BLAIZE HLDGS INC BZAI
COM · Common Stock · CUSIP 092915107 · ISIN US0929151076
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersSan Jose, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($34.7k this quarter). Holder counts are more reliable. Shares outstanding: 144.8m as of 2026-08-13, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.38. Options: 11 managers hold calls ($3.7m notional), 5 hold puts ($490.9k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 38 |
| Q2 2025 | 41 |
| Q3 2025 | 75 |
| Q4 2025 | 98 |
| Q1 2026 | 110 |
| Q2 2026 | 122 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 25 | 18 |
| Q3 2025 | 61 | 14 |
| Q4 2025 | 62 | 23 |
| Q1 2026 | 70 | 41 |
| Q2 2026 | 87 | 42 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.6m | $1.3m | 0.27 |
| Q4 2025 | $1.7m | $342.6k | 0.20 |
| Q1 2026 | $3.0m | $191.5k | 0.06 |
| Q2 2026 | $3.7m | $490.9k | 0.13 |
Biggest buyers
| BlackRock, Inc. | Added | +1.7m |
| MARSHALL WACE, LLP | New | +1.6m |
| CITADEL ADVISORS LLC | Added | +1.2m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +1.1m |
| Nuveen, LLC | Added | +838.9k |
| MILLENNIUM MANAGEMENT LLC | New | +817.9k |
| LAZARD ASSET MANAGEMENT LLC | Added | +782.6k |
| XTX Topco Ltd | Added | +451.9k |
| EFG International AG | New | +430.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +362.3k |
Biggest sellers
| Temasek Holdings (Private) Ltd | Reduced | -1.7m |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -1.4m |
| HRT FINANCIAL LP | Sold out | -163.5k |
| Balyasny Asset Management L.P. | Sold out | -109.5k |
| Mariner, LLC | Sold out | -107.6k |
| Vontobel Holding Ltd. | Reduced | -100.0k |
| JANE STREET GROUP, LLC | Sold out | -89.7k |
| Themes Management Co LLC | Reduced | -78.8k |
| PCM Encore, LLC | Sold out | -74.1k |
| JPMORGAN CHASE & CO | Reduced | -69.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m1.1m shares |
| GROUP ONE TRADING LLC | Reduced | $547.6k396.8k shares |
| CITADEL ADVISORS LLC | Added | $543.6k393.9k shares |
| PEAK6 LLC | New | $325.3k235.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $322.1k233.4k shares |
| IMC-Chicago, LLC | Reduced | $208.1k150.8k shares |
| JANE STREET GROUP, LLC | Added | $165.0k119.6k shares |
| Point72 Asset Management, L.P. | New | $55.2k40.0k shares |
| Vontobel Holding Ltd. | New | $33.1k24.0k shares |
| OSAIC HOLDINGS, INC. | New | $7.6k5.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $252.1k182.7k shares |
| IMC-Chicago, LLC | Added | $149.5k108.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $65.8k47.7k shares |
| JANE STREET GROUP, LLC | New | $16.1k11.7k shares |
| GROUP ONE TRADING LLC | Reduced | $7.3k5.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Bess Lane
13D · may seek influence
+1.4 pts · filed 2025-05-13
Stated purposeThe Reporting Persons acquired the securities of the Issuer for investment purposes. Reporting Persons or their affiliates may purchase additional securities or dispose of securities in varying amounts and at varying times depending upon Reporting Persons' continuing assessments of pertinent factors, including the availability of shares of Common Stock or other securities for purchase at particular price levels, the business prospects of the Issuer, other business investment opportunities, economic conditions, stock market conditions, money market conditions, the attitudes and actions of the board of directors (the "Board") and management of the Issuer, the availability and nature of opportunities to dispose of shares of the Issuer and other plans and requirements of the particular entitie… Full filing |
10.8% |
Bess Ventures & Advisory, LLC
13D · may seek influence
-1.4 pts · filed 2026-09-18
Stated purposeThe Reporting Persons acquired the securities of the Issuer for investment purposes. Reporting Persons or their affiliates may purchase additional securities or dispose of securities in varying amounts and at varying times depending upon Reporting Persons' continuing assessments of pertinent factors, including the availability of shares of Common Stock or other securities for purchase at particular price levels, the business prospects of the Issuer, other business investment opportunities, economic conditions, stock market conditions, money market conditions, the attitudes and actions of the board of directors (the "Board") and management of the Issuer, the availability and nature of opportunities to dispose of shares of the Issuer and other plans and requirements of the particular entitie… Full filing |
9.0% |
Burtech LP LLC
13D · may seek influence
filed 2025-05-15
