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Blaize Holdings Inc. (BZAI)

USD1.12 -0.03 (-2.61%)
US NASDAQ Technology Software - Application
Address 4659 Golden Foothill Parkway 95762
El Dorado Hills, CA, US
CEO Dinakar C. Munagala
Website blaize.com
IPO 2022-01-31
CIK 2030578 ISIN US0929151076

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Also trades on NASDAQ Capital Market · BZAIW (USD) NASDAQ Global Market · BRKHW (USD) NASDAQ Global Market · BZAI (USD)
Description

Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors in a broad range of form factors, deployable across several verticals, including smart city, defense, retail and enterprise markets; and AI computing platforms that enable applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools that allows non-expert practitioners to deploy AI applications on its hardware without the need to learn or use source code. The company also offers the GSP, an AI computing accelerator for computer vision, machine learning, and AI applications; compute cards, such as peripheral component interconnected express card and other cards; software development kit; Blaize AI Studio, a visual no-code or low-code environment intended to simplify the creation and deployment of AI models; and strategic consulting services. Blaize Holdings, Inc. was founded in 2010 and is headquartered in El Dorado Hills, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.12 -0.03 (-2.61%)
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Volume Profile
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Liquidity & share structure
Average Volume
9M
Beta
0.05
Float Shares
59.33M
Free Float %
48.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-25.99% -28.42% -48.02% +0.00% -44.26% -32.82% -37.62% -91.27% -91.27% -91.27% -91.27%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
1.12
Low 4.50 +301.8%
Consensus 4.50 +301.8%
Median 4.50 +301.8%
High 4.50 +301.8%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
4.50
+301.8%
Last Quarter 1
4.50
+301.8%
Last Year 1
4.50
+301.8%
All Time 1
4.50
+301.8%
Quality scores
Altman Z-Score
-13.84
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +2,386.0% Q1'26: +171.9% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -4,788.9% Q1'26: +86.9% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -274.8% Q1'26: -465.5% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -237.6% Q1'26: -854.2% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    Q1'26: +1,856.9% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +2.6% Q1'26: +20.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -0.02× Q1'26: -0.03× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.08) × ERP
WACC = 98% × Ke + 2% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.12
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
1.55M
est: 2.40M (-35.3%)
38.63M
est: 36.85M (+4.8%)
124.43M
119.59M – 129.27M
+237.6% YoY
182.08M
171.97M – 192.19M
+46.3% YoY
205.40M
194.89M – 216.21M
+12.8% YoY
EBITDA
-46.75M
est: -1.44M (-3,146.5%)
-91.80M
est: -22.11M (-315.2%)
-74.66M
-77.56M – -71.75M
-237.6% YoY
-109.25M
-115.31M – -103.18M
-46.3% YoY
-123.24M
-129.72M – -116.94M
-12.8% YoY
EBIT
-47.64M
est: -1.44M (-3,208.0%)
-91.80M
