Geode Capital Management
BZAI

Geode Capital Management’s Blaize Holdings BZAI Stock Holding History

Geode Capital Management’s Portfolio BZAI Stock Details BZAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95M Buy
2,136,932
+362,338
+20% +$637K ﹤0.01% 3104
2026
Q1 		$3.23M Buy
1,774,594
+237,694
+15% +$351K ﹤0.01% 2938
2025
Q4 		$3M Buy
1,536,900
+66,178
+4% +$214K ﹤0.01% 3009
2025
Q3 		$5.07M Buy
1,470,722
+815,043
+124% +$2.9M ﹤0.01% 2767
2025
Q2 		$1.95M Buy
655,679
+3,031
+0.5% +$7.46K ﹤0.01% 3153
2025
Q1 		$1.32M Buy
+652,648
New +$2.95M ﹤0.01% 3206

Other funds holding BZAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Geode Capital Management's BZAI Position: Q2 2026 in Review

Geode Capital Management increased its Blaize Holdings (BZAI) stake by 20% in Q2 2026, buying an estimated $637K and bringing the position to 2,136,932 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

Geode Capital Management first reported a position in BZAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.07M in Q3 2025. 113 funds tracked by Wall St. Rank hold BZAI as of Q2 2026.

  • Geode Capital Management held 2,136,932 shares of Blaize Holdings worth $2.95M as of Q2 2026.
  • Geode Capital Management bought 362,338 Blaize Holdings shares in Q2 2026, an estimated $637K.
  • Blaize Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3104 holding.
  • Geode Capital Management first reported a position in Blaize Holdings in Q1 2025 and has held it in 6 quarters since.
  • Geode Capital Management's Blaize Holdings position peaked at $5.07M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Blaize Holdings as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.