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Braze
BRZE

63 hedge funds and large institutions have $1.29B invested in Braze in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

175.71% more ownership

Funds ownership: 136.07% → 311.78% (+176%)

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

23% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$241M)

0% more funds holding

Funds holding: 63 → 63 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
24
Increased
22
Reduced
6
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
Iconiq Capital
California
+$207M
2
MCAV
Meritech Capital Associates V
California
+$206M
3
BMC
Battery Management Corp
Massachusetts
+$193M
4
IVM
InterWest Venture Management
California
+$170M
5
SGMPI
Spark Growth Management Partners II
Massachusetts
+$67.5M

Top Sellers

Rank Fund Capital Flow
1
SV
Sapphire Ventures
Texas
-$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$37.8M
3
Tiger Global Management
Tiger Global Management
New York
-$27M
4
ACM
Altimeter Capital Management
Massachusetts
-$15.4M
5
Citigroup
Citigroup
New York
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
26
BlackRock
New York
$5.11M +$5.92M +118,101 +2,301%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$4.64M +$2.33M +46,591 +82%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.89M +$4.49M +89,641 +2,106%
OPFM
29
Optimus Prime Fund Management
Cayman Islands
$3.49M +$4.22M +84,198 New
GGHC
30
Gilder Gagnon Howe & Co
New York
$3.45M +$1.21M +24,176 +41%
Teacher Retirement System of Texas
31
Teacher Retirement System of Texas
Texas
$3.32M – – –
GCM
32
Ghisallo Capital Management
Massachusetts
$2.9M – – –
TD Asset Management
33
TD Asset Management
Ontario, Canada
$2.89M – – –
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$2.45M +$2.96M +59,000 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$2.12M -$37.8M -754,894 -94%
Charles Schwab
36
Charles Schwab
California
$2.09M +$2.52M +50,325 New
WMSA
37
Weiss Multi-Strategy Advisers
New York
$2.07M +$1.15M +23,000 +85%
MAM
38
Melqart Asset Management
United Kingdom
$1.72M +$2.08M +41,571 New
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$1.57M +$982K +19,606 +107%
State Street
40
State Street
Massachusetts
$1.2M +$1.45M +28,882 New
Squarepoint
41
Squarepoint
New York
$1.04M – – –
UBS Group
42
UBS Group
Switzerland
$858K -$5.8M -115,740 -85%
SVI
43
Strategic Vision Investment
Hong Kong
$850K +$1.03M +20,500 New
Northern Trust
44
Northern Trust
Illinois
$762K +$920K +18,365 New
AI
45
Aperture Investors
New York
$599K -$2.89M -57,746 -80%
Calamos Advisors
46
Calamos Advisors
Illinois
$584K – – –
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$555K +$169K +3,381 +34%
William Blair & Company
48
William Blair & Company
Illinois
$424K +$41.1K +820 +9%
CF
49
CNA Financial
Illinois
$386K +$35.1K +700 +8%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$370K +$447K +8,916 New
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BRZE Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q1 2022, worth a combined $1.29B — up 23% from $1.04B a quarter earlier.

Fund positioning in BRZE was balanced in Q1 2022: 24 funds opened new positions, 24 closed out, 22 added to existing stakes and 6 trimmed.

The largest buyer was Iconiq Capital, adding an estimated $207M. The largest seller was Sapphire Ventures, exiting entirely with an estimated $135M sold.

  • 63 institutional investors held Braze (BRZE) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $1.29B of Braze stock for Q1 2022, up 23% quarter-over-quarter.
  • 24 funds opened new Braze positions in Q1 2022 and 24 closed out, a net change of 0 holders.
  • The largest Braze buyer in Q1 2022 was Iconiq Capital, an estimated $207M added.
  • The largest Braze seller in Q1 2022 was Sapphire Ventures, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2022.