Follow-The-Filings

Security

BRZE

Braze Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 1 new 3 exits max 9.8% (Dennis Hong - Shawspring ...)

grid → activity → earnings →
owners 10
max % 9.8%
tracked value $641M
qoq N 1 A 7 R 1 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dennis Hong - Shawspring Partners, LLC 2026 Q1 9.8% Reduce +0.30 pp 1,112,099 $26M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add -0.02 pp 3,109,805 $73M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add -0.01 pp 4,384,389 $104M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 727,852 $17M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,404,580 $57M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 905,681 $21M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 9,851,050 $338M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 158,500 $4M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 26,662 $629 hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 18,334 $433 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 119,400 $4M hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 870,696 $24M hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 9,433 $323 hist

10 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
4 FORM 4 Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 FORM 4 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
DEFA14A DEFA14A Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 23 minutes ago Source: SEC EDGAR submissions All on EDGAR

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 $705.41M $810.94M $871M $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 -$492,000 $11.46M $44.75M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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