est: -22.11M (-315.2%)
-74.66M
-77.56M – -71.75M
-237.6% YoY
-109.25M
-115.31M – -103.18M
-46.3% YoY
-123.24M
-129.72M – -116.94M
-12.8% YoY
Net Income
-61.20M
est: -394.54M (+84.5%)
-206.90M
est: -235.25M (+12.0%)
-33.40M
-35.65M – -31.15M
+85.8% YoY
-28.81M
-30.75M – -26.87M
+13.7% YoY
4.17M
3.89M – 4.46M
+114.5% YoY
SGA
est: 2.44M (-100.0%)
est: 37.43M (-100.0%)
126.38M
121.46M – 131.29M
+237.6% YoY
184.93M
174.66M – 195.20M
+46.3% YoY
208.62M
197.95M – 219.60M
+12.8% YoY
EPS
-0.04
est: -3.78 (+98.9%)
-1.98
est: -2.25 (+12.2%)
-0.32
-0.34 – -0.30
+85.8% YoY
-0.28
-0.29 – -0.26
+13.8% YoY
0.04
0.04 – 0.04
+114.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 DA Davidson Buy Buy Maintain
2026-04-16 Rosenblatt Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-14 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-13 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-12 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-11 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-01 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-30 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-29 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-28 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-27 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-24 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-23 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-22 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-21 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-20 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-17 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-16 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-64.20M
OE per share TTM
-0.59
Owner's Yield
-40.04%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
24.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
64
Total invested
30.15M
Insider transactions (90d)
6
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
64
-38 vs prev Q
New positions
21
Closed positions
55
Increased
38
Reduced
12
Put/Call ratio
0.00
Calls held
88.5K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 TEMASEK HOLDINGS (PRIVATE) LTD 6.35M +— (+0.0%) 12.39M -9.5M (-43.5%) 6.13% +0.059 pp 0.04% -0.036 pp USD2.02 -3.5% 4 qtrs
2 BLACKROCK, INC. 4.91M +250.0K (+5.4%) 9.57M -6.5M (-40.4%) 4.74% +0.285 pp 0.00% 0.000 pp USD3.09 -36.9% 4 qtrs
3 VANGUARD GROUP INC 3.89M +305.0K (+8.5%) 7.59M -4.8M (-38.7%) 3.76% +0.328 pp 0.00% 0.000 pp USD3.00 -35.0% 4 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 1.54M +66.2K (+4.5%) 3.00M -2.1M (-40.9%) 1.48% +0.078 pp 0.00% 0.000 pp USD2.78 -29.9% 4 qtrs
5 UBS GROUP AG 1.34M +813.1K (+153.4%) 2.62M +790.7K (+43.3%) 1.30% +0.790 pp 0.00% +0.000 pp USD2.35 -17.0% 4 qtrs
6 STATE STREET CORP 1.29M +29.2K (+2.3%) 2.52M -1.8M (-42.2%) 1.25% +0.040 pp 0.00% 0.000 pp USD3.27 -40.4% 4 qtrs
7 MILLENNIUM MANAGEMENT LLC 967.6K +967.6K (+100.0%) 1.89M +1.9M (+100.0%) 0.93% +0.934 pp 0.00% +0.001 pp USD1.95 +0.0% 1 qtrs NEW
8 MARSHALL WACE, LLP 859.1K -338.9K (-28.3%) 1.68M -2.5M (-59.5%) 0.83% -0.316 pp 0.00% -0.003 pp USD3.45 -43.5% 2 qtrs
9 CANTOR FITZGERALD, L. P. 769.2K +769.2K (+100.0%) 1.50M +1.5M (+100.0%) 0.74% +0.743 pp 0.02% +0.023 pp USD1.95 +0.0% 1 qtrs NEW
