09352U108 228,537 -465 -0.20 695 -8.08 0.0036
2025-08-14 2025-06-30 13F BLEND LABS CL A 09352U108 229,002 -272 -0.12 756 -1.69 0.0050
2025-05-15 2025-03-31 13F BLEND LABS CL A 09352U108 229,274 272 0.12 768 -20.33 0.0061
2025-02-14 2024-12-31 13F BLEND LABS CL A 09352U108 229,002 0 0.00 964 12.35 0.0079
2024-11-15 2024-09-30 13F BLEND LABS CL A 09352U108 229,002 16,161 7.59 859 70.92 0.0074
2024-08-19 2024-06-30 13F BLEND LABS CL A 09352U108 212,841 16,084 8.17 502 -21.44 0.0053
2024-05-14 2024-03-31 13F BLEND LABS CL A 09352U108 196,757 14,754 8.11 639 37.72 0.0075
2024-02-28 2023-12-31 13F BLEND LABS CL A 09352U108 182,003 11,448 6.71 464 99.14 0.0059
2023-11-24 2023-09-30 13F BLEND LABS CL A 09352U108 170,555 170,555 234 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.