Stated purposeThe Reporting Persons acquired the securities of the Issuer for investment purposes. Reporting Persons or their affiliates may purchase additional securities or dispose of securities in varying amounts and at varying times depending upon Reporting Persons' continuing assessments of pertinent factors, including the availability of shares of Common Stock or other securities for purchase at particular price levels, the business prospects of the Issuer, other business investment opportunities, economic conditions, stock market conditions, money market conditions, the attitudes and actions of the board of directors (the "Board") and management of the Issuer, the availability and nature of opportunities to dispose of shares of the Issuer and other plans and requirements of the particular entitie… Full filing |
9.0% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-10-27 | 6.3% |
| Munagala Dinakar 13D · may seek influence -0.2 pts · filed 2026-08-04 | 6.0% |
| Polar Asset Management Partners Inc. 13G · institution new · filed 2026-08-14 | 5.6% |
Fell to 5% or below in the last year: Ava Investors SA (4.9%, 2026-07-10), DENSO International America, Inc. (0.0%, 2026-05-15), Temasek Holdings (Private) Ltd (5.0%, 2026-02-06), BOOTHBAY FUND MANAGEMENT, LLC (0.0%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 3 | $826.4k | $826.4k |
| Q3 2026 | 0 | — | 2 | $123.1k | $123.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-06 | Cannestra Anthony Director | Sold plan | $67.5k50.0k shares |
| 2026-07-01 | Sehmi Harminder Chief Financial Officer | Sold plan | $55.6k40.6k shares |
| 2026-06-08 | Cannestra Anthony Director | Sold plan | $84.0k50.0k shares |
| 2026-06-01 | Sehmi Harminder Chief Financial Officer | Sold plan | $73.9k40.6k shares |
| 2026-05-11 | Cannestra Anthony Director | Sold plan | $92.5k50.0k shares |
| 2026-05-01 | Sehmi Harminder Chief Financial Officer | Sold plan | $80.0k40.6k shares |
| 2026-04-20 | Sehmi Harminder Chief Financial Officer | Sold plan | $281.5k123.5k shares |
| 2026-04-17 | Munagala Dinakar Chief Executive Officer, director | Sold plan | $127.0k50.0k shares |
| 2026-04-06 | Cannestra Anthony Director | Sold plan | $87.5k50.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 7.4m $10.2m | Added +1.7m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.7m $6.4m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $2.9m | Added +362.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.0m $2.7m | Added +782.6k |
| UBS Group AG 0.00% of their portfolio | 1.8m $2.5m | Added +265.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 1.6m $2.2m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $2.2m | Added +192.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $2.1m | Added +289.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.2m $1.7m | Added +1.2m |
| Nuveen, LLC 0.00% of their portfolio | 954.6k $1.3m | Added +838.9k |
| MORGAN STANLEY 0.00% of their portfolio | 940.8k $1.3m | Added +28.0k |
| CANTOR FITZGERALD, L. P. 0.01% of their portfolio | 919.4k $1.3m | Added +150.2k |
| Temasek Holdings (Private) Ltd 0.00% of their portfolio | 857.2k $1.2m | Reduced -1.7m |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 817.9k $1.1m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 773.4k $1.1m | Added +115.7k |
| Themes Management Co LLC 0.70% of their portfolio | 762.2k $1.1m | Reduced -78.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 720.6k $994.5k | Added +135.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 590.9k $815.4k | Added +76.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 581.3k $802.2k | Added +170.7k |
| AlphaCore Capital LLC 0.01% of their portfolio | 570.4k $787.1k | Added +130.0k |
| XTX Topco Ltd 0.01% of their portfolio | 474.8k $655.3k | Added +451.9k |
| EFG International AG 0.01% of their portfolio | 430.6k $594.3k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 371.7k $513.0k | Added +99.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 279.9k $386.2k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 237.9k $328.3k | Added +92.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 207.4k $286.3k | Reduced -55.4k |
| X-Square Capital, LLC 0.07% of their portfolio | 200.0k $276.0k | Unchanged |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. 0.44% of their portfolio | 163.7k $225.9k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 157.8k $217.8k | Added +3.0k |
| ProShare Advisors LLC 0.00% of their portfolio | 146.5k $202.1k | Added +67.9k |
| LMR Partners LLP 0.00% of their portfolio | 146.5k $202.1k | New |
| Forum Financial Management, LP 0.00% of their portfolio | 125.5k $173.2k | Added +10.0k |
| IMC-Chicago, LLC 0.00% of their portfolio | 107.1k $147.8k | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 105.0k $144.8k | Reduced -37.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 102.5k $141.4k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 100.6k $138.8k | New |
| STEEL GROVE CAPITAL ADVISORS, LLC 0.01% of their portfolio | 100.0k $138.0k | Added +75.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 98.3k $135.6k | Added +35.7k |