10 NORTHERN TRUST CORP 614.2K -17.0K (-2.7%) 1.20M -980.1K (-45.0%) 0.59% -0.011 pp 0.00% 0.000 pp USD3.17 -38.5% 4 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 496.2K +16.7K (+3.5%) 967.6K -686.6K (-41.5%) 0.48% +0.021 pp 0.00% 0.000 pp USD2.48 -21.4% 4 qtrs
12 MORGAN STANLEY 398.4K +282.1K (+242.6%) 776.8K +375.7K (+93.7%) 0.38% +0.273 pp 0.00% +0.000 pp USD2.37 -17.7% 4 qtrs
13 POLAR ASSET MANAGEMENT PARTNERS INC. 389.1K +389.1K (+100.0%) 758.8K +758.8K (+100.0%) 0.38% +0.376 pp 0.01% +0.010 pp USD1.95 +0.0% 1 qtrs NEW
14 ALPHACORE CAPITAL LLC 328.7K +146.0K (+79.9%) 641.0K +10.6K (+1.7%) 0.32% +0.143 pp 0.01% -0.007 pp USD2.65 -26.4% 4 qtrs
15 AQR CAPITAL MANAGEMENT LLC 283.0K +283.0K (+100.0%) 551.8K +551.8K (+100.0%) 0.27% +0.273 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
16 GOLDMAN SACHS GROUP INC 278.2K +266.4K (+2,270.1%) 542.4K +502.0K (+1,239.6%) 0.27% +0.257 pp 0.00% +0.000 pp USD2.01 -3.0% 4 qtrs
17 RAYMOND JAMES FINANCIAL INC 221.3K +34.9K (+18.7%) 431.5K -211.6K (-32.9%) 0.21% +0.035 pp 0.00% 0.000 pp USD3.21 -39.3% 3 qtrs
18 X-SQUARE CAPITAL, LLC 200.0K +200.0K (+100.0%) 390.0K +390.0K (+100.0%) 0.19% +0.193 pp 0.13% +0.128 pp USD1.95 +0.0% 1 qtrs NEW
19 NOTABLE CAPITAL MANAGEMENT, L.L.C. 163.7K +— (+0.0%) 319.2K -245.5K (-43.5%) 0.16% +0.002 pp 0.44% -0.285 pp USD2.03 -3.9% 4 qtrs
20 BANK OF NEW YORK MELLON CORP 154.4K -1.4K (-0.9%) 301.1K -236.4K (-44.0%) 0.15% +0.000 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
21 BARCLAYS PLC 135.0K +21.5K (+18.9%) 263.3K -128.4K (-32.8%) 0.13% +0.022 pp 0.00% +0.000 pp USD3.21 -39.3% 4 qtrs
22 RENAISSANCE TECHNOLOGIES LLC 134.1K +48.7K (+57.0%) 261.4K -33.2K (-11.3%) 0.13% +0.048 pp 0.00% +0.000 pp USD2.91 -33.0% 2 qtrs
23 JPMORGAN CHASE & CO 119.5K +90.0K (+305.1%) 233.0K +131.2K (+129.0%) 0.12% +0.087 pp 0.00% +0.000 pp USD2.31 -15.6% 3 qtrs
24 FORUM FINANCIAL MANAGEMENT, LP 115.5K +— (+0.0%) 225.2K -173.2K (-43.5%) 0.11% +0.001 pp 0.00% -0.003 pp USD2.02 -3.5% 4 qtrs
25 TWO SIGMA INVESTMENTS, LP 113.6K +67.5K (+146.5%) 221.5K +62.5K (+39.3%) 0.11% +0.066 pp 0.00% +0.000 pp USD2.56 -23.8% 2 qtrs
26 JANE STREET GROUP, LLC 111.0K +111.0K (+100.0%) 216.5K +216.5K (+100.0%) 0.11% +0.107 pp 0.00% +0.000 pp USD1.95 +0.0% 3 qtrs
27 NUVEEN, LLC 92.5K +— (+0.0%) 180.3K -138.7K (-43.5%) 0.09% +0.001 pp 0.00% +0.000 pp USD3.45 -43.5% 2 qtrs
28 WELLS FARGO & COMPANY/MN 85.7K +36.8K (+75.1%) 167.2K -1.8K (-1.0%) 0.08% +0.036 pp 0.00% +0.000 pp USD2.81 -30.6% 2 qtrs
29 BANK OF AMERICA CORP /DE/ 84.2K +62.7K (+290.8%) 164.3K +89.9K (+120.9%) 0.08% +0.061 pp 0.00% +0.000 pp USD2.32 -15.9% 4 qtrs
30 PROSHARE ADVISORS LLC 84.1K +71.6K (+571.7%) 164.0K +120.8K (+279.7%) 0.08% +0.069 pp 0.00% +0.000 pp USD2.17 -10.1% 2 qtrs
31 B. RILEY FINANCIAL, INC. 83.4K +83.4K (+100.0%) 162.5K +162.5K (+100.0%) 0.08% +0.081 pp 0.07% +0.070 pp USD1.95 +0.0% 1 qtrs NEW
32 QUANTBOT TECHNOLOGIES LP 79.3K +9.9K (+14.3%) 154.5K -84.7K (-35.4%) 0.08% +0.010 pp 0.01% -0.001 pp USD3.26 -40.2% 2 qtrs
33 ATOM INVESTORS LP 74.2K +74.2K (+100.0%) 144.6K +144.6K (+100.0%) 0.07% +0.072 pp 0.01% +0.012 pp USD1.95 +0.0% 1 qtrs NEW
34 VERITION FUND MANAGEMENT LLC 74.0K +47.5K (+178.8%) 144.4K +52.8K (+57.6%) 0.07% +0.046 pp 0.00% +0.000 pp USD2.32 -15.9% 3 qtrs
