BLZE
Backblaze, Inc. · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +2.9% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | +7 | 22.17M | $350.82M | +14 | −6 |
| Q1 2026 | 66 | +2 | 17.75M | $61.25M | +7 | −5 |
| Q4 2025 | 64 | +1 | 19.65M | $91.58M | +1 | — |
| Q3 2025 | 18 | 0 | 13.79M | $127.96M | — | — |
| Q2 2025 | 15 | +2 | 10.77M | $59.25M | +2 | — |
| Q1 2025 | 10 | 0 | 4.31M | $20.82M | +1 | −1 |
| Q4 2024 | 10 | -1 | 3.86M | $23.21M | — | −1 |
| Q3 2024 | 10 | +1 | 2.81M | $17.94M | +1 | — |
| Q2 2024 | 9 | — | 2.77M | $17.00M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.59M | — | $19.75M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 2 | The Vanguard Group ✦ (passive) | 2.56M | — | $14.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (passive) | 1.17M | +13.6% | $6.43M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 842.48K | +22.9% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Millennium Management ✦ | 770.88K | -6.6% | $4.24M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Marshall Wace ✦ | 651.20K | +11.8% | $3.58M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 437.92K | +13.0% | $2.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 203.78K | -49.3% | $1.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 180.61K | New | $993,350 | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 144.29K | +63.5% | $793,597 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Two Sigma Investments ✦ | 131.52K | -4.3% | $723,344 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 42.27K | -72.2% | $232,496 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 26.73K | +37.9% | $148,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 14.40K | New | $79,200 | 0.0% | New | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 6.33K | — | $34,795 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $993,350 | 0.0% |
| GAMCO Investors | $79,200 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 135 holders, 28.91M shares, $93.04M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 2.11K sh · $33,380
Officer, Director · 12.86K sh · $203,366
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology