Braze, Inc. (BRZE): A Bull Case Theory
We came across a bullish thesis on Braze, Inc. (BRZE) on Substack by Elliot. In this article, we will summarize the bulls’ thesis on BRZE. Braze, Inc.
Braze Inc. (BRZE)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Leucadia National Ian Cumming And Joseph Steinberg | 22,050 | $795,564 | -51% | 0.01% |
| 2. | Bailard Inc Thomas Bailard | 16,687 | $602,067 | -18% | 0.02% |
| 3. | Neo Ivy Capital Renee Yao | 9,128 | $329,338 | 0.1% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.92 | 551 | Director | 1,036,124 | 2022-10-03 | Filing | |
| $34.92 | 374 | Director | 752,506 | 2022-10-03 | Filing | |
| $34.92 | 551 | Large Shareholder | 1,036,124 | 2022-10-03 | Filing | |
| $34.92 | 374 | Large Shareholder | 752,506 | 2022-10-03 | Filing | |
| $34.92 | 551 | Large Shareholder, Director | 1,036,124 | 2022-10-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.98 | 4,167 | Officer | 248,999 | 2025-04-04 | Filing | |
| $41.46 | 1,500 | Director | 15,269 | 2025-03-28 | Filing | |
| $41.30 | 1,500 | Director | 15,269 | 2025-02-18 | Filing | |
| $40.56 | 1,555 | Officer | 182,109 | 2025-02-20 | Filing | |
| $39.58 | 1,931 | Officer | 183,664 | 2025-02-20 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,911,907 | $321,541,605 | 0.01% | |
| 2. | 6,013,890 | $216,981,152 | 0% | |
| 3. | 1,514,513 | $54,643,629 | 0.27% | |
| 4. | 1,403,067 | $50,622,657 | 0.02% | |
| 5. | 908,045 | $32,762,264 | 0.12% |
News See All
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Braze, Inc. (NASDAQ:BRZE) Q4 2025 Earnings Call Transcript
Operator: Welcome to the Braze Fiscal Fourth Quarter 2025 Earnings Conference Call. My name is Leila, and I'll be your operator for today's call. At this time all participants are in listen-only mode.
15 Tech Stocks with Best Earnings Growth in 2025
Earnings growth plays a vital role in global markets and equity investments, directly influencing stock prices and overall market performance.
Braze, Inc. (NASDAQ:BRZE) Q3 2025 Earnings Call Transcript
Operator: Welcome to the Braze Fiscal Third Quarter 2025 Earnings Conference Call. My name is Megan, and I'll be your operator for today's call. At this time all participants are in listen-only mode.
14 Best New Tech Stocks To Buy Now
Tech stocks have long gained the attention of investors, with tech giants helping the S&P 500 climb a staggering 400% from 2009 to 2022.
Braze, Inc. (NASDAQ:BRZE) Q2 2025 Earnings Call Transcript
Operator: Welcome to the Braze Fiscal Second Quarter 2025 Earnings Conference Call. My name is Leila and I'll be your operator for today's call.
Braze, Inc. (NASDAQ:BRZE) Q1 2025 Earnings Call Transcript
Operator: Welcome to the Braze First Quarter Fiscal Year 2025 Earnings Conference Call. My name is Megan, and I'll be your operator for today's call.
Braze (BRZE) Demonstrated 30% Revenue Growth
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds released “The RiverPark/Next Century Growth Fund” Q4 2023 investor letter in partnership with Next...
Is Braze (BRZE) a Good Growth Company to Invest in?
Next Century Growth Investors, LLC, an investment Management Company, released its “SMID Cap Growth Strategy” fourth-quarter investor letter. A copy of the same can be downloaded here.
Billionaire Hedge Funds