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 73.0K -5.4K (-6.9%) 142.4K -128.1K (-47.4%) 0.07% -0.005 pp 0.00% +0.000 pp USD3.23 -39.6% 4 qtrs
36 DEUTSCHE BANK AG\ 71.2K +4.5K (+6.7%) 138.9K -91.4K (-39.7%) 0.07% +0.005 pp 0.00% +0.000 pp USD3.36 -42.0% 2 qtrs
37 CITADEL ADVISORS LLC 70.2K -152.2K (-68.4%) 136.9K -630.4K (-82.2%) 0.07% -0.145 pp 0.00% 0.000 pp USD3.45 -43.5% 4 qtrs
38 MARINER, LLC 66.3K +15.8K (+31.4%) 129.4K -44.9K (-25.7%) 0.06% +0.016 pp 0.00% 0.000 pp USD2.73 -28.6% 3 qtrs
39 FRANKLIN RESOURCES INC 62.5K -500.8K (-88.9%) 122.0K -13.3M (-99.1%) 0.06% -0.478 pp 0.00% -0.003 pp USD2.02 -3.5% 4 qtrs
40 PLATFORM TECHNOLOGY PARTNERS 59.3K -9.0K (-13.2%) 115.7K -120.1K (-50.9%) 0.06% -0.008 pp 0.02% -0.032 pp USD3.45 -43.5% 2 qtrs
41 TWO SIGMA SECURITIES, LLC 55.0K +55.0K (+100.0%) 107.3K +107.3K (+100.0%) 0.05% +0.053 pp 0.01% +0.015 pp USD1.95 +0.0% 3 qtrs
42 RHUMBLINE ADVISERS 52.3K -11.0K (-17.4%) 101.9K -116.4K (-53.3%) 0.05% -0.010 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
43 BRIDGEWAY CAPITAL MANAGEMENT, LLC 50.0K +— (+0.0%) 97.5K -75.0K (-43.5%) 0.05% +0.001 pp 0.00% -0.002 pp USD3.45 -43.5% 2 qtrs
44 GRYPHON FINANCIAL PARTNERS LLC 50.0K +— (+0.0%) 97.4K -74.9K (-43.5%) 0.05% +0.001 pp 0.01% -0.009 pp USD2.02 -3.5% 4 qtrs
45 EXODUSPOINT CAPITAL MANAGEMENT, LP 46.5K +46.5K (+100.0%) 90.7K +90.7K (+100.0%) 0.04% +0.045 pp 0.00% +0.001 pp USD1.95 +0.0% 1 qtrs NEW
46 ARISTIDES CAPITAL LLC 43.9K +43.9K (+100.0%) 85.5K +85.5K (+100.0%) 0.04% +0.042 pp 0.02% +0.015 pp USD1.95 +0.0% 1 qtrs NEW
47 INVESCO LTD. 40.5K +261.0 (+0.6%) 79.0K -59.9K (-43.1%) 0.04% +0.001 pp 0.00% +0.000 pp USD3.44 -43.3% 2 qtrs
48 PRICE T ROWE ASSOCIATES INC /MD/ 39.2K +— (+0.0%) 77.0K -59.0K (-43.4%) 0.04% +0.000 pp 0.00% +0.000 pp USD3.45 -43.5% 2 qtrs
49 GROUP ONE TRADING, L.P. 38.6K +38.6K (+100.0%) 75.3K +75.3K (+100.0%) 0.04% +0.037 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
50 VIVALDI CAPITAL MANAGEMENT LP 37.4K +— (+0.0%) 73.0K -56.2K (-43.5%) 0.04% +0.000 pp 0.01% -0.008 pp USD2.02 -3.5% 4 qtrs
51 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 36.1K -139.4K (-79.5%) 70.3K -535.2K (-88.4%) 0.03% -0.133 pp 0.00% -0.001 pp USD3.45 -43.5% 2 qtrs
52 VIRTU FINANCIAL LLC 33.6K +21.6K (+179.1%) 66.0K +24.0K (+57.1%) 0.03% +0.021 pp 0.00% +0.000 pp USD2.49 -21.7% 2 qtrs
53 INTECH INVESTMENT MANAGEMENT LLC 32.6K +32.6K (+100.0%) 63.5K +63.5K (+100.0%) 0.03% +0.032 pp 0.00% +0.001 pp USD1.95 +0.0% 1 qtrs NEW
54 SG AMERICAS SECURITIES, LLC 27.1K -2.3K (-7.9%) 53.0K -49.0K (-48.0%) 0.03% -0.002 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
55 MANUFACTURERS LIFE INSURANCE COMPANY, THE 24.8K -382.0 (-1.5%) 48.4K -38.5K (-44.3%) 0.02% 0.000 pp 0.00% +0.000 pp USD3.45 -43.5% 2 qtrs
56 CITIGROUP INC 24.0K +1.8K (+7.9%) 46.9K -30.0K (-39.0%) 0.02% +0.002 pp 0.00% +0.000 pp USD2.93 -33.4% 3 qtrs
57 NEW YORK STATE COMMON RETIREMENT FUND 23.2K -6.4K (-21.6%) 45.2K -56.9K (-55.7%) 0.02% -0.006 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
58 COMMONWEALTH EQUITY SERVICES, LLC 23.0K +23.0K (+100.0%) 44.9K +44.9K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD1.95 +0.0% 4 qtrs
