AWM Investment Company’s Backblaze BLZE Stock Holding History

AWM Investment Company’s Portfolio BLZE Stock Details BLZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.83M	Sell	1,400,166 -1,667,403	-54%	-$7.02M	0.53%	47
2025 Q4	$14.3M	Buy	3,067,569 +3,043	+0.1%	+$20.9K	1.38%	24
2025 Q3	$28.4M	Hold	3,064,526	–	–	2.67%	12
2025 Q2	$16.9M	Buy	3,064,526 +20,600	+0.7%	+$105K	1.89%	14
2025 Q1	$14.7M	Buy	3,043,926 +260,768	+9%	+$1.61M	2.03%	17
2024 Q4	$16.8M	Buy	2,783,158 +2,682,480	+2,664%	+$18.2M	2.04%	17
2024 Q3	$643K	Buy	+100,678	New	+$626K	0.08%	88
2024 Q1	–	Sell	-1,067,370	Closed	-$8.1M	–	117
2023 Q4	$8.1M	Hold	1,067,370	–	–	1.07%	31
2023 Q3	$5.87M	Sell	1,067,370 -32,725	-3%	-$177K	0.87%	39
2023 Q2	$4.76M	Buy	1,100,095 +8,342	+0.8%	+$35.9K	0.65%	44
2023 Q1	$5.51M	Hold	1,091,753	–	–	0.75%	37
2022 Q4	$6.71M	Buy	1,091,753 +451,851	+71%	+$2.16M	0.97%	35
2022 Q3	$3.18M	Buy	639,902 +83,119	+15%	+$499K	0.48%	51
2022 Q2	$2.91M	Buy	556,783 +164,783	+42%	+$1.24M	0.46%	54
2022 Q1	$4.18M	Buy	392,000 +27,000	+7%	+$337K	0.54%	52
2021 Q4	$6.17M	Buy	+365,000	New	+$8.09M	0.62%	53

Other funds holding BLZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PLC

Pillsbury Lake Capital San Francisco, California $221M AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AWM Investment Company's BLZE Position: Q1 2026 in Review

AWM Investment Company reduced its Backblaze (BLZE) stake by 54% in Q1 2026, selling an estimated $7.02M and leaving 1,400,166 shares worth $4.83M. The position accounts for 0.53% of the portfolio, ranked #47.

AWM Investment Company first reported a position in BLZE in Q4 2021 and has held it in 16 quarters since. The position peaked at $28.4M in Q3 2025. 137 funds tracked by Wall St. Rank hold BLZE as of Q1 2026.

AWM Investment Company held 1,400,166 shares of Backblaze worth $4.83M as of Q1 2026.
AWM Investment Company sold 1,667,403 Backblaze shares in Q1 2026, an estimated $7.02M.
Backblaze made up 0.53% of AWM Investment Company's portfolio in Q1 2026, its #47 holding.
AWM Investment Company first reported a position in Backblaze in Q4 2021 and has held it in 16 quarters since.
AWM Investment Company's Backblaze position peaked at $28.4M in Q3 2025.
137 funds tracked by Wall St. Rank held Backblaze as of Q1 2026.

Based on AWM Investment Company's 13F filing for Q1 2026, filed 15 May 2026.