Blink Charging
BLNK on Nasdaq. Market value $80m.
Should I look at this?
Look carefully before going further
Why it could be worth it
Nothing stands out yet.
What to watch out for
Read the warning sign in its own filings
This is not advice.
Who owns it
None of the long-term investors we follow own it. 111 funds in all.
Largest holders overall
- Vanguard Capital Management$3mAdded
- Geode Capital Management$1mCut
- BlackRock$926,711
- Jane Street Group$860,584Added
- Vanguard Fiduciary Trust$531,182Cut
- General Motors Holdings$487,001
- Stifel Financial$486,232Added
- State Street$413,958Cut
- UBS Group AG$407,698Cut
- Renaissance Technologies$382,334Cut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
No one has reported a stake above 5% since December 2024.
- The Vanguard GroupPassive investorSold down below 5%Since 30 June 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2025
- STATE STREET CORPORATIONPassive investorSold down below 5%Since 30 June 2025
| Holder | Stake | Since | |
|---|---|---|---|
The Vanguard Group Passive investor | Sold down below 5% | 30 June 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2025 | |
STATE STREET CORPORATION Passive investor | Sold down below 5% | 30 June 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $75,280 of shares on the open market.
- Bercovich MichaelChief Financial OfficerBought
- Date
- 12 December 2025
- Shares
- 65,333
- Price
- $0.77
- Value
- $50,280
- Battaglia Michael C.President and CEO, DirectorBought
- Date
- 12 December 2025
- Shares
- 33,333
- Price
- $0.75
- Value
- $25,000
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 12 December 2025 | Bercovich Michael Chief Financial Officer | Bought | 65,333 | $0.77 | $50,280 |
| 12 December 2025 | Battaglia Michael C. President and CEO, Director | Bought | 33,333 | $0.75 | $25,000 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
1 serious warning sign in Blink Charging’s filings.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 31 Mar 2026, plus the 10-Q filed 7 Aug 2026 and 6 later 8-Ks.
Weak checks on its own accounts
SeriousThe company said its checks on its own accounts did not work at the end of its latest quarter. Mistakes could slip into the numbers.
“Based on that evaluation, our chief executive officer and chief financial officer concluded that, as of June 30, 2026, our disclosure controls and procedures were not effective due to the material weakness in our internal control over financial reporting as discussed in Item 9A. Controls and Procedures – in the Company’s Form 10-K for the fiscal year ended December 31, 2025, under the heading “Management’s Annual Report on Internal Control Over Financial Reporting”.”
From the 10-Q filed 7 August 2026, Part I, Item 4. Controls and Procedures. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.