Champlain Investment Partners’s Braze BRZE Stock Holding History

Champlain Investment Partners’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	$31.2M	Sell	1,322,927 -347,713	-21%	-$7.52M	0.4%	86
2025 Q4	$57.3M	Sell	1,670,640 -1,017,288	-38%	-$30.1M	0.58%	70
2025 Q3	$76.4M	Buy	2,687,928 +261,351	+11%	+$7.41M	0.58%	73
2025 Q2	$68.2M	Sell	2,426,577 -148,617	-6%	-$4.7M	0.48%	90
2025 Q1	$92.9M	Sell	2,575,194 -64,650	-2%	-$2.6M	0.67%	61
2024 Q4	$111M	Sell	2,639,844 -139,956	-5%	-$5.08M	0.7%	59
2024 Q3	$89.9M	Sell	2,779,800 -132,110	-5%	-$5.22M	0.54%	76
2024 Q2	$113M	Buy	2,911,910 +827,105	+40%	+$33M	0.69%	61
2024 Q1	$92.4M	Buy	2,084,805 +128,645	+7%	+$6.94M	0.53%	80
2023 Q4	$104M	Buy	1,956,160 +662,765	+51%	+$32.8M	0.62%	68
2023 Q3	$60.4M	Buy	+1,293,395	New	+$56.8M	0.39%	96

Other funds holding BRZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Champlain Investment Partners's BRZE Position: Q1 2026 in Review

Champlain Investment Partners reduced its Braze (BRZE) stake by 21% in Q1 2026, selling an estimated $7.52M and leaving 1,322,927 shares worth $31.2M. The position accounts for 0.4% of the portfolio, ranked #86.

Champlain Investment Partners first reported a position in BRZE in Q3 2023 and has held it in 11 quarters since. The position peaked at $113M in Q2 2024. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

Champlain Investment Partners held 1,322,927 shares of Braze worth $31.2M as of Q1 2026.
Champlain Investment Partners sold 347,713 Braze shares in Q1 2026, an estimated $7.52M.
Braze made up 0.4% of Champlain Investment Partners's portfolio in Q1 2026, its #86 holding.
Champlain Investment Partners first reported a position in Braze in Q3 2023 and has held it in 11 quarters since.
Champlain Investment Partners's Braze position peaked at $113M in Q2 2024.
257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Champlain Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.