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BRZE · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BRZEMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BRZE
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterBRZEMSFT
Q3 2020none listed holders, n.a.63 holders, $218bn
Q4 2020none listed holders, n.a.66 holders, $228bn
Q1 2021none listed holders, n.a.65 holders, $241bn
Q2 2021none listed holders, n.a.62 holders, $273bn
Q3 2021none listed holders, n.a.64 holders, $283bn
Q4 20215 holders, $78m65 holders, $336bn
Q1 20222 holders, $19m63 holders, $297bn
Q2 20221 holders, $67m67 holders, $245bn
Q3 20222 holders, $78m68 holders, $216bn
Q4 20221 holders, $1.4m62 holders, $217bn
Q1 20233 holders, $84m65 holders, $254bn
Q2 20237 holders, $170m69 holders, $304bn
Q3 20235 holders, $147m71 holders, $281bn
Q4 20236 holders, $150m66 holders, $333bn
Q1 20245 holders, $120m68 holders, $361bn
Q2 20242 holders, $5.6m67 holders, $374bn
Q3 20243 holders, $104m69 holders, $356bn
Q4 20243 holders, $142m70 holders, $338bn
Q1 20253 holders, $56m67 holders, $294bn
Q2 20253 holders, $51m65 holders, $401bn
Q3 20255 holders, $150m70 holders, $427bn
Q4 20257 holders, $410m68 holders, $411bn
Q1 20268 holders, $261m64 holders, $312bn
Q2 20263 holders, $45m60 holders, $291bn
BRZE

Braze Inc

Holders
8
Reported value
$261m
Buyers
17
Sellers
10

Breadth +7 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
64
Reported value
$312bn
Buyers
27
Sellers
43

Breadth -16 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q1 2026

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BRZE (0)

None.

Only MSFT (56)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, and 31 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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