BRZE
Braze, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -12.5% ·
flujo de acciones -7.3% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 89 | -7 | 69.52M | $1.51B | +4 | −12 |
| Q1 2026 | 100 | +12 | 58.38M | $1.38B | +18 | −6 |
| Q4 2025 | 87 | +2 | 56.08M | $1.92B | +2 | — |
| Q3 2025 | 14 | -2 | 32.83M | $933.72M | +1 | −4 |
| Q2 2025 | 14 | -1 | 29.53M | $829.91M | — | −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 | — | 5.99M | $232.60M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 8.96M | -7.0% | $254.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 8.96M | -7.0% | $254.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 8.96M | -7.0% | $254.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 8.96M | -7.0% | $254.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 8.96M | -7.0% | $254.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 6.79M | +3.1% | $193.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 4.91M | — | $139.66M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Millennium Management ✦ | 3.48M | +31.6% | $99.04M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 42 | Geode Capital Management ✦ (pasivo) | 2.00M | +11.2% | $56.84M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | Geode Capital Management ✦ (pasivo) | 2.00M | +11.2% | $56.84M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | State Street Global Advisors ✦ (pasivo) | 1.99M | +8.8% | $56.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 1.16M | -48.1% | $32.92M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 1.16M | -48.1% | $32.92M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 1.01M | — | $28.71M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Marshall Wace ✦ | 969.02K | -12.2% | $27.56M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 56 | Marshall Wace ✦ | 969.02K | -12.2% | $27.56M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 57 | Marshall Wace ✦ | 969.02K | -12.2% | $27.56M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 843.93K | — | $24.00M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 843.93K | — | $24.00M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 298.23K | Nuevo | $8.48M | 0.0% | New | 1 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 253.28K | -72.1% | $7.20M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 62 | T. Rowe Price ✦ | 253.28K | -72.1% | $7.20M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 173.97K | +5.6% | $4.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 173.97K | +5.6% | $4.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 173.97K | +5.6% | $4.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 173.97K | +5.6% | $4.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 2.28K | -87.6% | $64,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 2.28K | -87.6% | $64,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $8.48M | 0.0% |
Posición cerrada
| Wellington Management | $31.37M | era 0.0% |
| Norges Bank | $24.47M | era 0.0% |
| Arrowstreet Capital | $9.75M | era 0.0% |
| Renaissance Technologies | $8.29M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 254 tenedores, 89.56M acciones, $2.09B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 6.92K acc. · $210,312
Officer · 2.29K acc. · $65,826
Officer · 200 acc. · $6,150
Officer · 7.79K acc. · $224,000
Officer · 7.53K acc. · $228,611
Officer · 400 acc. · $12,300
Officer · 35.00K acc. · $1.05M
Officer · 33.66K acc. · $930,588
Officer · 10.15K acc. · $276,736
Officer · 17.89K acc. · $483,702
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología