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
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

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

Geode Capital Management's BRZE Position: Q1 2026 in Review

Geode Capital Management increased its Braze (BRZE) stake by 9.5% in Q1 2026, buying an estimated $4.28M and bringing the position to 2,280,762 shares worth $53.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Geode Capital Management first reported a position in BRZE in Q4 2021 and has held it in 18 quarters since. The position peaked at $71.4M in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Geode Capital Management held 2,280,762 shares of Braze worth $53.9M as of Q1 2026.
  • Geode Capital Management bought 198,023 Braze shares in Q1 2026, an estimated $4.28M.
  • Braze made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1454 holding.
  • Geode Capital Management first reported a position in Braze in Q4 2021 and has held it in 18 quarters since.
  • Geode Capital Management's Braze position peaked at $71.4M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.