EP Wealth Advisors, LLC

Position in BLND — Blend Labs, Inc.

CIK 1540569 TORRANCE, CA

Position in BLND

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$391,006

+$1,064 QoQ

Shares Held

228,659

-0.3% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#48

of 182 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. BLND ranks #23 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	271,679	$69,142,305
2	ADP	Automatic Data Processing Inc	152,174	$34,079,367
3	CRM	Salesforce, Inc.	133,602	$20,930,089
4	SSNC	SS&C Technologies Holdings Inc	97,461	$6,047,455
5	UBER	Uber Technologies, Inc	81,136	$5,854,773
6	NOW	ServiceNow, Inc.	48,414	$4,806,541
7	CDNS	Cadence Design Systems Inc	11,383	$4,272,267
8	INTU	Intuit Inc.	13,119	$3,424,059

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,006	228,659	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$389,942	229,378	+0.4%	Shares	Sole	2026-05-14
2025-12-31	$694,752	228,537	-0.2%	Shares	Sole	2026-02-18
2025-06-30	$755,706	229,002	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$768,067	229,274	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$964,098	229,002	0.0%	Shares	Sole	2025-02-14
2024-09-30	$858,757	229,002	+7.6%	Shares	Sole	2024-11-15
2024-06-30	$502,304	212,841	+8.2%	Shares	Sole	2024-08-19
2024-03-31	$639,460	196,757	+8.1%	Shares	Sole	2024-05-14
2023-12-31	$464,107	182,003	+6.7%	Shares	Sole	2024-02-28
2023-09-30	$233,660	170,555	—	Shares	Sole	2023-11-24
No filing history on record for this holder in this stock.