Wellington Management Group
BRZE icon

Wellington Management Group’s Braze BRZE Stock Holding History

Wellington Management Group’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 		$7.85M Buy
+361,764
New +$8.05M ﹤0.01% 1354
2025
Q3 		– Sell
-1,116,335
Closed -$31.4M – 1988
2025
Q2 		$31.4M Sell
1,116,335
-191,365
-15% -$6.05M 0.01% 810
2025
Q1 		$47.2M Buy
1,307,700
+113,807
+10% +$4.58M 0.01% 699
2024
Q4 		$50M Buy
+1,193,893
New +$43.3M 0.01% 709
2024
Q2 		– Sell
-237,593
Closed -$10.5M – 1887
2024
Q1 		$10.5M Sell
237,593
-109,052
-31% -$5.89M ﹤0.01% 1121
2023
Q4 		$18.4M Sell
346,645
-60,560
-15% -$2.99M ﹤0.01% 964
2023
Q3 		$19M Buy
407,205
+21,119
+5% +$928K ﹤0.01% 945
2023
Q2 		$16.9M Buy
+386,086
New +$13.1M ﹤0.01% 985
2022
Q1 		– Sell
-4,175
Closed -$322K – 2117
2021
Q4 		$322K Buy
+4,175
New +$303K ﹤0.01% 2064

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wellington Management Group's BRZE Position: Q2 2026 in Review

Wellington Management Group opened a new position in Braze (BRZE) in Q2 2026: 361,764 shares worth $7.85M. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in BRZE as recently as Q2 2025.

Wellington Management Group first reported a position in BRZE in Q4 2021 and has held it in 9 quarters since. The position peaked at $50M in Q4 2024. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Wellington Management Group held 361,764 shares of Braze worth $7.85M as of Q2 2026.
  • Braze was a new Wellington Management Group position in Q2 2026.
  • Braze made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1354 holding.
  • Wellington Management Group first reported a position in Braze in Q4 2021 and has held it in 9 quarters since.
  • Wellington Management Group's Braze position peaked at $50M in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.