Welcome to our dedicated page for Blend Labs SEC filings (Ticker: BLND), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Blend Labs, Inc. filings document the company’s digital banking origination business, operating results, governance, capital actions, and material corporate events. Form 8-K reports cover quarterly and annual financial results, supplemental Regulation FD materials, product and service disclosures, officer-transition matters, and board-authorized repurchases of Class A common stock.
Blend’s proxy materials describe annual meeting matters, board elections, executive compensation, stockholder voting procedures, and related governance disclosures. Recent filings also document completed corporate actions, including the sale of substantially all assets and liabilities of Title365 Company, Blend’s former title insurance business.
Blend Labs, Inc. reported that Principal Accounting Officer Oxana Tkach had restricted stock units (RSUs) vest into a total of 37,500 shares of Class A Common Stock on May 20, 2026, through two RSU conversions of 12,500 and 25,000 shares.
To cover tax obligations from this vesting, 10,666 shares of Class A Common Stock were withheld at a value of $1.48 per share, described as a tax-withholding disposition rather than an open-market sale. The largest direct holding reported after these transactions is 133,738 Class A shares.
Footnotes explain that each RSU represents a right to receive one Class A share and that the RSUs vest in equal quarterly increments over four-year and two-year periods, provided Tkach continues as a Service Provider through each vesting date.
Blend Labs, Inc. Head of Blend Nima Ghamsari reported routine equity compensation activity involving restricted stock units (RSUs). On May 20, 2026, RSUs converted into Class A common stock, and 241,701 shares valued at $1.48 per share were withheld to cover tax obligations. In total, 614,229 RSUs were exercised into common shares at a $0.00 conversion price as part of scheduled vesting over two- and four-year periods, rather than open-market buying or selling.
Blend Labs, Inc. submitted a Form 144 notice listing 5,625 shares of Common stock for sale associated with an Restricted Stock Lapse dated 05/20/2026. The filing also records a prior sale of 5,625 shares on 02/24/2026 and shows broker/dealer Charles Schwab & Co., Inc.
Blend Labs, Inc. reported that entities associated with Haveli Investments made open-market purchases of its Class A common stock. Through Haveli Brooks Aggregator, L.P., they bought a total of 777,178 shares between May 19 and May 21, 2026 at weighted average prices around $1.49 per share. Following these transactions, Haveli Brooks Aggregator, L.P. indirectly held 15,105,560 Class A shares. A separate holding of 130,000 shares is held through a family trust for the spouse of Brian N. Sheth, reflecting additional indirect ownership.
Blend Labs, Inc. insider group led by Haveli Brooks Aggregator, L.P. reported open-market purchases of 1,527,874 shares of Class A Common Stock. Buys occurred on May 14, 15 and 18 at weighted average prices around $1.33–$1.47 per share, in multiple transactions within stated price ranges.
After these purchases, the filing shows 14,328,382 shares indirectly held by Haveli Brooks Aggregator, L.P. Related Haveli entities and Brian N. Sheth may be deemed to share voting and dispositive power but each disclaims beneficial ownership beyond their pecuniary interest. An additional 130,000 shares are held indirectly through a family trust managed by Mr. Sheth’s spouse.
Blend Labs, Inc. received an updated ownership report as several Haveli-affiliated entities and Brian N. Sheth filed Amendment No. 3 to their Schedule 13D. They report beneficial ownership of about 60.5 million shares or rights to shares of Class A common stock, representing roughly 21% of the class.
The position consists of 46,153,845 shares issuable upon conversion of 150,000 shares of Series A Convertible Preferred Stock and 14,326,205 outstanding Class A shares, including 130,000 shares held in a family trust associated with Mr. Sheth. The amendment also notes that a warrant to acquire 11,111,112 Class A shares held by Haveli Brooks Aggregator, L.P. expired on April 29, 2026, and states that, aside from the transactions described, no reporting person has traded Blend Labs Class A stock in the past 60 days.
Blend Labs, Inc. reported that investment entities associated with Haveli Investments made substantial open-market purchases of Class A common stock. Across three days, Haveli Brooks Aggregator, L.P. acquired a total of 1,951,635 shares at weighted average prices between about $1.41 and $1.44 per share. Following these transactions, indirect holdings reported for these entities include 12,800,508 shares, 11,503,584 shares and 11,244,788 shares on different lines, plus 130,000 shares held through a family trust. Several related Haveli entities and Brian N. Sheth may be deemed to share voting and dispositive power and each disclaims beneficial ownership beyond their pecuniary interest.
Blend Labs, Inc. executive Matthew Christopher Thomson, Head of Revenue, reported an initial holding of Restricted Stock Units representing 1,600,000 shares of Class A Common Stock. Each RSU represents a contingent right to receive one share.
The RSUs vest in equal quarterly increments over a four-year period, conditioned on Thomson continuing to be a Service Provider through each vesting date.
Blend Labs, Inc. reports higher Q1 2026 revenue but continues to post losses as it reshapes its business. Revenue from continuing operations rose to $30.8 million from $26.8 million a year earlier, driven by software platform revenue of $28.0 million and professional services of $2.9 million.
The company recorded a loss from continuing operations of $5.5 million and a net loss of $8.0 million, both improved versus Q1 2025. Discontinued title operations added a $2.6 million loss, including a $2.5 million loss on the March 1, 2026 sale of title assets.
Blend ended March 31, 2026 with $37.4 million in cash and cash equivalents and $21.6 million in marketable securities, while operating activities from continuing operations generated $8.5 million of cash. A substantial share repurchase of 10.0 million Class A shares for $16.6 million helped reduce common shares outstanding, but stockholders’ equity stood at a negative $55.9 million, alongside $164.2 million of Series A redeemable convertible preferred stock classified in mezzanine equity.
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.