BZAI
Blaize Holdings, Inc.
+0.05 (+9.30%)0.64USD2.3M成交股數93.1M市值–本益比(近四季)1.9股價營收比+504.7%營收年增(近四季)2026-11-12下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 2 · 123K · 2 |
| 其中 10b5-1 計畫賣出 | 2 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 1.1M |
| 近 180 天 淨額 | −1.1M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-01 | Evans Kimberly Peterson | General Counsel | F 繳稅扣股 | 6.7K | 0.49 | 3K | 60.0K | SEC |
| 2026-09-01 | 09-01 | Evans Kimberly Peterson | General Counsel | M 選擇權執行 | 18.8K | – | – | 66.8K | SEC |
| 2026-07-12 | 07-13 | Patak Stephen Paul | Chief Revenue Officer | M 選擇權執行 | 2.5K | – | – | 5.0K | SEC |
| 2026-07-12 | 07-13 | Patak Stephen Paul | Chief Revenue Officer | F 繳稅扣股 | 609 | 1.23 | 749.07 | 4.4K | SEC |
| 2026-07-07 | 07-09 | Bess Lane | Director | J 其他 | 2.0M | – | – | 14.4M | SEC |
| 2026-07-06 | 07-08 | Cannestra Anthony | Director | M 選擇權執行 | 50.0K | 0.57 | 28K | 50.0K | SEC |
| 2026-07-06 | 07-08 | Cannestra Anthony | Director | S 公開市場賣出(10b5-1) | 50.0K | 1.35 | 68K | 0 | SEC |
| 2026-07-01 | 07-06 | Sehmi Harminder | Chief Financial Officer | S 公開市場賣出(10b5-1) | 40.6K | 1.37 | 56K | 260K | SEC |
| 2026-06-08 | 06-10 | Cannestra Anthony | Director | M 選擇權執行 | 50.0K | 0.57 | 28K | 50.0K | SEC |
| 2026-06-08 | 06-10 | Cannestra Anthony | Director | S 公開市場賣出(10b5-1) | 50.0K | 1.68 | 84K | 0 | SEC |
| 2026-06-01 | 06-03 | Evans Kimberly Peterson | General Counsel | M 選擇權執行 | 75.0K | – | – | 75.0K | SEC |
| 2026-06-01 | 06-03 | Sehmi Harminder | Chief Financial Officer | S 公開市場賣出(10b5-1) | 40.6K | 1.82 | 74K | 300K | SEC |
| 2026-06-01 | 06-03 | Evans Kimberly Peterson | General Counsel | F 繳稅扣股 | 27.0K | 1.76 | 48K | 48.0K | SEC |
| 2026-05-11 | 05-12 | Cannestra Anthony | Director | M 選擇權執行 | 50.0K | 0.57 | 28K | 50.0K | SEC |
| 2026-05-11 | 05-12 | Cannestra Anthony | Director | S 公開市場賣出(10b5-1) | 50.0K | 1.85 | 93K | 0 | SEC |
| 2026-05-08 | 05-12 | Bess Lane | Director | J 其他 | 2.0M | – | – | 12.4M | SEC |
| 2026-05-08 | 05-12 | Bess Ventures & Advisory, LLC | TenPercentOwner | J 其他 | 2.0M | 1.83 | 3.7M | 13.7M | SEC |
| 2026-05-01 | 05-05 | Sehmi Harminder | Chief Financial Officer | S 公開市場賣出(10b5-1) | 40.6K | 1.97 | 80K | 341K | SEC |
| 2026-04-20 | 04-22 | Sehmi Harminder | Chief Financial Officer | S 公開市場賣出(10b5-1) | 123K | 2.28 | 281K | 382K | SEC |
| 2026-04-20 | 04-22 | Sehmi Harminder | Chief Financial Officer | M 選擇權執行 | 505K | 0.57 | 288K | 505K | SEC |
| 2026-04-17 | 06-10 | Munagala Dinakar | Chief Executive Officer | S 公開市場賣出(10b5-1) | 50.0K | 2.54 | 127K | 501K | SEC |
| 2026-04-17 | 04-20 | Munagala Dinakar | Chief Executive Officer | M 選擇權執行 | 50.0K | 0.57 | 28K | 601K | SEC |
| 2026-04-17 | 04-20 | Munagala Dinakar | Chief Executive Officer | S 公開市場賣出(10b5-1) | 50.0K | 2.54 | 127K | 551K | SEC |
| 2026-04-12 | 04-14 | Patak Stephen Paul | Chief Revenue Officer | M 選擇權執行 | 2.5K | – | – | 2.5K | SEC |
