BZAI

Blaize Holdings Inc$1.03 8.41%
Information TechnologyUSCUSIP 092915107· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
91
+7 QoQ
13F Value (tracked)
$51.8M
Insider Net · 180d
-$1.1M
0↑ 3↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)24 adding · 6 trimming
Insider net (180d)-$1.1M

Price & smart-money activity

$1.03 8.41%4Y -89.4%
$0.95$4.74$8.53$12.33$16.1220222023202420252026712319921925151023
Hover for who · click for detailEnd-of-day closing prices52w $1.02 – $6.29

Who owns BZAI?

91 tracked 13F filers

91 tracked 13F filers disclose a position in BZAI as of the latest SEC 13F filings, a combined $51.8M 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$10.3M
5.6M
+15%
Added · +736K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$6.5M
3.6M
First observed position
No prior filed position
Q1 2026
3Temasek Holdings (Private) Ltd
$4.7M
2.6M
−59%
Reduced · −3.8M sh
Q1 2026
4GEODE CAPITAL MANAGEMENT, LLC
$3.2M
1.8M
+15%
Added · +238K sh
Q1 2026
5UBS Group AG
$2.8M
1.5M
+15%
Added · +199K sh
Q1 2026
6RENAISSANCE TECHNOLOGIES LLC
$2.6M
1.4M
10×
Added · +1.3M sh
Q1 2026
7STATE STREET CORP
$2.5M
1.4M
+6.7%
Added · +87K sh
Q1 2026
8AQR CAPITAL MANAGEMENT LLC
$2.2M
1.2M
+328%
Added · +928K sh
Q1 2026
9LAZARD ASSET MANAGEMENT LLC
$2.2M
1.2M
New
+1.2M sh
Q1 2026
10MORGAN STANLEY
$1.7M
913K
+129%
Added · +514K sh
Q1 2026
11CANTOR FITZGERALD, L. P.
$1.4M
769K
Held
Q1 2026
12Themes Management Co LLC
$1.1M
762K
−9.4%
Reduced · −79K sh
Q2 2026
13NORTHERN TRUST CORP
$1.2M
658K
+7.1%
Added · +43K sh
Q1 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$1.1M
585K
+18%
Added · +89K sh
Q1 2026
15VANGUARD PORTFOLIO MANAGEMENT LLC
$937K
515K
First observed position
No prior filed position
Q1 2026
16AlphaCore Capital LLC
$801K
440K
+34%
Added · +112K sh
Q1 2026
17VANGUARD FIDUCIARY TRUST CO
$747K
411K
First observed position
No prior filed position
Q1 2026
18GOLDMAN SACHS GROUP INC
$495K
272K
−2.3%
Reduced · −6K sh
Q1 2026
19SUSQUEHANNA INTERNATIONAL GROUP, LLP
$478K
263K
+75%
Added · +113K sh
Q1 2026
20Vontobel Holding Ltd.
$296K
162K
+678%
Added · +142K sh
Q1 2026
21Bank of New York Mellon Corp
$282K
155K
+0.3%
Added · +406 sh
Q1 2026
22IEQ CAPITAL, LLC
$265K
146K
New
+146K sh
Q1 2026
23LOS ANGELES CAPITAL MANAGEMENT LLC
$259K
142K
New
+142K sh
Q1 2026
24JPMORGAN CHASE & CO
$183K
116K
−2.9%
Reduced · −4K sh
Q1 2026
25Nuveen, LLC
$211K
116K
+25%
Added · +23K 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.

Is BZAI being bought or sold by institutions?

Last quarter, 11 funds opened a new position in BZAI and 13 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
11
funds
Added
13
funds
Reduced
6
funds
Exited
0
funds

Funds that own BZAI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT33 funds$10.5B
AMAZON.COM INCAMZN33 funds$8.4B
META PLATFORMS INC-CLASS AMETA33 funds$4.7B
TESLA INCTSLA33 funds$2.9B
HOME DEPOT INCHD33 funds$1.5B
LAM RESEARCH CORPLRCX33 funds$1.4B
ORACLE CORPORCL33 funds$1.1B
SALESFORCE INCCRM33 funds$1.0B
ADVANCED MICRO DEVICESAMD33 funds$935.6M
WELLS FARGO & COWFC33 funds$895.9M
AIRBNB INC-CLASS AABNB33 funds$881.6M
ARISTA NETWORKS INCANET33 funds$665.3M

Ranked by how many of BZAI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$1.1M
3 insiders
Net
-$1.1M
10 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 6, 2026Cannestra AnthonyDirectorSell (S)50K$68K
Jul 1, 2026Sehmi HarminderChief Financial OfficerSell (S)41K$56K
Jun 8, 2026Cannestra AnthonyDirectorSell (S)50K$84K
Jun 1, 2026Sehmi HarminderChief Financial OfficerSell (S)41K$74K
May 11, 2026Cannestra AnthonyDirectorSell (S)50K$93K
May 1, 2026Sehmi HarminderChief Financial OfficerSell (S)41K$80K
Apr 20, 2026Sehmi HarminderChief Financial OfficerSell (S)123K$281K
Apr 17, 2026Munagala DinakarChief Executive Officer, DirectorSell (S)50K$127K
Apr 17, 2026Munagala DinakarChief Executive Officer, DirectorSell (S)50K$127K
Apr 6, 2026Cannestra AnthonyDirectorSell (S)50K$88K

Institutional ownership over time

90 funds+63 since Q1 2025
04590Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $52.3M · 1 values withheld

Recent filings

15 shown

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BZAI/capital-change-brief"
Ask your agent
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 + end-of-day price history + the live filing stream, joined for BZAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.