L3VLUP
ProSign in

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
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
16,778,118
combined, among listed positions
Reported value
$575m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,721,286.

Managers listing BRZE in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, 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
Millennium Management LLC4,012,030$138m0.06%Added+529,68817 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP3,088,652$106m0.12%Added+2,790,42217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP2,576,418$88munder 0.1%Added+562,40217 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,002,451$69munder 0.1%Added+844,87017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,256,122$43munder 0.1%Added+424,07713 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc802,725$28munder 0.1%Added+549,44517 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP704,555$24munder 0.1%Trimmed-264,46413 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP434,110$15m0.11%Trimmed-326,23017 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC330,354$11munder 0.1%Added+202,61713 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC306,653$11munder 0.1%Added+69,73413 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC290,113$9.9munder 0.1%Trimmed-72,15917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC278,783$9.6munder 0.1%Added+104,81217 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC231,016$7.9munder 0.1%Added+210,51110 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC119,400$4.1munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Invesco Ltd97,486$3.3munder 0.1%Added+8,49519 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP92,832$3.2munder 0.1%Added+72,69317 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP33,517$1.1munder 0.1%Trimmed-192,29317 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd33,004$1.1munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Winton Group Ltd23,549$807kunder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP18,545$636kunder 0.1%Added+12,79910 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP18,031$618kunder 0.1%Added+5,07517 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC14,031$481kunder 0.1%Trimmed-28,03112 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP7,113$244kunder 0.1%Trimmed-1,00713 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)6,628$227kunder 0.1%Added+4,34517 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (2)

Exited (2)

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 →