| 2026-04-06 | 04-08 | Cannestra Anthony | Director | S 公開市場賣出(10b5-1) | 50.0K | 1.75 | 88K | 0 | SEC |
| 2026-04-06 | 04-08 | Cannestra Anthony | Director | M 選擇權執行 | 50.0K | 0.57 | 28K | 50.0K | SEC |
| 2026-03-31 | 04-02 | Ava Private Markets S.a r.l. | TenPercentOwner | J 其他 | 5.1M | – | – | 11.7M | SEC |
| 2026-03-31 | 04-02 | Ava Investors SA | TenPercentOwner | J 其他 | 5.1M | – | – | 11.7M | SEC |
| 2026-03-31 | 04-02 | Mahieu Raphaelle | TenPercentOwner | J 其他 | 5.1M | – | – | 11.7M | SEC |
| 2025-12-03 | 12-05 | Frank Edward H. | Director | A 獲配股票 | 75.3K | – | – | 379K | SEC |
| 2025-12-03 | 12-05 | FUJIMORI YOSHIAKI | Director | A 獲配股票 | 75.3K | – | – | 170K | SEC |
| 2025-12-03 | 12-05 | Hambrecht Juergen | Director | A 獲配股票 | 75.3K | – | – | 379K | SEC |
| 2025-12-03 | 12-05 | Cannestra Anthony | Director | A 獲配股票 | 75.3K | – | – | 379K | SEC |
| 2025-12-03 | 12-05 | de Urioste George | Director | A 獲配股票 | 75.3K | – | – | 170K | SEC |
| 2025-06-28 | 07-02 | Frank Edward H. | Director | A 獲配股票 | 213K | – | – | 303K | SEC |
| 2025-06-28 | 07-02 | Hambrecht Juergen | Director | A 獲配股票 | 213K | – | – | 303K | SEC |
| 2025-06-28 | 07-02 | FUJIMORI YOSHIAKI | Director | A 獲配股票 | 94.4K | – | – | 94.4K | SEC |
| 2025-06-28 | 07-02 | de Urioste George | Director | A 獲配股票 | 94.4K | – | – | 94.4K | SEC |
| 2025-06-28 | 07-02 | Bess Lane | Director,TenPercentOwner | A 獲配股票 | 159K | – | – | 207K | SEC |
| 2025-06-28 | 07-02 | Cannestra Anthony | Director | A 獲配股票 | 213K | – | – | 304K | SEC |
| 2025-06-24 | 07-02 | Munagala Dinakar | Chief Executive Officer | A 獲配股票 | 2.4M | – | – | 4.3M | SEC |
| 2025-06-24 | 07-02 | Sehmi Harminder | Chief Financial Officer | A 獲配股票 | 362K | – | – | 574K | SEC |
| 2025-04-21 | 11-04 | Munagala Dinakar | Chief Executive Officer | G 贈與 | 2.0K | – | – | 4.3M | SEC |
| 2025-01-13 | 01-15 | Munagala Dinakar | Chief Executive Officer | A 獲配股票 | 1.9M | – | – | 1.9M | SEC |
| 2025-01-13 | 01-15 | Bess Lane | Director | A 獲配股票 | 47.3K | – | – | 47.3K | SEC |
| 2025-01-13 | 01-15 | Bess Lane | Director | A 獲配股票 | 11.7M | – | – | 11.7M | SEC |
| 2025-01-13 | 01-15 | Bess Lane | Director | A 獲配股票 | 443K | – | – | 443K | SEC |
| 2025-01-13 | 01-15 | Sehmi Harminder | Chief Financial Officer | A 獲配股票 | 212K | – | – | 212K | SEC |
| 2025-01-13 | 01-15 | Frank Edward H. | Director | A 獲配股票 | 91.0K | – | – | 91.0K | SEC |
| 2025-01-13 | 01-15 | Hambrecht Juergen | Director | A 獲配股票 | 91.0K | – | – | 91.0K | SEC |
| 2025-01-13 | 01-15 | Cannestra Anthony | Director | A 獲配股票 | 91.3K | – | – | 91.3K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 7.4M | 10.2M | +1.7M (+31%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | 6.4M | +1.1M (+30%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1M | 2.9M | +362K (+20%) | 加碼 |
| LAZARD ASSET MANAGEMENT LLC | 2.0M | 2.7M | +783K (+65%) | 加碼 |
| UBS Group AG | 1.8M | 2.5M | +266K (+17%) | 加碼 |
| MARSHALL WACE, LLP | 1.6M | 2.2M | 新進 | 新進 |
