Braze
BRZE
246 hedge funds and large institutions have $2.17B invested in Braze in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 43 closing their positions.
408% more call options, than puts
Call options by funds: $36.6M | Put options by funds: $7.21M
41% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 73
7.89% more ownership
Funds ownership: 81% → 88.9% (+7.9%)
0% less capital invested
Capital invested by funds: $2.17B → $2.17B (-$119K)
4% less funds holding
Funds holding: 257 → 246 (-11)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
19% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$271M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
+$112M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$25M |
| 4 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
+$23.6M |
| 5 |
Citigroup
New York
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$66.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$49.9M |
| 3 |
Barclays
London,
United Kingdom
|
-$34.6M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$30.2M |
| 5 |
JP Morgan Chase
New York
|
-$27.7M |
BRZE Hedge Fund Activity: Q2 2026 in Review
246 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q2 2026, worth a combined $2.17B — down 0.01% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of BRZE and 35 opened new positions — a net loss of 8 holders — while 73 trimmed existing stakes and 103 added.
The largest buyer was Fidelity Investments, adding an estimated $271M. The largest seller was Point72 Asset Management, cutting an estimated $66.9M.
- 246 institutional investors held Braze (BRZE) as of Q2 2026, down from 257 in Q1 2026.
- Funds reported $2.17B of Braze stock for Q2 2026, down 0.01% quarter-over-quarter.
- 35 funds opened new Braze positions in Q2 2026 and 43 closed out, a net change of -8 holders.
- The largest Braze buyer in Q2 2026 was Fidelity Investments, an estimated $271M added.
- The largest Braze seller in Q2 2026 was Point72 Asset Management, an estimated $66.9M sold.
Based on aggregated 13F filings for Q2 2026.