Blaize Holdings, Inc. (BZAI) shareholders
BZAINasdaqSemiconductors & Related DevicesFiscal year ends December 31Also trades as BZAIW
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026Score 9/3087% below fair value
$0.17−0.02 (-8.47%)
Close on Nov 12, 2026Market cap $25.06MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
38M
Shares held, 13F filers
Institutional holders
122
34 new, 20 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $1.08M
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 |
|---|---|---|---|---|
| Lane Bess Joint filing with Bess Ventures & Advisory, LLC (8.60%) | 13,021,985 | 9.00% | 13D (active) amendment | Sep 16, 2026 |
| Ava Investors S.A. Joint filing with Ava Private Markets S.a r.l. (9.56%), Raphaelle Mahieu (9.56%) and 1 more | 11,737,254 | 9.56% | 13G (passive) amendment | Mar 31, 2026 |
| Polar Asset Management Partners Inc. | 9,375,000 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Munagala Dinakar | 9,259,316 | 6.00% | 13D (active) amendment | Aug 2, 2026 |
| Shahal Khan Joint filing with BurTech LP LLC (8.98%) | 9,135,750 | 8.98% | 13D (active) amendment | May 13, 2025 |
| BlackRock, Inc. | 9,056,200 | 6.30% | 13G (passive) amendment | Sep 30, 2026 |
| Dinakar Munagala | 6,826,304 | 6.00% | 13D (active) amendment | Nov 2, 2025 |
| Anderson Investments Pte. Ltd. Joint filing with Temasek Holdings (Private) Limited (6.30%), Tembusu Capital Pte. Ltd. (6.30%) and 1 more | 6,353,023 | 6.30% | 13G (passive) | Jan 13, 2025 |
| Meteora Capital, LLC Joint filing with Vik Mittal (23.08%) | 947,411 | 23.08% | 13G (passive) | Dec 31, 2024 |
| Vik Mittal Joint filing with Meteora Capital, LLC (6.35%) | 947,411 | 6.35% | 13G (passive) | Dec 31, 2024 |
| Boothbay Absolute Return Strategies, LP Joint filing with Boothbay Fund Management, LLC (8.40%), Ari Glass (8.40%) | 343,594 | 8.40% | 13G (passive) | Jan 14, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BZAI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,387,308 | – | $10.19M | +1,742,482 | 0.00% |
| Vanguard Capital Management LLC | 4,654,065 | – | $6.42M | +1,069,738 | 0.00% |
| Geode Capital Management, LLC | 2,136,932 | – | $2.95M | +362,338 | 0.00% |
| Lazard Asset Management LLC | 1,986,835 | – | $2.74M | +782,631 | 0.00% |
| UBS Group AG | 1,807,978 | – | $2.50M | +265,504 | 0.00% |
| Marshall Wace, Llp | 1,607,810 | – | $2.22M | New | 0.00% |
| State Street Corp | 1,572,428 | – | $2.17M | +192,920 | 0.00% |
| Aqr Capital Management LLC | 1,501,041 | – | $2.07M | +289,598 | 0.00% |
| Citadel Advisors LLC | 1,247,768 | – | $1.72M | +1,170,785 | 0.00% |
| Nuveen, LLC | 954,564 | – | $1.32M | +838,859 | 0.00% |
| Morgan Stanley | 940,787 | – | $1.30M | +28,011 | 0.00% |
| Cantor Fitzgerald, L. P. | 919,384 | – | $1.27M | +150,153 | 0.01% |
| Temasek Holdings (Private) Ltd | 857,215 | – | $1.18M | −1,737,049 | 0.00% |
| Millennium Management LLC | 817,912 | – | $1.13M | New | 0.00% |
| Northern Trust Corp | 773,375 | – | $1.07M | +115,711 | 0.00% |
| Themes Management Co LLC | 762,160 | – | $1.05M | −78,840 | 0.70% |
| Charles Schwab Investment Management Inc | 720,616 | – | $994.45K | +135,170 | 0.00% |
