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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capstone Investment Advisors's BRZE Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Braze (BRZE) in Q1 2026: 18,560 shares worth $438K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BRZE as recently as Q3 2025.

Capstone Investment Advisors first reported a position in BRZE in Q2 2025 and has held it in 3 quarters since. The position peaked at $445K in Q3 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Capstone Investment Advisors held 18,560 shares of Braze worth $438K as of Q1 2026.
  • Braze was a new Capstone Investment Advisors position in Q1 2026.
  • Braze made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1205 holding.
  • Capstone Investment Advisors first reported a position in Braze in Q2 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Braze position peaked at $445K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.