Whetstone Capital Advisors’s Backblaze BLZE Stock Holding History

Whetstone Capital Advisors’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	$5.24M	Hold	1,520,055	–	–	1.82%	15
2025 Q4	$7.08M	Buy	1,520,055 +59,263	+4%	+$406K	2.21%	13
2025 Q3	$13.6M	Buy	1,460,792 +265,913	+22%	+$1.95M	3.75%	7
2025 Q2	$6.57M	Buy	1,194,879 +497,796	+71%	+$2.53M	1.86%	16
2025 Q1	$3.37M	Sell	697,083 -523,019	-43%	-$3.22M	1.49%	19
2024 Q4	$7.34M	Sell	1,220,102 -366,907	-23%	-$2.49M	2.37%	16
2024 Q3	$10.1M	Sell	1,587,009 -13,780	-0.9%	-$85.6K	4.89%	5
2024 Q2	$9.86M	Hold	1,600,789	–	–	4.58%	6
2024 Q1	$16.4M	Hold	1,600,789	–	–	7.17%	5
2023 Q4	$12.2M	Hold	1,600,789	–	–	6.11%	6
2023 Q3	$8.8M	Hold	1,600,789	–	–	4.87%	6
2023 Q2	$6.93M	Buy	1,600,789 +537,565	+51%	+$2.32M	3.87%	9
2023 Q1	$5.37M	Buy	1,063,224 +344,508	+48%	+$2.09M	3.46%	12
2022 Q4	$4.42M	Sell	718,716 -111,164	-13%	-$532K	3.83%	13
2022 Q3	$4.13M	Buy	829,880 +621,453	+298%	+$3.73M	2.54%	14
2022 Q2	$1.09M	Sell	208,427 -555,109	-73%	-$4.17M	0.64%	20
2022 Q1	$8.15M	Sell	763,536 -23,564	-3%	-$294K	2.75%	13
2021 Q4	$13.3M	Buy	+787,100	New	+$17.4M	2.73%	14

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

AIC

AWM Investment Company New York $903M AUM 163.47% 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

Whetstone Capital Advisors's BLZE Position: Q1 2026 in Review

Whetstone Capital Advisors held its Backblaze (BLZE) position steady in Q1 2026 at 1,520,055 shares worth $5.24M. The position accounts for 1.82% of the portfolio, ranked #15.

Whetstone Capital Advisors first reported a position in BLZE in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.4M in Q1 2024. 138 funds tracked by Wall St. Rank hold BLZE as of Q1 2026.

Whetstone Capital Advisors held 1,520,055 shares of Backblaze worth $5.24M as of Q1 2026.
Whetstone Capital Advisors left its Backblaze share count unchanged in Q1 2026.
Backblaze made up 1.82% of Whetstone Capital Advisors's portfolio in Q1 2026, its #15 holding.
Whetstone Capital Advisors first reported a position in Backblaze in Q4 2021 and has held it in 18 quarters since.
Whetstone Capital Advisors's Backblaze position peaked at $16.4M in Q1 2024.
138 funds tracked by Wall St. Rank held Backblaze as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.