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Polar Asset Management Partners Inc., an Ontario-based investment adviser, reported beneficial ownership of common stock of Blaize Holdings, Inc..
Polar, as investment adviser to Polar Multi-Strategy Master Fund, reported beneficial ownership of 9,375,000 shares of Blaize common stock, representing 5.6% of the class as of June 30, 2026. Polar reported sole voting power and sole dispositive power over all 9,375,000 shares, with no shared voting or dispositive power.
Blaize Holdings, Inc. reported that Kurt J. Lauk is a director of the company in an initial statement of beneficial ownership. The Form 3 does not list any equity transactions or holdings for him at this time.
Blaize Holdings, Inc. reported sharply higher revenue but continuing large losses and serious liquidity risks for the quarter and six months ended June 30, 2026. Revenue rose to $11.99 million for the quarter and $14.72 million year‑to‑date, driven mainly by third‑party hardware sales to a single customer in China. Gross profit was modest at $0.92 million for the quarter, reflecting low margins on resale hardware.
The company recorded a six‑month net loss of $51.46 million and used $41.30 million in operating cash, leaving $36.85 million in cash and cash equivalents. Management concluded that its liquidity position and cash burn create substantial doubt about continued going concern without additional financing. A committed equity facility with $15.5 million remaining is currently constrained by a sub‑$1 share price.
Accounts receivable are highly concentrated in China, with a $9.55 million allowance tied largely to one customer, highlighting collection risk. Manufacturing risk is elevated as the primary contract manufacturer plans to terminate its agreement by December 14, 2026, while the company has inventory purchase commitments of roughly $12.7 million. Blaize also disclosed a newly filed putative securities class action related to certain customer contracts, which is at an early stage.
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.