Capstone Investment Advisors
BRZE icon

Capstone Investment Advisors’s Braze BRZE Stock Holding History

Capstone Investment Advisors’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
2026
Q2 		– Sell
-18,560
Closed -$438K – 1683
2026
Q1 		$438K Buy
+18,560
New +$401K ﹤0.01% 1205
2025
Q4 		– Sell
-15,660
Closed -$445K – 1631
2025
Q3 		$445K Buy
15,660
+5,859
+60% +$166K ﹤0.01% 1457
2025
Q2 		$275K Buy
+9,801
New +$310K ﹤0.01% 1423

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Capstone Investment Advisors's BRZE Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Braze (BRZE) in Q2 2026, closing a stake of 18,560 shares — an estimated $438K sold.

Capstone Investment Advisors first reported a position in BRZE in Q2 2025 and held it in 3 quarters. The position peaked at $445K in Q3 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Braze position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 18,560 Braze shares in Q2 2026, an estimated $438K.
  • Capstone Investment Advisors first reported a position in Braze in Q2 2025 and held it in 3 quarters.
  • Capstone Investment Advisors's Braze position peaked at $445K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.