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Blaize Holdings, Inc.

BZAI
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001871638

In the last 90 days, Blaize Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 121 institutions reported holding it in 13F filings for Q2 2026, worth $52.4M in total; no superinvestor holds it.

Other share classesBZAIW

13F holders, Q4 2025

Institutional positions in Blaize Holdings, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
98
+23 vs. Q3 2025
Shares held
29.0M
+4.88M (+20.2%) vs. Q3 2025
Total value
$56.6M
−$38.3M (−40.3%) vs. Q3 2025
New holders
29
33 more added
Sold out
6
17 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BZAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 98 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 37 institutionsQ2 2025: 40 institutionsQ3 2025: 75 institutionsQ4 2025: 98 institutionsQ1 2026: 110 institutionsQ2 2026: 121 institutions
Value heldQ4 2025: $56.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $46.0MQ2 2025: $44.4MQ3 2025: $94.9MQ4 2025: $56.6MQ1 2026: $54.2MQ2 2026: $52.4M
Institutions holding BZAI and their total value by quarter
QuarterHoldersValue
Q2 2026121$52.4M
Q1 2026110$54.2M
Q4 202598$56.6M
Q3 202575$94.9M
Q2 202540$44.4M
Q1 202537$46.0M
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Blaize Holdings, Inc.; share changes are against Q3 2025.

