BRZE
Braze, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -7.4% ·
flujo de acciones +19.8% ·
nuevas posiciones netas -10.2%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | -7 | 69.49M | $1.51B | +4 | −13 |
| 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 | Fidelity (FMR) ✦ | 16.89M | +259.3% | $366.45M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 8.40M | +6.8% | $182.19M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 3 | Pictet Asset Management Holding SA | 5.05M | +38962.5% | $109.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 3.98M | +1.4% | $86.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 3.79M | -13.6% | $82.20M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 2.55M | +11.6% | $55.22M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Manufacturers Life Insurance… | 2.47M | +30.9% | $53.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (pasivo) | 2.40M | +5.2% | $52.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | American Century Companies Inc | 1.79M | +90.5% | $38.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Nuveen, LLC | 1.75M | +20.7% | $37.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Goldman Sachs Group ✦ | 1.38M | -29.8% | $29.93M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 1.28M | -46.9% | $27.72M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 13 | Arrowstreet Capital ✦ | 1.22M | +1207.5% | $26.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Nomura Asset Management… | 1.15M | +1106.3% | $25.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.15M | +90.4% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | UBS Group AG | 1.12M | -66.7% | $24.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 17 | Bank Of America Corp /De/ | 1.12M | -12.3% | $24.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 18 | JPMorgan Chase ✦ | 1.06M | -54.0% | $22.30M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 19 | Citigroup Inc | 932.84K | +9304.5% | $20.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Northern Trust Corp | 904.47K | +11.0% | $19.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | AQR Capital Management ✦ | 866.32K | -4.3% | $18.79M | 0.0% | ▼ Trim | 8 | SEC ↗ ×8 |
| 22 | Charles Schwab Investment… | 831.02K | +4.6% | $18.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 627.95K | -13.7% | $13.62M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 24 | Connor, Clark & Lunn Investment… | 584.97K | +249.9% | $12.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Bank of New York Mellon Corp | 544.69K | +2.7% | $11.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 26 | Squarepoint Ops LLC | 391.34K | +42.2% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Balyasny Asset Management L.P. | 385.01K | Nuevo | $8.35M | 0.0% | New | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 378.41K | -65.8% | $8.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 29 | Wellington Management ✦ | 361.76K | Nuevo | $7.85M | 0.0% | New | 1 | SEC ↗ ×3 |
| 30 | CIBC Bancorp USA Inc. | 302.47K | -0.8% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Alliancebernstein L.P. | 237.94K | +16.3% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 237.36K | +116.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Deutsche Bank Ag\ | 224.87K | -53.8% | $4.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | T. Rowe Price ✦ | 222.41K | +14.5% | $4.83M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 35 | Quantinno Capital Management LP | 217.92K | +9.3% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | State Of Wisconsin Investment Board | 216.23K | +17.7% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Swiss National Bank | 165.00K | +2.0% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Sei Investments Co | 148.45K | +15.4% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | UBS AM, a distinct business unit of… | 146.03K | -15.2% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 40 | Creative Planning | 139.46K | -4.0% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Rhumbline Advisers | 119.70K | +11.3% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Victory Capital Management Inc | 117.10K | -28.0% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Invesco Ltd. | 105.65K | -8.4% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 44 | Point72 Asset Management ✦ | 105.17K | -96.6% | $2.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 98.88K | -2.0% | $2.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Corient Private Wealth LP | 97.97K | +0.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | New York State Common Retirement… | 90.69K | +224.5% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | First Trust Advisors Lp | 84.86K | -49.3% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 82.10K | +150.2% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 50 | Raymond James Financial Inc | 76.93K | +28.