BLZE at a glance
Backblaze, Inc. (BLZE, SEC CIK 1462056) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 24, 2026 and Form 4 insider filings as recently as August 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Backblaze, Inc. (BLZE) reported revenue of $145.8 million (up 14.3% from FY2024) and a net loss of $25.6 million. Diluted EPS was -$0.46.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Backblaze, Inc. (BLZE) shares worth $240.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Budman Gleb on August 21, 2026 of 12,855 shares at $15.82 per share.
- In the last 90 days, BLZE insiders reported 0 open-market purchases ($0) and 2 open-market sales ($237K) on Form 4, a net sale of $237K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $145.8M
- +14.3% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$237K
- 13F holders
- 28 funds
- $240.3M · +3 vs prior quarter
- Latest 8-K
- Aug 24, 2026
- Item 3.02 · Item 8.01 · Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- B2 Cloud Storage ARR $113.3M, up $31.5M or 39% YoY
- Computer Backup ARR $64.0M, down $1.3M YoY; NRR 94% vs 99%
- B2 Cloud Storage NRR 113% vs 114%; gross retention 89% unchanged
- CoreWeave agreement estimated contract value $335.1M, less $21.7M warrant fair value
- Additional restructuring charges $2.4M–$3.7M expected through first quarter 2027
Risk Factors
- New risk: workforce misalignment after headcount reductions and hiring constraints, threatening customer commitments and product roadmap execution
- Profitability risk: six-month net loss $11.2 million and accumulated deficit $232.8 million as of June 30, 2026
- Cybersecurity risk: AI-enabled attacks may rapidly exploit zero-day and unpatched vulnerabilities before remediation
- Operational risk: October 2025 data-center cooling failure highlighted potential service disruptions from infrastructure equipment failures
- Customer concentration risk: enterprise, neocloud, and AI expansion may concentrate revenue among fewer large customers
AI summary of the BLZE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 3.02: Unregistered Sales of Equity Securities
- Notes resold to qualified institutional buyers under Rule 144A, avoiding a registered public offering
- Up to 11,922,393 common shares issuable upon conversion, subject to anti-dilution adjustments
Item 8.01: Other Events
- Backblaze priced a notes offering on August 19, 2026, creating new debt obligations for the company
- BofA Securities serves as representative for the initial purchasers
Item 1.01: Entry into a Material Definitive Agreement
- $201.25M zero-interest convertible notes due 2031, providing long-term financing without regular cash interest
- Initial conversion price approximately $21.94 per share, versus $16.88 reference price; potential future equity dilution
Item 8.01: Other Events
- Planned $150 million convertible senior notes due 2031, offered privately to qualified institutional buyers
- Proceeds earmarked partly for capped call transactions and partly for general purposes, including capital expenditures
Item EX-99.1: Item EX-99.1
- Proposed $150 million convertible senior notes due 2031, with a $22.5 million over-allotment option
- Senior unsecured debt, creating future repayment obligations and potential Class A share dilution
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release and supplemental earnings presentation furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 revenue $42.7M, up 18% YoY; B2 Cloud Storage grew 34% to $26.6M while Computer Backup declined 2% to $16.1M
- Adjusted EBITDA $12.8M, 30% margin, versus $6.6M and 18% in Q2 2025; non-GAAP net income reached $5.0M
AI summaries of BLZE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BLZE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Budman Gleb | Sell | Aug 21, 2026 | 12,855 | $15.82 |
| Suidan Marc | Sell | Aug 21, 2026 | 2,110 | $15.82 |
| Suidan Marc | D | Aug 20, 2026 | 11,083 | $16.24 |
| Budman Gleb | D | Aug 20, 2026 | 11,083 | $16.24 |
| NELSON BARBARA H | A | May 26, 2026 | 19,306 | - |
| FRY EARL E | A | May 26, 2026 | 19,306 | - |
| Carter Miller Jocelyn | A | May 26, 2026 | 19,306 | - |
| D An Evelyn | A | May 26, 2026 | 19,306 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $127.6M | $145.8M |
| Gross Profit | - | $69.3M | $88.8M |
| Operating Income | - | -$46.3M | -$23.6M |
| Net Income | - | -$48.5M | -$25.6M |
| Gross Margin | - | 54.3% | 60.9% |
| Op. Margin | - | -36.3% | -16.2% |
| Net Margin | - | -38.0% | -17.6% |
| Balance Sheet | |||
| Total Assets | $131.7M | $168.6M | $191.8M |
| Equity | $44.9M | $77.6M | $83.2M |
| ROE | - | -62.5% | -30.8% |
| Per Share | |||
| EPS | - | $-1.11 | $-0.46 |
| Cash Flow | |||
| Operating CF | - | $12.5M | $23.5M |
| CapEx | - | $1.7M | $4.7M |
Source: XBRL data in Backblaze, Inc. (BLZE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BLZE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $240.3M |
| Q1 2026 | 25 | $45.0M |
| Q4 2025 | 25 | $62.2M |
| Q3 2025 | 24 | $117.0M |
| Q2 2025 | 23 | $57.1M |
| Q1 2025 | 19 | $33.0M |
| Q4 2024 | 14 | $32.7M |
| Q3 2024 | 12 | $16.5M |
- BlackRock+1.04M (+28%)
- AQR Capital Management+388.3K (+59%)
- Millennium Management+372.1K (+302%)
- FMR LLC (Fidelity)+307.4K (+652%)
- Morgan Stanley+249.0K (+157%)
- D.E. Shaw & Co−688.9K (-93%)
- Renaissance Technologies LLC−410.0K (-35%)
- Vanguard Portfolio Management LLC−94.1K (-13%)
- Ameriprise Financial−21.0K (-12%)
- Invesco Ltd−13.7K (-30%)
- Franklin Resources+128.9K
- StoneX Group Inc.+26.4K
- Truist Financial+12.1K
- U.S. Bancorp+58
- PNC Financial Services+20
- Citadel Advisors LLC−304.9K
- M&T Bank−10.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 170 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BLZE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 10-K | Mar 10, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Feb 24, 2026 | - | - | - |
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BLZE SEC filings: frequently asked questions
Are BLZE insiders buying or selling?
In the last 90 days, Backblaze, Inc. (BLZE) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $236,746 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BLZE stock?
As of June 30, 2026, the largest Backblaze, Inc. (BLZE) holders among the 13F filers tracked by SignalX were BlackRock ($74.9 million), Vanguard Capital Management LLC ($39.9 million), State Street Corp ($19.3 million), AQR Capital Management ($16.7 million), Renaissance Technologies LLC ($12.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BLZE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Backblaze, Inc. (BLZE) reported revenue of $145.8 million (up 14.3% from FY2024) and a net loss of $25.6 million. Diluted EPS was -$0.46. The figures come from the XBRL data in the 10-K.
What did BLZE report in its latest 8-K?
Backblaze, Inc. (BLZE) filed an 8-K on August 24, 2026 reporting Item 3.02 (Unregistered Sales of Equity Securities), Item 8.01 (Other Events) and Item 1.01 (Entry into a Material Definitive Agreement). Notes resold to qualified institutional buyers under Rule 144A, avoiding a registered public offering.
What are the latest BLZE SEC filings?
Backblaze, Inc. (BLZE) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 24, 2026 and a Form 4 insider filing on August 24, 2026.
What is BLZE's SEC CIK number?
Backblaze, Inc. (BLZE)'s SEC Central Index Key (CIK) is 1462056. EDGAR lists every BLZE filing under that number.
Ask anything about BLZE
The research agent reads BLZE's filings, financials, insider trades and 13F holders, then answers with sources.