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Braze, Inc.

BRZE
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001676238

In the last 90 days, Braze, Inc. insiders filed 0 open-market purchases and 10 sales; 245 institutions reported holding it in 13F filings for Q2 2026, worth $2.17B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Braze, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
261
+31 vs. Q3 2025
Shares held
82.0M
+7.70M (+10.4%) vs. Q3 2025
Total value
$2.81B
+$698.0M (+33.0%) vs. Q3 2025
New holders
69
114 more added
Sold out
38
53 more reduced

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BRZE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 261 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 63 institutionsQ1 2022: 63 institutionsQ2 2022: 84 institutionsQ3 2022: 96 institutionsQ4 2022: 95 institutionsQ1 2023: 114 institutionsQ2 2023: 165 institutionsQ3 2023: 193 institutionsQ4 2023: 232 institutionsQ1 2024: 225 institutionsQ2 2024: 224 institutionsQ3 2024: 225 institutionsQ4 2024: 223 institutionsQ1 2025: 241 institutionsQ2 2025: 221 institutionsQ3 2025: 234 institutionsQ4 2025: 261 institutionsQ1 2026: 257 institutionsQ2 2026: 245 institutions
Value heldQ4 2025: $2.81B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.04BQ1 2022: $1.29BQ2 2022: $1.34BQ3 2022: $1.46BQ4 2022: $1.12BQ1 2023: $1.50BQ2 2023: $2.16BQ3 2023: $2.37BQ4 2023: $3.03BQ1 2024: $2.70BQ2 2024: $2.60BQ3 2024: $2.16BQ4 2024: $2.94BQ1 2025: $2.55BQ2 2025: $2.02BQ3 2025: $2.13BQ4 2025: $2.81BQ1 2026: $2.17BQ2 2026: $2.17B
Institutions holding BRZE and their total value by quarter
QuarterHoldersValue
Q2 2026245$2.17B
Q1 2026257$2.17B
Q4 2025261$2.81B
Q3 2025234$2.13B
Q2 2025221$2.02B
Q1 2025241$2.55B
Q4 2024223$2.94B
Q3 2024225$2.16B
Q2 2024224$2.60B
Q1 2024225$2.70B
Q4 2023232$3.03B
Q3 2023193$2.37B
Q2 2023165$2.16B
Q1 2023114$1.50B
Q4 202295$1.12B
Q3 202296$1.46B
Q2 202284$1.34B
Q1 202263$1.29B
Q4 202163$1.04B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Braze, Inc.; share changes are against Q3 2025.

