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Blaize Holdings, Inc.

BZAI Technology
$1.06 +$0.03 (2.90%)
Market Cap: $153.68 M
Gurus Holding
2
Popularity Rank
#3545
% of Shares Held
1.81%
Net Activity (Q1 2026)
+$4 M

Guru Ownership Trend

Guru Analysis for Blaize Holdings, Inc. (BZAI)

Blaize Holdings, Inc. (BZAI), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.79 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $4 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 947.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$4 M
Total Buy Value
New Buys 0
Additions 2
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
0
Net Buyers
2

FAQs for Blaize Holdings, Inc. (BZAI)

Major holders include Renaissance Technologies (RenTech) ($2.56 M), Cliff Asness ($2.2 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 2.62 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4 M, with 2 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in BZAI during the most recent reporting period.

Yes, 0 managers opened new positions in BZAI, and 2 increased their existing holdings. The total reported buy value was $4 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 947.4% 1,404,159 $2.56 M Q1 2026
0.00% Add 328.1% 1,211,443 $2.2 M Q1 2026
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