BLZENasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Backblaze, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$9.29+0.69 (+8.02%)
Close on Oct 19, 2026
- Market cap
- $564.78M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
57.5%
36M of 62M shares
Institutional holders
169
58 new, 25 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $236.75K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,507,571 | 7.50% | 13G (passive) amendment | Jun 30, 2026 |
| Brian Wilson | 2,064,321 | 5.50% | 13G (passive) amendment | Dec 31, 2023 |
| Timothy Nufire | 2,064,321 | 5.50% | 13G (passive) amendment | Dec 31, 2023 |
| Kwok Hang Ng | 1,935,271 | 5.20% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLZE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,722,483 | 7.63% | $74.90M | +1,038,584 | 0.00% |
| Driehaus Capital Management LLC | 2,688,044 | 4.34% | $42.63M | New | 0.25% |
| Vanguard Capital Management LLC | 2,514,639 | 4.06% | $39.88M | +170,192 | 0.00% |
| Acadian Asset Management LLC | 1,786,402 | 2.89% | $28.32K | +147,834 | 0.03% |
| Geode Capital Management, LLC | 1,525,097 | 2.46% | $24.19M | +179,904 | 0.00% |
| AWM Investment Company, Inc. | 1,400,166 | 2.26% | $22.21M | – | 1.93% |
| Pillsbury Lake Capital LLC | 1,339,837 | 2.16% | $21.25M | −621,446 | 5.80% |
| State Street Corp | 1,216,998 | 1.97% | $19.30M | +104,348 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 1,156,752 | 1.87% | $18.35M | +323,480 | 0.03% |
| Aqr Capital Management LLC | 1,051,847 | 1.70% | $16.68M | +388,336 | 0.01% |
| Qube Research & Technologies Ltd | 766,200 | 1.24% | $12.15M | +333,849 | 0.01% |
| Renaissance Technologies LLC | 762,608 | 1.23% | $12.09M | −410,049 | 0.02% |
| Next Century Growth Investors LLC | 687,498 | 1.11% | $10.90M | New | 0.58% |
| Dimensional Fund Advisors LP | 628,636 | 1.02% | $9.97M | +111,050 | 0.00% |
| Vanguard Portfolio Management LLC | 613,784 | 0.99% | $9.73M | −94,103 | 0.00% |
| Nuveen, LLC | 577,841 | 0.93% | $9.16M | +506,698 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 550,070 | 0.89% | $8.72M | +249,566 | 0.00% |
| Millennium Management LLC | 495,435 | 0.80% | $7.86M | +372,084 | 0.00% |
| Northern Trust Corp | 483,598 | 0.78% | $7.67M | +50,190 | 0.00% |
| Jump Financial, LLC | 469,100 | 0.76% | $7.44M | +410,514 | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 169 | 36M | 57.5% | 58 / 68 | 33 / 25 | 13M | 6M |
| Q1 2026 | 138 | 29M | 46.9% | 26 / 43 | 46 / 31 | 7M | 7M |
| Q4 2025 | 144 | 32M | 52.0% | 30 / 60 | 39 / 33 | 8M | 6M |
| Q3 2025 | 150 | 30M | 49.0% | 40 / 49 | 38 / 21 | 7M | 4M |
| Q2 2025 | 131 | 28M | 44.5% | 33 / 61 | 24 / 13 | 5M | 1M |
| Q1 2025 | 111 | 24M | 38.6% | 17 / 52 | 28 / 21 | 3M | 3M |
| Q4 2024 | 118 | 23M | 37.5% | 29 / 50 | 23 / 12 | 8M | 1M |
| Q3 2024 | 103 | 17M | 26.8% | 21 / 36 | 28 / 12 | 5M | 2M |
| Q2 2024 | 95 | 16M | 25.1% | 25 / 28 | 28 / 25 | 5M | 5M |
| Q1 2024 | 95 | 15M | 24.9% | 29 / 37 | 17 / 6 | 6M | 2M |
| Q4 2023 | 72 | 11M | 17.5% | 22 / 32 | 8 / 5 | 3M | 0M |
