John Overdeck’s Braze BRZE Stock Holding History

John Overdeck’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
2023 Q3	–	Sell	-56,400	Closed	-$2.47M	–	2964
2023 Q2	$2.47M	Buy	+56,400	New	+$1.92M	0.01%	1294
2022 Q1	–	Sell	-42,173	Closed	-$3.25M	–	2832
2021 Q4	$3.25M	Buy	+42,173	New	+$3.06M	0.01%	1516

Other funds holding BRZE

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

BMC

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

John Overdeck's BRZE Position: Q3 2023 in Review

John Overdeck sold out of Braze (BRZE) in Q3 2023, closing a stake of 56,400 shares — an estimated $2.47M sold.

John Overdeck first reported a position in BRZE in Q4 2021 and held it in 2 quarters. The position peaked at $3.25M in Q4 2021. 193 funds tracked by Wall St. Rank hold BRZE as of Q3 2023.

John Overdeck reported no remaining Braze position as of Q3 2023 after selling out during the quarter.
John Overdeck sold 56,400 Braze shares in Q3 2023, an estimated $2.47M.
John Overdeck first reported a position in Braze in Q4 2021 and held it in 2 quarters.
John Overdeck's Braze position peaked at $3.25M in Q4 2021.
193 funds tracked by Wall St. Rank held Braze as of Q3 2023.

Based on Two Sigma Investments's 13F filing for Q3 2023, filed 14 Nov 2023.