Geode Capital Management
BZAI icon

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
Q3 		$1.32M Buy
2,768,273
+631,341
+30% +$493K ﹤0.01% 3264
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management's BZAI Position: Q3 2026 in Review

Geode Capital Management increased its Blaize Holdings (BZAI) stake by 30% in Q3 2026, buying an estimated $493K and bringing the position to 2,768,273 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Geode Capital Management first reported a position in BZAI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.07M in Q3 2025. 71 funds tracked by Wall St. Rank hold BZAI as of Q3 2026.

  • Geode Capital Management held 2,768,273 shares of Blaize Holdings worth $1.32M as of Q3 2026.
  • Geode Capital Management bought 631,341 Blaize Holdings shares in Q3 2026, an estimated $493K.
  • Blaize Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3264 holding.
  • Geode Capital Management first reported a position in Blaize Holdings in Q1 2025 and has held it in 7 quarters since.
  • Geode Capital Management's Blaize Holdings position peaked at $5.07M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Blaize Holdings as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.