Joel Greenblatt’s Braze BRZE Stock Holding History

Joel Greenblatt’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	–	Sell	-9,433	Closed	-$323K	–	1772
2025 Q4	$323K	Buy	+9,433	New	+$279K	﹤0.01%	1549
2023 Q4	–	Sell	-4,550	Closed	-$213K	–	1338
2023 Q3	$213K	Buy	+4,550	New	+$200K	﹤0.01%	1220

Other funds holding BRZE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Joel Greenblatt's BRZE Position: Q1 2026 in Review

Joel Greenblatt sold out of Braze (BRZE) in Q1 2026, closing a stake of 9,433 shares — an estimated $323K sold.

Joel Greenblatt first reported a position in BRZE in Q3 2023 and held it in 2 quarters. The position peaked at $323K in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

Joel Greenblatt reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
Joel Greenblatt sold 9,433 Braze shares in Q1 2026, an estimated $323K.
Joel Greenblatt first reported a position in Braze in Q3 2023 and held it in 2 quarters.
Joel Greenblatt's Braze position peaked at $323K in Q4 2025.
257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

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