Braze Ownership 2024 | Who Owns Braze Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

66.46%

Insider Ownership

6.93%

Retail Ownership

26.61%

Institutional Holders

233.00

Braze Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ICONIQ CAPITAL, LLC8.48%7.11%8,550,897881,13411.49%332,116,839Jun 30, 2024
VANGUARD GROUP INC6.30%0.00%6,347,529452,5917.68%246,538,026Jun 30, 2024
CADIAN CAPITAL MANAGEMENT, LP4.86%9.47%4,900,944367,1288.10%190,352,665Jun 30, 2024
BATTERY MANAGEMENT CORP.4.68%48.08%4,715,119--183,135,222Jun 30, 2024
BLACKROCK INC.4.59%0.00%4,628,541441,98210.56%179,772,532Jun 30, 2024
MORGAN STANLEY4.16%0.01%4,192,84514,8530.36%162,850,145Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC2.89%0.69%2,911,910827,10539.67%113,098,584Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.85%0.07%2,873,1772,017,857235.92%111,595,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.78%0.02%1,791,871-36,464-1.99%69,596,270Jun 30, 2024
SAPPHIRE VENTURES, L.L.C.1.73%57.69%1,745,381--67,790,598Jun 30, 2024
STATE STREET CORP1.29%0.00%1,296,65161,9155.01%50,361,925,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.26%0.00%1,267,52879,8076.72%49,240,264Jun 30, 2024
DEUTSCHE BANK AG\1.11%0.02%1,120,590-4,160-0.37%43,523,716Jun 30, 2024
NORGES BANK0.88%0.01%885,089885,089100.00%34,376,857Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.87%0.10%881,700-662,000-42.88%34,245,228Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.85%0.02%858,275352,41769.67%33,335,401Jun 30, 2024
OPTIMUS PRIME FUND MANAGEMENT CO., LTD.0.83%3.82%835,000450,000116.88%32,431,400Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/0.78%0.00%786,25064,6058.95%30,539,000Jun 30, 2024
FIERA CAPITAL CORP0.77%0.10%780,6307,5700.98%30,319,669Jun 30, 2024
JPMORGAN CHASE & CO0.73%0.00%732,579499,122213.80%28,453,371Jun 30, 2024

Braze's largest institutional shareholder is ICONIQ CAPITAL, LLC, holding 8.48% of the company's total share outstanding, currently valued at $332.12M. The top 10 institutional shareholders own together 42.32% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SAPPHIRE VENTURES, L.L.C.1.73%57.69%1,745,381--67,790,598Jun 30, 2024
1888 INVESTMENTS, LLC0.02%52.86%17,42217,422100.00%676,670Jun 30, 2024
BATTERY MANAGEMENT CORP.4.68%48.08%4,715,119--183,135,222Jun 30, 2024
INDUSTRY VENTURES, L.L.C.0.19%11.30%188,773188,773100.00%7,331,943Jun 30, 2024
CADIAN CAPITAL MANAGEMENT, LP4.86%9.47%4,900,944367,1288.10%190,352,665Jun 30, 2024
ICONIQ CAPITAL, LLC8.48%7.11%8,550,897881,13411.49%332,116,839Jun 30, 2024
OPTIMUS PRIME FUND MANAGEMENT CO., LTD.0.83%3.82%835,000450,000116.88%32,431,400Jun 30, 2024
STEADVIEW CAPITAL MANAGEMENT LLC0.14%1.84%141,024-7,000-4.73%5,477,372Jun 30, 2024
RENAISSANCE CAPITAL LLC0.05%1.01%46,67311,78833.79%1,812,779Jun 30, 2024
EAGLE BAY ADVISORS LLC0.03%0.81%34,294--1,331,979Jun 30, 2024
EDBI PTE LTD0.02%0.70%15,83615,836100.00%615,070Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC2.89%0.69%2,911,910827,10539.67%113,098,584Jun 30, 2024
JSF FINANCIAL, LLC0.05%0.61%51,558--2,002,513Jun 30, 2024
CONGRESS PARK CAPITAL LLC0.04%0.58%37,28437,284100.00%1,448,111Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC0.33%0.54%332,784332,784100.00%12,925,331Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.07%0.51%66,30466,304100.00%2,575,000Jun 30, 2024
STRATEGIC VISION INVESTMENT LTD0.02%0.45%18,297--710,655Jun 30, 2024
HARBERT FUND ADVISORS, INC.0.01%0.41%15,0001,50011.11%582,600Jun 30, 2024
BULLSEYE ASSET MANAGEMENT LLC0.02%0.41%21,650--841,000Jun 30, 2024
NUMERAI GP LLC0.02%0.32%22,460-126-0.56%872,346Jun 30, 2024

