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Cadian Capital Management’s Braze BRZE Stock Holding History

Cadian Capital 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
-1,763,108
Closed -$50.1M – 27
2025
Q3 		$50.1M Sell
1,763,108
-888,379
-34% -$25.2M 2.98% 15
2025
Q2 		$74.5M Sell
2,651,487
-1,905,128
-42% -$60.2M 4.17% 12
2025
Q1 		$164M Buy
4,556,615
+882,965
+24% +$35.5M 7.03% 3
2024
Q4 		$154M Sell
3,673,650
-823,204
-18% -$29.9M 8.86% 3
2024
Q3 		$145M Sell
4,496,854
-404,090
-8% -$16M 7.44% 5
2024
Q2 		$190M Buy
4,900,944
+367,128
+8% +$14.7M 9.47% 1
2024
Q1 		$201M Buy
4,533,816
+2,934,986
+184% +$158M 7.14% 3
2023
Q4 		$84.9M Sell
1,598,830
-1,749,008
-52% -$86.5M 3.38% 9
2023
Q3 		$156M Sell
3,347,838
-1,336,930
-29% -$58.8M 6.3% 7
2023
Q2 		$205M Sell
4,684,768
-899,363
-16% -$30.6M 9.7% 2
2023
Q1 		$193M Buy
5,584,131
+408,332
+8% +$12.7M 12.02% 2
2022
Q4 		$141M Buy
5,175,799
+553,122
+12% +$15.4M 10.24% 2
2022
Q3 		$161M Buy
4,622,677
+1,742,969
+61% +$73.6M 9.41% 3
2022
Q2 		$104M Buy
2,879,708
+2,032,708
+240% +$74.3M 7.05% 3
2022
Q1 		$35.1M Buy
+847,000
New +$42.4M 1.75% 14

Other funds holding BRZE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cadian Capital Management's BRZE Position: Q4 2025 in Review

Cadian Capital Management sold out of Braze (BRZE) in Q4 2025, closing a stake of 1,763,108 shares — an estimated $50.1M sold.

Cadian Capital Management first reported a position in BRZE in Q1 2022 and held it in 15 quarters. The position peaked at $205M in Q2 2023. 260 funds tracked by Wall St. Rank hold BRZE as of Q4 2025.

  • Cadian Capital Management reported no remaining Braze position as of Q4 2025 after selling out during the quarter.
  • Cadian Capital Management sold 1,763,108 Braze shares in Q4 2025, an estimated $50.1M.
  • Cadian Capital Management first reported a position in Braze in Q1 2022 and held it in 15 quarters.
  • Cadian Capital Management's Braze position peaked at $205M in Q2 2023.
  • 260 funds tracked by Wall St. Rank held Braze as of Q4 2025.

Based on Cadian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.