The cluster shows active managers accumulating BZAI with conviction (Nuveen +725%, Russell +439%), but Temasek's large trim (-$3.5M) creates a notable divergence. Monitor for any insider buying or upcoming earnings to confirm the thesis.
Executive Summary
An institutional cluster of 11 buyers and 3 sellers formed in BZAI during 2026-Q2, with aggregate net buying of ~$1.1M. The buying was dominated by active asset managers (Nuveen, Russell Investments, D.A. Davidson) making large percentage additions, while the selling was concentrated in Temasek Holdings trimming a $4.7M position by 67%. The cluster is directionally bullish but modest in absolute dollar scale relative to BZAI's market cap, and the 45-day 13F reporting lag means positions may have shifted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.1M
▲ Buyers (11)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Nuveen | DOUBLED | +725% | $1.3M | $1.1M |
| Russell Investments Group | DOUBLED | +439.2% | $68.0K | $52.0K |
| D.a. Davidson & | DOUBLED | +113.6% | $49.0K | $19.0K |
| BlackRock | ADD | +30.9% | $10.2M | -$79.1K |
| Goldman Sachs | ADD | +36.7% | $513.0K | $18.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Temasek Holdings (Private) | TRIM | -67% | $4.7M | -$3.5M |
| Vontobel Holding | TRIM | -61.6% | $296.0K | -$209.4K |
| JPMorgan | TRIM | -60% | $183.0K | -$119.2K |
Key Facts
- 11 institutional buyers added a net $1.1M in BZAI during Q2 2026
- 3 sellers reduced holdings by a combined -$3.9M, led by Temasek (-$3.5M)
- Nuveen nearly doubled its position (+725% to $1.3M) and Russell Investments quintupled (+439% to $68K)
- BlackRock added 1.74M shares (+30.9%) but its dollar value was flat at ~$10.2M due to price decline
- JPMorgan, Vontobel, and Temasek all trimmed positions by 60-67%
- Active asset managers drove the buying; passive mega-funds were mixed (BlackRock added, JPMorgan trimmed)
- 13F data is as of 6/30/2026 with a 45-day reporting lag — current positions may differ
Financial Impact
11 buyers added $1.1M in net new holdings while 3 sellers reduced by $3.9M, for a net cluster flow of -$2.8M. However, the buyer count (11 vs 3) and conviction (multiple doublings) suggest a bullish directional signal.
Risk Factors
- 13F data is stale (quarter-end as of 6/30/2026); positions may have been unwound
- Temasek's large sell (-67% of a $4.7M position) is a significant counter-signal from a sophisticated investor
- BZAI is a small-cap AI company with limited liquidity — institutional flows may have outsized price impact
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BZAI-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $0.1910 | awaiting T+5 | — | — |
Oct 22, 2026 5d ago | 8-K | $0.2393 | awaiting T+5 | — | — |
Oct 5, 2026 22d ago | Press Release | $0.2902 $0.2657 | ▲ +8.44% | ▲ +8.30% | — |
Oct 5, 2026 22d ago | 8-K | $0.2900 $0.2660 | ▲ +8.28% | ▲ +8.14% | — |
Oct 2, 2026 25d ago | 8-K | $0.4360 $0.2690 | ▲ +38.30% | ▲ +38.72% | — |
Aug 15, 2026 10w ago | Institutional Cluster | $0.5206 $0.4499 | ▼ −13.58% | ▼ −12.39% | — |
Aug 13, 2026 10w ago | 3 | $0.5931 $0.4787 | ▼ −19.29% | ▼ −17.92% | — |
Jul 8, 2026 15w ago | Insider Cluster | $1.21 $1.04 | ▼ −14.46% | ▼ −14.33% | — |
Jul 8, 2026 15w ago | Insider Cluster | $1.21 $1.04 | ▼ −14.46% | ▼ −14.33% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $1.54 $1.46 | ▼ −5.19% | ▼ −5.63% | — |
US Market Status
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