The largest Braze shareholder by % of total assets is SAPPHIRE VENTURES, L.L.C.. The company owns 1.75M shares of Braze (BRZE), representing 57.69% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.85%0.07%2,873,1772,017,857235.92%111,595,000Jun 30, 2024
NORGES BANK0.88%0.01%885,089885,089100.00%34,376,857Jun 30, 2024
ICONIQ CAPITAL, LLC8.48%7.11%8,550,897881,13411.49%332,116,839Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC2.89%0.69%2,911,910827,10539.67%113,098,584Jun 30, 2024
JPMORGAN CHASE & CO0.73%0.00%732,579499,122213.80%28,453,371Jun 30, 2024
VANGUARD GROUP INC6.30%0.00%6,347,529452,5917.68%246,538,026Jun 30, 2024
OPTIMUS PRIME FUND MANAGEMENT CO., LTD.0.83%3.82%835,000450,000116.88%32,431,400Jun 30, 2024
BLACKROCK INC.4.59%0.00%4,628,541441,98210.56%179,772,532Jun 30, 2024
CADIAN CAPITAL MANAGEMENT, LP4.86%9.47%4,900,944367,1288.10%190,352,665Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.85%0.02%858,275352,41769.67%33,335,401Jun 30, 2024
WCM INVESTMENT MANAGEMENT, LLC0.35%0.03%347,909347,909100.00%13,241,417Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC0.33%0.54%332,784332,784100.00%12,925,331Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.30%0.07%298,730298,730100.00%11,602,673Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.26%0.03%261,736261,736100.00%10,165,824Jun 30, 2024
MAN GROUP PLC0.21%0.02%215,523215,523100.00%8,370,913Jun 30, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.19%0.21%189,224189,224100.00%7,349,460Jun 30, 2024
INDUSTRY VENTURES, L.L.C.0.19%11.30%188,773188,773100.00%7,331,943Jun 30, 2024
TREXQUANT INVESTMENT LP0.23%0.14%236,331176,522295.14%9,179,096Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.37%0.02%371,600163,00078.14%14,432,944Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.19%0.01%195,131151,449346.71%7,571,083Jun 30, 2024

As of Jun 30 2024, Braze's largest institutional buyer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company purchased 2.02M stocks of BRZE, valued at $111.59M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVESCO LTD.0.04%0.00%43,160-1,274,968-96.73%1,676,335Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.87%0.10%881,700-662,000-42.88%34,245,228Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC----525,042-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.0.06%0.00%57,439-390,989-87.19%2,230,931Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----323,475-100.00%-Jun 30, 2024
FEDERATED HERMES, INC.0.45%0.04%455,170-286,770-38.65%17,678,803,000Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP----237,593-100.00%-Jun 30, 2024
FRANKLIN RESOURCES INC----213,636-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.14%0.04%144,473-165,193-53.35%5,611,333Jun 30, 2024
FIRST TRUST ADVISORS LP0.01%0.00%13,606-161,564-92.23%528,457Jun 30, 2024
VISTA EQUITY PARTNERS MANAGEMENT, LLC0.14%0.15%141,606-157,974-52.73%5,499,977Jun 30, 2024
BLUE OWL CAPITAL HOLDINGS LP----116,153-100.00%-Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.----89,010-100.00%-Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.22%0.01%223,292-79,333-26.21%8,672,661Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC----75,631-100.00%-Jun 30, 2024
SEI INVESTMENTS CO0.04%0.00%45,067-67,903-60.11%1,750,401,000Jun 30, 2024
AGF MANAGEMENT LTD----61,655-100.00%-Jun 30, 2024
MARSHALL WACE, LLP0.42%0.02%428,386-60,117-12.31%16,638,512Jun 30, 2024
SQUAREPOINT OPS LLC0.31%0.02%317,334-55,442-14.87%12,325,253Jun 30, 2024
TWIN TREE MANAGEMENT, LP----54,700-100.00%-Jun 30, 2024

