Recent Insider Buying: Discussions on X about Blend Labs, Inc. (BLND) have recently centered on significant insider buying activity. Posts highlight a director and 10% owner acquiring shares worth millions over multiple days, boosting confidence among some investors. This activity has sparked conversations about potential growth signals for the company.
Financial Performance Buzz: Another hot topic on X is Blend Labs' recent Q3 2025 financial results, which reportedly exceeded expectations. Users are noting a stock price rise of over 7% following the report, with many pointing to improved revenue and strategic moves as reasons for optimism. The chatter reflects curiosity about whether this momentum can sustain.
Note: This discussion summary was generated from an AI condensation of post data.
Blend Labs, Inc. Insider Trading Activity
Blend Labs, Inc. insiders have traded $BLND stock on the open market 41 times in the past 6 months. Of those trades, 16 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $BLND stock by insiders over the last 6 months:
- INVESTMENTS, L.P. HAVELI has made 16 purchases buying 7,725,631 shares for an estimated $23,448,444 and 0 sales.
- NIMA GHAMSARI (HEAD OF BLEND) has made 0 purchases and 3 sales selling 431,736 shares for an estimated $1,309,734.
- BRIAN KNEAFSEY (Head of Revenue) has made 0 purchases and 10 sales selling 250,000 shares for an estimated $842,455.
- OXANA TKACH (PRINCIPAL ACCOUNTING OFFICER) sold 101,429 shares for an estimated $405,979
- WINNIE LING (HEAD OF LEGAL AND PEOPLE) has made 0 purchases and 10 sales selling 60,000 shares for an estimated $225,346.
- ERIC H. WOERSCHING sold 20,000 shares for an estimated $80,100
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Blend Labs, Inc. Revenue
Blend Labs, Inc. had revenues of $32.9M in Q3 2025. This is a decrease of -0.74% from the same period in the prior year.
You can track BLND financials on Quiver Quantitative's BLND stock page.
Blend Labs, Inc. Hedge Fund Activity
We have seen 94 institutional investors add shares of Blend Labs, Inc. stock to their portfolio, and 123 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EDGEPOINT INVESTMENT GROUP INC. removed 3,318,924 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $10,952,449
- PARK WEST ASSET MANAGEMENT LLC added 1,700,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $6,205,000
- J. GOLDMAN & CO LP removed 1,611,001 shares (-23.2%) from their portfolio in Q3 2025, for an estimated $5,880,153
- PROSPECT CAPITAL ADVISORS, LLC added 1,404,750 shares (+338.2%) to their portfolio in Q3 2025, for an estimated $5,127,337
- DIVISADERO STREET CAPITAL MANAGEMENT, LP removed 1,392,275 shares (-25.3%) from their portfolio in Q3 2025, for an estimated $5,081,803
- GOLDMAN SACHS GROUP INC added 1,368,965 shares (+165.3%) to their portfolio in Q3 2025, for an estimated $4,996,722
- METAVASI CAPITAL LP added 1,324,115 shares (+24.5%) to their portfolio in Q3 2025, for an estimated $4,833,019
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Blend Labs, Inc. Analyst Ratings
Wall Street analysts have issued reports on $BLND in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 10/28/2025
To track analyst ratings and price targets for Blend Labs, Inc., check out Quiver Quantitative's $BLND forecast page.
Blend Labs, Inc. Price Targets
Multiple analysts have issued price targets for $BLND recently. We have seen 3 analysts offer price targets for $BLND in the last 6 months, with a median target of $3.75.
Here are some recent targets:
- Karl Keirstead from UBS set a target price of $3.0 on 11/10/2025
- Joseph Vafi from Canaccord Genuity set a target price of $5.25 on 10/28/2025
- Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $3.75 on 08/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
