13FPulse
BZ

BZAI BLAIZE HOLDINGS INC

2026Q2 · CUSIP 092915107 · AI Accelerators · Sector: Semiconductors

Normal

Fund flows are within the usual range

Funds that own it
121
Institutions that reported holding it to the SEC
Net increase in holders
+12
Last quarter 109 → now 121
How unusual is that
Above average
Stronger buying than 73% of US stocks
What the filings say, in one paragraph

121 funds held BZAI at the end of 2026Q2, up 12 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $50M(YoY +1235.6%), return on equity is -189.3%. BZAI has had 1 buying rushes in its history. It sits in the Semiconductors sector, tagged AI Accelerators.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q2: holders=39 2025Q3: holders=75 2025Q4: holders=98 2026Q1: holders=109 2026Q2: holders=121 -36 -18 +0 +18 +36 3582128 25Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 1 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
67
Change in large funds
+5
Total value they hold
$52M
Funds buying for the first time
35
Funds that sold out entirely
23
Price change that quarter
Funds holding puts (bearish)
3
Funds holding calls (bullish)
7

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.49
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+1235.6%
Net margin
-160.8%
ROE
-189.3%
Debt ratio
46.2%
FCF (TTM)
-$83M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2025-03-31: EPS -1.61 2025-06-30: EPS -0.28 2025-09-30: EPS -0.25 2026-03-31: EPS -0.19 2026-06-30: EPS -0.21 0M 12M 24M $M -1.77 -0.89 0.00 20242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-25M-12M0K 202420252026
Latest quarter $-13M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.