As of Jun 30 2024, Braze's biggest institutional seller is INVESCO LTD.. The company sold -1.27M shares of BRZE, valued at $1.68M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.88%0.01%885,089885,089100.00%34,376,857Jun 30, 2024
WCM INVESTMENT MANAGEMENT, LLC0.35%0.03%347,909347,909100.00%13,241,417Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC0.33%0.54%332,784332,784100.00%12,925,331Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.30%0.07%298,730298,730100.00%11,602,673Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.26%0.03%261,736261,736100.00%10,165,824Jun 30, 2024
MAN GROUP PLC0.21%0.02%215,523215,523100.00%8,370,913Jun 30, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.19%0.21%189,224189,224100.00%7,349,460Jun 30, 2024
INDUSTRY VENTURES, L.L.C.0.19%11.30%188,773188,773100.00%7,331,943Jun 30, 2024
KING LUTHER CAPITAL MANAGEMENT CORP0.09%0.02%89,57389,573100.00%3,479,015Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.09%0.01%89,00489,004100.00%3,456,915Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.07%0.51%66,30466,304100.00%2,575,000Jun 30, 2024
HOLOCENE ADVISORS, LP0.05%0.01%55,26055,260100.00%2,146,298Jun 30, 2024
B. METZLER SEEL. SOHN & CO. AG0.05%0.02%54,00354,003100.00%2,097,477Jun 30, 2024
CONGRESS PARK CAPITAL LLC0.04%0.58%37,28437,284100.00%1,448,111Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.03%0.00%35,00035,000100.00%1,359,400Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.01%28,16028,160100.00%1,093,734Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.03%0.00%27,65927,659100.00%1,074,276Jun 30, 2024
AMI ASSET MANAGEMENT CORP0.03%0.06%26,58626,586100.00%1,032,604Jun 30, 2024
CENTIVA CAPITAL, LP0.03%0.02%25,31425,314100.00%983,196Jun 30, 2024
MACKENZIE FINANCIAL CORP0.02%0.00%24,99324,993100.00%970,728Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.02%0.00%21,90321,903100.00%850,713Jun 30, 2024
PEAK6 INVESTMENTS LLC0.02%0.00%18,90018,900100.00%734,076Jun 30, 2024
CITIZENS FINANCIAL GROUP INC/RI0.01%0.01%14,55014,550100.00%565,122Jun 30, 2024
IMC-CHICAGO, LLC0.01%0.00%10,41310,413100.00%404,441Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.01%0.15%9,0239,023100.00%350,453Jun 30, 2024
VERSOR INVESTMENTS LP0.01%0.06%8,9478,947100.00%347,501Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)0.01%0.01%7,9957,995100.00%310,526Jun 30, 2024
LGT FUND MANAGEMENT CO LTD.0.01%0.04%7,9197,919100.00%307,574Jun 30, 2024
OMERS ADMINISTRATION CORP0.01%0.00%6,7006,700100.00%260,228Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.01%0.00%5,9005,900100.00%229,156Jun 30, 2024
EVOKE WEALTH, LLC0.01%0.25%5,5395,539100.00%215,135Jun 30, 2024
PEAK6 INVESTMENTS LLC0.01%0.00%5,1005,100100.00%198,084Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.21%3,6573,657100.00%142,038Jun 30, 2024
HARBERT FUND ADVISORS, INC.0.00%0.06%2,0002,000100.00%77,680Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%449449100.00%17,439Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%308308100.00%11,963Jun 30, 2024
GREAT LAKES RETIREMENT, INC.0.00%0.00%200200100.00%7,768Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%125125100.00%4,855Jun 30, 2024
HUNTINGTON NATIONAL BANK0.00%-7575100.00%2,913Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%3131100.00%1,179Jun 30, 2024
ADVISORNET FINANCIAL, INC-0.00%2525100.00%971Jun 30, 2024

