Blaize Holdings Inc (BZAI) 13F Ownership Report (Q2 2026)

BZAI ranks #4076 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

BZAI is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

126 institutions disclose a position in BZAI, but none treat it as a major bet — even Themes Management Co LLC, its most concentrated holder, allocates just 0.7% of its own portfolio to it.

Nuveen, LLC has added to its BZAI position for two straight quarters, increasing it by $1.1M to reach $1.3M today.

Temasek Holdings has trimmed its BZAI position for two straight quarters, cutting it by $11.2M while still holding $1.2M.

BZAI is up 4.4% today, and institutions have been net buyers of $16.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BZAI reported a net loss of $81.0M over the trailing twelve months.

• Not yet profitable — net loss of $81.0M over the trailing twelve months
• Revenue grew 1235.6% year over year
• Net income improved year over year, from -$262.7M to -$81.0M
• Operating cash flow was negative, using $73.8M in cash
• Current ratio of 2.23x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.62x equity — within a conventional range