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Braze
BRZE

259 hedge funds and large institutions have $2.81B invested in Braze in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 53 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 53

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

46% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $26.8M

32% more capital invested

Capital invested by funds: $2.13B → $2.81B (+$685M)

12% more funds holding

Funds holding: 232 → 259 (+27)

533.02% less ownership

Funds ownership: 613.19% → 80.17% (-533%)

Holders
259
Holders Change
+27
Holders Change %
+11.64%
% of All Funds
3.15%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.13%
New
69
Increased
114
Reduced
53
Closed
38
Calls
$39.1M
Puts
$26.8M
Net Calls
+$12.4M
Net Calls Change
-$2M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$82.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$53.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$26.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$25M
5
BMC
Battery Management Corp
Massachusetts
+$24.9M

Top Sellers

1
CCM
Cadian Capital Management
New York
-$50.1M
2
CIP
Champlain Investment Partners
Vermont
-$30.1M
3
Deutsche Bank
Deutsche Bank
Germany
-$29.4M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$23.1M
5
IC
Iconiq Capital
California
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$32M +$2.68M +90,600 +11%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$27.5M +$16.3M +549,445 +217%
Northern Trust
28
Northern Trust
Illinois
$25.8M -$7.53K -254 -0%
KHCM
29
Kettle Hill Capital Management
New York
$25.6M +$22.2M +747,715 New
Charles Schwab
30
Charles Schwab
California
$24.7M +$1.36M +45,741 +7%
Marshall Wace
31
Marshall Wace
United Kingdom
$24.2M -$7.83M -264,464 -27%
Deutsche Bank
32
Deutsche Bank
Germany
$22.5M -$29.4M -992,435 -60%
SPPAM
33
Summit Partners Public Asset Management
Massachusetts
$22.3M +$19.3M +651,000 New
Ameriprise
34
Ameriprise
Minnesota
$21.4M +$4.62M +156,041 +33%
EGM
35
Engineers Gate Manager
New York
$18.7M +$9.53M +321,595 +144%
Morgan Stanley
36
Morgan Stanley
New York
$15.8M -$16.3M -548,661 -54%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$15.6M +$270K +9,100 +2%
PMAM
38
Picton Mahoney Asset Management
Ontario, Canada
$15.1M +$12.3M +415,843 +1,693%
FGP
39
Freestone Grove Partners
California
$14.9M -$9.66M -326,230 -43%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$14.7M +$478K +16,143 +4%
GT
41
Glenmede Trust
Pennsylvania
$13.5M +$11.7M +394,669 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.9M +$10.3M +346,793 New
Walleye Capital
43
Walleye Capital
New York
$11.3M +$6M +202,617 +159%
TI
44
Trexquant Investment
Connecticut
$11.1M +$4.57M +154,415 +92%
Verition Fund Management
45
Verition Fund Management
Connecticut
$10.5M +$2.07M +69,734 +29%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$10.4M -$517K -17,445 -5%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.2M +$8.18M +276,206 +1,242%
SCM
48
Scopia Capital Management
New York
$10.1M -$11.7M -395,544 -57%
GIPM
49
G2 Investment Partners Management
New York
$9.95M +$8.6M +290,227 New
SSA
50
Schonfeld Strategic Advisors
New York
$9.95M -$2.14M -72,159 -20%
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BRZE Hedge Fund Activity: Q4 2025 in Review

259 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q4 2025, worth a combined $2.81B — up 32% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BRZE positions and 38 closed out — a net gain of 31 holders — while 114 added to existing stakes and 53 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $82.7M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $50.1M sold.

  • 259 institutional investors held Braze (BRZE) as of Q4 2025, up from 232 in Q3 2025.
  • Funds reported $2.81B of Braze stock for Q4 2025, up 32% quarter-over-quarter.
  • 69 funds opened new Braze positions in Q4 2025 and 38 closed out, a net change of +31 holders.
  • The largest Braze buyer in Q4 2025 was Point72 Asset Management, an estimated $82.7M added.
  • The largest Braze seller in Q4 2025 was Cadian Capital Management, an estimated $50.1M sold.

Based on aggregated 13F filings for Q4 2025.