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Envestnet Asset Management Inc | 72.37K | +20.3% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Legal & General Group Plc | 68.78K | +2.3% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 53 | Franklin Resources Inc | 55.90K | +1.1% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | Cetera Investment Advisers | 51.03K | +33.2% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Mariner, LLC | 47.81K | -20.2% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 46.38K | +2.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 44.09K | +6.7% | $956,399 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Wealth Enhancement Advisory… | 36.16K | +13.4% | $908,651 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Zurcher Kantonalbank (Zurich… | 41.59K | 0.0% | $902,044 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Universal- Beteiligungs- und… | 38.37K | Nuevo | $832,288 | 0.0% | New | 1 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 35.79K | +1.5% | $776,263 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Cerity Partners LLC | 28.09K | -8.3% | $609,338 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Captrust Financial Advisors | 26.22K | +10.5% | $568,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 25.48K | +236.4% | $552,747 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Jones Financial Companies Lllp | 25.98K | +67.2% | $546,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 25.14K | +4.3% | $545,179 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | ProShare Advisors LLC | 23.06K | +3.7% | $500,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Stifel Financial Corp | 20.67K | +22.0% | $448,376 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Canada Pension Plan Investment Board | 19.30K | -91.7% | $418,617 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Voya Investment Management Llc | 18.38K | +27.5% | $398,727 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Barclays Plc | 18.19K | -98.8% | $394,540 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 72 | Pnc Financial Services Group, Inc. | 16.97K | -30.0% | $368,080 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 73 | Prudential Financial Inc | 15.63K | +14.4% | $339,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | State Board Of Administration Of… | 14.96K | 0.0% | $324,482 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Commonwealth Equity Services, Llc | 14.41K | -31.4% | $312,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | LPL Financial LLC | 13.77K | -41.4% | $298,585 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | D. E. Shaw & Co. ✦ | 11.44K | -57.1% | $248,220 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Sumitomo Mitsui Trust Group, Inc. | 10.53K | 0.0% | $228,396 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Lazard Asset Management Llc | 10.53K | 0.0% | $228,396 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Susquehanna International Group, Llp | 10.32K | -67.5% | $223,906 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 6.66K | +11.8% | $144,473 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Us Bancorp \De\ | 1.61K | -34.0% | $34,942 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | BNP Paribas Asset Management… | 1.34K | -11.1% | $28,978 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Federated Hermes, Inc. | 835 | -14.1% | $18,111 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Fifth Third Bancorp | 593 | -47.7% | $12,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | National Bank Of Canada /Fi/ | 502 | Nuevo | $10,883 | 0.0% | New | 1 | SEC ↗ |
| 87 | Northwestern Mutual Wealth… | 74 | +208.3% | $1,605 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Nomura Asset Management Co Ltd | 0 | — | $0 | 0.0% | Held | 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
| Balyasny Asset Management L.P. | $8.35M | 0.0% |
| Wellington Management | $7.85M | 0.0% |
| Universal- Beteiligungs- und… | $832,288 | 0.0% |
| National Bank Of Canada /Fi/ | $10,883 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $20.93M | era 0.0% |
| 1832 Asset Management L.P. | $17.26M | era 0.0% |
| First Eagle Investment… | $3.74M | era 0.0% |
| Healthcare Of Ontario Pension… | $3.65M | era 0.0% |
| Hsbc Holdings Plc | $1.41M | era 0.0% |
| Holocene Advisors, LP | $750,397 | era 0.0% |
| Amundi | $618,535 | era 0.0% |
| Capstone Investment Advisors… | $438,202 | era 0.0% |
| Group One Trading Llc | $420,966 | era 0.0% |
| Walleye Trading LLC | $336,324 | era 0.0% |
| Focus Partners Wealth | $236,337 | era 0.0% |
| Toronto Dominion Bank | $107,378 | 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 · 9.32K acc. · $308,678
Officer · 32.68K acc. · $1.05M
Officer · 5.80K acc. · $184,251
Officer · 23.93K acc. · $748,676
Officer · 10.00K acc. · $310,400
Officer · 400 acc. · $12,300
Officer · 2.29K acc. · $65,826
Officer · 6.92K acc. · $210,312
Officer · 200 acc. · $6,150
Officer · 7.79K acc. · $224,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología