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Menlo Ventures Management’s Braze BRZE Stock Holding History

Menlo Ventures 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 		$100K Sell
4,614
-965
-17% -$21.5K 0.03% 2
2026
Q1 		$132K Buy
+5,579
New +$121K 0.04% 2

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Menlo Ventures Management's BRZE Position: Q2 2026 in Review

Menlo Ventures Management reduced its Braze (BRZE) stake by 17% in Q2 2026, selling an estimated $21.5K and leaving 4,614 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #2.

Menlo Ventures Management first reported a position in BRZE in Q1 2026 and has held it in 2 quarters since. The position peaked at $132K in Q1 2026. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Menlo Ventures Management held 4,614 shares of Braze worth $100K as of Q2 2026.
  • Menlo Ventures Management sold 965 Braze shares in Q2 2026, an estimated $21.5K.
  • Braze made up 0.03% of Menlo Ventures Management's portfolio in Q2 2026, its #2 holding.
  • Menlo Ventures Management first reported a position in Braze in Q1 2026 and has held it in 2 quarters since.
  • Menlo Ventures Management's Braze position peaked at $132K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Menlo Ventures Management's 13F filing for Q2 2026, filed 10 Aug 2026.