Among active 13F managers last quarter, 14 opened and 16 added, while 10 reduced; the largest holder to move was Renaissance Technologies LLC (10× the prior stake). Over the last 180 days, 3 insiders sold and none bought, a net -$1.1M in open-market trades.
The legs disagree, or only one of them leans.
108 tracked 13F filers disclose a position in BZAI as of the latest SEC 13F filings, a combined $50.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.6M | $10.3M | ▲+15% Added · +736K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 3.6M | $6.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | Geode Capital Management, LLC | 2.1M | $2.9M | ▲+20% Added · +362K sh | Q2 2026 | |
| 4 | State Street Corp | 1.6M | $2.2M | ▲+14% Added · +193K sh | Q2 2026 | |
| 5 | UBS Group AG | 1.5M | $2.8M | ▲+15% Added · +199K sh | Q1 2026 | |
| 6 | Renaissance Technologies LLC | 1.4M | $2.6M | ▲10× Added · +1.3M sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 1.2M | $1.7M | ▲16× Added · +1.2M sh | Q2 2026 | |
| 8 | AQR Capital Management LLC | 1.2M | $2.2M | ▲+328% Added · +928K sh | Q1 2026 | |
| 9 | Lazard Asset Management LLC | 1.2M | $2.2M | ▲New +1.2M sh | Q1 2026 | |
| 10 | Morgan Stanley | 913K | $1.7M | ▲+129% Added · +514K sh | Q1 2026 | |
| 11 | Temasek Holdings (Private) Ltd | 857K | $1.2M | ▼−67% Reduced · −1.7M sh | Q2 2026 | |
| 12 | Cantor Fitzgerald, L. P. | 769K | $1.4M | —Held | Q1 2026 | |
| 13 | Themes Management Co LLC | 762K | $1.1M | ▼−9.4% Reduced · −79K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 658K | $1.2M | ▲+7.1% Added · +43K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 585K | $1.1M | ▲+18% Added · +89K sh | Q1 2026 | |
| 16 | AlphaCore Capital LLC | 570K | $787K | ▲+30% Added · +130K sh | Q2 2026 | |
| 17 | Vanguard Portfolio Management LLC | 515K | $937K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 18 | EFG International AG | 431K | $594K | ▲New +431K sh | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 411K | $747K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 272K | $495K | ▼−2.3% Reduced · −6K sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 263K | $478K | ▲+75% Added · +113K sh | Q1 2026 | |
| 22 | IEQ Capital, LLC | 238K | $328K | ▲+63% Added · +92K sh | Q2 2026 | |
| 23 | Bank of New York Mellon Corp | 155K | $282K | ▲+0.3% Added · +406 sh | Q1 2026 | |
| 24 | Forum Financial Management, LP | 125K | $173K | ▲+8.7% Added · +10K sh | Q2 2026 | |
| 25 | JPMorgan Chase & Co | 116K | $183K | ▼−2.9% Reduced · −4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 14 funds opened a new position in BZAI and 16 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 46 funds | $135.7B |
| Alphabet Inc-CL AGOOGL | 46 funds | $54.5B |
| JPMorgan Chase & CoJPM | 46 funds | $21.5B |
| Amazon.com IncAMZN | 45 funds | $63.6B |
| Broadcom IncAVGO | 45 funds | $57.8B |
| Alphabet Inc-CL CGOOG | 45 funds | $42.0B |
| Walmart IncWMT | 45 funds | $12.1B |
| Advanced Micro DevicesAMD | 45 funds | $10.7B |
| Arista Networks IncANET | 45 funds | $8.3B |
| Apple IncAAPL | 44 funds | $105.4B |
| Microsoft CorpMSFT | 44 funds | $91.2B |
| Meta Platforms Inc-Class AMETA | 44 funds | $37.8B |
Ranked by how many of BZAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BZAI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Cannestra Anthony | Director | Sell (S) | 50K | $68K |
| Jul 1, 2026 | Sehmi Harminder | Chief Financial Officer | Sell (S) | 41K | $56K |
| Jun 8, 2026 | Cannestra Anthony | Director | Sell (S) | 50K | $84K |
| Jun 1, 2026 | Sehmi Harminder | Chief Financial Officer | Sell (S) | 41K | $74K |
| May 11, 2026 | Cannestra Anthony | Director | Sell (S) | 50K | $93K |
| May 1, 2026 | Sehmi Harminder | Chief Financial Officer | Sell (S) | 41K | $80K |
| Apr 20, 2026 | Sehmi Harminder | Chief Financial Officer | Sell (S) | 123K | $281K |
| Apr 17, 2026 | Munagala Dinakar | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 100K | $254K |
| Apr 6, 2026 | Cannestra Anthony | Director | Sell (S) | 50K | $88K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 39 | 21 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.1M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BZAI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BZAI/capital-change-brief"
Use Arkolith's capital_change_brief for BZAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for BZAI. Filings are public domain, sourced to SEC EDGAR.