| Q3 2023 | 56 | 8M | 12.6% | 23 / 22 | 4 / 5 | 3M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BLZE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,768,455 | 2.86% | $28.05M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,542,302 | 2.49% | $24.46M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 677,927 | 1.10% | $10.75M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 641,319 | 1.04% | $8.80M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 550,848 | 0.89% | $8.74M | 0.06% | Jun 30, 2026 |
| Driehaus Micro Cap Growth Fund | 422,893 | 0.68% | $6.71M | 1.12% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 351,330 | 0.57% | $4.82M | 0.12% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 299,774 | 0.48% | $2.48M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 288,743 | 0.47% | $2.39M | 0.01% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 269,953 | 0.44% | $4.28M | 0.07% | Jun 30, 2026 |
| Small Company Growth Portfolio | 208,177 | 0.34% | $3.30M | 0.20% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 198,202 | 0.32% | $2.72M | 0.02% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 196,223 | 0.32% | $3.11M | 0.20% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 160,994 | 0.26% | $2.21M | 0.01% | Jul 31, 2026 |
| Janus Henderson Small Cap Growth Alpha ETF | 146,720 | 0.24% | $2.01M | 0.56% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gleb Budman | CEO and Chairperson, Director | 2,192,103 | 3.54% | Aug 24, 2026 |
| Marc Suidan | Chief Financial Officer | 349,518 | 0.56% | Aug 24, 2026 |
| Daniel Spraggins | Senior VP of Engineering | 0 | – | Mar 11, 2026 |
| Tina Cessna | Senior VP, Engineering | 184,776 | 0.30% | Aug 22, 2025 |
| Earl E. Fry | Director | 118,307 | 0.19% | Jun 1, 2026 |
| An Evelyn D | Director | 118,307 | 0.19% | Jun 1, 2026 |
| Miller Jocelyn Carter | Director | 122,862 | 0.20% | Jun 1, 2026 |
| Barbara H. Nelson | Director | 106,862 | 0.17% | Jun 1, 2026 |
| Jocelyn Carter-Miller | Director | 103,556 | 0.17% | May 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gleb Budman CEO and Chairperson, Director | Aug 21, 2026 | Sale | −12,855 | $15.82 | $203.37K | 2,192,103 |
| Marc Suidan Chief Financial Officer | Aug 21, 2026 | Sale | −2,110 | $15.82 | $33.38K | 349,518 |
| Gleb Budman CEO and Chairperson, Director | Aug 20, 2026 | Returned to company | −11,083 | $16.24 | $179.99K | 2,204,958 |
| Marc Suidan Chief Financial Officer | Aug 20, 2026 | Returned to company | −11,083 | $16.24 | $179.99K | 351,628 |
| Barbara H. Nelson Director | May 26, 2026 | Award | +19,306 | – | – | 106,862 |
| An Evelyn D Director | May 26, 2026 | Award | +19,306 | – | – | 118,307 |
| Earl E. Fry Director | May 26, 2026 | Award | +19,306 | – | – | 118,307 |
| Miller Jocelyn Carter Director | May 26, 2026 | Award | +19,306 | – | – | 122,862 |
| Gleb Budman CEO and Chairperson, Director | May 20, 2026 | Returned to company | −18,000 | $7.43 | $133.74K | 2,216,041 |
| Gleb Budman CEO and Chairperson, Director | May 20, 2026 | Tax withholding | −13,177 | $7.43 | $97.91K | 2,234,041 |
| Gleb Budman CEO and Chairperson, Director | May 20, 2026 | Returned to company | −18,000 | $7.43 | $133.74K | 2,215,962 |
| Gleb Budman CEO and Chairperson, Director | May 20, 2026 | Tax withholding | −13,256 | $7.43 | $98.49K | 2,233,962 |
