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The company

Backblaze, Inc.

BLZE · Nasdaq

TechnologyCloud & AI Compute InfrastructureJust dropped out

BLZE stood above a rising 150-day average in 18 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 18.5% below that average now. Cloud & AI Compute Infrastructure: 17% of its 6 stocks in an uptrend (−33 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Just dropped out
Weeks in an uptrend
out for 1
Industry in uptrend
17% -33 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$473K
Officials’ trades on record
0
Institutions holding
162 (+32)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 18 of 52 weeks.

17 Apr – 16 Oct
19%50%81%Apr 26Jun 26Jul 26Sep 26Oct 26

Cloud & AI Compute Infrastructure: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$456K$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months2
Buyers · sellers0 · 2
WhoDidSharesTraded
Marc SuidanChief Financial Officersold2,110at $15.8221 Aug 2026filed 24 Aug 2026
Gleb BudmanCEO and Chairpersonsold12,855at $15.8221 Aug 2026filed 24 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders162+32 on the quarter
New · exited57 · 24
Reported value$532.2M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20264,722,483$74.9M+1,038,584+28.2%
Driehaus Capital Management LLCnew · filed 14 Aug 20262,688,044$42.6M+2,688,044
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,514,639$39.9M+170,192+7.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,525,097$24.2M+179,904+13.4%
AWM Investment Company, Inc.unchanged · filed 14 Aug 20261,400,166$22.2M00.0%
Pillsbury Lake Capital LLCreduced · filed 14 Aug 20261,339,837$21.2M-621,446−31.7%
STATE STREET CORPadded · filed 7 Aug 20261,216,998$19.3M+104,348+9.4%
Connor, Clark & Lunn Investment Management Ltd.added · filed 13 Aug 20261,156,752$18.3M+323,480+38.8%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20261,051,847$16.7M+388,336+58.5%
Qube Research & Technologies Ltdadded · filed 14 Aug 2026766,200$12.2M+333,849+77.2%
31 Mar 2023 – 30 Jun 2026
2993157Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Gleb Budman Company insiderCEO and Chairperson · last 21 Aug 20260 · 272
Marc Suidan Company insiderChief Financial Officer · last 21 Aug 20260 · 3
An Evelyn D Company insiderDirector · last 26 May 20260 · 0
Barbara H. Nelson Company insiderDirector · last 26 May 20260 · 1
Earl E. Fry Company insiderDirector · last 26 May 20260 · 0
Miller Jocelyn Carter Company insiderDirector · last 26 May 20260 · 0
Daniel Spraggins Company insiderSenior VP of Engineering · last 10 Mar 20260 · 0
Tina Cessna Company insiderSenior VP, Engineering · last 20 Aug 20250 · 36
Jocelyn Carter-Miller Company insiderDirector · last 27 May 20250 · 0
Francis P. Patchel Company insiderChief Financial Officer · last 23 Aug 20240 · 42
Tmt Investments Plc Company insider10% owner · last 1 Sep 20231 · 6
Timothy M. Nufire Company insiderDirector · last 5 Jun 20230 · 270

Same industry

AGPU Axe ComputeIn trend+3%
NBIS Nebius GroupJust dropped out-17%
CRWV CoreWeaveNot moving yet-35%
APLD Applied DigitalNot moving yet-43%
WYFI WhiteFiberNot moving yet-48%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202560.9%
Operating profit marginFY 2025 · to 31 Dec 2025-16.2%
Free cash flow marginFY 2025 · to 31 Dec 202512.9%
Return on capital employedFY 2025 · to 31 Dec 2025-18.1%
Research spendFY 2025 · to 31 Dec 202531.6%
Share count trendFY 2025 · to 3 Mar 20266.9%
Cash and equivalentsFY 2025 · to 31 Dec 2025$29.2M
Free cash flowFY 2025 · to 31 Dec 2025$18.9M

Analyst forecasts

No analyst forecasts yet.