InvestorLens

BRZE — BRAZE INC

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BRZE?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 4 selling last quarter
6
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their BRZE position last quarter, 0 bought and 4 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors reported holding BRZE at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (3 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BRAZE INC (BRZE)

BRAZE INC (BRZE) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $140M. Across recent filings, tracked investors recorded 7 new positions, 8 increased, 7 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BRZE

56
/100
Mixed Activity
Added / Increased15
Reduced7
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track BRZE

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

BRZE Ownership Composition

How BRAZE INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
3
tracked investors
Total Reported
$121.9M
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(3)
100.0%

Tracked investors currently reporting BRZE

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    3.8M
    Value
    $82.2M
    % Portfolio
    0.03%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    111.7K
    Value
    $2.4M
    % Portfolio
    0.00%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.7M
    Value
    $37.2M
    % Portfolio
    0.00%

Previously held BRZE

These investors reported BRZE in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp29.5K$696.5KMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold BRZE?
3 tracked institutional investors disclosed a position in BRZE (BRAZE INC) in their most recent 13F filing.
Who is the largest institutional holder of BRZE?
Izzy Englander, Millennium Management, holds the largest disclosed position in BRZE, valued at $140M.
Did institutional ownership of BRZE increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 8 increased, 7 reduced, and 5 fully exited BRZE.
Where does this BRZE ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.