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BRZE in the 13F filings

Braze Inc · CUSIP 10576N102

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 8 listed it in both
Shares listed
28,853,575
combined, among listed positions
Reported value
$626m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 10 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +7,004,464.

Managers listing BRZE in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Fidelity (FMR LLC)16,894,687$366munder 0.1%Added+12,192,48213 Aug 2026 (the filing on sec.gov)
Millennium Management LLC3,789,708$82munder 0.1%Trimmed-594,68114 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,278,093$28munder 0.1%Trimmed-1,126,4872 Sep 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,215,638$26munder 0.1%Added+1,122,66713 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC866,318$19munder 0.1%Trimmed-39,36314 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC859,726$19m0.09%Added+363,22114 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP627,946$14munder 0.1%Trimmed-99,90613 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC609,814$13munder 0.1%Added+451,3145 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP582,390$13m0.08%Trimmed-170,35714 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC391,337$8.5munder 0.1%Added+116,14914 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC385,014$8.4munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP361,764$7.8munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP237,942$5.6munder 0.1%Added+33,36314 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc222,407$4.8munder 0.1%Added+28,10514 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP122,661$2.7munder 0.1%Trimmed-103,14314 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC117,055$2.5munder 0.1%Trimmed-1,010,0673 Aug 2026 (the filing on sec.gov)
Invesco Ltd105,652$2.3munder 0.1%Trimmed-9,72514 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP105,174$2.3munder 0.1%Trimmed-3,004,63114 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd33,004$716kunder 0.1%Held014 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.11,444$248kunder 0.1%Trimmed-15,21814 Aug 2026 (the filing on sec.gov)
Woodline Partners LP11,426$248kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP10,323$224kunder 0.1%Trimmed-21,43914 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC9,464$205kunder 0.1%Trimmed-795,41514 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC4,588$99kunder 0.1%Trimmed-124,71013 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0246820222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BRZE by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20215$78mn.a.n.a.
Q1 20222$19mn.a.n.a.
Q2 20221$67mn.a.n.a.
Q3 20222$78mn.a.n.a.
Q4 20221$1.4mn.a.n.a.
Q1 20233$84mn.a.n.a.
Q2 20237$170mn.a.n.a.
Q3 20235$147mn.a.n.a.
Q4 20236$150m24
Q1 20245$120m33
Q2 20242$5.6m21
Q3 20243$104m30
Q4 20243$142m21
Q1 20253$56m22
Q2 20253$51m30
Q3 20255$150m50
Q4 20257$410m178
Q1 20268$261m1710
Q2 20263$45m1017

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BRZE and GOOGL →BRZE and AMZN →BRZE and MSFT →Choose a stock to compare with BRZE →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BRZE, latest filings →Back to the 13F Explorer →