| Marc Suidan Chief Financial Officer | May 20, 2026 | Tax withholding | −269 | $7.43 | $2.00K | 380,711 |
| Marc Suidan Chief Financial Officer | May 20, 2026 | Returned to company | −18,000 | $7.43 | $133.74K | 362,711 |
| Marc Suidan Chief Financial Officer | May 19, 2026 | Award | +2,500 | $3.68 | $9.20K | 380,980 |
| Gleb Budman CEO and Chairperson, Director | May 14, 2026 | Tax withholding | −3,833 | $7.27 | $27.87K | 2,247,218 |
| Marc Suidan Chief Financial Officer | May 14, 2026 | Tax withholding | −2,555 | $7.27 | $18.57K | 378,480 |
| Gleb Budman CEO and Chairperson, Director | Apr 1, 2026 | Award | +128,205 | – | – | 2,251,051 |
| Marc Suidan Chief Financial Officer | Apr 1, 2026 | Award | +85,470 | – | – | 381,035 |
| Daniel Spraggins Senior VP of Engineering | Mar 10, 2026 | Award | +234,220 | – | – | 234,220 |
| Marc Suidan Chief Financial Officer | Feb 27, 2026 | Award | +41,144 | – | – | 310,671 |
| Marc Suidan Chief Financial Officer | Feb 27, 2026 | Tax withholding | −15,106 | $3.76 | $56.80K | 295,565 |
| Gleb Budman CEO and Chairperson, Director | Feb 27, 2026 | Tax withholding | −26,767 | $3.76 | $100.64K | 2,122,846 |
| Gleb Budman CEO and Chairperson, Director | Feb 27, 2026 | Award | +74,602 | – | – | 2,149,613 |
| Marc Suidan Chief Financial Officer | Feb 20, 2026 | Tax withholding | −7,721 | $4.40 | $33.97K | 269,527 |
| Gleb Budman CEO and Chairperson, Director | Feb 20, 2026 | Tax withholding | −21,002 | $4.40 | $92.41K | 2,075,011 |
| Gleb Budman CEO and Chairperson, Director | Nov 20, 2025 | Tax withholding | −27,793 | $4.33 | $120.34K | 2,096,013 |
| Marc Suidan Chief Financial Officer | Nov 20, 2025 | Tax withholding | −6,708 | $4.33 | $29.05K | 274,748 |
| Marc Suidan Chief Financial Officer | Aug 20, 2025 | Tax withholding | −26,835 | $7.65 | $205.29K | 281,456 |
| Gleb Budman CEO and Chairperson, Director | Aug 20, 2025 | Tax withholding | −20,468 | $7.65 | $156.58K | 2,123,806 |
| Tina Cessna Senior VP, Engineering | Aug 20, 2025 | Tax withholding | −6,428 | $7.65 | $49.17K | 184,776 |
| Earl E. Fry Director | May 27, 2025 | Award | +25,210 | – | – | 99,001 |
| An Evelyn D Director | May 27, 2025 | Award | +25,210 | – | – | 99,001 |
| Barbara H. Nelson Director | May 27, 2025 | Award | +25,210 | – | – | 87,556 |
| Jocelyn Carter-Miller Director | May 27, 2025 | Award | +25,210 | – | – | 103,556 |
| Tina Cessna Senior VP, Engineering | May 20, 2025 | Tax withholding | −6,858 | $5.33 | $36.55K | 191,204 |
| Gleb Budman CEO and Chairperson, Director | May 20, 2025 | Tax withholding | −19,583 | $5.33 | $104.38K | 2,144,274 |
| Tina Cessna Senior VP, Engineering | Mar 5, 2025 | Award | +60,000 | – | – | 198,062 |
| Gleb Budman CEO and Chairperson, Director | Mar 5, 2025 | Award | +300,000 | – | – | 2,163,857 |
| Tina Cessna Senior VP, Engineering | Mar 3, 2025 | Sale | −3,778 | $6.58 | $24.86K | 138,062 |
| Marc Suidan Chief Financial Officer | Feb 28, 2025 | Sale | −2,413 | $6.30 | $15.20K | 305,791 |
| Tina Cessna Senior VP, Engineering | Feb 28, 2025 | Sale | −714 | $6.30 | $4.50K | 141,840 |
| Gleb Budman CEO and Chairperson, Director | Feb 28, 2025 | Sale | −3,499 | $6.30 | $22.04K | 1,863,857 |
