BZAI — BLAIZE HLDGS INC
As of Q2 2026, 27 SEC-registered investment managers reported holding BZAI (BLAIZE HLDGS INC) in their latest 13F filings, with a combined reported value of $32.71M across 23.76M shares. That is +26.6% by share count (+5.00M shares) versus the previous quarter, while reported value moved -4.0%. Ownership is concentrated: the five largest holders account for 63.9% of reported value and the top ten for 88.0%.
Compared with the prior quarter, 5 opened new positions, 18 added to existing stakes, 3 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BZAI is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 7.39M | $10.19M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 3.89M | $7.59M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 2.14M | $2.95M | 0.00% | Add |
| Lazard Asset Management history | Q2 2026 | 1.99M | $2.74M | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 1.40M | $2.56M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 1.82M | $2.52M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 1.81M | $2.50M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 1.61M | $2.22M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 1.50M | $2.07M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 940.79K | $1.30M | 0.00% | Add |
| Temasek Holdings history | Q2 2026 | 857.22K | $1.18M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 817.91K | $1.13M | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 773.38K | $1.07M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 720.62K | $994.45K | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 371.73K | $512.98K | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 279.86K | $386.21K | 0.00% | New |
| Two Sigma Investments history | Q4 2025 | 113.58K | $221.47K | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 157.82K | $217.79K | 0.00% | Add |
| Balyasny Asset Management history | Q1 2026 | 109.52K | $199.32K | 0.00% | New |
| Franklin Resources history | Q2 2026 | 98.25K | $135.59K | 0.00% | Add |
New Positions (Q2 2026)
- Marshall Wace 1.61M sh · $2.22M
- Millennium Management 817.91K sh · $1.13M
- D. E. Shaw & Co 279.86K sh · $386.21K
- JPMorgan Chase & Co 46.41K sh · $64.04K
- Point72 Asset Management 40.00K sh · $55.20K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 1.40M sh · $2.56M
- Balyasny Asset Management sold 109.52K sh · $199.32K
- Manulife Financial sold 25.57K sh · $46.55K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| BlackRock Inc | 966.58K | 966.58K | 4.66M | 4.91M | 5.64M | 7.39M |
| Geode Capital Management | 652.65K | 655.68K | 1.47M | 1.54M | 1.77M | 2.14M |
| Lazard Asset Management | — | — | — | — | 1.20M | 1.99M |
| Citadel Advisors | 121.20K | 130.41K | 391.53K | 634.37K | 273.48K | 1.82M |
| UBS Group AG | 338.93K | 180.11K | 529.91K | 1.34M | 1.54M | 1.81M |
| Marshall Wace | — | — | 1.20M | 859.13K | — | 1.61M |
| AQR Capital Management | — | — | — | 282.96K | 1.21M | 1.50M |
| Morgan Stanley | 23.99K | 4.29K | 116.27K | 398.36K | 912.78K | 940.79K |
| Temasek Holdings | 6.35M | 6.35M | 6.35M | 6.35M | 2.59M | 857.22K |
| Millennium Management | — | — | — | 967.61K | — | 817.91K |
| Northern Trust Corp | 119.64K | 137.33K | 631.27K | 614.25K | 657.66K | 773.38K |
| Charles Schwab Investment Management | 318.57K | 319.82K | 479.50K | 496.23K | 585.45K | 720.62K |
| Goldman Sachs Group | 172.16K | — | 11.74K | 278.18K | 271.86K | 371.73K |
| D. E. Shaw & Co | — | — | — | — | — | 279.86K |
| BNY Mellon | — | — | 155.79K | 154.43K | 154.83K | 157.82K |
| Franklin Resources | 3.69M | 3.69M | 563.37K | 62.54K | 62.54K | 98.25K |
| Wells Fargo & Co | — | — | 48.97K | 85.73K | 32.38K | 78.48K |
| Deutsche Bank AG | — | — | 66.75K | 71.23K | 71.23K | 73.65K |
| Bank of America Corp | 73.64K | 606 | 21.55K | 84.25K | 93.84K | 72.60K |
| JPMorgan Chase & Co | — | 1.44K | 29.50K | 119.49K | — | 46.41K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details