Plato Investment Management’s Braze BRZE Stock Holding History

Plato Investment 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
2025 Q1	–	Sell	-2,736	Closed	-$115K	–	540
2024 Q4	$115K	Buy	+2,736	New	+$99.3K	0.01%	451

Other funds holding BRZE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plato Investment Management's BRZE Position: Q1 2025 in Review

Plato Investment Management sold out of Braze (BRZE) in Q1 2025, closing a stake of 2,736 shares — an estimated $115K sold.

Plato Investment Management first reported a position in BRZE in Q4 2024 and held it in 1 quarter. The position peaked at $115K in Q4 2024. 240 funds tracked by Wall St. Rank hold BRZE as of Q1 2025.

Plato Investment Management reported no remaining Braze position as of Q1 2025 after selling out during the quarter.
Plato Investment Management sold 2,736 Braze shares in Q1 2025, an estimated $115K.
Plato Investment Management first reported a position in Braze in Q4 2024 and held it in 1 quarter.
Plato Investment Management's Braze position peaked at $115K in Q4 2024.
240 funds tracked by Wall St. Rank held Braze as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.