Position in BLZE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,332,335
+$22,679,276 QoQ
Shares Held
1,786,402
+9.0% QoQ
Ownership
2.89%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4
of 169 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLZE Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ACADIAN ASSET MANAGEMENT LLC holds $5,065,452,862 across 70 Software - Infrastructure names. BLZE ranks #26 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,848,128 | $1,808,448,706 | |
| 2 | FTNT |
Fortinet, Inc.
|
4,421,914 | $679,294,428 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
3,555,413 | $467,287,930 | |
| 4 | GDDY |
GoDaddy Inc.
|
1,963,084 | $166,626,569 | |
| 5 | DBX |
Dropbox, Inc.
|
6,062,950 | $166,549,236 | |
| 6 | PANW |
Palo Alto Networks Inc
|
470,621 | $160,491,173 | |
| 7 | FFIV |
F5, Inc.
|
342,383 | $142,417,632 | |
| 8 | BOX |
Box Inc
|
4,964,832 | $131,766,641 |
All Filings in BLZE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,332,335 | 1,786,402 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,653,059 | 1,638,568 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,451,104 | 1,169,765 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,106,554 | 334,758 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $701,063 | 127,466 | Shares | Defined | 2025-08-07 | |
| 2024-12-31 | $239,614 | 39,803 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,366,303 | 213,819 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,897,869 | 632,771 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $7,054,597 | 689,599 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,411,707 | 317,748 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,603,503 | 291,546 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $938,453 | 216,733 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $560,560 | 111,002 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $82,637 | 13,437 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||