BRZE
Braze, Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 34.83K | $991,290 | +1 | n/a |
| Q2 2026 | 90 | -7 | 70.13M | $1.52B | +4 | −11 |
| Q1 2026 | 100 | +12 | 58.38M | $1.38B | +18 | −6 |
| Q4 2025 | 87 | +2 | 56.08M | $1.92B | +2 | n/a |
| Q3 2025 | 14 | -2 | 32.83M | $933.72M | +1 | −4 |
| Q2 2025 | 14 | -1 | 29.53M | $829.91M | n/a | −1 |
| Q1 2025 | 12 | 0 | 9.44M | $340.46M | +1 | −1 |
| Q4 2024 | 12 | +2 | 10.19M | $426.61M | +3 | −1 |
| Q3 2024 | 9 | -1 | 5.39M | $174.31M | +1 | −2 |
| Q2 2024 | 10 | n/a | 5.99M | $232.60M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 2.20M | +121.0% | $92.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | State Street Global Advisors ✦ (passive) | 1.68M | n/a | $70.41M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.54M | +2.6% | $64.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 1.50M | +89.7% | $62.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.19M | New | $50.00M | 0.0% | New | 1 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 839.00K | +466.0% | $35.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 514.14K | -32.8% | $21.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Millennium Management ✦ | 437.91K | -50.3% | $18.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 123.20K | New | $5.16M | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 82.37K | +27.8% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Renaissance Technologies ✦ | 75.35K | -64.9% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 10.00K | New | $418,800 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $50.00M | 0.0% |
| Arrowstreet Capital | $5.16M | 0.0% |
| Adage Capital Partners | $418,800 | 0.0% |
Exited
| Point72 Asset Management | $1.17M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 254 holders, 89.56M shares, $2.09B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 285.00K sh · $12.92M
Officer · 10.00K sh · $300,400
Officer · 9.32K sh · $308,678
Officer · 32.68K sh · $1.05M
Officer · 5.80K sh · $184,251
Officer · 23.93K sh · $748,676
Officer · 10.00K sh · $310,400
Officer · 2.29K sh · $65,826
Officer · 6.92K sh · $210,312
Officer · 200 sh · $6,150
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology