BRZENasdaqServices-Prepackaged SoftwareFiscal year ends January 31
Braze, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 9, 2026
$30.04+0.70 (+2.39%)
Close on Oct 19, 2026
- Market cap
- $3.34B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.7%
101M of 114M shares
Institutional holders
245
35 new, 43 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
0 buys · 38 sales
Net sold $12.71M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,999,821 | 7.10% | 13G (passive) amendment | Jun 30, 2026 |
| Binder Clip Holdings LLC | 7,634,408 | 7.22% | 13G (passive) amendment | Dec 31, 2025 |
| MCG7 Capital Inc. | 6,709,408 | 6.00% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 5,674,866 | 5.03% | 13G (passive) | Jun 30, 2026 |
| Abigail P. Johnson | 16,894,687 | 15.00% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BRZE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 16,894,687 | 14.87% | $366.45M | +12,192,482 | 0.02% |
| BlackRock, Inc. | 8,399,672 | 7.40% | $182.19M | +535,094 | 0.00% |
| Vanguard Portfolio Management LLC | 5,584,287 | 4.92% | $121.12M | +128,878 | 0.01% |
| Pictet Asset Management Holding SA | 5,049,223 | 4.45% | $109.52M | +5,036,297 | 0.10% |
| Battery Management Corp. | 4,628,289 | 4.07% | $100.39M | – | 27.26% |
| Vanguard Capital Management LLC | 3,983,946 | 3.51% | $86.41M | +53,521 | 0.00% |
| Millennium Management LLC | 3,789,708 | 3.34% | $82.20M | −594,681 | 0.03% |
| Westfield Capital Management Co LP | 2,617,532 | 2.30% | $56.77M | −1,356,374 | 0.19% |
| Geode Capital Management, LLC | 2,545,492 | 2.24% | $55.22M | +264,730 | 0.00% |
| Manufacturers Life Insurance Company, The | 2,469,004 | 2.17% | $53.55M | +583,427 | 0.04% |
| State Street Corp | 2,402,065 | 2.11% | $52.05M | +118,352 | 0.00% |
| Optimus Prime Fund Management Co., Ltd. | 2,010,000 | 1.77% | $43.60M | +120,000 | 3.23% |
| American Century Companies Inc | 1,794,633 | 1.58% | $38.93M | +852,426 | 0.02% |
| Nuveen, LLC | 1,747,584 | 1.54% | $37.91M | +299,519 | 0.01% |
| Solel Partners LP | 1,672,000 | 1.47% | $36.27M | – | 6.16% |
| Sapphire Ventures, L.L.C. | 1,665,798 | 1.47% | $36.13M | – | 34.81% |
| Stephens Investment Management Group LLC | 1,520,241 | 1.34% | $32.97M | +149,255 | 0.35% |
| Goldman Sachs Group Inc | 1,379,796 | 1.21% | $29.93M | −584,257 | 0.00% |
| Citadel Advisors LLC | 1,278,093 | 1.13% | $27.72M | −1,126,487 | 0.00% |
| First Eagle Investment Management, LLC | 1,219,628 | 1.07% | $26.45M | +1,061,128 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 245 | 101M | 88.7% | 35 / 103 | 72 / 43 | 30M | 21M |
| Q1 2026 | 257 | 92M | 80.9% | 65 / 116 | 50 / 64 | 34M | 14M |
| Q4 2025 | 260 | 82M | 72.2% | 69 / 115 | 53 / 38 | 19M | 14M |
| Q3 2025 | 233 | 77M | 68.0% | 61 / 89 | 59 / 48 | 19M | 13M |
| Q2 2025 | 221 | 72M | 63.1% | 44 / 92 | 66 / 61 | 12M | 12M |
| Q1 2025 | 241 | 71M | 62.9% | 55 / 98 | 57 / 36 | 11M | 10M |
| Q4 2024 | 223 | 70M | 61.7% | 49 / 73 | 73 / 48 | 15M | 13M |
| Q3 2024 | 225 | 69M | 60.4% | 38 / 102 | 61 / 34 | 16M | 11M |
| Q2 2024 | 224 | 68M | 59.6% | 52 / 95 | 53 / 51 | 12M | 14M |
| Q1 2024 | 225 | 70M | 61.4% | 47 / 92 | 59 / 49 | 13M | 6M |
| Q4 2023 | 232 | 62M | 54.9% | 64 / 94 | 52 / 24 | 17M | 5M |
| Q3 2023 | 193 | 51M | 44.7% | 52 / 76 | 41 / 23 | 11M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BRZE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Series All-Sector Equity Fund | 2,733,316 | 2.41% | $68.11M | 1.20% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,687,997 | 2.37% | $58.30M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,457,502 | 2.16% | $53.30M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,935,324 | 1.70% | $41.98M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,848,005 | 1.63% | $47.36M | 0.03% | May 31, 2026 |
