BLND
Blend Labs, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 28 Three major passive institutional investors — Morgan Stanley, Wells…
- B May 20 to Jun 15 13 days of insider buys: $6.1M by 1 insider, avg $1.62
- S May 22 1 insider sell $8.8K at $1.57
- R May 27 A cluster of insider activity at Blend Labs shows Haveli Investments…
- S Aug 5 1 insider sell $30.1K at $2.00
- B Aug 17 1 insider buy $25.1K at $1.44
- S Aug 17 1 insider sell $30.7K at $1.45
- S Sep 11 to Oct 19 7 days of insider sells: $256.7K by 2 insiders, avg $1.20
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $6.2M at an average $1.62. 4 insiders sold $326.4K. Price is 28% below their cost.
- InstitutionsBULLISH
Q2 2026: 19 added (0 new), 12 trimmed or exited.
- AnalystsBULLISH
10 of 12 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.016 → $0.007 over 90 days. 0 up, 1 down in 30 days.
- Short sellersCOVERING
Short interest −16.5% to 8.99M shares. 6.7 days to cover, ≈3.8% of shares.
- TrendDOWNTREND
7% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MARSHALL WACE, LLP | DOUBLED | $8.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $6.0M |
| D. E. Shaw & Co., Inc. | DOUBLED | $2.4M |
| Man Group plc | DOUBLED | $863.7K |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | $515.0K |
| MORGAN STANLEY | TRIM | $374.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | $312.1K |
| WELLS FARGO & COMPANY/MN | DOUBLED | $297.7K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is below the lowest target. Median implies +159%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 13, 2026 | Canaccord Genuity MAINTAIN | Buy |
| Aug 7, 2026 | Wells Fargo MAINTAIN | Overweight |
| Jul 21, 2026 | Citizens REITERATE | Market Outperform |
| May 15, 2026 | Canaccord Genuity MAINTAIN | Buy |
| May 8, 2026 | Citizens MAINTAIN | Market Outperform |
| May 8, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 19, 2026 | Ghamsari Nima HEAD OF BLEND | SELL | $25.7K |
| Oct 12, 2026 | Ghamsari Nima HEAD OF BLEND | SELL | $24.5K |
| Oct 5, 2026 | Ghamsari Nima HEAD OF BLEND | SELL | $24.7K |
| Sep 28, 2026 | Ghamsari Nima HEAD OF BLEND | SELL | $24.8K |
| Sep 21, 2026 | Ghamsari Nima HEAD OF BLEND | SELL | $25.0K |
| Sep 14, 2026 | Ghamsari Nima HEAD OF BLEND | SELL | $25.3K |
| Sep 11, 2026 | Venkatramani Srinivasan Head of Product Tech & Cust Op | SELL | $106.8K |
| Aug 20, 2026 | Ling Winnie HEAD OF LEGAL AND PEOPLE | EXERCISE | 31,250 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.01 | $0.00–$0.02 | -46.4% | $32.5M |
| Next Q | $0.01 | $0.01–$0.02 | +11.1% | $31.0M |
| Current FY | $0.05 | $0.01–$0.08 | -12.0% | $128.2M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 2 bullish · 0 bearish · 1 mixed · 4 neutral- NEUTRAL 144Oct 26, 2026
Nima Ghamsari, CEO and director of Blend Labs, filed a Form 144 notice of intent to sell 21,368…
The CEO's repeated selling pattern over the past six weeks suggests ongoing portfolio diversification or tax planning rather than a one-time event. Monitor for any acceleration in selling volume or…
- NEUTRAL SC 13GOct 16, 2026
Capricorn Fund Managers Ltd disclosed a 5.6% passive stake in Blend Labs as of September 30, 2026…
Monitor for any subsequent conversion to a Schedule 13D, which would signal activist intent. The 5.6% stake is a notable passive vote of confidence from a UK-based fund, but the filing itself is…
- NEUTRAL 144Oct 13, 2026
CEO Nima Ghamsari filed a Form 144 to sell 25,098 shares of Blend Labs common stock, with an…
CEO's intent to sell is small relative to CEO's total holdings and market cap. Monitor next 10-Q for guidance or earnings results. No immediate read-through.
- NEUTRAL CLUSTERSep 16, 2026
Two Blend Labs insiders, including the Head of Blend (CEO Nima Ghamsari) and the Head of Product…
The insider sales are small and likely liquidity-driven. No material negative signal. Monitor next 10-Q for any operational deterioration, but this cluster alone does not warrant a bearish read.
All BLND filing & press-release reports (7)
- 144 reportOct 26, 2026
- SC 13G reportOct 16, 2026
- 144 reportOct 13, 2026
- CLUSTER reportSep 16, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportMay 27, 2026
- INST-CLUSTER reportFeb 28, 2026