Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BRAZE INC (BRZE)

270 + 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
↑ +28
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — BRZE

Based on 257 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BRZE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% 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 — +17% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

185 buying100 selling
Last quarter: 185 funds were net buyers (69 opened a brand new position + 116 added to an existing one). Only 100 were sellers (59 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BRZE position: 54 → 44 → 62 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 27% medium ■ 32% new
105 out of 257 hedge funds have held BRZE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +32% but shares only +10% — price-driven

Value
+32%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

52 → 54 → 44 → 62 → 69 new funds/Q
New funds entering each quarter: 54 → 44 → 62 → 69. A growing number of institutions are discovering BRZE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 19% 1-2yr ■ 30% new
Of 270 current holders: 136 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
34 of 257 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 2025 Q4, 185 hedge funds were net buyers of BRZE (69 opened a new position, 116 added to an existing one), while 100 reduced or exited (59 trimmed, 41 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 36% of total institutional value in BRZE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +28 funds (more new holders than closures). 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

Technology Software - Application

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 2 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: BRZE
2026 Q1 Stats Unlock in 9 days 270 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 270 247 9.31%
13F Shares 84M 76M 10.46%
Total Value $2.85B $2.15B 32.13%
New Positions 69 63 +6
Increased Positions 143 110 +33
Closed Positions 43 49 -6
Reduced Positions 73 79 -6
Total Calls 10 14 -28.57%
Total Puts 6 10 -40.0%
PUT/CALL Ratio 0.6 0.71 Bullish

Statistics: BRZE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

270 + investors

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

Top 25 institutional holders of BRZE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stephens Investment Management Group LLC 0.44% 1,370,986 $32.4M
2 Sincerus Advisory, LLC 0.26% 14,766 $349K
3 PEREGRINE CAPITAL MANAGEMENT LLC 0.26% 297,650 $7.0M
4 JSF Financial, LLC 0.18% 38,558 $910K
5 Walleye Capital LLC 0.11% 1,127,122 $26.6M
6 Park Avenue Institutional Advisers LLC 0.11% 8,890 $210K
7 Jackson Creek Investment Advisors LLC 0.09% 13,366 —
8 FNY Investment Advisers, LLC 0.06% 5,425 —
9 Abel Hall, LLC 0.05% 10,523 $248K
10 HARBOR CAPITAL ADVISORS, INC. 0.04% 19,761 —
11 INTRUST BANK NA 0.03% 14,282 $337K
12 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% 242,074 $5.7M
13 Diversified Trust Co 0.02% 38,231 $903K
14 Prospera Financial Services Inc 0.02% 40,945 $967K
15 GSA CAPITAL PARTNERS LLP 0.01% 8,626 —
16 Covestor Ltd 0.01% 762 —
17 UBS Group AG 0.01% 3,357,549 $79.3M
18 SG Americas Securities, LLC 0.01% 394,604 $9K
19 Versant Capital Management, Inc 0.01% 4,140 $98K
20 CITIZENS FINANCIAL GROUP INC/RI 0.01% 27,287 $644K
21 AlphaQuest LLC 0.01% 4,425 $152K
22 Bleakley Financial Group, LLC 0.01% 22,395 $529K
23 Quent Capital, LLC 0.01% 4,672 $110K
24 VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% 5,455,409 $128.8M
25 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% 12,134 $286K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BRZE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BRZE?

More buyers than sellers — 65% buying: Last quarter: 185 funds were net buyers (69 opened a brand new position + 116 added to an existing one). Only 100 were sellers (59 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BRZE holders?

Strong quality — 36% AUM from major funds: 34 of 257 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BRZE?

41% of holders stayed for 2+ years: 105 out of 257 hedge funds have held BRZE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.