| Fidelity Small Cap Growth Fund | 1,770,630 | 1.56% | $44.12M | 0.50% | Jul 31, 2026 |
| Small Cap Core Fund | 1,657,726 | 1.46% | $41.31M | 2.12% | Jul 31, 2026 |
| Harbor Small Cap Growth Fund | 1,304,496 | 1.15% | $32.51M | 1.22% | Jul 31, 2026 |
| Small Cap Growth Fund | 1,160,965 | 1.02% | $28.93M | 0.52% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,132,845 | 1.00% | $24.57M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,122,924 | 0.99% | $24.36M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,046,983 | 0.92% | $26.09M | 0.08% | Jul 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 906,980 | 0.80% | $22.60M | 0.49% | Jul 31, 2026 |
| Select Software and IT Services Portfolio | 901,400 | 0.79% | $23.10M | 0.31% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 883,795 | 0.78% | $19.17M | 0.12% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William Magnuson | Chief Executive Officer, Director | 4,844,830 | 4.27% | Aug 19, 2026 |
| Jonathan Hyman | Chief Technology Officer | 1,171,783 | 1.03% | Aug 28, 2026 |
| Edward M. McDonnell | Chief Revenue Officer | 415,435 | 0.37% | Aug 26, 2026 |
| Astha Malik | Chief Business Officer | 326,633 | 0.29% | Aug 21, 2026 |
| Pankaj Malik | Chief Accounting Officer | 86,735 | 0.08% | Aug 19, 2026 |
| Christopher M. Lal | General Counsel & Corp. Sec. | 230,184 | 0.20% | Jun 2, 2026 |
| Isabelle Winkles | Chief Financial Officer | 429,209 | 0.38% | May 19, 2026 |
| Susan Wiseman | General Counsel | 214,208 | 0.19% | May 19, 2026 |
| Myles Kleeger | Pres & CCO | 1,103,304 | 0.97% | May 21, 2025 |
| Tara Walpert Levy | Director | 238,493 | 0.21% | Jul 2, 2026 |
| Phillip M. Fernandez | Director | 29,555 | 0.03% | Jul 2, 2026 |
| Fernando Machado | Director | 21,723 | 0.02% | Jul 2, 2026 |
| Yvonne Wassenaar | Director | 18,513 | 0.02% | Jul 2, 2026 |
| David M. Obstler | Director | 75,805 | 0.07% | Jul 2, 2026 |
| Neeraj Agrawal | Director | 11,439,797 | 10.07% | Jul 2, 2026 |
| Braze, Inc. | – | 0 | – | May 22, 2025 |
| Russell L. Fleischer | 10% owner | 8,918,176 | 7.85% | Apr 14, 2025 |
| Chelsea R. Stoner | 10% owner | 4,732,756 | 4.17% | Apr 14, 2025 |
| Michael Maurice Brown | 10% owner | 14,870,401 | 13.09% | Apr 14, 2025 |
| Scott R. Tobin | 10% owner | 1,854,904 | 1.63% | Apr 14, 2025 |
| Roger H. Lee | 10% owner | 8,590,932 | 7.56% | Apr 14, 2025 |
| Jesse Feldman | 10% owner | 3,274,892 | 2.88% | Apr 14, 2025 |
| Dharmesh Thakker | 10% owner | 3,242,614 | 2.85% | Apr 14, 2025 |
| Battery Ventures XI-B, L.P. | 10% owner | 18,205,521 | 16.03% | Apr 14, 2025 |
| Battery Ventures XI-A, L.P. | 10% owner | – | – | Apr 14, 2025 |
| Battery Ventures XI-A Side Fund, L.P. | 10% owner | 11,688,870 | 10.29% | Apr 14, 2025 |
| Battery Investment Partners XI, LLC | 10% owner | 4,384,331 | 3.86% | Apr 14, 2025 |
| Battery Ventures XI-B Side Fund, L.P. | 10% owner | – | – | Apr 14, 2025 |
| Battery Partners XI Side Fund, LLC | 10% owner | 235,129 | 0.21% | Apr 14, 2025 |
| Battery Partners XI, LLC | 10% owner | – | – | Apr 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jonathan Hyman Chief Technology Officer | Aug 27, 2026 | Sale(10b5-1 plan) | −9,320 | $33.12 | $308.68K | 1,143,219 |
| Jonathan Hyman Chief Technology Officer | Aug 27, 2026 | Sale(10b5-1 plan) | −32,680 | $32.28 | $1.05M | 1,152,539 |
| Jonathan Hyman Chief Technology Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −10,000 | $31.04 | $310.40K | 1,185,219 |
| Edward M. McDonnell Chief Revenue Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −23,927 | $31.29 | $748.68K | 415,435 |
| Edward M. McDonnell Chief Revenue Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −5,805 | $31.74 | $184.25K | 409,630 |
| Astha Malik Chief Business Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −7,530 | $30.36 | $228.61K | 326,633 |