Institutions holding BRZE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc9,851,050$337.8M0.00%+892,635+10.0%Added
BlackRock, Inc.7,172,379$245.9M0.00%+384,314+5.7%Added
Millennium Management LLC4,012,030$137.6M0.10%+529,688+15.2%Added
Battery Management Corp.3,264,864$112.0M17.98%+839,864+34.6%Added
Point72 Asset Management, L.P.3,088,652$105.9M0.17%+2,790,422+935.7%Added
Alliancebernstein L.P.2,576,418$88.3M0.03%+562,402+27.9%Added
JPMorgan Chase & Co2,319,863$79.5M0.01%−135,504−5.5%Reduced
Westfield Capital Management Co LP2,187,275$75.0M0.31%+9,322+0.4%Added
Alyeska Investment Group, L.P.2,105,024$72.2M0.20%+1,801,019+592.4%Added
State Street Corp2,084,626$71.5M0.00%+99,563+5.0%Added
Geode Capital Management, LLC2,082,739$71.4M0.00%+84,365+4.2%Added
Citadel Advisors LLC2,002,451$68.7M0.05%+844,870+73.0%Added
Optimus Prime Fund Management Co., Ltd.1,780,000$61.0M4.92%00.0%Unchanged
Champlain Investment Partners, LLC1,670,640$57.3M0.58%−1,017,288−37.8%Reduced
Sapphire Ventures, L.L.C.1,665,798$57.1M76.90%00.0%Unchanged
UBS Group AG1,576,931$54.1M0.01%+297,253+23.2%Added
ShawSpring Partners LLC1,473,005$50.5M9.51%−375,239−20.3%Reduced
Manufacturers Life Insurance Company, The1,446,064$49.6M0.04%+48,759+3.5%Added
Barclays PLC1,429,076$49.0M0.02%+24,681+1.8%Added
Bank of America Corp1,359,054$46.6M0.00%+7,827+0.6%Added
Nuveen, LLC1,353,709$46.4M0.01%+197,928+17.1%Added
Solel Partners LP1,272,200$43.6M7.06%+526,300+70.6%Added
Squarepoint Ops LLC1,256,122$43.1M0.09%+424,077+51.0%Added
Stephens Investment Management Group LLC1,233,143$42.3M0.55%+98,854+8.7%Added
TimesSquare Capital Management, LLC937,020$32.1M0.48%+31,517+3.5%Added
Goldman Sachs Group Inc934,528$32.0M0.00%+90,600+10.7%Added
Price T Rowe Associates Inc802,725$27.5M0.00%+549,445+216.9%Added
Northern Trust Corp751,894$25.8M0.00%−2540.0%Reduced
Kettle Hill Capital Management, LLC747,715$25.6M5.72%+747,715New
Charles Schwab Investment Management Inc721,491$24.7M0.00%+45,741+6.8%Added
Marshall Wace, LLP704,555$24.2M0.02%−264,464−27.3%Reduced
Deutsche Bank AG654,839$22.5M0.01%−992,435−60.2%Reduced
Summit Partners Public Asset Management, LLC651,000$22.3M0.63%+651,000New
Ameriprise Financial Inc622,639$21.4M0.00%+156,041+33.4%Added
Engineers Gate Manager LP545,581$18.7M0.22%+321,595+143.6%Added
Morgan Stanley460,885$15.8M0.00%−548,661−54.3%Reduced
Canada Pension Plan Investment Board455,500$15.6M0.01%+9,100+2.0%Added
Picton Mahoney Asset Management440,410$15.1M0.17%+415,843+1,692.7%Added
Freestone Grove Partners LP434,110$14.9M0.11%−326,230−42.9%Reduced
Bank of New York Mellon Corp427,660$14.7M0.00%+16,143+3.9%Added
Glenmede Trust Co NA394,669$13.5M0.06%+394,669New
Healthcare of Ontario Pension Plan Trust Fund346,793$11.9M0.02%+346,793New
Walleye Capital LLC330,354$11.3M0.06%+202,617+158.6%Added
Trexquant Investment LP322,499$11.1M0.10%+154,415+91.9%Added
Verition Fund Management LLC306,653$10.5M0.06%+69,734+29.4%Added
Jacobs Levy Equity Management, Inc304,243$10.4M0.04%−17,445−5.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.298,446$10.2M0.03%+276,206+1,241.9%Added
Scopia Capital Management LP293,405$10.1M2.13%−395,544−57.4%Reduced
G2 Investment Partners Management LLC290,227$9.95M2.37%+290,227New
Schonfeld Strategic Advisors LLC290,113$9.95M0.05%−72,159−19.9%Reduced
SG Americas Securities, LLC289,790$9.94M0.01%+284,533+5,412.5%Added
AQR Capital Management LLC278,783$9.56M0.01%+104,812+60.2%Added
Ieq Capital, LLC274,336$9.41M0.03%+4,612+1.7%Added
CIBC Private Wealth Group, LLC239,399$8.21M0.01%+52,622+28.2%Added
Peregrine Capital Management LLC231,517$7.94M0.24%−3,175−1.4%Reduced
Acadian Asset Management LLC231,016$7.91M0.01%+210,511+1,026.6%Added
Archon Capital Management LLC224,447$7.70M4.38%−40,000−15.1%Reduced
First Washington CORP222,997$7.65M1.98%+222,997New
King Luther Capital Management Corp214,944$7.37M0.03%+13,658+6.8%Added
UBS Asset Management Americas Inc197,377$6.77M0.00%+10,487+5.6%Added
State of Wisconsin Investment Board187,587$6.43M0.01%+10,596+6.0%Added
Wells Fargo & Company181,535$6.22M0.00%+128,511+242.4%Added
Russell Investments Group, Ltd.178,947$6.14M0.01%−3,946−2.2%Reduced
Susquehanna Fundamental Investments, LLC159,113$5.46M0.19%+159,113New
SEI Investments Co157,355$5.40M0.01%+76,793+95.3%Added
Swiss National Bank156,400$5.36M0.00%+13,900+9.8%Added
Bullseye Asset Management LLC152,608$5.23M2.82%+75,000+96.6%Added
Victory Capital Management Inc147,503$5.06M0.00%−77,250−34.4%Reduced
Nomura Asset Management International Inc.143,886$4.93M0.01%+143,886New
Herald Investment Management Ltd125,000$4.29M0.56%+125,000New
Panoramic Capital, LLC124,652$4.27M2.45%+64,652+107.8%Added
Scalar Gauge Management, LLC124,000$4.25M2.82%+124,000New
Renaissance Technologies LLC119,400$4.09M0.01%+119,400New
Lisanti Capital Growth, LLC119,030$4.08M0.97%+119,030New
Principal Financial Group Inc108,809$3.73M0.00%+108,809New
Rhumbline Advisers102,505$3.51M0.00%−10,133−9.0%Reduced
Vestcor Inc100,000$3.43M0.10%+25,000+33.3%Added
Invesco Ltd.97,486$3.34M0.00%+8,495+9.5%Added
Susquehanna International Group, LLP92,832$3.18M0.00%+72,693+361.0%Added
Boothbay Fund Management, LLC92,170$3.16M0.08%+19,373+26.6%Added
Raymond James Financial Inc86,415$2.96M0.00%+33,727+64.0%Added
Legal & General Group Plc85,681$2.94M0.00%+3,687+4.5%Added
Cresset Asset Management, LLC80,901$2.77M0.01%00.0%Unchanged
California State Teachers Retirement System75,850$2.60M0.00%+5,564+7.9%Added
Headlands Technologies LLC75,065$2.57M0.21%+24,411+48.2%Added
Highland Capital Management Fund Advisors, L.P.74,955$2.57M0.18%+32,876+78.1%Added
Twinbeech Capital LP72,841$2.50M0.18%+61,613+548.7%Added
Los Angeles Capital Management LLC90,236$2.48M0.01%+71,302+376.6%Added
Osterweis Capital Management Inc69,305$2.38M0.10%+69,305New
Harbor Capital Advisors, Inc.66,190$2.27M0.18%+3,169+5.0%Added
Pathway Capital Management, LP64,370$2.21M28.33%+64,370New
Cinctive Capital Management LP63,711$2.18M0.13%+63,711New
Dana Investment Advisors, Inc.57,730$1.98M0.06%+57,730New
Panagora Asset Management Inc52,893$1.81M0.01%+27,248+106.3%Added
Creative Planning51,314$1.76M0.00%+14,786+40.5%Added
Jasper Ridge Partners, L.P.49,327$1.69M0.04%00.0%Unchanged
Commonwealth Equity Services, LLC48,250$1.65M0.00%−7,578−13.6%Reduced
First Trust Advisors LP47,465$1.63M0.00%+47,465New
MetLife Investment Management47,231$1.62M0.01%+890+1.9%Added
Bessemer Group Inc46,540$1.60M0.00%−50−0.1%Reduced