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Optimus Prime Fund Management’s Braze BRZE Stock Holding History

Optimus Prime Fund 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 		$43.6M Buy
2,010,000
+120,000
+6% +$2.67M 3.23% 8
2026
Q1 		$44.6M Buy
1,890,000
+110,000
+6% +$2.38M 4.3% 7
2025
Q4 		$61M Hold
1,780,000
– – 4.92% 7
2025
Q3 		$50.6M Buy
1,780,000
+240,000
+16% +$6.8M 4.48% 8
2025
Q2 		$43.3M Buy
1,540,000
+360,000
+31% +$11.4M 4.32% 8
2025
Q1 		$42.6M Hold
1,180,000
– – 4.86% 7
2024
Q4 		$49.4M Buy
1,180,000
+215,000
+22% +$7.8M 5.29% 8
2024
Q3 		$31.2M Buy
965,000
+130,000
+16% +$5.13M 4.07% 9
2024
Q2 		$32.4M Buy
835,000
+450,000
+117% +$18M 3.82% 8
2024
Q1 		$17.1M Buy
385,000
+85,000
+28% +$4.59M 1.7% 13
2023
Q4 		$15.9M Sell
300,000
-92,000
-23% -$4.55M 1.99% 13
2023
Q3 		$18.3M Sell
392,000
-30,185
-7% -$1.33M 2.44% 13
2023
Q2 		$18.5M Sell
422,185
-202,013
-32% -$6.87M 2.54% 13
2023
Q1 		$21.6M Hold
624,198
– – 3.01% 13
2022
Q4 		$17M Buy
624,198
+360,000
+136% +$10M 2.06% 14
2022
Q3 		$9.2M Hold
264,198
– – 1.14% 24
2022
Q2 		$9.57M Buy
264,198
+180,000
+214% +$6.58M 1.02% 27
2022
Q1 		$3.49M Buy
+84,198
New +$4.22M 0.3% 39

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

Optimus Prime Fund Management's BRZE Position: Q2 2026 in Review

Optimus Prime Fund Management increased its Braze (BRZE) stake by 6.3% in Q2 2026, buying an estimated $2.67M and bringing the position to 2,010,000 shares worth $43.6M. The position accounts for 3.23% of the portfolio, ranked #8.

Optimus Prime Fund Management first reported a position in BRZE in Q1 2022 and has held it in 18 quarters since. The position peaked at $61M in Q4 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Optimus Prime Fund Management held 2,010,000 shares of Braze worth $43.6M as of Q2 2026.
  • Optimus Prime Fund Management bought 120,000 Braze shares in Q2 2026, an estimated $2.67M.
  • Braze made up 3.23% of Optimus Prime Fund Management's portfolio in Q2 2026, its #8 holding.
  • Optimus Prime Fund Management first reported a position in Braze in Q1 2022 and has held it in 18 quarters since.
  • Optimus Prime Fund Management's Braze position peaked at $61M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Optimus Prime Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.