| Vanguard Portfolio Management LLC | 590,901 | – | $815.44K | +76,269 | 0.00% |
| Vanguard Fiduciary Trust Co | 581,271 | – | $802.15K | +170,739 | 0.00% |
| AlphaCore Capital LLC | 570,358 | – | $787.09K | +130,010 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | 38M | 34 / 53 | 22 / 20 | 13M | 4M |
| Q1 2026 | 110 | 30M | 37 / 37 | 17 / 24 | 12M | 8M |
| Q4 2025 | 98 | 29M | 29 / 33 | 17 / 6 | 7M | 2M |
| Q3 2025 | 75 | 24M | 43 / 18 | 6 / 8 | 13M | 4M |
| Q2 2025 | 40 | 15M | 16 / 9 | 5 / 13 | 1M | 4M |
| Q1 2025 | 37 | 18M | 37 / 0 | 0 / 0 | 18M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
85 funds held BZAI in Q2 2026, 67% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BZAI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,611,806 | – | $4.98M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,514,336 | – | $3.47M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 938,454 | – | $741.66K | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 911,602 | – | $1.26M | 0.00% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 815,210 | – | $1.12M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 807,950 | – | $1.11M | 0.01% | Jun 30, 2026 |
| Themes Generative Artificial Intelligence ETF | 762,160 | – | $1.05M | 3.13% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 448,517 | – | $789.39K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 309,216 | – | $544.22K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 289,739 | – | $399.84K | 0.03% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 263,300 | – | $463.41K | 0.00% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 192,236 | – | $151.92K | 0.00% | Jul 31, 2026 |
| Schwab Total Stock Market Index Fund | 124,540 | – | $98.42K | 0.00% | Jul 31, 2026 |
| Master Small Cap Index Series | 122,911 | – | $169.62K | 0.00% | Jun 30, 2026 |
| Nuveen Small Cap Blend Index Fund | 116,111 | – | $91.76K | 0.00% | 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 | Latest filing |
|---|---|---|---|
| Dinakar Munagala | Chief Executive Officer, Director | 501,422 | Jun 10, 2026 |
| Stephen Paul Patak | Chief Revenue Officer | 6,282 | Oct 13, 2026 |
| Kimberly Peterson Evans | General Counsel | 60,033 | Sep 1, 2026 |
| Harminder Sehmi | Chief Financial Officer | 259,773 | Jul 6, 2026 |
| Kurt J. Lauk | Director | – | Aug 17, 2026 |
| Lane Bess | Director | 15,043,342 | Jul 9, 2026 |
| Anthony Cannestra | Director | 0 | Jul 8, 2026 |
| Edward H. Frank | Director | 378,757 | Dec 5, 2025 |
| Yoshiaki Fujimori | Director | 169,619 | Dec 5, 2025 |
| Urioste George de | Director | 169,619 | Dec 5, 2025 |
| Juergen Hambrecht | Director | 378,757 | Dec 5, 2025 |
| Bess Ventures & Advisory, LLC | 10% owner | 13,653,976 | May 12, 2026 |
| Raphaelle Mahieu | 10% owner | – | Apr 2, 2026 |
| Investors SA Ava | 10% owner | 11,737,254 | Apr 2, 2026 |
| Private Markets S.a r.l. Ava | 10% owner | – | Apr 2, 2026 |
| Benjamin Hazan | 10% owner | – | Jan 21, 2025 |
| Barthelemy Debray | 10% owner | 17,716,892 | Jan 21, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stephen Paul Patak Chief Revenue Officer | Oct 12, 2026 | Tax withholding | −609 | $0.29 | $177 | 6,282 |
