Every 8-K that Blend Labs Inc (BLND) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BLND and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BLND filings page.
Blend Labs, Inc. reported a leadership change in its finance organization. On August 5, 2026, Oxana Tkach, Head of Accounting and Financial Planning and Analysis and the company’s principal accounting officer, informed the company she will resign from her role effective on or around August 31, 2026 to pursue another opportunity.
The company states that her resignation is not due to any disagreement with management or the independent auditors regarding accounting principles, financial statement disclosure, or internal controls. Blend Labs has begun a process to identify a successor principal accounting officer. Following Ms. Tkach’s departure, Jason Ream, Head of Finance and Administration and principal financial officer, will serve as interim principal accounting officer without receiving additional compensation for these added responsibilities.
Blend Labs, Inc. reported second quarter 2026 results with revenue of $33.8 million, up 7% year over year, driven by $31.4 million of software platform revenue and $2.4 million of professional services. GAAP gross margin was 74% and non‑GAAP gross margin improved to 78%. GAAP operating loss narrowed to $1.6 million, while non‑GAAP operating income increased to $7.0 million and non‑GAAP operating margin reached 21%. GAAP diluted net loss from continuing operations attributable to common stockholders was $0.03 per share, and non‑GAAP diluted net income per share was $0.00.
Management stated that revenue was near the high end of guidance and non‑GAAP operating income exceeded the high end. Blend repurchased 11.0 million shares for $18.2 million in the quarter, with $13.2 million remaining under its authorization, and generated free cash flow of $6.9 million. Cash and cash equivalents were $23.3 million and total assets were $143.6 million as of June 30, 2026. Autopilot became commercially available on July 1 with six lenders signed, and the company added or expanded 14 customer relationships in the quarter. For the third quarter of 2026, Blend guides to total revenue of $31–$33 million and non‑GAAP operating income of $3–$4 million.
Blend Labs, Inc. reported the results of its 2026 annual meeting of stockholders held on June 17, 2026. Stockholders elected seven directors, including Nima Ghamsari and Timothy J. Mayopoulos, with strong majorities of votes cast. Each director will serve until the next annual meeting and until a successor is elected and qualified.
Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as Blend Labs’ independent registered public accounting firm for the fiscal year ending December 31, 2026, with over 260 million votes cast in favor and very few abstentions.
Blend Labs reported stronger first quarter 2026 results with revenue and profitability ahead of guidance. Total revenue was $30.8 million, up 15% from $26.8 million a year earlier, driven by 15% growth in software platform revenue to $28.0 million and 12% growth in professional services.
GAAP gross margin improved to 76% from 71%, while non-GAAP gross margin rose to 80% from 73%. GAAP operating loss narrowed to $5.1 million, and non-GAAP operating income increased to $4.1 million, or a 13% non-GAAP operating margin, compared with $0.7 million and 3% a year ago.
Net loss attributable to common stockholders was $12.8 million, or $0.05 per share, better than $0.06 per share last year. Blend repurchased 11.2 million shares for $18.6 million, with $31.4 million remaining under its authorization, and guided second quarter 2026 revenue to $32–$34 million and non-GAAP operating income to $5–$6 million.
Blend Labs reported preliminary fourth quarter and full year 2025 results showing steady growth and a sharp improvement in profitability. Fourth quarter revenue reached $32.4 million, up 7% year over year, with software platform revenue of $30.3 million, up 10%. Non-GAAP operating income for the quarter rose to $5.4 million, while GAAP operating loss was $3.6 million.
For full year 2025, revenue was $123.5 million, up 7%. GAAP operating loss improved to $21.8 million from $48.8 million, and non-GAAP operating income swung to a $15.1 million profit from a $12.8 million loss. Non-GAAP diluted net income from continuing operations per share was $0.01 versus a $0.10 loss in 2024.
The board authorized a new share repurchase program for up to $50 million of Class A common stock, following fourth quarter repurchases of 5.1 million shares for more than $15 million and $25 million for the year. First quarter 2026 guidance calls for revenue of $28–$30 million and non-GAAP operating income of $2–$3 million.
Blend Labs, Inc. has completed a strategic transaction affecting its title insurance operations. On March 1, 2026, the company completed the sale of substantially all the assets and liabilities of Title365 Company, which represented Blend’s title insurance business, to Covius Services, LLC. This move means Blend is exiting ownership of its Title365 title insurance unit and transferring its related assets and obligations to Covius.
Blend Labs, Inc. reported that Matt Thomson has joined the company as Head of Revenue. The company disclosed this leadership change in connection with a press release dated January 6, 2026, which is included as an exhibit. The filing does not discuss financial results, but focuses on announcing this senior revenue-focused appointment.
Blend Labs (BLND) furnished a current report announcing it issued a press release with financial results for the fiscal quarter ended September 30, 2025 and posted supplemental investor materials on its investor relations website.
The information under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure), along with Exhibit 99.1 (press release), was furnished and is not deemed filed for purposes of Section 18 of the Exchange Act. Blend also notes it distributes material information through SEC filings, press releases, public calls/webcasts, its investor site, blog, and X account to support broad disclosure.
Blend Labs, Inc. outlined a transition for its previous Head of Finance and Administration, Amir Jafari. His employment ends on October 3, 2025, after which he will serve as a strategic advisor to the Head of Blend and the company through January 1, 2026.
During this advisor period, Jafari will receive payments equivalent to his regular base salary and company-paid COBRA benefits, and his outstanding equity awards will continue to vest under their existing terms. After the advisor period, and subject to his compliance with the transition terms and signing a supplemental release, he will receive an additional $200,000.
If, at any time during the advisor period, the closing price of Blend’s Class A common stock reaches at least $7.00 per share, then 325,000 performance-based restricted stock units from his March 13, 2025 grant will vest upon the effectiveness of the supplemental release.