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223 hedge funds and large institutions have $2.6B invested in Braze in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 52 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $8.73M

85% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 52

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less funds holding

Funds holding: 225223 (-2)

4% less capital invested

Capital invested by funds: $2.7B → $2.6B (-$102M)

2.59% less ownership

Funds ownership: 89.11%86.51% (-2.6%)

Holders
223
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.22%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
96
Reduced
52
Closed
51
Calls
$16.8M
Puts
$8.73M
Net Calls
+$8.1M
Net Calls Change
-$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
126
Orion Portfolio Solutions
Nebraska
$759K -$114K -2,855 -13%
US Bancorp
127
US Bancorp
Minnesota
$724K -$3.43K -86 -0.5%
B
128
Bailard
California
$719K -$1.15M -28,769 -61%
SVI
129
Strategic Vision Investment
Hong Kong
$711K
1I
130
1888 Investments
Colorado
$677K +$695K +17,422 New
Stifel Financial
131
Stifel Financial
Missouri
$670K +$958 +24 +0.1%
AIM
132
Allen Investment Management
New York
$666K
VOYA Investment Management
133
VOYA Investment Management
Georgia
$666K +$3.27K +82 +0.5%
SLG
134
Stanley-Laman Group
Pennsylvania
$652K -$108K -2,717 -14%
PTC
135
Petrus Trust Company
Texas
$629K +$308K +7,722 +91%
EPL
136
EDBI Pte Ltd
Singapore
$615K +$632K +15,836 New
GCP
137
GSA Capital Partners
United Kingdom
$615K +$338K +8,479 +115%
ASRS
138
Arizona State Retirement System
Arizona
$601K +$28.4K +712 +5%
AL
139
Arnhold LLC
New York
$584K +$600K +15,045 New
HFA
140
Harbert Fund Advisors
Alabama
$583K +$59.9K +1,500 +11%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$581K +$597K +14,960 New
ProShare Advisors
142
ProShare Advisors
Maryland
$577K +$33.8K +846 +6%
CFG
143
Citizens Financial Group
Rhode Island
$565K +$581K +14,550 New
First Trust Advisors
144
First Trust Advisors
Illinois
$528K -$6.45M -161,564 -92%
UAM
145
Unison Asset Management
Florida
$509K
William Blair & Company
146
William Blair & Company
Illinois
$502K +$11.3K +283 +2%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$487K +$57.4K +1,437 +13%
TRCT
148
Tower Research Capital (TRC)
New York
$437K +$50.4K +1,263 +13%
IMC Chicago
149
IMC Chicago
Illinois
$404K +$416K +10,413 New
HCA
150
Harbor Capital Advisors
Illinois
$373K -$40.5K -1,015 -10%

BRZE Hedge Fund Activity: Q2 2024 in Review

223 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q2 2024, worth a combined $2.6B — down 3.8% from $2.7B a quarter earlier.

Fund positioning in BRZE was balanced in Q2 2024: 51 funds opened new positions, 51 closed out, 96 added to existing stakes and 52 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $50.9M.

  • 223 institutional investors held Braze (BRZE) as of Q2 2024, down from 225 in Q1 2024.
  • Funds reported $2.6B of Braze stock for Q2 2024, down 3.8% quarter-over-quarter.
  • 51 funds opened new Braze positions in Q2 2024 and 51 closed out, a net change of 0 holders.
  • The largest Braze buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $80.5M added.
  • The largest Braze seller in Q2 2024 was Invesco, an estimated $50.9M sold.

Based on aggregated 13F filings for Q2 2024.