JSF Financial, LLC BRZE — BRAZE INC

Ownership history in JSF Financial, LLC  ·  15 quarters on record

AI Ownership Summary

JSF Financial, LLC reported BRAZE INC (BRZE) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.95% in 2023 Q4. The latest visible filing shows BRZE at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRZE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JSF Financial, LLC's position in BRAZE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BRZE was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRZE stock page JSF Financial, LLC fund profile JSF Financial, LLC full holdings
How JSF Financial, LLC held BRZE — position size vs. price
% of Fund (quarterly)    BRZE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 41,558 — 0% 0.30% $1.4M 2026-02-14 (Est.) $17.60
2025 Q3 REDUCED 10.7% +23.9% ❌ 41,558 -5,000 -10.7% 0.26% $1.2M 2025-11-03 $28.19
2025 Q2 REDUCED 8.4% +14.7% ❌ 46,558 -4,285 -8.4% 0.31% $1.3M 2025-07-22 $28.31
2025 Q1 UNCHANGED — — — 50,843 — 0% 0.48% $1.8M 2025-05-07 $32.62
2024 Q4 UNCHANGED — — — 50,843 — 0% 0.57% $2.1M 2025-01-29 $45.96
2024 Q3 REDUCED — — — 50,843 -715 -1.4% 0.48% $1.6M 2024-11-12 $35.70
2024 Q2 UNCHANGED — — — 51,558 — 0% 0.61% $2.0M 2024-08-14 $40.31
2024 Q1 UNCHANGED — — — 51,558 — 0% 0.72% $2.3M 2024-05-13 $41.72
2023 Q4 REDUCED 37.8% -19.3% ✅ 51,558 -31,359 -37.8% 0.95% $2.7M 2024-02-14 $59.14
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRZE

As of 2026 Q1 — sorted by position size

Stephens Investment Management Group LLC 3Y 7Y 0.44% Sincerus Advisory, LLC 0.26% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.26% Park Avenue Institutional Advisers LLC 3Y 7Y 0.11% Jackson Creek Investment Advisors LLC 3Y 0.09% FNY Investment Advisers, LLC 3Y 7Y 0.06% Abel Hall, LLC 0.05% HARBOR CAPITAL ADVISORS, INC. 3Y 0.04% INTRUST BANK NA 3Y 7Y 0.03% Diversified Trust Co 3Y 7Y 0.02%

FAQ About JSF Financial, LLC and BRZE

These are the practical questions this page is built to answer before you even open the full history table.

How long has JSF Financial, LLC reported owning BRZE?

JSF Financial, LLC reported BRZE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRZE position in JSF Financial, LLC's portfolio?

The largest reported portfolio weight for BRZE was 0.95% in 2023 Q4.

What is the latest reported BRZE position on this page?

The most recent filing on this page is 2025 Q4, when JSF Financial, LLC reported 41,558 shares, equal to 0.30% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BRZE ownership page compare?

The chart compares JSF Financial, LLC's quarterly BRZE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JSF Financial, LLC time their BRZE position?

Based on 13F filing dates vs. subsequent BRZE price moves, JSF Financial, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on BRZE relative to SPY over the holding period was -33.7%.

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