Allen Investment Management’s Braze BRZE Stock Holding History

Allen Investment Management’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,154	Closed	-$488K	–	221
2025 Q3	$488K	Hold	17,154	–	–	0.01%	167
2025 Q2	$482K	Hold	17,154	–	–	0.01%	165
2025 Q1	$619K	Hold	17,154	–	–	0.01%	154
2024 Q4	$718K	Hold	17,154	–	–	0.01%	147
2024 Q3	$555K	Hold	17,154	–	–	0.01%	169
2024 Q2	$666K	Hold	17,154	–	–	0.01%	153
2024 Q1	$760K	Hold	17,154	–	–	0.01%	140
2023 Q4	$911K	Hold	17,154	–	–	0.01%	136
2023 Q3	$802K	Hold	17,154	–	–	0.01%	147
2023 Q2	$751K	Hold	17,154	–	–	0.01%	139
2023 Q1	$593K	Hold	17,154	–	–	0.01%	152
2022 Q4	$468K	Hold	17,154	–	–	0.01%	160
2022 Q3	$597K	Hold	17,154	–	–	0.01%	145
2022 Q2	$621K	Buy	+17,154	New	+$627K	0.01%	151

Other funds holding BRZE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allen Investment Management's BRZE Position: Q4 2025 in Review

Allen Investment Management sold out of Braze (BRZE) in Q4 2025, closing a stake of 17,154 shares — an estimated $488K sold.

Allen Investment Management first reported a position in BRZE in Q2 2022 and held it in 14 quarters. The position peaked at $911K in Q4 2023. 260 funds tracked by Wall St. Rank hold BRZE as of Q4 2025.

Allen Investment Management reported no remaining Braze position as of Q4 2025 after selling out during the quarter.
Allen Investment Management sold 17,154 Braze shares in Q4 2025, an estimated $488K.
Allen Investment Management first reported a position in Braze in Q2 2022 and held it in 14 quarters.
Allen Investment Management's Braze position peaked at $911K in Q4 2023.
260 funds tracked by Wall St. Rank held Braze as of Q4 2025.

Based on Allen Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.