Braze's largest new institutional shareholder by number of shares is NORGES BANK, purchased 885.09K shares, valued at $34.38M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DRIEHAUS CAPITAL MANAGEMENT LLC----525,042-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----323,475-100.00%-Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP----237,593-100.00%-Jun 30, 2024
FRANKLIN RESOURCES INC----213,636-100.00%-Jun 30, 2024
BLUE OWL CAPITAL HOLDINGS LP----116,153-100.00%-Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.----89,010-100.00%-Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC----75,631-100.00%-Jun 30, 2024
AGF MANAGEMENT LTD----61,655-100.00%-Jun 30, 2024
TWIN TREE MANAGEMENT, LP----54,700-100.00%-Jun 30, 2024
AUBREY CAPITAL MANAGEMENT LTD----54,300-100.00%-Jun 30, 2024
LISANTI CAPITAL GROWTH, LLC----54,060-100.00%-Jun 30, 2024
HRT FINANCIAL LP----49,033-100.00%-Jun 30, 2024
MOODY ALDRICH PARTNERS LLC----40,369-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----36,267-100.00%-Jun 30, 2024
UBS GROUP AG----36,000-100.00%-Jun 30, 2024
TWINBEECH CAPITAL LP----34,369-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----26,400-100.00%-Jun 30, 2024
TEMASEK HOLDINGS (PRIVATE) LTD----26,398-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----26,369-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----21,449-100.00%-Jun 30, 2024
NEWLANDS MANAGEMENT OPERATIONS LLC----21,116-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----18,352-100.00%-Jun 30, 2024
HARBOUR CAPITAL ADVISORS, LLC----12,980-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----10,779-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----10,000-100.00%-Jun 30, 2024
K2 PRINCIPAL FUND, L.P.----10,000-100.00%-Jun 30, 2024
CAPTION MANAGEMENT, LLC----10,000-100.00%-Jun 30, 2024
STRATEGIC BLUEPRINT, LLC----8,344-100.00%-Jun 30, 2024
XTX TOPCO LTD----7,884-100.00%-Jun 30, 2024
SCIENTECH RESEARCH LLC----7,828-100.00%-Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC----7,777-100.00%-Jun 30, 2024
CALAMOS ADVISORS LLC----6,768-100.00%-Jun 30, 2024
MOTLEY FOOL ASSET MANAGEMENT LLC----6,212-100.00%-Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC----5,930-100.00%-Jun 30, 2024
LPL FINANCIAL LLC----5,588-100.00%-Jun 30, 2024
GLENMEDE TRUST CO NA----4,782-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,875-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----2,729-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----2,581-100.00%-Jun 30, 2024
RIVERPARK ADVISORS, LLC----1,802-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----389-100.00%-Jun 30, 2024
ARCADIA INVESTMENT MANAGEMENT CORP/MI----329-100.00%-Jun 30, 2024
FRED ALGER MANAGEMENT, LLC----238-100.00%-Jun 30, 2024
NEWEDGE ADVISORS, LLC----86-100.00%-Jun 30, 2024
MCF ADVISORS LLC----85-100.00%-Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC----68-100.00%-Jun 30, 2024
VALLEY NATIONAL ADVISERS INC----55-100.00%-Jun 30, 2024
SJS INVESTMENT CONSULTING INC.----37-100.00%-Jun 30, 2024
POINT72 HONG KONG LTD----29-100.00%-Jun 30, 2024
BERKSHIRE CAPITAL HOLDINGS INC----10-100.00%-Jun 30, 2024
AVION WEALTH----10-100.00%-Jun 30, 2024

Braze's largest sold out institutional shareholder by shares sold is DRIEHAUS CAPITAL MANAGEMENT LLC, sold -0.53M shares, valued at -, as of undefined.