59 VONTOBEL HOLDING LTD. 20.9K +598.0 (+3.0%) 40.7K -29.2K (-41.8%) 0.02% +0.001 pp 0.00% 0.000 pp USD2.95 -33.9% 3 qtrs
60 20.2K +— (+0.0%) 39.3K -30.2K (-43.5%) 0.02% +0.000 pp 0.00% -0.001 pp USD2.98 -34.6% 3 qtrs
61 METLIFE INVESTMENT MANAGEMENT, LLC 19.8K -25.9K (-56.6%) 38.6K -119.0K (-75.5%) 0.02% -0.025 pp 0.00% -0.001 pp USD3.45 -43.5% 2 qtrs
62 CETERA INVESTMENT ADVISERS 19.7K +19.7K (+100.0%) 38.3K +38.3K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
63 PINE HARBOR WEALTH MANAGEMENT, LLC 18.2K +— (+0.0%) 35.5K -27.3K (-43.5%) 0.02% +0.000 pp 0.01% -0.009 pp USD3.45 -43.5% 2 qtrs
64 CHICAGO PARTNERS INVESTMENT GROUP LLC 18.5K +18.5K (+100.0%) 34.5K +34.5K (+100.0%) 0.02% +0.018 pp 0.00% +0.001 pp USD1.95 +0.0% 1 qtrs NEW
65 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 17.7K +— (+0.0%) 34.5K -26.6K (-43.5%) 0.02% +0.000 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
66 VOLEON CAPITAL MANAGEMENT LP 17.7K +17.7K (+100.0%) 34.4K +34.4K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD1.95 +0.0% 1 qtrs NEW
67 SQUAREPOINT OPS LLC 17.6K -110.7K (-86.3%) 34.3K -408.4K (-92.3%) 0.02% -0.106 pp 0.00% 0.000 pp USD3.45 -43.5% 4 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 17.0K +822.0 (+5.1%) 33.1K -22.6K (-40.6%) 0.02% +0.001 pp 0.00% +0.000 pp USD3.38 -42.3% 2 qtrs
69 BANK OF MONTREAL /CAN/ 15.3K +15.3K (+100.0%) 29.7K +29.7K (+100.0%) 0.01% +0.015 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
70 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 15.1K +15.1K (+100.0%) 29.5K +29.5K (+100.0%) 0.01% +0.015 pp 0.01% +0.007 pp USD1.95 +0.0% 1 qtrs NEW
71 D.A. DAVIDSON & CO. 14.5K -4.8K (-24.9%) 28.3K -38.4K (-57.6%) 0.01% -0.005 pp 0.00% 0.000 pp USD3.01 -35.2% 3 qtrs
72 LPL FINANCIAL LLC 14.2K +— (+0.0%) 27.6K -21.3K (-43.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.45 -43.5% 2 qtrs
73 STRS OHIO 13.3K +— (+0.0%) 25.9K -20.0K (-43.5%) 0.01% +0.000 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
74 RESURGENT FINANCIAL ADVISORS LLC 13.2K +13.2K (+100.0%) 25.7K +25.7K (+100.0%) 0.01% +0.013 pp 0.01% +0.013 pp USD1.95 +0.0% 1 qtrs NEW
75 VOYA INVESTMENT MANAGEMENT LLC 12.6K +— (+0.0%) 24.6K -18.9K (-43.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.45 -43.5% 2 qtrs
76 KESTRA PRIVATE WEALTH SERVICES, LLC 12.0K +12.0K (+100.0%) 23.4K +23.4K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
77 WEALTHFRONT ADVISERS LLC 10.3K +10.3K (+100.0%) 20.1K +20.1K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
78 LEGAL & GENERAL GROUP PLC 7.4K +— (+0.0%) 14.5K -11.2K (-43.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.45 -43.5% 2 qtrs
79 FMR LLC 6.9K +6.5K (+1,558.5%) 13.5K +12.0K (+837.2%) 0.01% +0.006 pp 0.00% +0.000 pp USD2.04 -4.4% 2 qtrs
80 RUSSELL INVESTMENTS GROUP, LTD. 6.3K +38.0 (+0.6%) 12.3K -9.3K (-43.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.44 -43.3% 2 qtrs
81 AMERITAS INVESTMENT PARTNERS, INC. 6.1K +— (+0.0%) 11.9K -9.2K (-43.5%) 0.01% +0.000 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
82 TOWER RESEARCH CAPITAL LLC (TRC) 5.2K -2.4K (-31.5%) 10.1K -16.0K (-61.3%) 0.01% -0.002 pp 0.00% -0.001 pp USD2.98 -34.6% 3 qtrs
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4.8K +4.8K (+100.0%) 9.3K +9.3K (+100.0%) 0.00% +0.005 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