| Stephen Paul Patak Chief Revenue Officer | Oct 12, 2026 | Option exercise | +2,500 | – | – | 6,891 |
| Kimberly Peterson Evans General Counsel | Sep 1, 2026 | Tax withholding | −6,728 | $0.49 | $3.30K | 60,033 |
| Kimberly Peterson Evans General Counsel | Sep 1, 2026 | Option exercise | +18,750 | – | – | 66,761 |
| Stephen Paul Patak Chief Revenue Officer | Jul 12, 2026 | Tax withholding | −609 | $1.23 | $749 | 4,391 |
| Stephen Paul Patak Chief Revenue Officer | Jul 12, 2026 | Option exercise | +2,500 | – | – | 5,000 |
| Lane Bess Director | Jul 7, 2026 | Other | +2,000,000 | – | – | 14,446,783 |
| Anthony Cannestra Director | Jul 6, 2026 | Sale(10b5-1 plan) | −50,000 | $1.35 | $67.50K | 0 |
| Anthony Cannestra Director | Jul 6, 2026 | Option exercise | +50,000 | $0.57 | $28.50K | 50,000 |
| Harminder Sehmi Chief Financial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −40,609 | $1.37 | $55.63K | 259,773 |
| Anthony Cannestra Director | Jun 8, 2026 | Sale(10b5-1 plan) | −50,000 | $1.68 | $84.00K | 0 |
| Anthony Cannestra Director | Jun 8, 2026 | Option exercise | +50,000 | $0.57 | $28.50K | 50,000 |
| Harminder Sehmi Chief Financial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −40,609 | $1.82 | $73.91K | 300,382 |
| Kimberly Peterson Evans General Counsel | Jun 1, 2026 | Tax withholding | −26,989 | $1.76 | $47.50K | 48,011 |
| Kimberly Peterson Evans General Counsel | Jun 1, 2026 | Option exercise | +75,000 | – | – | 75,000 |
| Anthony Cannestra Director | May 11, 2026 | Option exercise | +50,000 | $0.57 | $28.50K | 50,000 |
| Anthony Cannestra Director | May 11, 2026 | Sale(10b5-1 plan) | −50,000 | $1.85 | $92.50K | 0 |
| Bess Ventures & Advisory, LLC 10% owner | May 8, 2026 | Other | +2,000,000 | $1.83 | $3.66M | 13,653,976 |
| Lane Bess Director | May 8, 2026 | Other | +2,000,000 | – | – | 12,446,783 |
| Harminder Sehmi Chief Financial Officer | May 1, 2026 | Sale(10b5-1 plan) | −40,609 | $1.97 | $80.00K | 340,991 |
| Harminder Sehmi Chief Financial Officer | Apr 20, 2026 | Sale(10b5-1 plan) | −123,460 | $2.28 | $281.49K | 381,600 |
| Harminder Sehmi Chief Financial Officer | Apr 20, 2026 | Option exercise | +505,060 | $0.57 | $287.88K | 505,060 |
| Dinakar Munagala Chief Executive Officer, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −50,000 | $2.54 | $127.00K | 501,422 |
| Dinakar Munagala Chief Executive Officer, Director | Apr 17, 2026 | Option exercise | +50,000 | $0.57 | $28.50K | 601,422 |
| Dinakar Munagala Chief Executive Officer, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −50,000 | $2.54 | $127.00K | 551,422 |
| Stephen Paul Patak Chief Revenue Officer | Apr 12, 2026 | Option exercise | +2,500 | – | – | 2,500 |
| Anthony Cannestra Director | Apr 6, 2026 | Option exercise | +50,000 | $0.57 | $28.50K | 50,000 |
| Anthony Cannestra Director | Apr 6, 2026 | Sale(10b5-1 plan) | −50,000 | $1.75 | $87.50K | 0 |
| Investors SA Ava 10% owner | Mar 31, 2026 | Other | −5,145,638 | – | – | 11,737,254 |
| Yoshiaki Fujimori Director | Dec 3, 2025 | Award | +75,258 | – | – | 169,619 |
| Anthony Cannestra Director | Dec 3, 2025 | Award | +75,258 | – | – | 379,085 |
| Edward H. Frank Director | Dec 3, 2025 | Award | +75,258 | – | – | 378,757 |
