BRZE

BRZE

BRZE

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2023 Q4 Dec 31, 2023 NCG Small Cap Growth Strategy 4.8% 14.8% BRZE, CSTL, CWAN, DAVA, GWRE, MEDP, NTRA, TNDM -
2023 Q4 Dec 31, 2023 NCG SMID Cap Growth Strategy 4.8% 15.5% BRZE, CSTL, CWAN, DAVA, DXCM, GWRE, MEDP, NTRA, TNDM, VRT -
2024 Q3 Oct 1, 2024 Minion Capital 0.0% 0.0% BRZE, GOOG, LEAP -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 18, 2026 Substack Alpha Seeker 84 Braze, Inc. Technology Customer Engagement Software Bull NASDAQ Stock Market AI automation, Customer Engagement, Market expansion, net retention rate, OfferFit acquisition, real-time data, SaaS, Sage AI suite, sticky solution, switching costs
Jan 20, 2026 Substack Alpha Seeker 84 Braze, Inc. Software Application Software Bull NASDAQ Stock Market agentic automation, Braze, channel integrations, Customer Engagement, event streams, execution substrate, identity and consent, personalized messaging, Pricing pressure, volume growth
Jan 8, 2026 Fund Letters Timothy Liu Braze Inc. Information Technology Application Software Bull NASDAQ Engagement, Marketing, Personalization, Retention, SaaS

BSD Shareholders of BRZE

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.