BZAI at a glance
Blaize Holdings, Inc. (BZAI, SEC CIK 1871638) filed its latest 10-K annual report on March 24, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as September 1, 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), Blaize Holdings, Inc. (BZAI) reported revenue of $38.6 million (up 2386.0% from FY2024) and a net loss of $206.9 million. Diluted EPS was -$1.98.
- As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding Blaize Holdings, Inc. (BZAI) shares worth $28.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cannestra Anthony on July 6, 2026 of 50,000 shares at $1.35 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $38.6M
- +2386.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 21 funds
- $28.7M · +1 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 2.05
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $11.985M, up $10.003M YoY from $1.982M, primarily complementary third-party hardware
- Gross margin 7.7% vs 59.4% YoY, with gross profit $0.918M versus $1.178M
- China revenue $11.941M, up from $6K; weakest geography United States revenue $28K versus $1.974M
- Adjusted EBITDA loss $20.863M versus $12.933M, a 61.3% deterioration
- Liquidity dependent on financing; management cites substantial doubt about continuing as a going concern over the next twelve months
Risk Factors
- Securities litigation: August 4, 2026 class action alleges misleading Starshine and NeoTensr contract disclosures
- Contract manufacturing: primary manufacturer termination effective December 14, 2026, threatening hardware supply continuity
- China currency controls: $12.4 million, or 34% of $36.8 million cash, subject to repatriation restrictions
- Customer concentration: key contracts lack minimum purchase commitments, allowing order reductions without penalty or notice
- Liquidity: management identified substantial doubt about continuing as a going concern through one year from issuance
AI summary of the BZAI 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 2.05: Costs Associated with Exit or Disposal Activities
- Workforce reduction affecting approximately 26% of employees, with restructuring substantially complete by December 31, 2026
- Estimated one-time costs of $1.1 million–$1.3 million, mostly employee severance and benefits
Item EX-99.1: Item EX-99.1
- Workforce reduction affecting approximately 26%, signaling significant operating-cost realignment
- Annualized savings projected at $7.5 million–$8.4 million, redirected toward hybrid AI, autonomous systems, and sovereign AI programs
AI summaries of BZAI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BZAI
Don't miss the next BZAI filing
- Alerts as it files. A push when BZAI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BZAI, by share count.
- Ask anything. An AI agent that reads every BZAI filing and answers with sources.
BZAI alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Evans Kimberly Peterson | M | Sep 1, 2026 | 18,750 | - |
| Evans Kimberly Peterson | M | Sep 1, 2026 | 18,750 | - |
| Evans Kimberly Peterson | F | Sep 1, 2026 | 6,728 | $0.49 |
| Lauk Kurt J | A | Aug 13, 2026 | 618,556 | - |
| Patak Stephen Paul | M | Jul 12, 2026 | 2,500 | - |
| Patak Stephen Paul | M | Jul 12, 2026 | 2,500 | - |
| Patak Stephen Paul | F | Jul 12, 2026 | 609 | $1.23 |
| Bess Lane | J | Jul 7, 2026 | 2,000,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6M | $38.6M |
| Gross Profit | - | $975K | $6.2M |
| Operating Income | - | -$5.0M | -$103.8M |
| Net Income | - | -$4.1M | -$206.9M |
| Gross Margin | - | 62.7% | 16.0% |
| Op. Margin | - | -320.2% | -268.8% |
| Net Margin | - | -264.7% | -535.6% |
| Balance Sheet | |||
| Total Assets | $72.6M | $48.3M | $102.2M |
| Equity | - | -$23.4M | $39.0M |
| ROE | - | 17.6% | -530.5% |
| Per Share | |||
| EPS | - | $-3.50 | $-1.98 |
| Cash Flow | |||
| Operating CF | -$2.3M | -$2.8M | -$73.8M |
| CapEx | - | $902K | $788K |
Source: XBRL data in Blaize Holdings, Inc. (BZAI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BZAI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 21 | $28.7M |
| Q1 2026 | 20 | $29.6M |
| Q4 2025 | 20 | $27.9M |
| Q3 2025 | 19 | $52.7M |
| Q2 2025 | 11 | $18.1M |
| Q1 2025 | 9 | $10.5M |
- BlackRock+1.74M (+31%)
- Citadel Advisors LLC+1.17M (+1521%)
- Vanguard Capital Management LLC+1.07M (+30%)
- AQR Capital Management+289.6K (+24%)
- State Street Corp+192.9K (+14%)
- JPMorgan Chase & Co−69.6K (-60%)
- Bank of America Corp−21.2K (-23%)
- FMR LLC (Fidelity)−2.5K (-13%)
- Millennium Management+817.9K
- D.E. Shaw & Co+279.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 100 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BZAI 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 |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Oct 2, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| SC 13G | Jul 27, 2026 | - | - | |
| 4 | Jul 13, 2026 | - | - | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 10-Q | May 14, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
Related Information Technology companies
- AMD · Advanced Micro DevicesSemiconductors & Related Devices
- ALMU · Aeluma, Inc.Semiconductors & Related Devices
- AOSL · ALPHA & OMEGA SEMICONDUCTOR LtdSemiconductors & Related Devices
- AMBA · AMBARELLA INCSemiconductors & Related Devices
- AMBQ · Ambiq Micro, Inc.Semiconductors & Related Devices
- ADI · Analog DevicesSemiconductors & Related Devices
- AMAT · Applied MaterialsSemiconductors & Related Devices
- AAOI · APPLIED OPTOELECTRONICS, INC.Semiconductors & Related Devices
BZAI SEC filings: frequently asked questions
Which institutions hold BZAI stock?
As of June 30, 2026, the largest Blaize Holdings, Inc. (BZAI) holders among the 13F filers tracked by SignalX were BlackRock ($10.2 million), Vanguard Capital Management LLC ($6.4 million), State Street Corp ($2.2 million), AQR Capital Management ($2.1 million), Citadel Advisors LLC ($1.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BZAI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Blaize Holdings, Inc. (BZAI) reported revenue of $38.6 million (up 2386.0% from FY2024) and a net loss of $206.9 million. Diluted EPS was -$1.98. The figures come from the XBRL data in the 10-K.
What did BZAI report in its latest 8-K?
Blaize Holdings, Inc. (BZAI) filed an 8-K on September 30, 2026 reporting Item 2.05 (Costs Associated with Exit or Disposal Activities). Workforce reduction affecting approximately 26% of employees, with restructuring substantially complete by December 31, 2026.
What are the latest BZAI SEC filings?
Blaize Holdings, Inc. (BZAI) filed its latest 10-K annual report on March 24, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on September 1, 2026.
What is BZAI's SEC CIK number?
Blaize Holdings, Inc. (BZAI)'s SEC Central Index Key (CIK) is 1871638. EDGAR lists every BZAI filing under that number.
Ask anything about BZAI
The research agent reads BZAI's filings, financials, insider trades and 13F holders, then answers with sources.