Cliff Asness's BRZE Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 905,681 shares of Braze, Inc. (BRZE) worth $21.38 M, representing 0.01% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in BRZE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 626,898 shares. Largest reduction occurred in Q1 2024, reducing 10,070 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Braze (BRZE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Braze (BRZE) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +626,898 | Add 224.87% | 905,681 | $23.61 |
| Q4 2025 | +104,812 | Add 60.25% | 278,783 | $34.29 |
| Q3 2025 | +9,242 | Add 5.61% | 173,971 | $28.44 |
| Q2 2025 | +90,758 | Add 122.69% | 164,729 | $28.10 |
| Q1 2025 | -8,402 | Reduce 10.20% | 73,971 | $36.08 |
| Q4 2024 | +17,907 | Add 27.78% | 82,373 | $41.88 |
| Q3 2024 | +64,466 | New Buy | 64,466 | $32.34 |
| Q2 2024 | -7,777 | Sold Out | 0 | $0.00 |
| Q1 2024 | -10,070 | Reduce 56.42% | 7,777 | $44.30 |
| Q4 2023 | +17,847 | New Buy | 17,847 | $53.13 |
Cliff Asness's Braze Investment FAQs
Cliff Asness first purchased Braze, Inc. (BRZE) in Q4 2023, acquiring 17,847 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Braze, Inc. (BRZE) for 10 quarters since Q4 2023.
Cliff Asness's largest addition to Braze, Inc. (BRZE) was in Q1 2026, adding 905,681 shares worth $21.38 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 905,681 shares of Braze, Inc. (BRZE), valued at approximately $21.38 M.
As of the Q1 2026 filing, Braze, Inc. (BRZE) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Braze, Inc. (BRZE) was 905,681 shares, as reported at the end of Q1 2026.