Geode Capital Management
BRZE icon

Geode Capital Management’s Braze BRZE Stock Holding History

Geode 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
2026
Q2 		$55.2M Buy
2,545,492
+264,730
+12% +$5.89M ﹤0.01% 1571
2026
Q1 		$53.9M Buy
2,280,762
+198,023
+10% +$4.28M ﹤0.01% 1454
2025
Q4 		$71.4M Buy
2,082,739
+84,365
+4% +$2.5M ﹤0.01% 1284
2025
Q3 		$56.8M Buy
1,998,374
+200,828
+11% +$5.69M ﹤0.01% 1394
2025
Q2 		$50.5M Buy
1,797,546
+177,391
+11% +$5.61M ﹤0.01% 1417
2025
Q1 		$58.5M Buy
1,620,155
+84,190
+5% +$3.39M ﹤0.01% 1288
2024
Q4 		$64.3M Buy
1,535,965
+38,777
+3% +$1.41M 0.01% 1275
2024
Q3 		$48.4M Buy
1,497,188
+229,660
+18% +$9.07M ﹤0.01% 1447
2024
Q2 		$49.2M Buy
1,267,528
+79,807
+7% +$3.19M ﹤0.01% 1371
2024
Q1 		$52.6M Buy
1,187,721
+63,575
+6% +$3.43M ﹤0.01% 1320
2023
Q4 		$59.7M Buy
1,124,146
+78,956
+8% +$3.9M 0.01% 1227
2023
Q3 		$48.8M Buy
1,045,190
+297,592
+40% +$13.1M 0.01% 1250
2023
Q2 		$32.7M Buy
747,598
+385,628
+107% +$13.1M ﹤0.01% 1527
2023
Q1 		$12.5M Buy
361,970
+36,327
+11% +$1.13M ﹤0.01% 2114
2022
Q4 		$8.88M Buy
325,643
+25,611
+9% +$715K ﹤0.01% 2340
2022
Q3 		$10.4M Buy
300,032
+167,388
+126% +$7.07M ﹤0.01% 2218
2022
Q2 		$4.8M Buy
132,644
+38,746
+41% +$1.42M ﹤0.01% 2720
2022
Q1 		$3.89M Buy
93,898
+89,641
+2,106% +$4.49M ﹤0.01% 2938
2021
Q4 		$328K Buy
+4,257
New +$309K ﹤0.01% 4254

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management's BRZE Position: Q2 2026 in Review

Geode Capital Management increased its Braze (BRZE) stake by 12% in Q2 2026, buying an estimated $5.89M and bringing the position to 2,545,492 shares worth $55.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Geode Capital Management first reported a position in BRZE in Q4 2021 and has held it in 19 quarters since. The position peaked at $71.4M in Q4 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Geode Capital Management held 2,545,492 shares of Braze worth $55.2M as of Q2 2026.
  • Geode Capital Management bought 264,730 Braze shares in Q2 2026, an estimated $5.89M.
  • Braze made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1571 holding.
  • Geode Capital Management first reported a position in Braze in Q4 2021 and has held it in 19 quarters since.
  • Geode Capital Management's Braze position peaked at $71.4M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.