Caprock Group, LLC BLND — BLEND LABS INC

Ownership history in Caprock Group, LLC  ·  18 quarters on record

AI Ownership Summary

Caprock Group, LLC reported BLEND LABS INC (BLND) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows BLND at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Caprock Group, LLC's position in BLEND LABS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BLND was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BLND stock page Caprock Group, LLC fund profile Caprock Group, LLC full holdings
How Caprock Group, LLC held BLND — position size vs. price
% of Fund (quarterly)    BLND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 44,096 — 0% 0.00% $75K 2026-07-27 $1.75
2026 Q1 UNCHANGED — — — 44,096 — 0% 0.00% $75K 2026-05-11 $1.44
2025 Q4 REDUCED 40.5% -44.1% ✅ 44,096 -30,000 -40.5% 0.00% $134K 2026-01-28 $2.72
2025 Q3 UNCHANGED — — — 74,096 — 0% 0.01% $268K 2025-11-06 $2.99
2025 Q1 REDUCED — — — 74,096 -936 -1.2% 0.01% $248K 2025-05-15 $3.64
2024 Q4 ADDED — — — 75,032 +44,096 +142.5% 0.01% $316K 2025-01-23 $3.72
2024 Q3 ADDED — — — 30,936 +936 +3.1% 0.00% $116K 2024-11-07 $4.44
2024 Q2 UNCHANGED — — — 30,000 — 0% 0.00% $71K 2024-08-06 $2.74
2024 Q1 UNCHANGED — — — 30,000 — 0% 0.01% $98K 2024-04-29 $2.25
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BLND

As of 2026 Q2 — sorted by position size

Capricorn Fund Managers Ltd 3Y 1.53% Ahara Advisors LLC 1.36% Cypress Point Wealth Management, LLC 3Y 0.08% New Insight Wealth Advisors 0.02% Westmount Partners, LLC 0.02% Lexington Hill Partners, LLC 0.01% PFG Advisors 3Y 7Y 0.01% Trellis Wealth Advisors LLC 0.01% Revolve Wealth Partners, LLC 3Y 0.01% Revisor Wealth Management LLC 0.01%

FAQ About Caprock Group, LLC and BLND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Caprock Group, LLC reported owning BLND?

Caprock Group, LLC reported BLND across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BLND position in Caprock Group, LLC's portfolio?

The largest reported portfolio weight for BLND was 0.01% in 2024 Q4.

What is the latest reported BLND position on this page?

The most recent filing on this page is 2026 Q2, when Caprock Group, LLC reported 44,096 shares, equal to 0.00% of portfolio, with an estimated market value of $75K.

What does the chart on this BLND ownership page compare?

The chart compares Caprock Group, LLC's quarterly BLND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Caprock Group, LLC time their BLND position?

Based on 13F filing dates vs. subsequent BLND price moves, Caprock Group, LLC correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on BLND relative to SPY over the holding period was -34.7%.

← Back to Caprock Group, LLC Holdings