HolderBook

BRAZE INC (BRZE)

Institutional ownership reported to the SEC as of Q3 2026, across 20 quarters.

9
Reporting holders
$747.9K
Reported value
0.0%
Calls
0.0%
Puts
-244
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Sincerus Advisory, LLC$295.3K11,7660.19%8q-14.5%-$50.2K
JUNCTURE WEALTH STRATEGIES, LLC$210.4K8,3840.05%newNEW
Versant Capital Management, Inc$116.1K4,6240.01%4q-1.4%-$1.7K
GAMMA Investing LLC$56.5K2,2530.00%12q+5.9%+$3.1K
Farther Finance Advisors, LLC$52.6K2,0940.00%12q+13.0%+$6.0K
Bullock Wealth Management Group$10.0K3880.00%newNEW
Marquette Asset Management, LLC$4.2K1670.00%5qHELD
MassMutual Private Wealth & Trust, FSB$2.5K1010.00%10qHELD
CoreCap Advisors, LLC$276110.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/ANeeraj Agrawal INDIVIDUALwith 19 co-filers4.6%
2026-08-0613G/AFMR LLCwith 1 co-filers15.0%
2026-07-3113GVanguard Portfolio Management5.0%
2026-07-2713G/ABlackRock, Inc.7.1%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-27Hyman JonathanChief Technology OfficerSold42,000$1.4M ×2
2026-07-15Malik AsthaChief Business OfficerSold51,440$1.4M ×2
2026-08-13Hyman JonathanChief Technology OfficerSold35,000$1.1M
2026-08-24McDonnell Edward M.Chief Revenue OfficerSold29,732$932.9K ×2
2026-08-10Malik AsthaChief Business OfficerSold33,656$930.6K
2026-07-14Hyman JonathanChief Technology OfficerSold31,296$801.9K ×2
2026-08-07Hyman JonathanChief Technology OfficerSold17,895$483.7K
2026-08-19Malik AsthaChief Business OfficerSold15,724$464.9K ×3
2026-08-24Hyman JonathanChief Technology OfficerSold10,000$310.4K
2026-08-19Hyman JonathanChief Technology OfficerSold9,413$282.3K ×3
2026-08-10Hyman JonathanChief Technology OfficerSold10,148$276.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20269$747.9K29,7882220.0%
Q2 2026253$2.4B108,182,39835101732.4%
Q1 2026262$2.3B92,184,60256116495.0%
Q4 2025266$2.9B82,028,33062113492.3%
Q3 2025240$2.2B77,285,8926285591.9%
Q2 2025230$2.0B71,808,0024389671.2%
Q1 2025245$2.6B71,711,9905296572.1%
Q4 2024229$3.0B70,165,2204372741.5%
Q3 2024226$2.2B68,605,46134102620.8%
Q2 2024226$2.7B67,800,8324991531.0%
Q1 2024228$3.1B69,698,2194390581.5%
Q4 2023234$3.3B62,367,7065793520.8%
Q3 2023193$2.4B50,763,2524974400.8%
Q2 2023166$2.2B49,560,4217353210.7%
Q1 2023116$1.5B43,964,4473031250.6%
Q4 2022100$1.1B40,927,5182234221.2%
Q3 202298$1.5B41,937,4483330240.3%
Q2 202286$1.3B37,035,088422890.1%
Q1 202263$1.3B30,991,061252160.0%
Q4 202162$1.0B13,525,11359000.0%