OPS
BRZE icon

Orion Portfolio Solutions’s Braze BRZE Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$900K Buy
24,953
+9,787
+65% +$394K 0.01% 1137
2024
Q4 		$635K Sell
15,166
-3,684
-20% -$134K 0.01% 1260
2024
Q3 		$610K Sell
18,850
-680
-3% -$26.9K 0.01% 1263
2024
Q2 		$759K Sell
19,530
-2,855
-13% -$114K 0.01% 1107
2024
Q1 		$992K Buy
22,385
+6,887
+44% +$372K 0.01% 988
2023
Q4 		$759K Buy
+15,498
New +$766K 0.01% 1057

Other funds holding BRZE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's BRZE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Braze (BRZE) stake by 65% in Q1 2025, buying an estimated $394K and bringing the position to 24,953 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #1137.

Orion Portfolio Solutions first reported a position in BRZE in Q4 2023 and has held it in 6 quarters since. The position peaked at $992K in Q1 2024. 240 funds tracked by Wall St. Rank hold BRZE as of Q1 2025.

  • Orion Portfolio Solutions held 24,953 shares of Braze worth $900K as of Q1 2025.
  • Orion Portfolio Solutions bought 9,787 Braze shares in Q1 2025, an estimated $394K.
  • Braze made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1137 holding.
  • Orion Portfolio Solutions first reported a position in Braze in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Braze position peaked at $992K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Braze as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.