| Astha Malik Chief Business Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −7,794 | $28.74 | $224.00K | 334,163 |
| Astha Malik Chief Business Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −400 | $30.75 | $12.30K | 326,233 |
| Jonathan Hyman Chief Technology Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −200 | $30.75 | $6.15K | 1,195,219 |
| Jonathan Hyman Chief Technology Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −6,925 | $30.37 | $210.31K | 1,195,419 |
| Jonathan Hyman Chief Technology Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −2,288 | $28.77 | $65.83K | 1,202,344 |
| Edward M. McDonnell Chief Revenue Officer | Aug 17, 2026 | Tax withholding | −92,970 | $28.93 | $2.69M | 439,362 |
| Jonathan Hyman Chief Technology Officer | Aug 17, 2026 | Tax withholding | −15,784 | $28.93 | $456.63K | 1,204,632 |
| William Magnuson Chief Executive Officer, Director | Aug 17, 2026 | Tax withholding | −46,421 | $28.93 | $1.34M | 4,844,360 |
| Astha Malik Chief Business Officer | Aug 17, 2026 | Tax withholding | −21,277 | $28.93 | $615.54K | 341,957 |
| Pankaj Malik Chief Accounting Officer | Aug 17, 2026 | Tax withholding | −2,121 | $28.93 | $61.36K | 86,735 |
| Jonathan Hyman Chief Technology Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −35,000 | $30.03 | $1.05M | 1,220,416 |
| Astha Malik Chief Business Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −33,656 | $27.65 | $930.59K | 278,138 |
| Jonathan Hyman Chief Technology Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −10,148 | $27.27 | $276.74K | 1,255,416 |
| Jonathan Hyman Chief Technology Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −17,895 | $27.03 | $483.70K | 1,265,564 |
| Astha Malik Chief Business Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −50,233 | $26.38 | $1.33M | 313,001 |
| Astha Malik Chief Business Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −1,207 | $26.89 | $32.46K | 311,794 |
| Jonathan Hyman Chief Technology Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −2,472 | $27.00 | $66.74K | 1,283,459 |
| Jonathan Hyman Chief Technology Officer | Jul 14, 2026 | Sale(10b5-1 plan) | −4,485 | $27.01 | $121.14K | 1,285,931 |
| Jonathan Hyman Chief Technology Officer | Jul 14, 2026 | Sale(10b5-1 plan) | −26,811 | $25.39 | $680.73K | 1,290,416 |
| Neeraj Agrawal Director | Jun 30, 2026 | Award | +7,753 | – | – | 202,522 |
| Yvonne Wassenaar Director | Jun 30, 2026 | Award | +7,753 | – | – | 18,513 |
| David M. Obstler Director | Jun 30, 2026 | Award | +7,753 | – | – | 75,805 |
| Phillip M. Fernandez Director | Jun 30, 2026 | Award | +7,753 | – | – | 28,055 |
| Tara Walpert Levy Director | Jun 30, 2026 | Award | +7,753 | – | – | 101,993 |
| Fernando Machado Director | Jun 30, 2026 | Award | +7,753 | – | – | 21,723 |
| Jonathan Hyman Chief Technology Officer | Jun 24, 2026 | Gift | −500,000 | – | – | 1,317,227 |
| Jonathan Hyman Chief Technology Officer | Jun 24, 2026 | Gift | +350,000 | – | – | 350,000 |
| Jonathan Hyman Chief Technology Officer | Jun 24, 2026 | Gift | +150,000 | – | – | 221,436 |
| Neeraj Agrawal Director | Jun 5, 2026 | Gift | −500,000 | – | – | 388,123 |
| Christopher M. Lal General Counsel & Corp. Sec. | May 29, 2026 | Award | +230,184 | – | – | 230,184 |
| Pankaj Malik Chief Accounting Officer | May 15, 2026 | Tax withholding | −2,121 | $20.87 | $44.27K | 88,856 |
| Susan Wiseman General Counsel | May 15, 2026 | Tax withholding | −10,951 | $20.87 | $228.55K | 198,473 |
| Jonathan Hyman Chief Technology Officer | May 15, 2026 | Tax withholding | −21,402 | $20.87 | $446.66K | 1,817,227 |
| Edward M. McDonnell Chief Revenue Officer | May 15, 2026 | Tax withholding | −4,376 | $20.87 | $91.33K | 532,332 |
