Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Braze Inc (BRZE)

254 + Investors. Track Smart Money conviction in BRZE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — BRZE

Based on 257 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BRZE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
257 hedge funds hold BRZE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

179 buying127 selling
Last quarter: 179 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 63 → 70 → 61. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 33% new

■ 39% conviction (2yr+) ■ 27% medium ■ 33% new
Of the 257 current holders: 101 (39%) held >2 years, 70 held 1–2 years, and 86 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +11%, value -23%

Value
-23%
Shares
+11%
Last quarter: funds added +11% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

55 → 44 → 63 → 70 → 61 new funds/Q
New funds entering each quarter: 44 → 63 → 70 → 61. A growing number of institutions are discovering BRZE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 37% newcomers

■ 49% veterans ■ 14% 1-2yr ■ 37% new
Entry-cohort mix of 274 holders: 135 (49%) are 2+ year veterans, 37 entered 1–2 years ago, and 102 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
48 of 251 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BRZE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BRZE

In 2026 Q1, 179 hedge funds were net buyers of BRZE (61 opened a new position, 118 added to an existing one), while 127 reduced or exited (60 trimmed, 67 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 40% of total institutional value in BRZE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 257.

Hedge Fund Ownership: BRZE

How many hedge funds hold BRZE — quarterly history vs. share price
Quarterly hedge fund ownership of BRZE vs. share price

Market Analysis: BRZE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BRZE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Braze Inc (BRZE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BRZE has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
BRZE
-8.3%
XLK
+39.1%

BRZE outperformed XLK by -47.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
BRZE
+3.8%
XLK
+4.8%

Since the filing became public, BRZE outperformed XLK by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: BRZE
254 + Investors

Track Smart Money conviction in BRZE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 254 263 -3.42%
13F Shares 93M 84M 10.83%
Total Value $2.17B $2.85B -23.7%
New Positions 59 70 -11
Increased Positions 114 117 -3
Closed Positions 68 43 +25
Reduced Positions 54 54 -
Total Calls 11 10 10.0%
Total Puts 12 6 100.0%
PUT/CALL Ratio 1.09 0.6 Neutral

Statistics: BRZE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

254 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BRZE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BRZE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sapphire Ventures, L.L.C. 39.55% 1,665,798 $39.3M
2 Battery Management Corp. 25.66% 4,628,289 $109.3M
3 ShawSpring Partners LLC 9.81% 1,112,099 $26.3M
4 Solel Partners LP 8.44% 1,672,000 $39.5M
5 Archon Capital Management LLC 5.37% 402,747 $9.5M
6 Optimus Prime Fund Management Co., Ltd. 4.30% 1,890,000 $44.6M
7 Monimus Capital Management, LP 1.55% 236,468 $5.6M
8 First Washington CORP 1.48% 221,513 $5.2M
9 Scalar Gauge Management, LLC 0.68% 30,000 $708K
10 Stephens Investment Management Group LLC 0.44% 1,370,986 $32.4M
11 HERALD INVESTMENT MANAGEMENT Ltd 0.41% 125,000 $3.0M
12 Champlain Investment Partners, LLC 0.40% 1,322,927 $31.2M
13 Westfield Capital Management Co LP 0.39% 3,973,906 $93.8M
14 Odyssean, LLC 0.31% 35,468 $837K
15 Susquehanna Fundamental Investments, LLC 0.27% 305,184 $7.2M
16 Palogic Value Management, L.P. 0.27% 27,000 $637K
17 Sincerus Advisory, LLC 0.26% 14,766 $349K
18 Peregrine Capital Management LLC 0.26% 297,650 $7.0M
19 Banco BTG Pactual S.A. 0.21% 100,000 $2.4M
20 Nebula Research & Development LLC 0.20% 82,038 $2.3M
21 JSF Financial, LLC 0.18% 38,558 $910K
22 Aster Capital Management (DIFC) Ltd 0.13% 11,425 $412K
23 Schonfeld Strategic Advisors LLC 0.13% 804,879 $19.0M
24 Summit Partners Public Asset Management, LLC 0.13% 200,000 $4.7M
25 Freestone Grove Partners LP 0.13% 752,747 $17.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Braze Inc (BRZE)

What does the Smart Money Trend signal show for BRZE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BRZE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BRZE?

Slight buying edge — 58% buying: Last quarter: 179 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BRZE holders?

Elite ownership — 40% AUM from top-100 funds: 48 of 251 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BRZE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BRZE?

Mixed — 39% long-term, 33% new: Of the 257 current holders: 101 (39%) held >2 years, 70 held 1–2 years, and 86 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Braze Inc (BRZE) following the 2026 Q1 hedge fund 13F filings?

As of today, BRZE has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), BRZE has gained -8.3% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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