Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BRZE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.9M | $185.7M | +9.7% | 6.983% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $128.8M | — | 4.844% | 0.01% |
| 3 | FMR LLC | 4.7M | $111.0M | +70844.6% | 4.175% | 0.01% |
| 4 | Battery Management Corp. | 4.6M | $109.3M | +41.8% | 4.109% | 25.66% |
| 5 | WESTFIELD CAPITAL MANAGEMENT CO LP | 4.0M | $93.8M | +81.7% | 3.528% | 0.39% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.9M | $92.8M | — | 3.490% | 0.00% |
| 7 | CITADEL ADVISORS LLC | 3.4M | $81.1M | +44.5% | 3.050% | 0.04% |
| 8 | UBS Group AG | 3.4M | $79.3M | +112.9% | 2.981% | 0.01% |
| 9 | Point72 Asset Management, L.P. | 3.1M | $73.4M | +0.7% | 2.761% | 0.10% |
| 10 | STATE STREET CORP | 2.3M | $53.9M | +9.6% | 2.028% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $53.9M | +9.5% | 2.025% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 2.0M | $46.4M | +110.2% | 1.744% | 0.01% |
| 13 | Optimus Prime Fund Management Co., Ltd. | 1.9M | $44.6M | +6.2% | 1.678% | 4.30% |
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.9M | $44.5M | +30.4% | 1.674% | 0.04% |
| 15 | Solel Partners LP | 1.7M | $39.5M | +31.4% | 1.485% | 8.44% |
| 16 | SAPPHIRE VENTURES, L.L.C. | 1.7M | $39.3M | 0.0% | 1.479% | 39.55% |
| 17 | BARCLAYS PLC | 1.6M | $37.1M | +10.1% | 1.397% | 0.02% |
| 18 | Nuveen, LLC | 1.4M | $34.2M | +7.0% | 1.286% | 0.01% |
| 19 | Stephens Investment Management Group LLC | 1.4M | $32.4M | +11.2% | 1.217% | 0.44% |
| 20 | Champlain Investment Partners, LLC | 1.3M | $31.2M | -20.8% | 1.175% | 0.40% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.3M | $30.0M | -6.4% | 1.129% | 0.00% |
| 22 | Walleye Capital LLC | 1.2M | $27.3M | +235.6% | 1.028% | 0.12% |
| 23 | ShawSpring Partners LLC | 1.1M | $26.3M | -24.5% | 0.987% | 9.81% |
| 24 | MORGAN STANLEY | 1.1M | $26.1M | +139.9% | 0.982% | 0.00% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1M | $25.0M | +68.6% | 0.940% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BRZE — a direct measure of their conviction.
Filings activity in BRZE during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 248 | 3.1% | 81.57% | 26.27 pp | $1.99B | 24% |
| Q4 2025 | 256 | +14% | 107.84% | +20.64 pp | $2.63B | +24% |
| Q3 2025 | 225 | +5.1% | 87.20% | +9.23 pp | $2.13B | +12% |
| Q2 2025 | 214 | 7.8% | 77.97% | 22.28 pp | $1.90B | 22% |
| Q1 2025 | 232 | +5.0% | 100.25% | 6.45 pp | $2.45B | 6.0% |
| Q4 2024 | 221 | +2.8% | 106.70% | +25.19 pp | $2.60B | +31% |
| Q3 2024 | 215 | 0.5% | 81.51% | 15.48 pp | $1.99B | 16% |
| Q2 2024 | 216 | — | 96.99% | — | $2.37B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BRZE stock.
Based on Q1 2026 13F filings, institutional ownership of Braze, Inc. stands at 81.6%, held across 248 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BRZE, with approximately 7,864,578 shares worth $0.19B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of BRZE, including CITADEL ADVISORS LLC, Point72 Asset Management, L.P., SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for BRZE is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
61 institutions opened new positions in BRZE during Q1 2026, while 69 fully exited. 58 added to existing positions and 129 trimmed.
BRZE institutional ownership fell by 26.27 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 50.7% of all reported 13F value in BRZE, and the top 25 account for 77.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Braze, Inc. (BRZE) Institutional Ownership