Braze Inc-a (BRZE) Institutional Investor Snapshot (252 Funds, Q2 2026)

BRZE ranks #2476 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BRZE is a top-conviction position for Sapphire Ventures, L.p. — at 34.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BRZE belongs to FMR LLC, but the position matters far more to Sapphire Ventures, L.p., who has 34.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wealth Enhancement Advisory Services, LLC has added to its BRZE position for two straight quarters, increasing it by $235.8K to reach $990.9K today.

FNY Investment Advisers, LLC has trimmed its BRZE position for two straight quarters, cutting it by $66.0K while still holding $62.0K.

BRZE is down 3.4% today, but institutions show net buying of $247.9M this quarter — a divergence between today's price move and the underlying institutional flow.

BRZE reported a net loss of $113.0M over the trailing twelve months.

• Not yet profitable — net loss of $113.0M over the trailing twelve months
• Revenue grew 27.4% year over year
• Net income declined year over year, from -$108.8M to -$113.0M
• Generated $71.4M in positive operating cash flow
• Current ratio of 1.35x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.78x equity — within a conventional range