Follow The Filings

BRZE Braze Inc.

Information Technology, filed as BRAZE INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

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

In 2026 Q2 First Eagle Investment Management added to Braze, while Dennis Hong trimmed.

Who owns this now

Largest portfolio weights among holders, up to 6.0% (Dennis Hong, Shawspring Partners). Not free-float ownership.

  1. Dennis Hong Reduce 6.0%
  2. First Eagle Investment Manage... Add 0.02%

Who owns BRZE

Sorted by value, long equity only, as of 2026 Q2.

History
Dennis Hong, Shawspring Partners 6.0%, was 9.8% Reduce −42.3% 641,194 $14M History
First Eagle Investment Management 0.02% Add +284.7% 609,814 $13M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BRZE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BRZE insider trades
  • None no insider bought on the open market
  • $908K sold by 2 insiders outside a trading plan
  • $21.9M sold by 5 insiders under 10b5-1 plans
  1. Astha Malik Chief Business Officer
    Planned sale
    $465K 15,724 shares at $29.57 6.1% of stake
    Traded Aug 19 Filed Oct 22
    ↗
  2. Jonathan Hyman Chief Technology Officer
    Planned sale
    $13.2M 295,000 shares at $44.81 26% of stake
    Traded Oct 15–20 Filed Oct 22
    ↗
  3. Jonathan Hyman Chief Technology Officer
    Planned sale
    $1.4M 42,000 shares at $32.47 3.5% of stake
    Traded Aug 27 Filed Aug 28
    ↗
  4. Edward M. McDonnell Chief Revenue Officer
    Planned sale
    $933K 29,732 shares at $31.38 6.8% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  5. Jonathan Hyman Chief Technology Officer
    Planned sale
    $310K 10,000 shares at $31.04 0.8% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  6. Jonathan Hyman Chief Technology Officer
    Planned sale
    $282K 9,413 shares at $29.99 0.8% of stake
    Traded Aug 19 Filed Aug 21
    ↗
  7. Jonathan Hyman Chief Technology Officer
    Planned sale
    $1.1M 35,000 shares at $30.03 2.8% of stake
    Traded Aug 13 Filed Aug 14
    ↗
  8. Astha Malik Chief Business Officer
    Planned sale
    $931K 33,656 shares at $27.65 11% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  9. Jonathan Hyman Chief Technology Officer
    Planned sale
    $760K 28,043 shares at $27.12 2.2% of stake
    Traded Aug 7–10 Filed Aug 11
    ↗
  10. Astha Malik Chief Business Officer
    Planned sale
    $1.4M 51,440 shares at $26.39 14% of stake
    Traded Jul 15 Filed Jul 16
    ↗
  11. Jonathan Hyman Chief Technology Officer
    Planned sale
    $869K 33,768 shares at $25.72 2.6% of stake
    Traded Jul 14–15 Filed Jul 16
    ↗
  12. Susan Wiseman General Counsel
    Sale
    $710K 35,000 shares at $20.29 14% of stake
    Traded Apr 9 Filed Apr 13
    ↗
  13. Isabelle Winkles CFO
    Planned sale
    $193K 8,274 shares at $23.31 1.8% of stake
    Traded Apr 6 Filed Apr 8
    ↗
  14. Susan Wiseman General Counsel
    Planned sale
    $71K 4,167 shares at $17.03 1.9% of stake
    Traded Feb 19 Filed Feb 20
    ↗
  15. Pankaj Malik Chief Accounting Officer
    Sale
    $198K 5,540 shares at $35.76 9.4% of stake
    Traded Dec 17, 2025 Filed Dec 19, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 18 stock grants, 12 conversions, 12 share withholdings for taxes, 12 sales to cover taxes, and 4 gifts.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
DEFA14A FORM DEFA14A Filing Doc
DEFA14A FORM DEFA14A Filing Doc
DEFA14A FORM DEFA14A Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated about 13 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.