84 ROYAL BANK OF CANADA 3.0K +2.4K (+394.8%) 6.0K +3.0K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.25 -13.3% 2 qtrs
85 AMALGAMATED BANK 2.4K +69.0 (+2.9%) 5.0K -3.0K (-37.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.41 -42.8% 2 qtrs
86 CWM, LLC 2.8K +2.8K (+100.0%) 5.0K +5.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
87 STERLING CAPITAL MANAGEMENT LLC 2.1K +192.0 (+10.0%) 4.1K -2.5K (-37.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.31 -41.1% 2 qtrs
88 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 2.0K +— (+0.0%) 3.9K -3.0K (-43.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.45 -43.5% 2 qtrs
89 GAMMA INVESTING LLC 1.3K +1.3K (+100.0%) 2.6K +2.6K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
90 SOUND INCOME STRATEGIES, LLC 1.0K +— (+0.0%) 2.3K -3.0K (-56.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD3.45 -43.5% 2 qtrs
91 NEWEDGE ADVISORS, LLC 10.0K -27.3K (-73.2%) 2.0K -126.7K (-98.4%) 0.01% -0.026 pp 0.00% -0.001 pp USD3.45 -43.5% 4 qtrs
92 ADVISOR GROUP HOLDINGS, INC. 1.0K +— (+0.0%) 2.0K -1.6K (-45.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.02 -35.4% 4 qtrs
93 EVERSOURCE WEALTH ADVISORS, LLC 138.00 +138.0 (+100.0%) 269.00 +269.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.95 +0.0% 1 qtrs NEW
94 ALLWORTH FINANCIAL LP 54.00 +54.0 (+100.0%) 106.00 +106.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.94 +0.5% 1 qtrs NEW
95 IFP ADVISORS, INC 30.00 +30.0 (+100.0%) 58.00 +58.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.93 +1.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 42 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Themes Generative Artificial Intelligence ETF WISE 2.91% 851.3K 0.35%
2 Lazard US Systematic Small Cap Equity ETF SYZ 0.10% 52.3K 0.74%
3 iShares Micro-Cap ETF IWC 0.02% 356.4K 0.60%
4 iShares Russell 2000 Growth ETF IWO 0.01% 996.3K 0.24%
5 Vanguard Russell 2000 Growth ETF VTWG 0.01% 90.7K 0.06%
6 Vanguard Russell 2000 ETF VTWO 0.00% 781.4K 0.06%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 2.2K 0.39%
8 iShares Russell 2000 ETF IWM 0.00% 3.15M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 20.6K 0.36%
10 Global X - Russell 2000 ETF RSSL 0.00% 49.5K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.70
Neutral
Ratio by volume
3.00
Bullish
Buys
7
Sells
10
Shares acquired
4.66M
Shares disposed
971.6K
Cash buys
Cash sales
5.00
Net activity
+3,685,931
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-11 Cannestra Anthony Director M-Exempt D Employee Stock Option (right to purchase) 50,000 0.57 28.5K 112,169 D
2026-05-08 Bess Ventures & Advisory, LLC 10% Owner J-Other A Common Stock 2,000,000 1.83 3.66M 13,653,976 D
2026-05-08 Bess Lane Director J-Other A Common Stock 2,000,000 0.00 12,446,783 I
2026-05-01 Sehmi Harminder Officer S-Sale D Common Stock 40,609 1.97 80.0K 340,991 D
2026-04-20 Sehmi Harminder Officer M-Exempt A Common Stock 505,060 0.57 287.9K 505,060 D
2026-04-17 Munagala Dinakar Director / Officer M-Exempt D Employee Stock Option (right to purchase) 50,000 0.57 28.5K 4,100,347 D
2026-04-12 Patak Stephen Paul Officer M-Exempt D Restricted Stock Units 2,500 0.00 17,500 D