Braze Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AGF Investments Trust0.92%-17,476-17,476-Mar 31, 2024
HARTFORD HLS SERIES FUND II INC0.35%85,328-13,883-13.99%Dec 31, 2023
T. Rowe Price Global Technology Fund, Inc.0.31%155,605--Mar 31, 2024
T. Rowe Price Science & Technology Fund, Inc.0.21%305,000--Mar 31, 2024
T. Rowe Price New Horizons Fund, Inc.0.20%978,361--Mar 31, 2024
ALLSPRING VARIABLE TRUST0.16%99,3443,7003.87%Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.13%101,000-8,000-7.34%Mar 31, 2024
Federated Hermes MDT Series0.10%246,55423,14010.36%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.07%34,708--Mar 31, 2024
Jacob Funds Inc.0.06%14,414-4,991-25.72%Feb 29, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.06%6,843--Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.06%201,900-57,600-22.20%Mar 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS0.05%34,8851,6965.11%Mar 31, 2024
AB CAP FUND, INC.0.03%983,823-48,971-4.74%Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.03%13,690-360-2.56%Mar 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.02%155,000--Mar 31, 2024
Federated Hermes Equity Funds0.02%425,000-105,000-19.81%Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.02%23,0277,42947.63%Mar 28, 2024
VANGUARD EXPLORER FUND0.02%200,000--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%59,177-9,703-14.09%Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%92,557-2,902-3.04%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%7,981-40-0.50%Mar 31, 2024
HARBOR FUNDS0.01%300,960--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%113,436-15,929-12.31%Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,664,969-675,918-12.66%Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.01%103,500-8,700-7.75%Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.01%81,813-45,679-35.83%Mar 28, 2024
Innovator ETFs Trust0.01%36,391-13,660-27.29%Jan 31, 2024
UBS FUNDS0.01%36,719-793-2.11%Mar 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.01%153,1621,5881.05%Jan 31, 2024
Bernstein Fund Inc0.01%53,190--Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.01%17,6522791.61%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.01%43,385--Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%78,4253,1494.18%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%916--Mar 31, 2024
Federated Hermes Adviser Series0.00%25,3792,54311.14%Mar 31, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.00%930,06460,1156.91%Feb 29, 2024
FIDELITY MT VERNON STREET TRUST0.00%110,105--Feb 29, 2024
OLD WESTBURY FUNDS INC0.00%495,000165,00050.00%Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%144,2081,3920.97%Jan 31, 2024
Securian Funds Trust0.00%34,16013,18762.88%Mar 31, 2024
VICTORY PORTFOLIOS0.00%101,950-4,890-4.58%Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.00%13,9003272.41%Mar 31, 2024
VANGUARD WORLD FUND0.00%736,479-54,548-6.90%Feb 29, 2024
FIDELITY SECURITIES FUND0.00%258,575--Jan 31, 2024
Columbia Funds Variable Series Trust II0.00%85,1751,0031.19%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%483,88242,2619.57%Feb 29, 2024
Harbor ETF Trust0.00%10,0141,12212.62%Jan 31, 2024
Ivy Variable Insurance Portfolios0.00%47,35818,02861.47%Mar 28, 2024
Calvert Variable Products, Inc.0.00%5,427--Mar 31, 2024
OPTIMUM FUND TRUST0.00%80,443--Mar 28, 2024
BNY Mellon Strategic Funds, Inc.0.00%3,969-4,409-52.63%Feb 29, 2024
ALLSPRING MASTER TRUST0.00%96,11720,78127.58%Feb 29, 2024
NUVEEN INVESTMENT FUNDS INC0.00%49,217-6,864-12.24%Jan 31, 2024
HARTFORD SERIES FUND INC0.00%59,68559,685-Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%114,667-45,730-28.51%Jan 31, 2024
FORUM FUNDS0.00%3,0803,080-Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%4,763-985-17.14%Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%33,648-2,602-7.18%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%4,946-202-3.92%Mar 31, 2024
PUTNAM FUNDS TRUST0.00%198,700--Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL0.00%94,73440,02173.15%Jan 31, 2024
Advisors' Inner Circle Fund II0.00%800,000--Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%20,4813271.62%Mar 31, 2024
IVY FUNDS0.00%292,07999,13851.38%Mar 28, 2024
FIDELITY PURITAN TRUST0.00%40,400--Jan 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%10,984-616-5.31%Feb 29, 2024
OHIO NATIONAL FUND INC0.00%13,671-278-1.99%Mar 31, 2024
AdvisorShares Trust0.00%2,437--Mar 28, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%77,1945,8188.15%Mar 31, 2024
Global X Funds0.00%23,8315882.53%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%17,061-3,753-18.03%Mar 31, 2024
Fidelity Central Investment Portfolios LLC0.00%25,800--Feb 29, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%53,338-22,493-29.66%Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.00%93--Mar 28, 2024
Brinker Capital Destinations Trust0.00%29,73522,912335.81%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%262,06522,8909.57%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%2,450--Mar 31, 2024
BERKSHIRE FUNDS0.00%10--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.00%6,800--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%862--Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%38,31816,15972.92%Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%18,8002001.08%Mar 31, 2024
HARTFORD MUTUAL FUNDS II INC0.00%46,025-12,278-21.06%Jan 31, 2024
RBB FUND, INC.0.00%26,39524,7381492.94%Feb 29, 2024
MAINSTAY FUNDS TRUST0.00%55,86555,865-Jan 31, 2024
Franklin Custodian Funds0.00%125,000--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%2,86231212.24%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%1,9451,945-Mar 28, 2024
NORTHERN LIGHTS FUND TRUST II0.00%2,199--Feb 29, 2024
Invesco Exchange-Traded Fund Trust II0.00%57,68657,42021586.47%Feb 29, 2024
Voya INVESTORS TRUST0.00%9,030-670-6.91%Mar 31, 2024
NORTHERN FUNDS0.00%23,1431750.76%Mar 28, 2024
EQ ADVISORS TRUST0.00%187,310-88,030-31.97%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%1,856--Jan 31, 2024
T. Rowe Price Equity Series, Inc.0.00%239-49-17.01%Mar 31, 2024
Series Portfolios Trust0.00%820-2,360-74.21%Jan 31, 2024
BARON SELECT FUNDS0.00%1,360--Mar 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%11,3335,880107.83%Mar 31, 2024
SEASONS SERIES TRUST0.00%3,011-166-5.23%Mar 31, 2024