| STATE STREET CORP | 1.6M | 2.2M | +193K (+14%) | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 1.5M | 2.1M | +290K (+24%) | 加碼 |
| 城堡 CITADEL ADVISORS LLC | 1.2M | 1.7M | +1.2M (+1521%) | 加碼 |
| Nuveen, LLC | 955K | 1.3M | +839K (+725%) | 加碼 |
| MORGAN STANLEY | 941K | 1.3M | +28.0K (+3%) | 加碼 |
| CANTOR FITZGERALD, L. P. | 919K | 1.3M | +150K (+20%) | 加碼 |
| Temasek Holdings (Private) Ltd | 857K | 1.2M | −1.7M (-67%) | 減碼 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 818K | 1.1M | 新進 | 新進 |
| NORTHERN TRUST CORP | 773K | 1.1M | +116K (+18%) | 加碼 |
| Themes Management Co LLC | 762K | 1.1M | −78.8K (-9%) | 減碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 721K | 994K | +135K (+23%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 591K | 815K | +76.3K (+15%) | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 581K | 802K | +171K (+42%) | 加碼 |
| AlphaCore Capital LLC | 570K | 787K | +130K (+30%) | 加碼 |
| XTX Topco Ltd | 475K | 655K | +452K (+1970%) | 加碼 |
| EFG International AG | 431K | 594K | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 372K | 513K | +99.9K (+37%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 280K | 386K | 新進 | 新進 |
| IEQ CAPITAL, LLC | 238K | 328K | +92.3K (+63%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 122 +12 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 34 / 22 / 53 / 20 |
| 機構合計持股 · 佔流通股 | 38.0M · 26.2% |
| 合計季末市值 | 52.0M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 22.5M |
|---|---|
| 與上期比 | +21.8% |
| 佔流通股數 | 15.52% |
| 日均成交量 | 6.5M |
| 回補天數 | 3.5 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 22.5M | +21.8% | 15.52% | 6.5M | 3.5 |
| 2026-08-14 | 18.5M | +1.5% | 12.74% | 8.8M | 2.1 |
| 2026-07-31 | 18.2M | +5.7% | 12.56% | 3.5M | 5.1 |
| 2026-07-15 | 17.2M | +3.3% | 11.88% | 2.6M | 6.6 |
| 2026-06-30 | 16.7M | -2.8% | 11.50% | 4.6M | 3.6 |
| 2026-06-15 | 17.1M | +3.4% | 11.84% | 4.8M | 3.6 |
| 2026-05-29 | 16.6M | +9.2% | 11.45% | 6.9M | 2.4 |
| 2026-05-15 | 15.2M | +29.6% | 10.49% | 15.1M | 1.0 |
| 2026-04-30 | 11.7M | +27.7% | 8.09% | 15.2M | 1.0 |
| 2026-04-15 | 9.2M | +15.3% | 6.34% | 6.1M | 1.5 |
| 2026-03-31 | 8.0M | +13.3% | 5.50% | 12.0M | 1.0 |
| 2026-03-13 | 7.0M | +6.5% | 4.85% | 2.2M | 3.2 |
| 2026-02-27 | 6.6M | +13.9% | 4.56% | 2.0M | 3.4 |
| 2026-02-13 | 5.8M | +2.8% | 4.00% | 2.2M | 2.6 |
| 2026-01-30 | 5.6M | +37.6% | 3.89% | 5.5M | 1.0 |
| 2026-01-15 | 4.1M | -69.1% | 2.83% | 1.3M | 3.2 |
| 2025-12-31 | 13.3M | +11.8% | 9.15% | 1.5M | 8.6 |
| 2025-12-15 | 11.9M | +18.3% | 8.19% | 1.4M | 8.3 |
| 2025-11-28 | 10.0M | +37.6% | 6.92% | 2.1M | 4.7 |
| 2025-11-14 | 7.3M | +130.7% | 5.03% | 2.8M | 2.6 |
| 2025-10-31 | 3.2M | -3.6% | 2.18% | 3.1M | 1.0 |
| 2025-10-15 | 3.3M | -28.6% | 2.26% | 4.6M | 1.0 |
| 2025-09-30 | 4.6M | +186.5% | 3.17% | 3.8M | 1.2 |
| 2025-09-15 | 1.6M | -1.2% | 1.11% | 1.6M | 1.0 |
| 2025-08-29 | 1.6M | -35.1% | 1.12% | 1.1M | 1.5 |
| 2025-08-15 | 2.5M | +18.9% | 1.73% | 1.2M | 2.1 |