Cadian Capital Management’s Braze BRZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.5M Sell
2,651,487
-1,905,128
-42% -$53.5M 4.17% 12
2025
Q1
$164M Buy
4,556,615
+882,965
+24% +$31.9M 7.03% 3
2024
Q4
$154M Sell
3,673,650
-823,204
-18% -$34.5M 8.86% 3
2024
Q3
$145M Sell
4,496,854
-404,090
-8% -$13.1M 7.44% 5
2024
Q2
$190M Buy
4,900,944
+367,128
+8% +$14.3M 9.47% 1
2024
Q1
$201M Buy
4,533,816
+2,934,986
+184% +$130M 7.14% 3
2023
Q4
$84.9M Sell
1,598,830
-1,749,008
-52% -$92.9M 3.38% 9
2023
Q3
$156M Sell
3,347,838
-1,336,930
-29% -$62.5M 6.3% 7
2023
Q2
$205M Sell
4,684,768
-899,363
-16% -$39.4M 9.7% 2
2023
Q1
$193M Buy
5,584,131
+408,332
+8% +$14.1M 12.02% 2
2022
Q4
$141M Buy
5,175,799
+553,122
+12% +$15.1M 10.24% 2
2022
Q3
$161M Buy
4,622,677
+1,742,969
+61% +$60.7M 9.41% 3
2022
Q2
$104M Buy
2,879,708
+2,032,708
+240% +$73.6M 7.05% 3
2022
Q1
$35.1M Buy
+847,000
New +$35.1M 1.75% 14