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BZAI · Blaize Holdings, Inc.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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BZAI

Blaize Holdings, Inc.
SEMICONDUCTORS & ELECTRONICS · SEMICONDUCTORS & RELATED DEVICES · CIK 0001871638
FORM 144 · 2☆ WATCH
INSIDER NET · 180D
-$1.1M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
90
13F, latest reported quarter
REVENUE GROWTH
+2386.0%
XBRL, annual
NET MARGIN
-535.6%
CONVERSIONS · 180D
10
codes C/M, not in net · $430.4K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$1.1M over 180 days
-$207.1K over 90 days
more than 66% of Semiconductors & Electronics
CONGRESS
no member of Congress has reported trading it
FUNDS
90 funds added or opened last quarter
below 58% of Semiconductors & Electronics
REVENUE
+2386.0% year over year
the highest in Semiconductors & Electronics
MARGIN
-535.6% net margin
below 97% of Semiconductors & Electronics
BUYBACKS
$47.0K repurchased, FY to 2026-06-30
below 98% of Semiconductors & Electronics
SHORT
12.6% of shares outstanding short · 5.1 days to cover · settled 2026-07-31
more than 87% of Semiconductors & Electronics
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$1.1M across 3 people in 180 days.
90 funds added or opened positions in the latest 13F quarter, of 138 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -86.6%
-86.6%12M
-87%-30%+27%+83%2025-092025-102025-122026-032026-052026-072026-09 2026-04-20 · Sehmi Harminder sold $281.5K2026-04-17 · Munagala Dinakar sold $127.0K2026-04-17 · Munagala Dinakar sold $127.0K2026-05-11 · Cannestra Anthony sold $92.5K2026-04-06 · Cannestra Anthony sold $87.5K2026-06-08 · Cannestra Anthony sold $84.0K2026-05-01 · Sehmi Harminder sold $80.0K2026-06-01 · Sehmi Harminder sold $73.9K2026-07-06 · Cannestra Anthony sold $67.5K2026-07-01 · Sehmi Harminder sold $55.6K2026-07-06 · ANTHONY CANNESTRA filed to sell $67.7K2026-07-01 · HARMINDER SEHMI filed to sell $56.0K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $1.1M sold by insiders over 180 days, 90 funds added last quarter, $123.8K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Blaize Holdings, Inc. insiders sold a net $1.1M of stock across 10 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Cannestra Anthony
Director
SELL
2026-07-06
50,000.0
$67.5K
Sehmi Harminder
Chief Financial Officer
SELL
2026-07-01
40,609.0
$55.6K
Cannestra Anthony
Director
SELL
2026-06-08
50,000.0
$84.0K
Sehmi Harminder
Chief Financial Officer
SELL
2026-06-01
40,609.0
$73.9K
Cannestra Anthony
Director
SELL
2026-05-11
50,000.0
$92.5K
10 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
7,387,308.0 sh
$10.2M
VANGUARD CAPITAL MANAGEMENT LLC
4,654,065.0 sh
$6.4M
GEODE CAPITAL MANAGEMENT, LLC
2,136,932.0 sh
$2.9M
LAZARD ASSET MANAGEMENT LLC
1,986,835.0 sh
$2.7M
UBS Group AG
1,807,978.0 sh
$2.5M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
ANTHONY CANNESTRA
FILED 2026-07-06
$67.7K
HARMINDER SEHMI
FILED 2026-07-01
$56.0K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Themes Generative Artificial Intelligence ETF
$1.5M POSITION · AS OF 2026-03-31
5.0%
Ultra-Small Company Market Fund
$186.6K POSITION · AS OF 2026-03-31
0.2%
iShares Micro-Cap ETF
$400.7K POSITION · AS OF 2026-03-31
0.0%
Small Cap Core Fund
$62.0K POSITION · AS OF 2026-03-31
0.0%
1290 VT Micro Cap Portfolio
$26.7K POSITION · AS OF 2026-03-31
0.0%
PD Small-Cap Growth Index Portfolio
$10.8K POSITION · AS OF 2026-03-31
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122025-012024-122023-12
REVENUE$38.6M$1.6M
GROSS PROFIT$6.2M$975.0K
OPERATING INCOME$-103.8M$-47.6M$-3.4M
NET INCOME$-206.9M$-61.2M$1.3M
EPS (DILUTED)-1.98-3.50
OPERATING CASH FLOW$-73.8M$-53.5M$-2.3M
CASH$45.8M$50.2M$0
BUYBACKS$33.1M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →