PATHWAY CAPITAL MANAGEMENT, LP BRZE β€” BRAZE INC

Ownership history in PATHWAY CAPITAL MANAGEMENT, LP  Β·  3 quarters on record

AI Ownership Summary

PATHWAY CAPITAL MANAGEMENT, LP reported BRAZE INC (BRZE) in 3 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 28.33% in 2025 Q4. The latest visible filing shows BRZE at 28.33% 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.

What this BRZE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATHWAY CAPITAL MANAGEMENT, LP'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 28.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
28.33% in 2025 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.

How PATHWAY CAPITAL MANAGEMENT, LP held BRZE β€” position size vs. price
% of Fund (quarterly)    BRZE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 62.4% -31.1% βœ… 64,370 -106,919 -62.4% 28.33% $2.2M 2026-02-14 (Est.) $17.60
2025 Q2 ADDED β€” β€” β€” 171,289 +13,640 +8.7% 5.27% $4.8M 2025-08-04 $26.91
2023 Q4 INITIATED β€” β€” β€” 157,649 β€” β€” 9.37% $8.4M 2024-02-08 $58.62

FAQ About PATHWAY CAPITAL MANAGEMENT, LP and BRZE

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

How long has PATHWAY CAPITAL MANAGEMENT, LP reported owning BRZE?

PATHWAY CAPITAL MANAGEMENT, LP reported BRZE across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRZE position in PATHWAY CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for BRZE was 28.33% in 2025 Q4.

What is the latest reported BRZE position on this page?

The most recent filing on this page is 2025 Q4, when PATHWAY CAPITAL MANAGEMENT, LP reported 64,370 shares, equal to 28.33% of portfolio, with an estimated market value of $2.2M.

What does the chart on this BRZE ownership page compare?

The chart compares PATHWAY CAPITAL MANAGEMENT, LP'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.

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