Braze's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -17.48K shares, compromising 0.92% of its total assets.

Braze Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24233-3.72%
31 Mar, 242421.26%
31 Dec, 2323918.32%
30 Sep, 2320218.82%
30 Jun, 2317045.30%
31 Mar, 2311717.00%
31 Dec, 221002.04%
30 Sep, 229811.36%
30 Jun, 228837.50%
31 Mar, 22641.59%
31 Dec, 2163-

As of 30 Jun 24, 233 institutions are holding Braze's shares, representing a decrease of -3.72% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2466,981,05711.49%
31 Mar, 2460,080,4515.33%
31 Dec, 2357,042,37114.13%
30 Sep, 2349,978,6821.54%
30 Jun, 2349,221,86013.40%
31 Mar, 2343,405,7446.12%
31 Dec, 2240,901,642-2.47%
30 Sep, 2241,937,45513.24%
30 Jun, 2237,035,09519.46%
31 Mar, 2231,002,262128.98%
31 Dec, 2113,539,113-

Braze (BRZE) has 66.98M shares outstanding as of 30 Jun 24, up 11.49% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2466.46%1.79%
31 Mar, 2460.96%1.79%
31 Dec, 2358.28%2.20%
30 Sep, 2351.43%1.97%
30 Jun, 2351.08%2.45%
31 Mar, 2345.71%2.46%
31 Dec, 2243.07%2.19%
30 Sep, 2244.39%2.87%
30 Jun, 2239.36%3.56%
31 Mar, 2233.25%11.14%
31 Dec, 2117.28%-

As of 30 Jun 24, Braze is held by 66.46% institutional shareholders, representing a 1.79% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241426.77%
31 Mar, 24133-13.64%
31 Dec, 2315421.26%
30 Sep, 23127-
30 Jun, 23127104.84%
31 Mar, 23628.77%
31 Dec, 2257-9.52%
30 Sep, 2263-7.35%
30 Jun, 226844.68%
31 Mar, 2247-25.40%
31 Dec, 2163-

