Penn Mutual Asset Management’s Braze BRZE Stock Holding History

Penn Mutual Asset 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 Q1	–	Sell	-4,321	Closed	-$148K	–	10
2025 Q4	$148K	Buy	+4,321	New	+$128K	0.09%	12
2025 Q3	–	Sell	-14,706	Closed	-$413K	–	63
2025 Q2	$413K	Buy	+14,706	New	+$465K	0.73%	38
2024 Q1	–	Sell	-10,839	Closed	-$576K	–	66
2023 Q4	$576K	Buy	+10,839	New	+$536K	0.44%	49

Other funds holding BRZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Penn Mutual Asset Management's BRZE Position: Q1 2026 in Review

Penn Mutual Asset Management sold out of Braze (BRZE) in Q1 2026, closing a stake of 4,321 shares — an estimated $148K sold.

Penn Mutual Asset Management first reported a position in BRZE in Q4 2023 and held it in 3 quarters. The position peaked at $576K in Q4 2023. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

Penn Mutual Asset Management reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
Penn Mutual Asset Management sold 4,321 Braze shares in Q1 2026, an estimated $148K.
Penn Mutual Asset Management first reported a position in Braze in Q4 2023 and held it in 3 quarters.
Penn Mutual Asset Management's Braze position peaked at $576K in Q4 2023.
257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Penn Mutual Asset Management's 13F filing for Q1 2026, filed 8 May 2026.