Steven Cohen's BRZE Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 3.09 M shares of Braze, Inc. (BRZE) worth $105.91 M, representing 0.12% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in BRZE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 2.79 M shares. Largest reduction occurred in Q3 2024, reducing 225,629 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Braze (BRZE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Braze (BRZE) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.79 M | Add 935.66% | 3.09 M | $34.29 |
| Q3 2025 | +298,230 | New Buy | 298,230 | $28.44 |
| Q2 2025 | -82,705 | Sold Out | 0 | $0.00 |
| Q1 2025 | +82,705 | New Buy | 82,705 | $36.08 |
| Q4 2024 | -36,107 | Sold Out | 0 | $0.00 |
| Q3 2024 | -225,629 | Reduce 86.20% | 36,107 | $32.34 |
| Q2 2024 | +261,736 | New Buy | 261,736 | $38.84 |
| Q2 2023 | -68,293 | Sold Out | 0 | $0.00 |
| Q1 2023 | +68,293 | New Buy | 68,293 | $34.57 |
| Q2 2022 | -59,000 | Sold Out | 0 | $0.00 |
| Q1 2022 | +59,000 | New Buy | 59,000 | $41.47 |
Steven Cohen's Braze Investment FAQs
Steven Cohen first purchased Braze, Inc. (BRZE) in Q1 2022, acquiring 59,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Braze, Inc. (BRZE) for 11 quarters since Q1 2022.
Steven Cohen's largest addition to Braze, Inc. (BRZE) was in Q4 2025, adding 3,088,652 shares worth $105.91 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 3,088,652 shares of Braze, Inc. (BRZE), valued at approximately $105.91 M.
As of the Q4 2025 filing, Braze, Inc. (BRZE) represents approximately 0.12% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Braze, Inc. (BRZE) was 3,088,652 shares, as reported at the end of Q4 2025.