142 institutional shareholders have increased their position in BRZE stock as of 30 Jun 24 compared to 133 in the previous quarter (a 6.77% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2454-14.29%
31 Mar, 246318.87%
31 Dec, 235332.50%
30 Sep, 2340122.22%
30 Jun, 2318-33.33%
31 Mar, 23278.00%
31 Dec, 22258.70%
30 Sep, 2223109.09%
30 Jun, 221183.33%
31 Mar, 226-
31 Dec, 21--

54 institutional shareholders have reduced their position in BRZE stock as of 30 Jun 24 compared to 63 in the previous quarter (a -14.29% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24233-3.72%66,981,05711.49%66.46%1.79%1426.77%54-14.29%
31 Mar, 242421.26%60,080,4515.33%60.96%1.79%133-13.64%6318.87%
31 Dec, 2323918.32%57,042,37114.13%58.28%2.20%15421.26%5332.50%
30 Sep, 2320218.82%49,978,6821.54%51.43%1.97%127-40122.22%
30 Jun, 2317045.30%49,221,86013.40%51.08%2.45%127104.84%18-33.33%
31 Mar, 2311717.00%43,405,7446.12%45.71%2.46%628.77%278.00%
31 Dec, 221002.04%40,901,642-2.47%43.07%2.19%57-9.52%258.70%
30 Sep, 229811.36%41,937,45513.24%44.39%2.87%63-7.35%23109.09%
30 Jun, 228837.50%37,035,09519.46%39.36%3.56%6844.68%1183.33%
31 Mar, 22641.59%31,002,262128.98%33.25%11.14%47-25.40%6-
31 Dec, 2163-13,539,113-17.28%-63---

Braze Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Wiseman Susanofficer General CounselS-SaleSell9,807$42.26$414.44K216,533
Aug 05, 2024Wiseman Susanofficer General CounselS-SaleSell2,193$43.49$95.37K214,340
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell3,100$41.76$129.46K244,027
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell1,000$42.84$42.84K243,027
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell400$43.84$17.54K242,627
Jul 31, 2024Wiseman Susanofficer General CounselS-SaleSell7,500$43.04$322.80K214,340
Jul 29, 2024Wiseman Susanofficer General CounselS-SaleSell7,079$42.18$298.59K221,840

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Wiseman Susanofficer General CounselS-SaleSell9,807$42.26$414.44K216,533
Aug 05, 2024Wiseman Susanofficer General CounselS-SaleSell2,193$43.49$95.37K214,340
Aug 05, 2024Wiseman Susanofficer General CounselM-ExemptSell12,000$35.01$420.12K19,000
Aug 05, 2024Wiseman Susanofficer General CounselC-ConversionSell12,000---
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell3,100$41.76$129.46K244,027
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell1,000$42.84$42.84K243,027
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell400$43.84$17.54K242,627
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerM-ExemptSell4,500$4.88$21.96K100,171
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerC-ConversionSell4,500---
Jul 31, 2024Wiseman Susanofficer General CounselS-SaleSell7,500$43.04$322.80K214,340
Jul 29, 2024Wiseman Susanofficer General CounselS-SaleSell7,079$42.18$298.59K221,840
Jul 29, 2024Wiseman Susanofficer General CounselM-ExemptSell7,079$4.88$34.55K41,425
Jul 29, 2024Wiseman Susanofficer General CounselC-ConversionSell7,079---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Wiseman Susanofficer General CounselC-ConversionBuy12,000--226,340
Aug 05, 2024Wiseman Susanofficer General CounselS-SaleSell9,807$42.26$414.44K216,533
Aug 05, 2024Wiseman Susanofficer General CounselS-SaleSell2,193$43.49$95.37K214,340
Aug 05, 2024Wiseman Susanofficer General CounselM-ExemptSell12,000$35.01$420.12K19,000
Aug 05, 2024Wiseman Susanofficer General CounselM-ExemptBuy12,000--12,000
Aug 05, 2024Wiseman Susanofficer General CounselC-ConversionSell12,000---
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerC-ConversionBuy4,500--247,127
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell3,100$41.76$129.46K244,027
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell1,000$42.84$42.84K243,027
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerS-SaleSell400$43.84$17.54K242,627
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerM-ExemptSell4,500$4.88$21.96K100,171
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerM-ExemptBuy4,500--4,500
Aug 05, 2024Winkles Isabelleofficer Chief Financial OfficerC-ConversionSell4,500---
Jul 31, 2024Wiseman Susanofficer General CounselS-SaleSell7,500$43.04$322.80K214,340
Jul 29, 2024Wiseman Susanofficer General CounselC-ConversionBuy7,079--228,919
Jul 29, 2024Wiseman Susanofficer General CounselS-SaleSell7,079$42.18$298.59K221,840
Jul 29, 2024Wiseman Susanofficer General CounselM-ExemptSell7,079$4.88$34.55K41,425
Jul 29, 2024Wiseman Susanofficer General CounselM-ExemptBuy7,079--7,079
Jul 29, 2024Wiseman Susanofficer General CounselC-ConversionSell7,079---
Jul 19, 2024Wiseman Susanofficer General CounselC-ConversionBuy4,000--227,336