2026-04-06 Cannestra Anthony Director S-Sale D Common Stock 50,000 1.75 87.5K 0 D
2026-03-31 Ava Investors SA 10% Owner J-Other D Common Stock 5,145,638 0.00 11,737,254 I
2026-03-17 Patak Stephen Paul Officer Restricted Stock Units 20,000 0.00 0 D
2026-03-17 Evans Kimberly Peterson Officer Restricted Stock Units 300,000 0.00 0 D
2025-12-03 de Urioste George Director A-Award A Common Stock 75,258 0.00 169,619 D
2025-12-03 Hambrecht Juergen Director A-Award A Common Stock 75,258 0.00 378,757 D
2025-12-03 Frank Edward H. Director A-Award A Common Stock 75,258 0.00 378,757 D
2025-12-03 FUJIMORI YOSHIAKI Director A-Award A Common Stock 75,258 0.00 169,619 D
2025-12-03 Cannestra Anthony Director A-Award A Common Stock 75,258 0.00 379,085 D
2025-09-01 Sehmi Harminder Officer A-Award A Stock Option 200,000 3.57 714.0K 200,000 D
2025-06-28 de Urioste George Director A-Award A Common Stock 94,361 0.00 94,361 D
2025-06-28 Hambrecht Juergen Director A-Award A Common Stock 212,500 0.00 303,499 D
2025-06-28 Frank Edward H. Director A-Award A Common Stock 212,500 0.00 303,499 D
2025-06-28 FUJIMORI YOSHIAKI Director A-Award A Common Stock 94,361 0.00 94,361 D
2025-06-28 Cannestra Anthony Director A-Award A Common Stock 212,500 0.00 303,827 D
2025-06-28 Bess Lane Director / 10% Owner A-Award A Common Stock 159,250 0.00 206,591 D
2025-06-24 Sehmi Harminder Officer A-Award A Common Stock 362,081 0.00 574,236 D
2025-06-24 Munagala Dinakar Director / Officer A-Award A Common Stock 2,421,971 0.00 4,346,696 D
2025-05-13 Bess Ventures & Advisory, LLC 10% Owner Common Stock 0 0.00 11,653,976 D
2025-04-21 Munagala Dinakar Director / Officer G-Gift D Common Stock 2,000 0.00 4,344,696 D
2025-01-13 de Urioste George 0 0.00 0
2025-01-13 Sehmi Harminder Officer A-Award A Stock Option 29,436 14.62 430.4K 29,436 D
2025-01-13 Munagala Dinakar Director / Officer A-Award A Stock Option 5,755,192 1.18 6.79M 5,755,192 D
2025-01-13 Hambrecht Juergen Director A-Award A Stock Option 212,169 0.57 120.9K 212,169 D
2025-01-13 Frank Edward H. 0 0.00 0
2025-01-13 FUJIMORI YOSHIAKI 0 0.00 0
2025-01-13 Cannestra Anthony 0 0.00 0
2025-01-13 Bess Lane Director A-Award A Common Stock 11,653,976 0.00 11,653,976 I

Executive team

Top executives
EBIT / Employee
-3.8K
Shares Outstanding
122.80M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2025-05-13 15-15D
2024-12-03 EFFECT
2024-12-02 CORRESP
2024-12-02 424B3
2024-11-26 UPLOAD
2024-11-26 S-4/A
2024-11-26 CORRESP
2024-11-22 S-4/A
2024-11-22 CORRESP
2024-11-21 UPLOAD

Executive team

NameTitleCompensationGender
Dinakar Munagala Co-Founder, Chief Executive Officer & Director 556.1K male
Santiago Fernandez-Gomez Vice President of Platform Engineering 447.9K male
Harminder Sehmi Chief Financial Officer, Company Secretary & Treasurer 411.1K male
Dmitry Zakharchenko Chief Software Officer 401.5K male
Val G. Cook Chief Software Architect 397.6K male
Ke Yin Co-Founder, Chief Scientist & Chief Operating Officer of Technology male
Kim Evans General Counsel & Corporate Secretary female
Joseph Sulistyo Senior Vice President of Global Marketing male
Satyaki Koneru Co-Founder & Chief Technology Officer male
Tiffany Tan Chief of Staff female
Doug Burns Chief People Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits