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Blaize Holdings, Inc. SEC Filings

BZAI NASDAQ

Welcome to our dedicated page for Blaize Holdings SEC filings (Ticker: BZAI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Blaize Holdings's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Blaize Holdings's regulatory disclosures and financial reporting.

Rhea-AI Summary

Blaize Holdings, Inc. director Anthony Cannestra exercised stock options for 50,000 shares at an exercise price of $0.57 and sold 50,000 common shares at a weighted average price of $1.75 per share on April 6, 2026, under a pre-arranged Rule 10b5-1 trading plan.

The sale price ranged from $1.72 to $1.79 per share. Following this exercise-and-sell, he reports no directly held common stock from this transaction but continues to hold substantial equity-based awards, including earnout shares, employee stock options at various strike prices, and restricted stock units tied to future vesting conditions.

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Blaize Holdings, Inc. received a Form 4 describing an internal restructuring of its large shareholder entities. Ava-related entities reported an "other" transaction involving 5,145,638 shares of Common Stock, distributed for no consideration. Following the restructuring, Ava Private Markets S.a r.l. and its affiliates hold 11,737,254 shares indirectly. Ava Investors S.A., Raphaelle Mahieu and Benjamin Hazan may be deemed to exercise investment power over these securities but each disclaims beneficial ownership except to the extent of any pecuniary interest.

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Blaize Holdings reports an amended Schedule 13G/A showing 11,737,254 shares of Common Stock (representing 9.56% of the class) held by Ava Investors S.A. / Ava Private Markets.

The filing states the position is based on 122,744,509 shares outstanding as of 03/24/2026 and that the transaction disclosed in the amendment was a distribution of Common Stock for no consideration.

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Blaize Holdings, Inc. General Counsel Kimberly Peterson reported an initial holding of restricted stock units representing 300,000 shares of common stock. These restricted stock units vest 25% on June 1, 2026, with the remaining units vesting in equal quarterly installments thereafter.

Each restricted stock unit is a contingent right to receive one share of Blaize Holdings common stock, meaning Peterson’s equity exposure will increase over time as the units vest, assuming continued service and satisfaction of the vesting conditions.

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Blaize Holdings, Inc. files a prospectus supplement to its Form S-1 registering 18,750,000 shares of Common Stock and updating the Prospectus with information from its Annual Report on March 24, 2026.

The supplement incorporates selected disclosures from the company’s Form 10-K for the fiscal year ended December 31, 2025, including customer concentration, supply chain and manufacturing arrangements, intellectual property counts, employee headcount, and risk factor updates. The supplement should be read together with the Prospectus dated December 18, 2025.

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Blaize Holdings, Inc. is supplementing its S-1 registration to register the resale of 20,326,158 shares of Common Stock by a selling stockholder and 769,231 shares of Common Stock by Cantor.

The prospectus supplement incorporates by reference information from the company’s Form 10-K for the fiscal year ended December 31, 2025, and updates the Prospectus dated August 7, 2025. The filing notes market quotes of $1.10 per share for Common Stock and $0.30 per Warrant on March 23, 2026. Shares outstanding were 122,744,509 as of March 20, 2026.

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Blaize Holdings, Inc. files a prospectus supplement registering 89,550,141 shares of Common Stock, 898,250 warrants and 29,698,250 shares issuable upon exercise of warrants pursuant to its Registration Statement on Form S-1.

The supplement updates the Prospectus to incorporate information from the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and notes market closing prices on March 23, 2026 of $1.10 per share of Common Stock and $0.30 per Warrant. The supplement is filed to amend and supplement the Prospectus dated February 13, 2025.

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Blaize Holdings, Inc. insider Dinakar Munagala filed an amended Schedule 13D/A updating his ownership and disclosing a new preset trading arrangement. He reports beneficial ownership of 8,045,893 shares of common stock, representing 6.2% of the class, based on 122,744,509 shares outstanding as of March 20, 2026.

The stake consists of 551,422 shares of common stock plus 7,494,471 shares underlying stock options that are vested or expected to vest within 60 days, and excludes 1,371,303 earn-out shares. On December 12, 2025 he entered into a Rule 10b5-1 trading plan under which a broker may periodically sell up to an aggregate of 1,864,650 shares of Blaize common stock on his behalf. Since the prior amendment, options to purchase 1,219,590 shares have vested, and no other transactions in the common stock are reported.

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Blaize Holdings, Inc. files its annual report describing an AI-focused computing business and continued heavy losses, raising substantial doubt about its ability to continue as a going concern.

The company develops AI accelerators, cards and software, outsources manufacturing to Asian partners, and relies on a small number of major international customers. It reported a $103.8 million operating loss and used $73.8 million in operating cash in 2025. As of June 30, 2025, non‑affiliate equity market value was about $217.4 million, and as of March 20, 2026 there were 122,744,509 common shares outstanding. Blaize employs 254 people and holds 43 patents expiring between 2031 and 2044, but faces intense competition, supply-chain risk, customer concentration, and significant funding needs for its roadmap, including automotive-grade chips not expected in production until 2028 or later.

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Rhea-AI Summary

Blaize Holdings, Inc. reported a breakout year in 2025, with revenue rising to $38.6 million from $1.6 million in 2024. Quarterly revenue scaled from about $1 million in Q1 2025 to $23.8 million in Q4 2025, more than doubling sequentially from Q3 and exceeding the upper end of guidance.

The company remains unprofitable, posting a 2025 net loss of $206.9 million and Adjusted EBITDA loss of $50.5 million, though Q4 net loss improved sharply to $3.3 million from $26.3 million in the prior quarter. Operating expenses rose with scaling, but R&D and SG&A were flat sequentially in Q4.

As of December 31, 2025, Blaize held $45.8 million in cash and cash equivalents and had positive stockholders’ equity of $39.0 million versus a prior-year deficit. For 2026, the company targets $130 million in revenue and an Adjusted EBITDA loss of $45.0–$50.0 million, while planning to launch its AI Services platform in the second quarter and expand recurring, API-based AI offerings.

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FAQ

How many Blaize Holdings (BZAI) SEC filings are available on StockTitan?

StockTitan tracks 87 SEC filings for Blaize Holdings (BZAI), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Blaize Holdings (BZAI)?

The most recent SEC filing for Blaize Holdings (BZAI) was filed on April 8, 2026.