Blend Labs, INC

Market Movers (8-K)

NYSE
Blend Labs announced first quarter 2026 financial results, with total revenue and non-GAAP operating income exceeding expectations, driven by an agent-first approach and platform enhancements.
Better than expected
NYSE
Blend Labs, Inc. announced Matt Thomson has joined as Head of Revenue, bringing over 25 years of fintech sales leadership to accelerate growth and capitalize on a 60% year-over-year pipeline increase.
Better than expected
NYSE
Blend Labs, Inc. announced third quarter 2025 financial results, surpassing guidance for total revenue and non-GAAP operating income, driven by new customer wins and an optimistic outlook for the mortgage market.
Better than expected
NYSE
Blend Labs, Inc. announced the departure of its Head of Finance and Administration, Amir Jafari, who will transition to a strategic advisor role until January 2026.
NYSE
Blend Labs, Inc. announced the appointment of Jason Ream as its new Head of Finance and Administration, succeeding Amir Jafari.
NYSE
Blend Labs, Inc. announced its second quarter 2025 financial results, marking its fourth consecutive quarter of year-over-year revenue growth and non-GAAP operating profit, alongside a record remaining performance obligations balance.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Blend Labs, Inc. announced its first quarter 2026 financial results, showing a 15% increase in total revenue to $30.8 million, driven by growth in its Mortgage Suite and Consumer Banking Suite.
Worse than expected
NYSE
Blend Labs reports net income for Q3 2025, driven by cost efficiencies and Consumer Banking growth, despite a decline in Mortgage Suite revenue and ongoing macroeconomic headwinds.
Capital raise
Better than expected
NYSE
Blend Labs reported a significant reduction in net loss and improved gross margins for Q2 2025, driven by core software growth and strategic divestiture of its Title business.
Capital raise
Better than expected
NYSE
Blend Labs reports a net loss for Q1 2025 but shows revenue growth and strategic realignment by exiting its title operations.
Better than expected
NYSE
Blend Labs reported its Q3 2024 financial results, highlighted by a strategic partnership and the sale of its insurance business, alongside ongoing cost management efforts.
Better than expected
Capital raise
NYSE
Blend Labs' Q2 2024 results show a decrease in revenue compared to the same period last year, but the company secured a significant $150 million investment.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
Blend Labs experienced revenue growth in 2024 despite headwinds in the mortgage industry, focusing on cost efficiency and strategic partnerships.
NYSE
Blend Labs, Inc.'s 10-K filing details its 2021 Equity Incentive Plan, financial performance, and strategic outlook amidst a challenging economic environment.
Capital raise
Worse than expected

Insider Trading (Form 4)

NYSE
Haveli Investments, a major shareholder and director of Blend Labs, Inc., acquired 1,156,928 shares of Class A Common Stock between June 11 and June 15, 2026.
NYSE
Director Eric Woersching of Blend Labs, Inc. reported a transaction involving 50,000 Class A Common Stock units.
NYSE
Blend Labs, Inc. Director Bryan Edmund Sullivan acquired 50,000 Restricted Stock Units (RSUs) on June 11, 2026, which represent a contingent right to receive Class A Common Stock.
NYSE
Gerald Chen, a Director at Blend Labs, Inc., reported a transaction involving 50,000 Restricted Stock Units (RSUs) on June 11, 2026.
NYSE
Erin Lantz, a Director at Blend Labs, Inc., acquired 50,000 shares of Class A Common Stock through the vesting of Restricted Stock Units.
NYSE
Timothy J. Mayopoulos, a Director at Blend Labs, Inc., acquired 50,000 shares of Class A Common Stock through the vesting of Restricted Stock Units on June 11, 2026.

Proxy Statements (Def-14A)

NYSE
Blend Labs, Inc. has filed a definitive proxy statement with the SEC, indicating upcoming shareholder actions.
NYSE
Blend Labs, Inc. has scheduled its 2025 annual meeting of stockholders for June 11, 2025, to elect directors and ratify the appointment of PricewaterhouseCoopers LLP as its independent accounting firm.
NYSE
Blend Labs, Inc. has filed a definitive proxy statement with the SEC, indicating upcoming corporate actions requiring shareholder votes.
NYSE
Blend Labs will hold its 2024 annual meeting virtually on June 12, 2024, to elect directors and ratify the appointment of PricewaterhouseCoopers LLP as its independent registered public accounting firm, and has entered into an Investment Agreement with Haveli.
Capital raise

Schedule 13D - Activist Investments

NYSE
Haveli Investments and Brian N. Sheth disclose a significant beneficial ownership position in Blend Labs, Inc., totaling over 64 million shares.
NYSE
Haveli Investments reports a change in beneficial ownership of Blend Labs, Inc. following the expiration of a stock warrant.
NYSE
Haveli Group and related entities, including Brian N. Sheth, have increased their beneficial ownership in Blend Labs, Inc. to 20.9% of Class A common stock.
NYSE
Haveli Brooks Aggregator, L.P. received Board approval to increase its beneficial ownership limit in Blend Labs, Inc. from 19.9% to 24.9%.

Schedule 13G - Passive Investments

NYSE
The Vanguard Group has reduced its beneficial ownership in Blend Labs Inc. to 0% following an internal realignment.
Worse than expected
NYSE
8VC Co-Invest Fund I, L.P., 8VC Opportunities Fund II, L.P., and Joe Lonsdale updated their beneficial ownership in Blend Labs, Inc. Class A Common Stock.
NYSE
General Atlantic and its affiliated entities have reported a complete divestiture of their Class A common stock holdings in Blend Labs, Inc., reducing their beneficial ownership to zero percent as of December 31, 2024.
Worse than expected