| Juergen Hambrecht Director | Dec 3, 2025 | Award | +75,258 | – | – | 378,757 |
| Urioste George de Director | Dec 3, 2025 | Award | +75,258 | – | – | 169,619 |
| Edward H. Frank Director | Jun 28, 2025 | Award | +212,500 | – | – | 303,499 |
| Anthony Cannestra Director | Jun 28, 2025 | Award | +212,500 | – | – | 303,827 |
| Juergen Hambrecht Director | Jun 28, 2025 | Award | +212,500 | – | – | 303,499 |
| Lane Bess Director, 10% owner | Jun 28, 2025 | Award | +159,250 | – | – | 206,591 |
| Yoshiaki Fujimori Director | Jun 28, 2025 | Award | +94,361 | – | – | 94,361 |
| Urioste George de Director | Jun 28, 2025 | Award | +94,361 | – | – | 94,361 |
| Harminder Sehmi Chief Financial Officer | Jun 24, 2025 | Award | +362,081 | – | – | 574,236 |
| Dinakar Munagala Chief Executive Officer, Director | Jun 24, 2025 | Award | +2,421,971 | – | – | 4,346,696 |
| Dinakar Munagala Chief Executive Officer, Director | Apr 21, 2025 | Gift | −2,000 | – | – | 4,344,696 |
| Harminder Sehmi Chief Financial Officer | Jan 13, 2025 | Award | +212,155 | – | – | 212,155 |
| Dinakar Munagala Chief Executive Officer, Director | Jan 13, 2025 | Award | +1,924,725 | – | – | 1,924,725 |
| Juergen Hambrecht Director | Jan 13, 2025 | Award | +90,999 | – | – | 90,999 |
| Anthony Cannestra Director | Jan 13, 2025 | Award | +91,327 | – | – | 91,327 |
| Edward H. Frank Director | Jan 13, 2025 | Award | +90,999 | – | – | 90,999 |
| Lane Bess Director | Jan 13, 2025 | Award | +442,587 | – | – | 442,587 |
| Lane Bess Director | Jan 13, 2025 | Award | +11,653,976 | – | – | 11,653,976 |
| Lane Bess Director | Jan 13, 2025 | Award | +47,341 | – | – | 47,341 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
14M shares short
Days to cover
6.6
At 2M shares a day
Change since last report
-17.5%
From 17M shares
Short volume, 20 days
56.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Blaize's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,882,036 shares on Aug 18, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Anthony Cannestra DIRECTOR | Jul 6, 2026 | 50,000 | $67.71K | Jul 6, 2026 | STOCK OPTION EXERCISE |
| Harminder Sehmi Officer | Jul 1, 2026 | 40,609 | $56.04K | Jul 1, 2026 | Previously Exercised Stock Options |
| Anthony Cannestra DIRECTOR | Jun 8, 2026 | 50,000 | $83.87K | Jun 8, 2026 | STOCK OPTION EXERCISE |
| Harminder Sehmi Officer | Jun 1, 2026 | 40,609 | $71.47K | Jun 1, 2026 | Previously Exercised Stock Options |
| Anthony Cannestra DIRECTOR | May 11, 2026 | 50,000 | $92.29K | May 11, 2026 | STOCK OPTION EXERCISE |
| Anthony Cannestra DIRECTOR | May 1, 2026 | 50,000 | $87.62K | Apr 6, 2026 | STOCK OPTION EXERCISE |
| Harminder Sehmi Officer | May 1, 2026 | 40,609 | $79.59K | May 1, 2026 | Previously Exercised Stock Options |
| Harminder Sehmi Officer | Apr 20, 2026 | 123,460 | $311.12K | Apr 20, 2026 | Exercise of Stock Options |
| Dinakar Munagala Officer | Apr 17, 2026 | 50,000 | $127.19K | Apr 17, 2026 | Private Placement |
| Burtech LP LLC 10% Stockholder | May 22, 2025 | 50,000 | $119.00K | May 20, 2025 | Private Placement |
| Burtech LP LLC 10% Stockholder | Apr 28, 2025 | 29,600 | $241.78M | Apr 21, 2025 | Private Placement |
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