| Astha Malik Chief Business Officer | May 15, 2026 | Tax withholding | −30,263 | $20.87 | $631.59K | 363,234 |
| Isabelle Winkles Chief Financial Officer | May 15, 2026 | Tax withholding | −33,309 | $20.87 | $695.16K | 429,209 |
| William Magnuson Chief Executive Officer, Director | May 15, 2026 | Tax withholding | −70,837 | $20.87 | $1.48M | 4,890,781 |
| Susan Wiseman General Counsel | Apr 9, 2026 | Sale | −35,000 | $20.29 | $710.15K | 209,424 |
| Isabelle Winkles Chief Financial Officer | Apr 6, 2026 | Sale(10b5-1 plan) | −8,274 | $23.31 | $192.87K | 462,518 |
| Isabelle Winkles Chief Financial Officer | Mar 18, 2026 | Award | +135,180 | – | – | 470,792 |
| Isabelle Winkles Chief Financial Officer | Mar 18, 2026 | Award | +84,484 | – | – | 335,612 |
| William Magnuson Chief Executive Officer, Director | Mar 18, 2026 | Award | +176,650 | – | – | 4,667,748 |
| William Magnuson Chief Executive Officer, Director | Mar 18, 2026 | Award | +293,870 | – | – | 4,961,618 |
| Pankaj Malik Chief Accounting Officer | Mar 18, 2026 | Award | +40,298 | – | – | 90,977 |
| Susan Wiseman General Counsel | Mar 18, 2026 | Award | +34,560 | – | – | 244,424 |
| Edward M. McDonnell Chief Revenue Officer | Mar 18, 2026 | Award | +102,854 | – | – | 536,708 |
| Jonathan Hyman Chief Technology Officer | Mar 18, 2026 | Award | +89,630 | – | – | 1,838,629 |
| Jonathan Hyman Chief Technology Officer | Mar 18, 2026 | Award | +56,066 | – | – | 1,748,999 |
| Astha Malik Chief Business Officer | Mar 18, 2026 | Award | +117,548 | – | – | 393,497 |
| Astha Malik Chief Business Officer | Mar 18, 2026 | Award | +70,660 | – | – | 275,949 |
| Susan Wiseman General Counsel | Feb 19, 2026 | Sale(10b5-1 plan) | −4,167 | $17.03 | $70.96K | 209,864 |
| Susan Wiseman General Counsel | Feb 18, 2026 | Sale(10b5-1 plan) | −5,763 | $16.93 | $97.57K | 214,031 |
| Jonathan Hyman Chief Technology Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −7,391 | $16.93 | $125.13K | 1,692,933 |
| Pankaj Malik Chief Accounting Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −2,893 | $16.93 | $48.98K | 50,679 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Hyman Jonathan Officer | Oct 15, 2026 | 10,000 | $282.50K | Oct 15, 2026 | Restricted Stock Units |
| M. Wiseman Susan Former Affiliate | Aug 27, 2026 | 10,000 | $336.67K | Aug 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Hyman Jonathan Officer | Aug 27, 2026 | 42,000 | $1.29M | Aug 27, 2026 | Restricted Stock Units |
| M. Wiseman Susan Former Affiliate | Aug 26, 2026 | 15,000 | $455.48K | Aug 26, 2026 | Previously Exercised Options |
| Hyman Jonathan Officer | Aug 24, 2026 | 10,000 | $310.60K | Aug 24, 2026 | Restricted Stock Units |
| McDonnell Edward Officer | Aug 24, 2026 | 29,732 | $923.48K | Aug 24, 2026 | Restricted Stock Units |
| Malik Astha Officer | Aug 19, 2026 | 15,724 | $457.88K | Aug 19, 2026 | Restricted stock units and performance stock units |
| Hyman Jonathan Officer | Aug 19, 2026 | 9,413 | $274.11K | Aug 19, 2026 | Restricted stock units and performance stock units |
| Hyman Jonathan Officer | Aug 13, 2026 | 35,000 | $968.80K | Aug 13, 2026 | Restricted Stock Units |
| M. Wiseman Susan Former Affiliate | Aug 11, 2026 | 20,000 | $573.37K | Aug 11, 2026 | Previously Exercised Options |
| Malik Astha Officer | Aug 10, 2026 | 33,656 | $893.23K | Aug 10, 2026 | Restricted stock units and performance stock units |
| Hyman Jonathan Officer | Aug 7, 2026 | 28,043 | $720.99K | Aug 7, 2026 | Restricted Stock Units |
| M. Wiseman Susan Former Affiliate | Jul 20, 2026 | 33,168 | $876.55K | Jul 20, 2026 | Previously Exercised Options |
| Hyman Jonathan Officer | Jul 15, 2026 | 2,472 | $64.74K | Jul 15, 2026 | Restricted Stock Units |
| Malik Astha Officer | Jul 15, 2026 | 51,440 | $1.35M | Jul 15, 2026 | Restricted Stock Units |