Every material Form 8-K Blend Labs, Inc. has filed with the SEC since August 11, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Blend Labs reported third quarter 2026 revenue of $32.9 million, up 1% from a year earlier, and a GAAP operating loss of $2.6 million versus $5.3 million in the same quarter of 2025. GAAP diluted loss per share was $0.03, compared with income of $0.02 a year earlier, which included a $16.6 million gain on an equity investment. The company guided fourth quarter 2026 revenue to $27.7 million to $29.7 million, below the third quarter level.
Q3 2026 revenue was $32.9 million, up 1% year over year; software platform revenue was $30.6 million.
GAAP operating loss was $2.6 million versus $5.3 million a year earlier; non-GAAP operating income was $4.9 million versus $4.3 million.
GAAP diluted net loss per share was $0.03, versus income of $0.02 in Q3 2025; non-GAAP diluted EPS was $0.00 in both periods.
Q4 2026 guidance: total revenue of $27.7 million to $29.7 million and non-GAAP operating income of $2.3 million to $3.3 million.
Blend Labs appointed Lina Rivas as its Head of Accounting and principal accounting officer, effective September 21, 2026. Jason Ream will remain principal financial officer. The filing describes a routine accounting leadership change with a standard offer package, and it does not report any change in financial results.
Lina Rivas, 41, previously served as VP, Global Corporate Controller at Veritone, Inc. from March 2025 until September 2026
Base salary of $300,000 per year with a target annual cash bonus of $75,000
RSU award covering 530,000 Class A shares; 25% vests after 12 months and 75% in equal quarterly installments over the next 36 months
Jason Ream continues as principal financial officer
Blend Labs disclosed that Oxana Tkach, its Head of Accounting and Financial Planning and Analysis and principal accounting officer, will resign effective on or around August 31, 2026, to pursue another opportunity. The company said her decision was not due to any disagreement with its auditors or management on accounting, disclosure, or internal controls, and that Jason Ream, Head of Finance and Administration, will serve as interim principal accounting officer while it searches for a successor.
Oxana Tkach informed the company of her resignation on August 5, 2026; it takes effect on or around August 31, 2026.
The filing states the resignation was not due to any disagreement with auditors or management on accounting or internal controls.
Jason Ream, Head of Finance and Administration, will become interim principal accounting officer and will receive no additional compensation for the role.
Blend Labs has started a process to identify a permanent successor.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Blend Labs, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →