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Dana Investment Advisors’s Braze BRZE Stock Holding History

Dana 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 		$1.62M Buy
68,727
+10,997
+19% +$238K 0.05% 341
2025
Q4 		$1.98M Buy
+57,730
New +$1.71M 0.06% 299

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

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

Dana Investment Advisors increased its Braze (BRZE) stake by 19% in Q1 2026, buying an estimated $238K and bringing the position to 68,727 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #341.

Dana Investment Advisors first reported a position in BRZE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.98M in Q4 2025. 256 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Dana Investment Advisors held 68,727 shares of Braze worth $1.62M as of Q1 2026.
  • Dana Investment Advisors bought 10,997 Braze shares in Q1 2026, an estimated $238K.
  • Braze made up 0.05% of Dana Investment Advisors's portfolio in Q1 2026, its #341 holding.
  • Dana Investment Advisors first reported a position in Braze in Q4 2025 and has held it in 2 quarters since.
  • Dana Investment Advisors's Braze position peaked at $1.98M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.