| BRC Group Holdings, Inc. 0.03% of their portfolio | 83.4k $115.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 78.5k $108.3k | Added +46.1k |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 75.9k $104.7k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 73.7k $101.6k | Added +2.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 72.6k $100.2k | Reduced -21.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 63.1k $88.0k | Added +23.9k |
| Vontobel Holding Ltd. 0.00% of their portfolio | 62.4k $86.1k | Reduced -100.0k |
| Platform Technology Partners 0.01% of their portfolio | 59.3k $81.9k | Unchanged |
| Caitong International Asset Management Co., Ltd 0.01% of their portfolio | 56.9k $78.6k | Reduced -36.7k |
| Cerity Partners LLC 0.00% of their portfolio | 55.3k $76.4k | Added +8.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 53.1k $73.2k | Reduced -2.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 51.9k $63.9k | Added +12.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 49.4k $68.2k | Added +40.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 46.4k $64.0k | Reduced -69.6k |
| LPL Financial LLC 0.00% of their portfolio | 46.2k $63.7k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 46.0k $63.5k | Added +1.7k |
| Meridian Wealth Management, LLC 0.00% of their portfolio | 45.6k $62.9k | New |
| BARCLAYS PLC 0.00% of their portfolio | 44.8k $61.8k | Added +2.1k |
| Invesco Ltd. 0.00% of their portfolio | 41.9k $57.8k | Added +728 |
| CITIGROUP INC 0.00% of their portfolio | 40.2k $55.5k | Added +18.1k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 40.0k $55.2k | Added +15.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 39.6k $54.7k | Added +2.5k |
| State of Wyoming 0.01% of their portfolio | 36.3k $50.1k | New |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 35.2k $48.6k | Added +18.8k |
| Kera Capital Partners, Inc. 0.00% of their portfolio | 32.0k $44.2k | Added +5.6k |
| Spark Investment Management LLC 0.08% of their portfolio | 30.4k $42.0k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 30.0k $41.4k | New |
| Creative Planning 0.00% of their portfolio | 28.4k $39.2k | Added +4.8k |
| Arax Advisory Partners 0.00% of their portfolio | 25.5k $35.2k | Added +24.3k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 25.3k $34.9k | Added +9.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 23.2k $32.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 21.7k $29.9k | Added +20.7k |
| Chicago Partners Investment Group LLC 0.00% of their portfolio | 21.6k $21.5k | Reduced -349 |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.0k $29.0k | Reduced -3.4k |
| Corient Private Wealth LP 0.00% of their portfolio | 20.0k $27.6k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 19.9k $27.5k | Unchanged |
| AXQ CAPITAL, LP 0.00% of their portfolio | 18.5k $25.6k | New |
| Pine Harbor Wealth Management, LLC 0.01% of their portfolio | 18.2k $25.1k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 17.7k $24.4k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.6k $25.0k | Added +9.5k |
| FMR LLC 0.00% of their portfolio | 17.5k $24.1k | Reduced -2.5k |
| HB Wealth Management, LLC 0.00% of their portfolio | 17.1k $23.6k | New |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 17.1k $23.6k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 16.5k $22.8k | Added +609 |
| Quantbot Technologies LP 0.00% of their portfolio | 16.0k $22.1k | New |
| Abel Hall, LLC 0.00% of their portfolio | 16.0k $22.0k | Reduced -1.7k |
| Resurgent Financial Advisors LLC 0.01% of their portfolio | 14.9k $20.6k | Reduced -2.1k |
| Caerus Investment Advisors, LLC 0.01% of their portfolio | 14.6k $20.2k | Reduced -14.5k |
| BRIGHTON JONES LLC 0.00% of their portfolio | 14.3k $19.7k | New |
| Pallas Capital Advisors LLC 0.00% of their portfolio | 14.2k $19.6k | Added +1.5k |
| Walleye Capital LLC 0.00% of their portfolio | 13.6k $18.8k | New |
| Krilogy Financial LLC 0.00% of their portfolio | 13.5k $18.6k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 13.4k $18.4k | Reduced -4.9k |
| STRS OHIO 0.00% of their portfolio | 13.3k $18.4k | Unchanged |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 12.9k $17.8k | New |
| Merit Financial Group, LLC 0.00% of their portfolio | 11.9k $16.4k | Reduced -102 |
| MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio | 11.3k $15.6k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 10.8k $15.0k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 10.1k $13.9k | Added +3.5k |
| JBF Capital, Inc. 0.00% of their portfolio | 10.0k $13.8k | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 8.8k $12.9k | Added +6.4k |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 7.8k $10.8k | Added +7.8k |