ESSEX INVESTMENT MANAGEMENT CO LLC BLND — BLEND LABS INC

Ownership history in ESSEX INVESTMENT MANAGEMENT CO LLC  ·  8 quarters on record

AI Ownership Summary

ESSEX INVESTMENT MANAGEMENT CO LLC reported BLEND LABS INC (BLND) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.43% in 2025 Q3. The latest visible filing shows BLND at 0.28% 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.

What this BLND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ESSEX INVESTMENT MANAGEMENT CO 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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 ESSEX INVESTMENT MANAGEMENT CO LLC fund profile ESSEX INVESTMENT MANAGEMENT CO LLC full holdings
How ESSEX INVESTMENT MANAGEMENT CO 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,254,746 +492,456 +64.6% 0.28% $2.1M 2026-08-06 $1.95
2026 Q1 ADDED — — — 762,290 +13,316 +1.8% 0.21% $1.3M 2026-05-11 $1.44
2025 Q4 REDUCED — — — 748,974 -16,283 -2.1% 0.35% $2.3M 2026-02-13 $1.71
2025 Q3 ADDED — — — 765,257 +351,708 +85.0% 0.43% $2.8M 2025-11-06 $2.99
2025 Q2 REDUCED — — — 413,549 -2,952 -0.7% 0.25% $1.4M 2025-08-12 $2.93
2025 Q1 REDUCED — — — 416,501 -2,751 -0.7% 0.29% $1.4M 2025-05-07 $3.29
2024 Q4 REDUCED 12.8% -20.4% ✅ 419,252 -61,489 -12.8% 0.32% $1.8M 2025-02-07 $3.91
2024 Q3 INITIATED — — — 480,741 — — 0.31% $1.8M 2024-10-10 $3.52

🏢 Other funds also holding BLND

As of 2026 Q2 — sorted by position size

Haveli Investment Management LLC 17.77% Whitebark Investors LP 8.38% EMERGENCE GP PARTNERS, LLC 3Y 6.46% CYPRESS POINT INVESTMENT MANAGEMENT LP 4.43% PATHWAY CAPITAL MANAGEMENT, LP 3Y 1.53% Capricorn Fund Managers Ltd 3Y 1.53% Ahara Advisors LLC 1.36% 8VC Opportunities GP II, LLC 1.09% Prospect Capital Advisors, LLC 3Y 7Y 0.85% Kazazian Asset Management, LLC 3Y 7Y 0.75%

FAQ About ESSEX INVESTMENT MANAGEMENT CO 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 ESSEX INVESTMENT MANAGEMENT CO LLC reported owning BLND?

ESSEX INVESTMENT MANAGEMENT CO LLC reported BLND across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported BLND position in ESSEX INVESTMENT MANAGEMENT CO LLC's portfolio?

The largest reported portfolio weight for BLND was 0.43% in 2025 Q3.

What is the latest reported BLND position on this page?

The most recent filing on this page is 2026 Q2, when ESSEX INVESTMENT MANAGEMENT CO LLC reported 1,254,746 shares, equal to 0.28% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BLND ownership page compare?

The chart compares ESSEX INVESTMENT MANAGEMENT CO 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 ESSEX INVESTMENT MANAGEMENT CO LLC time their BLND position?

Based on 13F filing dates vs. subsequent BLND price moves, ESSEX INVESTMENT MANAGEMENT CO LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on BLND relative to SPY over the holding period was +7.9%.

← Back to ESSEX INVESTMENT MANAGEMENT CO LLC Holdings