Braze, Inc. $BRZE Stock Position Lifted by Geode Capital Management LLC

Posted by George Bondi on Jun 9th, 2026

Geode Capital Management LLC lifted its holdings in Braze, Inc. (NASDAQ:BRZE – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,082,739 shares of the company’s stock after purchasing an additional 84,365 shares during the quarter. Geode Capital Management LLC’s holdings in Braze were worth $71,430,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. NBC Securities Inc. bought a new position in shares of Braze in the fourth quarter worth $27,000. Osaic Holdings Inc. lifted its holdings in shares of Braze by 821.1% in the second quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock valued at $44,000 after buying an additional 1,404 shares during the period. Quarry LP acquired a new stake in shares of Braze in the third quarter valued at $46,000. Clearstead Advisors LLC lifted its holdings in shares of Braze by 58.2% in the third quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock valued at $48,000 after buying an additional 620 shares during the period. Finally, SBI Securities Co. Ltd. lifted its holdings in shares of Braze by 34.3% in the third quarter. SBI Securities Co. Ltd. now owns 1,843 shares of the company’s stock valued at $52,000 after buying an additional 471 shares during the period. Institutional investors own 90.47% of the company’s stock.

Wall Street Analysts Forecast Growth

BRZE has been the subject of several research analyst reports. Mizuho cut their price objective on Braze from $40.00 to $32.00 and set an “outperform” rating for the company in a report on Thursday, May 28th. Cantor Fitzgerald restated an “overweight” rating and issued a $38.00 price objective on shares of Braze in a report on Thursday, May 28th. Citizens Jmp restated a “market outperform” rating and issued a $35.00 price objective on shares of Braze in a report on Thursday, May 28th. Canaccord Genuity Group cut their price objective on Braze from $40.00 to $35.00 and set a “buy” rating for the company in a report on Thursday, May 28th. Finally, The Goldman Sachs Group cut their price objective on Braze from $45.00 to $40.00 and set a “buy” rating for the company in a report on Wednesday, March 25th. Nineteen research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $35.00.

View Our Latest Stock Analysis on BRZE

Braze Stock Up 0.7%

Shares of NASDAQ BRZE opened at $23.07 on Tuesday. Braze, Inc. has a 12 month low of $15.26 and a 12 month high of $37.33. The company has a market cap of $2.60 billion, a price-to-earnings ratio of -20.60 and a beta of 0.83. The business has a fifty day simple moving average of $22.79 and a 200-day simple moving average of $24.33.

Braze (NASDAQ:BRZE – Get Free Report) last announced its earnings results on Wednesday, May 27th. The company reported $0.10 EPS for the quarter, meeting the consensus estimate of $0.10. Braze had a negative return on equity of 17.52% and a negative net margin of 15.51%.The business had revenue of $211.00 million during the quarter, compared to the consensus estimate of $205.19 million. During the same period in the prior year, the business posted $0.07 earnings per share. Braze’s revenue was up 30.2% compared to the same quarter last year. Braze has set its Q2 2027 guidance at 0.150-0.160 EPS. As a group, sell-side analysts expect that Braze, Inc. will post -0.76 EPS for the current fiscal year.

Insider Transactions at Braze

In related news, General Counsel Susan Wiseman sold 35,000 shares of the stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $20.29, for a total value of $710,150.00. Following the completion of the sale, the general counsel directly owned 209,424 shares of the company’s stock, valued at approximately $4,249,212.96. This represents a 14.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 12.50% of the company’s stock.

Braze Profile

(Free Report)

Braze, Inc is a publicly traded software company (NASDAQ: BRZE) that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.

The core functionality of Braze’s platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.