Institutions holding BZAI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Temasek Holdings (Private) Ltd6,353,023$12.4M0.04%00.0%Unchanged
BlackRock, Inc.4,908,722$9.57M0.00%+250,048+5.4%Added
Vanguard Group Inc3,893,026$7.59M0.00%+305,028+8.5%Added
Geode Capital Management, LLC1,536,900$3.00M0.00%+66,178+4.5%Added
UBS Group AG1,343,035$2.62M0.00%+813,121+153.4%Added
State Street Corp1,292,591$2.52M0.00%+29,222+2.3%Added
Millennium Management LLC967,607$1.89M0.00%+967,607New
Marshall Wace, LLP859,131$1.68M0.00%−338,922−28.3%Reduced
Cantor Fitzgerald, L. P.769,231$1.50M0.04%+769,231New
Northern Trust Corp614,245$1.20M0.00%−17,029−2.7%Reduced
Citadel Advisors LLC510,871$996.2K0.00%+487,444+2,080.7%Added
Charles Schwab Investment Management Inc496,226$967.6K0.00%+16,727+3.5%Added
Morgan Stanley398,362$776.8K0.00%+282,090+242.6%Added
Polar Asset Management Partners Inc.389,127$758.8K0.02%+389,127New
Jane Street Group, LLC347,073$676.8K0.00%+308,703+804.5%Added
AlphaCore Capital LLC328,727$641.0K0.01%+146,000+79.9%Added
AQR Capital Management LLC282,961$551.8K0.00%+282,961New
Goldman Sachs Group Inc278,178$542.4K0.00%+266,441+2,270.1%Added
Raymond James Financial Inc221,281$431.5K0.00%+34,886+18.7%Added
X-Square Capital, LLC200,000$390.0K0.13%+200,000New
Notable Capital Management, L.L.C.163,670$319.2K0.44%00.0%Unchanged
Bank of New York Mellon Corp154,426$301.1K0.00%−1,366−0.9%Reduced
Susquehanna International Group, LLP149,887$292.3K0.00%−140,327−48.4%Reduced
Barclays PLC135,013$263.3K0.00%+21,475+18.9%Added
Renaissance Technologies LLC134,063$261.4K0.00%+48,663+57.0%Added
JPMorgan Chase & Co119,493$233.0K0.00%+60,497+102.5%Added
Forum Financial Management, LP115,488$225.2K0.00%00.0%Unchanged
Two Sigma Investments, LP113,576$221.5K0.00%+67,502+146.5%Added
Nuveen, LLC92,462$180.3K0.00%00.0%Unchanged
Wells Fargo & Company85,732$167.2K0.00%+36,765+75.1%Added
Bank of America Corp84,246$164.3K0.00%+62,691+290.8%Added
ProShare Advisors LLC84,109$164.0K0.00%+71,587+571.7%Added
B. Riley Financial, Inc.83,353$162.5K0.07%+83,353New
Quantbot Technologies LP79,255$154.5K0.01%+9,918+14.3%Added
Atom Investors LP74,172$144.6K0.01%+74,172New
Verition Fund Management LLC74,035$144.4K0.00%+47,480+178.8%Added
Deutsche Bank AG71,226$138.9K0.00%+4,472+6.7%Added
Mariner, LLC66,344$129.4K0.00%+15,844+31.4%Added
Franklin Resources Inc62,540$122.0K0.00%−500,827−88.9%Reduced
Platform Technology Partners59,333$115.7K0.02%−9,000−13.2%Reduced
Two Sigma Securities, LLC55,017$107.3K0.01%+55,017New
Rhumbline Advisers52,277$101.9K0.00%−11,018−17.4%Reduced
Bridgeway Capital Management, LLC50,000$97.5K0.00%00.0%Unchanged
Gryphon Financial Partners LLC49,954$97.4K0.01%00.0%Unchanged
ExodusPoint Capital Management, LP46,536$90.7K0.00%+46,536New
Aristides Capital LLC43,855$85.5K0.03%+43,855New
Invesco Ltd.40,507$79.0K0.00%+261+0.6%Added
Price T Rowe Associates Inc39,200$77.0K0.00%00.0%Unchanged
Group One Trading, L.P.38,596$75.3K0.00%+38,596New
Vivaldi Capital Management, LLC37,439$73.0K0.01%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.36,066$70.3K0.00%−139,443−79.5%Reduced
Virtu Financial LLC33,641$66.0K0.00%+21,589+179.1%Added
Intech Investment Management LLC32,589$63.5K0.00%+32,589New
SG Americas Securities, LLC27,092$53.0K0.00%−2,335−7.9%Reduced
Manufacturers Life Insurance Company, The24,808$48.4K0.00%−382−1.5%Reduced
Citigroup Inc24,043$46.9K0.00%+1,758+7.9%Added
New York State Common Retirement Fund23,200$45.2K0.00%−6,400−21.6%Reduced
Commonwealth Equity Services, LLC23,043$44.9K0.00%+23,043New
Vontobel Holding Ltd.20,869$40.7K0.00%+598+3.0%Added
Leonteq Securities AG20,161$39.3K0.00%00.0%Unchanged
MetLife Investment Management19,810$38.6K0.00%−25,878−56.6%Reduced
Cetera Investment Advisers19,659$38.3K0.00%+19,659New
Pine Harbor Wealth Management, LLC18,181$35.5K0.01%00.0%Unchanged
Chicago Partners Investment Group LLC18,475$34.5K0.00%+18,475New
Police & Firemen's Retirement System of New Jersey17,714$34.5K0.00%00.0%Unchanged
Voleon Capital Management LP17,650$34.4K0.00%+17,650New
Squarepoint Ops LLC17,590$34.3K0.00%−110,736−86.3%Reduced
BNP Paribas Arbitrage, SA16,983$33.1K0.00%+822+5.1%Added
Bank of Montreal15,328$29.7K0.00%+15,328New
Caitong International Asset Management Co., Ltd15,119$29.5K0.01%+15,119New
D.A. Davidson & Co.14,500$28.3K0.00%−4,817−24.9%Reduced
LPL Financial LLC14,179$27.6K0.00%00.0%Unchanged
STRS Ohio13,300$25.9K0.00%00.0%Unchanged
Resurgent Financial Advisors LLC13,200$25.7K0.01%+13,200New
Voya Investment Management LLC12,632$24.6K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC11,977$23.4K0.00%+11,977New
Wealthfront Advisers LLC10,326$20.1K0.00%+10,326New
Legal & General Group Plc7,446$14.5K0.00%00.0%Unchanged
FMR LLC6,916$13.5K0.00%+6,499+1,558.5%Added
Russell Investments Group, Ltd.6,318$12.3K0.00%+38+0.6%Added
Ameritas Investment Partners, Inc.6,118$11.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,191$10.1K0.00%−2,388−31.5%Reduced
California State Teachers Retirement System4,777$9.31K0.00%+4,777New
Royal Bank of Canada3,048$6.00K0.00%+2,432+394.8%Added
Amalgamated Bank2,441$5.00K0.00%+69+2.9%Added
CWM, LLC2,803$5.00K0.00%+2,803New
Sterling Capital Management LLC2,109$4.11K0.00%+192+10.0%Added
Federation des caisses Desjardins du Quebec2,000$3.90K0.00%00.0%Unchanged
GAMMA Investing LLC1,328$2.59K0.00%+1,328New
Sound Income Strategies, LLC1,000$2.26K0.00%00.0%Unchanged
GWM Advisors LLC10,000$2.00K0.00%−27,300−73.2%Reduced
Advisor Group Holdings, Inc.1,000$1.95K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC138$2690.00%+138New
Essential Partners LLC103$2010.00%+103New
Allworth Financial LP54$1060.00%+54New
IFP Advisors, Inc30$580.00%+30New
Tradewinds Capital Management, LLC20$390.00%+20New
SBI Securities Co., Ltd.1$20.00%−50−98.0%Reduced
RK Capital Management, LLC0$00.00%−244,777−100.0%Sold out
XTX Topco Ltd0$00.00%−106,277−100.0%Sold out