TwinBeech Capital’s Braze BRZE Stock Holding History

TwinBeech Capital’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	-72,841	Closed	-$2.5M	–	588
2025 Q4	$2.5M	Buy	72,841 +61,613	+549%	+$1.83M	0.18%	159
2025 Q3	$319K	Buy	+11,228	New	+$318K	0.01%	463
2024 Q4	–	Sell	-6,641	Closed	-$215K	–	637
2024 Q3	$215K	Buy	+6,641	New	+$262K	﹤0.01%	635
2024 Q2	–	Sell	-34,369	Closed	-$1.52M	–	550
2024 Q1	$1.52M	Buy	+34,369	New	+$1.86M	0.03%	375

Other funds holding BRZE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TwinBeech Capital's BRZE Position: Q1 2026 in Review

TwinBeech Capital sold out of Braze (BRZE) in Q1 2026, closing a stake of 72,841 shares — an estimated $2.5M sold.

TwinBeech Capital first reported a position in BRZE in Q1 2024 and held it in 4 quarters. The position peaked at $2.5M in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

TwinBeech Capital reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 72,841 Braze shares in Q1 2026, an estimated $2.5M.
TwinBeech Capital first reported a position in Braze in Q1 2024 and held it in 4 quarters.
TwinBeech Capital's Braze position peaked at $2.5M in Q4 2025.
257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.