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Picton Mahoney Asset Management’s Braze BRZE Stock Holding History

Picton Mahoney 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 		$14.2M Buy
600,172
+159,762
+36% +$3.46M 0.1% 179
2025
Q4 		$15.1M Buy
440,410
+415,843
+1,693% +$12.3M 0.12% 154
2025
Q3 		$698K Buy
+24,567
New +$697K 0.01% 589

Other funds holding BRZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Picton Mahoney Asset Management's BRZE Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Braze (BRZE) stake by 36% in Q1 2026, buying an estimated $3.46M and bringing the position to 600,172 shares worth $14.2M. The position accounts for 0.1% of the portfolio, ranked #179.

Picton Mahoney Asset Management first reported a position in BRZE in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.1M in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Picton Mahoney Asset Management held 600,172 shares of Braze worth $14.2M as of Q1 2026.
  • Picton Mahoney Asset Management bought 159,762 Braze shares in Q1 2026, an estimated $3.46M.
  • Braze made up 0.1% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #179 holding.
  • Picton Mahoney Asset Management first reported a position in Braze in Q3 2025 and has held it in 3 quarters since.
  • Picton Mahoney Asset Management's Braze position peaked at $15.1M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.