Follow-The-Filings

Security · featured owners

BRZE Braze Inc.

Information Technology COM CL A Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 6.0%
  • $27M
  • 1 add 1 reduce

BRZE (Braze Inc.) is held in 2 featured 13F books as of 2026 Q2. Dennis Hong - Shawspring Partners is the largest tracked holder by portfolio weight (6.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 6.0% (Dennis Hong - Shawspring Partners) · not free-float ownership

  1. Dennis Hong reduce 6.0%
  2. First Eagle Investment Manage... add 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dennis Hong - Shawspring Partners 2026 Q2 6.0% Reduce −42.3% 641,194 $14M history
First Eagle Investment Management 2026 Q2 0.02% Add +284.7% 609,814 $13M history

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.03,5.07,9.01
10-Q
8-K 2.02,5.02,9.01
DEFA14A
8-K 5.02,7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Aug 27, 2026
4 Period Aug 24, 2026 · 2 forms
4 Period Aug 19, 2026 · 2 forms
4 Period Aug 17, 2026 · 5 forms
4 Period Aug 13, 2026
4 Period Aug 10, 2026
4 Period Aug 7, 2026
4 Period Jul 14, 2026
4 Period Jul 15, 2026
4 Period Jun 30, 2026 · 6 forms
4 Period Jun 24, 2026
4 Period Jun 5, 2026
4 Period May 29, 2026
4 Period May 15, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $355.43M $471.8M $593.41M $738.18M
Gross profit $239.61M $324.27M $410.22M $495.66M
Gross margin * 67.4% 68.7% 69.1% 67.1%
Net income -$138.97M -$129.17M -$103.74M -$131.29M
Net margin * -39.1% -27.4% -17.5% -17.8%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $583.17M $601.12M $644.03M $567.93M
Total non-current assets * $122.24M $209.82M $226.97M $545.83M
Total assets $0.705B $0.811B $0.871B $1.11B
Total current liabilities $217.3M $289.44M $324.48M $420.41M
Total non-current liabilities * $41.34M $77.08M $71.77M $69.19M
Total equity $445.3M $444.23M $474.86M $623.77M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$22.31M $6.85M $36.68M $71.44M
Cash from investing -$398.52M -$19.98M -$36.47M -$50.91M
Cash from financing $11.33M $13.11M $11.7M $22.96M
Net change in cash -$410.35M -$0.492M $11.46M $44.75M

ownership over time

filing count by report period · click a bar for that quarter’s holders