SCHEDULE Filed 2025-08-18 Event 2025-08-17 SEC 0001104659-25-079403 →

Haveli Investments, L.P. → Blend Labs, Inc. BLND

Stake: 19.30% Shares: 60,518,199 CUSIP: 09352U108 Class: Class A common stock, par value $0.00001 per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 25/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: -2.0%

Filer track record (3 filings): 0% 90d win rate, -2.0% 90d edge
High conviction ownership stake (19.3%)
8 NPORT-P mutual funds holding CUSIP
Elevated short days-to-cover (6.7 DTC)

Item 4 — Purpose of Transaction

This Amendment No. 1 amends and supplements the Original Schedule 13D by adding the following: On August 17, 2025, the Board, at the request of Aggregator, provided written approval for Aggregator to acquire beneficial ownership of up to 24.9% of the Issuer's outstanding Class A Common Stock. Prior to that approval, the Investment Agreement restricted, subject to certain customary exceptions, Aggregator from acquiring beneficial ownership of more than 19.9% of the Issuer's outstanding Class A Common Stock.

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

4 13D/G filings on this issuer

3 other filings besides this one

Filer Track Record

3 filings by this filer

2 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 6.67

8,991,580 shares short · -16.5% vs prior

Post-Filing Returns · since 2025-08-17 on BLND

+1 day

0.0%

+5 days

+20.7%

+30 days

+37.4%

+60 days

+7.2%

+90 days

-2.0%

+180 days

-43.9%

Anchor price 3.05 on closest trading day on/after 2025-08-17. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on Blend Labs, Inc.

Filed	Form	Filer	Stake	Shares
2026-10-16	SCHEDULE 13G	Capricorn Fund Managers Ltd	—	—	view →
2026-06-12	SCHEDULE 13D/A	Haveli Investments, L.P.	22.60%	64,197,502	view →
2026-05-15	SCHEDULE 13D/A	Haveli Investments, L.P.	21.30%	60,480,050	view →

Other Filings by Haveli Investments, L.P.

Filed	Form	Issuer	Stake	Shares
2026-06-12	SCHEDULE 13D/A	Blend Labs, Inc. BLND	22.60%	64,197,502	view →
2026-05-15	SCHEDULE 13D/A	Blend Labs, Inc. BLND	21.30%	60,480,050	view →

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