ShawSpring Partners’s Braze BRZE Stock Holding History

ShawSpring Partners’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	$13.9M	Sell	641,194 -470,905	-42%	-$10.5M	5.99%	9
2026 Q1	$26.3M	Sell	1,112,099 -360,906	-25%	-$7.81M	9.81%	5
2025 Q4	$50.5M	Sell	1,473,005 -375,239	-20%	-$11.1M	9.51%	5
2025 Q3	$52.6M	Sell	1,848,244 -671,356	-27%	-$19M	7.82%	7
2025 Q2	$70.8M	Buy	2,519,600 +146,214	+6%	+$4.62M	8.94%	8
2025 Q1	$85.6M	Buy	2,373,386 +872,973	+58%	+$35.1M	11.77%	6
2024 Q4	$62.8M	Buy	+1,500,413	New	+$54.4M	8.32%	8

Other funds holding BRZE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ShawSpring Partners's BRZE Position: Q2 2026 in Review

ShawSpring Partners reduced its Braze (BRZE) stake by 42% in Q2 2026, selling an estimated $10.5M and leaving 641,194 shares worth $13.9M. The position accounts for 5.99% of the portfolio, ranked #9.

ShawSpring Partners first reported a position in BRZE in Q4 2024 and has held it in 7 quarters since. The position peaked at $85.6M in Q1 2025. 243 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

ShawSpring Partners held 641,194 shares of Braze worth $13.9M as of Q2 2026.
ShawSpring Partners sold 470,905 Braze shares in Q2 2026, an estimated $10.5M.
Braze made up 5.99% of ShawSpring Partners's portfolio in Q2 2026, its #9 holding.
ShawSpring Partners first reported a position in Braze in Q4 2024 and has held it in 7 quarters since.
ShawSpring Partners's Braze position peaked at $85.6M in Q1 2025.
243 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on ShawSpring Partners's 13F filing for Q2 2026, filed 14 Aug 2026.