| Marc Suidan Chief Financial Officer | Feb 27, 2025 | Sale | −1,974 | $6.61 | $13.05K | 308,204 |
| Tina Cessna Senior VP, Engineering | Feb 27, 2025 | Sale | −584 | $6.61 | $3.86K | 142,554 |
| Gleb Budman CEO and Chairperson, Director | Feb 27, 2025 | Sale | −2,863 | $6.61 | $18.92K | 1,867,356 |
| Marc Suidan Chief Financial Officer | Feb 26, 2025 | Award | +10,178 | $6.68 | $67.99K | 310,178 |
| Tina Cessna Senior VP, Engineering | Feb 26, 2025 | Award | +5,076 | $6.68 | $33.91K | 143,138 |
| Gleb Budman CEO and Chairperson, Director | Feb 26, 2025 | Award | +16,947 | $6.68 | $113.21K | 1,870,219 |
| Tina Cessna Senior VP, Engineering | Feb 20, 2025 | Tax withholding | −6,504 | $7.45 | $48.45K | 138,062 |
| Gleb Budman CEO and Chairperson, Director | Feb 20, 2025 | Tax withholding | −11,374 | $7.45 | $84.74K | 1,853,272 |
| Marc Suidan Chief Financial Officer | Nov 29, 2024 | Award | +300,000 | – | – | 300,000 |
| Tina Cessna Senior VP, Engineering | Nov 26, 2024 | Sale | −8,874 | $6.42 | $56.97K | 144,566 |
| Gleb Budman CEO and Chairperson, Director | Nov 26, 2024 | Sale | −10,321 | $6.42 | $66.26K | 1,864,646 |
| Gleb Budman CEO and Chairperson, Director | Aug 23, 2024 | Sale | −4,527 | $6.45 | $29.20K | 1,874,967 |
| Tina Cessna Senior VP, Engineering | Aug 23, 2024 | Sale | −3,894 | $6.45 | $25.12K | 153,440 |
| Francis P. Patchel Chief Financial Officer | Aug 23, 2024 | Sale | −4,240 | $6.45 | $27.35K | 148,245 |
| Gleb Budman CEO and Chairperson, Director | Aug 22, 2024 | Sale | −3,482 | $6.22 | $21.66K | 1,879,494 |
| Tina Cessna Senior VP, Engineering | Aug 22, 2024 | Sale | −2,996 | $6.22 | $18.64K | 157,334 |
| Francis P. Patchel Chief Financial Officer | Aug 22, 2024 | Sale | −3,261 | $6.22 | $20.28K | 152,485 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Tina Cessna Officer | Mar 25, 2024 | 42,610 | $430.36K | Mar 25, 2024 | Compensation |
| Tina Cessna Officer | Feb 27, 2024 | 20,000 | $196.80K | Feb 26, 2024 | Compensation |
| Tina Cessna Officer | Feb 27, 2024 | 17,560 | $177.18K | Feb 27, 2024 | Compensation |
| Tina Cessna Officer | Feb 26, 2024 | 20,000 | $198.00K | Feb 23, 2024 | Compensation |
| Gleb Budman Director | Feb 26, 2024 | 50,000 | $495.00K | Feb 23, 2024 | Compensation |
| Gleb Budman Director | Feb 22, 2024 | 50,000 | $532.50K | Feb 22, 2024 | Compensation |
| Timothy M. Nufire Director | Feb 21, 2024 | 50,000 | $571.00K | Feb 21, 2024 | Compensation |
| Tina Cessna Officer | Jan 9, 2024 | 17,279 | $125.62K | Jan 9, 2024 | Compensation |
| Tina Cessna Officer | Jan 8, 2024 | 20,000 | $139.80K | Jan 8, 2024 | compensation |
| Tina Cessna Officer | Jan 5, 2024 | 20,000 | $143.60K | Jan 5, 2024 | Compensation |
| Tina Cessna Officer | Dec 4, 2023 | 29,685 | $228.28K | Dec 4, 2023 | Compensation |
| Tina Cessna Officer | Dec 1, 2023 | 20,000 | $148.63K | Dec 1, 2023 | Compensation |
| Gleb Budman Director | Jul 3, 2023 | 42,000 | $181.86K | Jul 3, 2023 | Compensation |
| Timothy M. Nufire Director | Jul 3, 2023 | 42,000 | $181.86K | Jul 3, 2023 | Compensation |
| Timothy M. Nufire Director | Jun 2, 2023 | 42,000 | $180.60K | Jun 1, 2023 | Compensation |