Blaize Holdings, Inc. filings document an AI computing company with publicly traded common stock and warrants and a capital structure that includes equity financing arrangements, registration rights agreements and security-holder rights provisions. Form 8-K reports cover results of operations, preliminary revenue disclosures, material definitive agreements, private placements, stock purchase facilities and commercial contract disclosures tied to the Blaize AI platform.
Proxy and governance filings describe annual meeting matters, director and stockholder voting procedures, and corporate governance. Other material-event filings document the limited-duration stockholder rights plan, including preferred stock purchase rights, security-holder modifications and related capital-structure terms.
Blaize Holdings, Inc. reported second-quarter 2026 revenue of $12.0 million, up from $2.7 million in the first quarter and $2.0 million a year earlier. Growth was driven by edge AI and Hybrid AI Platform activity, including a first European order and increased Asia-Pacific demand.
Profitability deteriorated, with gross margin at 8% versus 58% in the prior quarter and 59% a year ago, reflecting a mix shift toward lower-margin third-party server hardware. Net loss was $28.8 million and Adjusted EBITDA loss was $20.9 million. Cash and cash equivalents were $36.8 million at June 30, 2026, up from $33.2 million at March 31, 2026.
The company updated its 2026 outlook to revenue of $40.0–$43.0 million and Adjusted EBITDA loss of $62.0–$65.0 million, citing slower conversion of opportunities and higher memory pricing. Blaize signed a binding agreement for 2,000 servers worth about $70.0 million, expecting roughly $20.0 million as 2026 revenue and about $50.0 million as contracted backlog for 2027.
Blaize Holdings, Inc. shareholder Dinakar Munagala filed Amendment No. 3 to update his beneficial ownership of the company’s common stock. He beneficially owns 9,259,316 shares, consisting of 501,422 shares of Common Stock and 8,757,894 shares underlying stock options that are vested or expected to vest within 60 days. This represents 6.0% of the 144,832,039 shares of Common Stock outstanding as of August 2, 2026, and excludes 1,371,303 earn-out shares.
Munagala has sole voting and sole dispositive power over these shares. Since Amendment No. 2, options to purchase 1,263,423 shares have vested, and he sold 50,000 shares of Common Stock pursuant to a 10b5-1 Plan entered into on December 12, 2025, with no other transactions reported.
BlackRock, Inc. reported a significant ownership position in Blaize Holdings Inc. common stock. BlackRock disclosed that its reporting business units beneficially own 7,237,904 shares of Blaize Holdings common stock, representing 5.1% of the outstanding class.
BlackRock reported sole voting power over 7,168,747 shares and sole dispositive power over 7,237,904 shares, with no shared voting or dispositive power. The shares are held across various clients and accounts of BlackRock’s subsidiaries and affiliates, and various persons have rights to dividends or sale proceeds, but no single person has more than 5% of Blaize’s outstanding common shares.
The securities are being reported on a Schedule 13G filed by BlackRock, Inc., a Delaware corporation, acting as a parent holding company for the reporting business units identified in an exhibit. The filing is signed by a Managing Director under a Power of Attorney.
Blaize Holdings, Inc. Chief Revenue Officer Stephen Paul Patak reported routine equity compensation activity. On July 12, 2026, 2,500 Restricted Stock Units vested and were converted into 2,500 shares of common stock, while 609 shares were surrendered in a tax-withholding disposition. Following these transactions, he holds 4,391 shares of common stock directly, 15,000 Restricted Stock Units, and a stock option covering 800,000 shares of common stock at an exercise price of $1.18 per share expiring on March 29, 2036. The filing notes that the restricted stock units vest in eight quarterly installments beginning April 12, 2026, and the stock options vest 25% on January 12, 2027 and quarterly thereafter.
Ava Investors S.A., Ava Private Markets S.a r.l., and related individuals report their equity position in Blaize Holdings, Inc. They collectively report beneficial ownership of 6,973,432 shares of Blaize common stock, representing 4.90% of the class. These shares are held by Ava Private Markets S.a r.l. and affiliates, with Ava Investors S.A. acting as investment manager and exercising investment power. The transaction underlying this amendment is described as a distribution of common stock for no consideration. The reported percentage of class is based on 142,299,461 Blaize common shares outstanding as referenced in a recent quarterly report, before giving effect to an additional 2,000,000 shares issued and disclosed in a current report.
Blaize Holdings, Inc. reported that director Bess Lane, through affiliated entity Bess Ventures and Advisory, LLC, was issued 2,000,000 shares of Common Stock on July 7, 2026. The shares were issued to Bess Ventures in settlement of a disagreement related to a letter agreement dated February 15, 2024. Following this issuance, Bess Ventures holds 14,446,783 shares indirectly attributed to Lane, and a separate trust associated with Lane holds 389,968 shares.
Blaize Holdings investor Lane Bess and affiliated entities report beneficial ownership of 15,021,985 shares of common stock, or about 10.4% of the company. The filing details how this stake arose from the Blaize/BurTech business combination, secured lending to the SPAC sponsor, foreclosure on 3,500,000 collateral shares, and a subsequent settlement in which Bess Ventures received an additional 2,000,000 shares on July 7, 2026.
Bess, who serves as Chairman of the Board, holds shares directly, through Bess Ventures & Advisory, LLC, and through the Destin Huang Irrevocable Trust, and may acquire or dispose of Blaize securities over time for investment purposes.
Blaize Holdings, Inc. entered into a Settlement Agreement through its subsidiary Blaize, Inc. with Bess Ventures and Advisory LLC to resolve disagreements related to a February 15, 2024 letter agreement. As consideration, the company issued 2,000,000 shares of common stock to Bess Ventures. Bess Ventures is owned and managed by Lane M. Bess, chair of the Board, and the transaction was reviewed and approved by all disinterested Board members. The shares were issued as unregistered securities under Section 4(a)(2) and Rule 506(b) of Regulation D, to an accredited investor, with no underwriters, no commissions, and transfer restrictions under securities laws.
Blaize Holdings, Inc. director Anthony Cannestra reported an options exercise and share sale in common stock. He exercised 50,000 stock options at an exercise price of $0.57 per share and sold 50,000 shares of common stock at a weighted average price of $1.35 per share, both transactions carried out under a pre-arranged Rule 10b5-1 trading plan.
Following these transactions, he reported no directly held common shares, but continues to hold equity exposure through derivatives, including earnout rights over 91,327 underlying shares, restricted stock units over 212,500 and 75,258 underlying shares, and employee stock options over 8,824, 350,970, and 146,237 underlying shares with various exercise prices and expirations.
Blaize Holdings, Inc. Chief Financial Officer Harminder Sehmi sold 40,609 shares of common stock in an open-market transaction. The shares were sold at a weighted average price of $1.37 per share, with individual trades ranging from $1.33 to $1.40, under a Rule 10b5-1 trading plan adopted on December 12, 2025.
Following the sale, Sehmi directly holds 259,773 shares of common stock. He also holds several equity-based awards, including employee stock options to purchase shares of common stock at exercise prices such as $1.18 and $0.57 per share, as well as restricted stock units and earnout shares that can convert into additional common stock if service and performance conditions are met.