Unison Asset Management’s Braze BRZE Stock Holding History

Unison 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
2024 Q4	–	Sell	-10,847	Closed	-$351K	–	33
2024 Q3	$351K	Sell	10,847 -2,253	-17%	-$89K	0.17%	27
2024 Q2	$509K	Hold	13,100	–	–	0.26%	25
2024 Q1	$580K	Hold	13,100	–	–	0.3%	25
2023 Q4	$696K	Hold	13,100	–	–	0.41%	27
2023 Q3	$612K	Hold	13,100	–	–	0.4%	27
2023 Q2	$574K	Hold	13,100	–	–	0.38%	27
2023 Q1	$453K	Hold	13,100	–	–	0.34%	27
2022 Q4	$357K	Sell	13,100 -480	-4%	-$13.4K	0.3%	28
2022 Q3	$473K	Buy	+13,580	New	+$573K	0.43%	29

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Unison Asset Management's BRZE Position: Q4 2024 in Review

Unison Asset Management sold out of Braze (BRZE) in Q4 2024, closing a stake of 10,847 shares — an estimated $351K sold.

Unison Asset Management first reported a position in BRZE in Q3 2022 and held it in 9 quarters. The position peaked at $696K in Q4 2023. 223 funds tracked by Wall St. Rank hold BRZE as of Q4 2024.

Unison Asset Management reported no remaining Braze position as of Q4 2024 after selling out during the quarter.
Unison Asset Management sold 10,847 Braze shares in Q4 2024, an estimated $351K.
Unison Asset Management first reported a position in Braze in Q3 2022 and held it in 9 quarters.
Unison Asset Management's Braze position peaked at $696K in Q4 2023.
223 funds tracked by Wall St. Rank held Braze as of Q4 2024.

Based on Unison Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.