Gagnon Securities’s Backblaze BLZE Stock Holding History

Gagnon Securities’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
2025 Q4	–	Sell	-55,393	Closed	-$514K	–	87
2025 Q3	$514K	Buy	55,393 +264	+0.5%	+$1.94K	0.1%	61
2025 Q2	$303K	Sell	55,129 -644	-1%	-$3.27K	0.06%	72
2025 Q1	$269K	Buy	55,773 +351	+0.6%	+$2.16K	0.06%	80
2024 Q4	$334K	Buy	55,422 +223	+0.4%	+$1.51K	0.07%	68
2024 Q3	$353K	Buy	55,199 +155	+0.3%	+$963	0.07%	69
2024 Q2	$339K	Buy	55,044 +420	+0.8%	+$3.28K	0.08%	71
2024 Q1	$559K	Buy	54,624 +220	+0.4%	+$2.03K	0.13%	58
2023 Q4	$413K	Sell	54,404 -14,657	-21%	-$92.6K	0.1%	58
2023 Q3	$380K	Buy	69,061 +27,907	+68%	+$151K	0.1%	64
2023 Q2	$178K	Buy	+41,154	New	+$177K	0.04%	92

Other funds holding BLZE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $366M AUM

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gagnon Securities's BLZE Position: Q4 2025 in Review

Gagnon Securities sold out of Backblaze (BLZE) in Q4 2025, closing a stake of 55,393 shares — an estimated $514K sold.

Gagnon Securities first reported a position in BLZE in Q2 2023 and held it in 10 quarters. The position peaked at $559K in Q1 2024. 144 funds tracked by Wall St. Rank hold BLZE as of Q4 2025.

Gagnon Securities reported no remaining Backblaze position as of Q4 2025 after selling out during the quarter.
Gagnon Securities sold 55,393 Backblaze shares in Q4 2025, an estimated $514K.
Gagnon Securities first reported a position in Backblaze in Q2 2023 and held it in 10 quarters.
Gagnon Securities's Backblaze position peaked at $559K in Q1 2024.
144 funds tracked by Wall St. Rank held Backblaze as of Q4 2025.

Based on Gagnon Securities's 13F filing for Q4 2025, filed 13 Feb 2026.