The last insider sell of Braze's stock was made by Wiseman Susan on Aug 05 2024, selling 9,807 shares at $42.26 per share (valued at $414.44K).

Braze Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024122254.55%
Q2 2024335658.93%
Q1 2024243372.73%
Q4 2023369040.00%
Q3 2023368343.37%
Q2 2023174042.50%
Q1 202364150.00%
Q4 20221918105.56%
Q3 20224231135.48%
Q2 20223619189.47%
Q1 20224733142.42%
Q4 202113315188.08%

12 total buy trades, and 22 total sell trades (buy/sell ratio of 0.55%) were made by Braze's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-10-
Q2 2024-30-
Q1 2024-16-
Q4 2023-40-
Q3 2023-46-
Q2 2023-18-
Q1 2023-4-
Q4 20226875.00%
Q3 20223615240.00%
Q2 2022166266.67%
Q1 2022-1-
Q4 20211411400.00%

As of Q3 2024, Insider owners conducted 0 open market buy trades and 10 open market sell trades of Braze's stocks.

Braze Peer Ownership


TickerCompany
CWANClearwater Analytics Holdings, Inc.
INSTInstructure Holdings, Inc.
INTAIntapp, Inc.
APPFAppFolio, Inc.
PWSCPowerSchool Holdings, Inc.
LAWCS Disco, Inc.
FRSHFreshworks Inc.
ETWOE2open Parent Holdings, Inc.
PYCRPaycor HCM, Inc.
JAMFJamf Holding Corp.
ENFNEnfusion, Inc.
AMSWAAmerican Software, Inc.
AGYSAgilysys, Inc.
GBTGGlobal Business Travel Group, Inc.
SPTSprout Social, Inc.

BRZE Ownership FAQ


Braze is owned by institutional shareholders (66.46%), insiders (6.93%), and public (26.61%). The largest institutional shareholder of Braze is ICONIQ CAPITAL, LLC (8.48% of total shares) and the top mutual fund owner is AGF Investments Trust (0.92% of total shares).

Braze's major institutional shareholders are ICONIQ CAPITAL, LLC, VANGUARD GROUP INC, CADIAN CAPITAL MANAGEMENT, LP, BATTERY MANAGEMENT CORP., and BLACKROCK INC.. The top five shareholders own together 28.92% of the company's share outstanding.

As of Jun 2024, there are 233 institutional shareholders of Braze.

ICONIQ CAPITAL, LLC owns 8.55M shares of Braze, representing 8.48% of the company's total shares outstanding, valued at $332.12M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 6.35M shares of Braze (BRZE), compromising 6.30% of the company, valued at $246.54M.

CADIAN CAPITAL MANAGEMENT, LP is the third largest holder of Braze. The company owns 4.9M of the company's shares outstanding (worth $190.35M).