Braze, Inc. (BRZE)
- Sector
- Technology
- Industry
- Software - Application
- Last price
- $45.78
- As of
Kresmion compiles this page from BRZE's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Braze, Inc. (BRZE): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-20.
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Preview the BRZE dossierActive events for BRZE
- high13F: funds reduced
4 tracked funds reduced BRZE this 2026Q2, institutional consensus
- mediumEarnings above estimates
Q2-2027: Beat consensus by 20.3%, EPS $0.19 vs $0.158 estimate
- high13F: funds reduced
3 tracked funds reduced BRZE this 2026Q2, institutional consensus
- high13F: large reduction
CITADEL ADVISORS LLC cut 76% of BRZE (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +66% to BRZE (2026Q2)
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Every event on BRZE, as it fires
You are seeing 5 of 16 events recorded on BRZE since 2026-05-17.
The five above landed across 3 days. The other 11 were recorded on 3 other days. 8 of the 16 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in BRZE (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLCCUSIP 10576N102 · 2026Q2 | $82.2M | 0.03% | , |
| CITADEL ADVISORS LLCCUSIP 10576N102 · 2026Q2 | $27.7M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 10576N102 · 2026Q2 | $2.3M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 10576N102 · 2026Q2 | $248K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, BRZE
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
BRZE against its peers
BRZE's operating margin of -19.6% ranks in the 7th percentile of 20 Software - Application sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-06-30.
| Metric | BRZE | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 738M USD | 740M USD | 50 | 18 |
| Revenue YoY | n/a | 17.3% | n/a | 5 |
| Gross margin | 67.1% | 65.4% | 55 | 18 |
| Operating margin | -19.6% | 0.8% | 7 | 20 |
| Net margin | -17.8% | 3.2% | 12 | 20 |
| Return on equity | -21.0% | 6.2% | 7 | 20 |
| P / E | n/a | 27.6x | n/a | 8 |
Peers (20): CCC, MNDY, OTEX, NICE, NAVN, CWAN.D, LIF, AGYS, YMM, PTRN, VIA, PCOR, KC, ADEA, PLUS, ESTC, VERX, NCNO, GRND, SOUN. Left out: OCTV (no annual filing), BJGPY (no annual filing), BTDR (period gap), KARO (period gap), DIDIY (period gap). Fiscal periods ending between 2025-12-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (BRZE: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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