Guru Ownership Trend
Guru Analysis for Braze, Inc. (BRZE)
Braze, Inc. (BRZE), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $79.23 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $100.86 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 935.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Braze, Inc. (BRZE)
Major holders include Steven Cohen ($105.91 M), Cliff Asness ($9.56 M), Renaissance Technologies (RenTech) ($4.09 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.5 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $100.86 M, with 4 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited BRZE. The total reported sell value was $2.84 M.
Yes, 2 managers opened new positions in BRZE, and 2 increased their existing holdings. The total reported buy value was $103.7 M.