361,764 Shares in Braze, Inc. $BRZE Bought by Wellington Management Group LLP

Posted by on Sep 9th, 2026

Wellington Management Group LLP acquired a new stake in Braze, Inc. (NASDAQ:BRZE – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 361,764 shares of the company’s stock, valued at approximately $7,847,000.

Other large investors also recently bought and sold shares of the company. Bank of New York Mellon Corp acquired a new stake in shares of Braze in the 2nd quarter worth $11,814,000. Handelsbanken Fonder AB increased its stake in shares of Braze by 18.9% during the second quarter. Handelsbanken Fonder AB now owns 28,900 shares of the company’s stock worth $627,000 after acquiring an additional 4,600 shares during the period. Harbor Investment Advisory LLC purchased a new position in Braze during the second quarter worth about $36,000. Versant Capital Management Inc raised its holdings in Braze by 13.3% during the second quarter. Versant Capital Management Inc now owns 4,692 shares of the company’s stock worth $102,000 after purchasing an additional 552 shares in the last quarter. Finally, Optiver Holding B.V. lifted its position in Braze by 532.2% in the first quarter. Optiver Holding B.V. now owns 2,712 shares of the company’s stock valued at $64,000 after purchasing an additional 2,283 shares during the period. Hedge funds and other institutional investors own 90.47% of the company’s stock.

Braze News Summary

Here are the key news stories impacting Braze this week:

  • Positive Sentiment: Q2 earnings and revenue beat estimates: Braze reported adjusted EPS of $0.19, above the $0.16 consensus and up from $0.15 a year earlier. Revenue increased 26.2% year over year to $227.23 million, exceeding estimates of $220.27 million. Braze, Inc. Surpasses Q2 Earnings and Revenue Estimates
  • Positive Sentiment: Raised outlook is well above consensus: Braze guided fiscal 2027 EPS to $0.64-$0.65, compared with the $0.35 analyst consensus, and revenue to $910-$913 million versus expectations of $898.4 million. Third-quarter guidance also topped estimates, with EPS of $0.13-$0.14 versus $0.09 expected and revenue of $229-$230 million versus $227.7 million. Braze Reports Strong Fiscal Second Quarter 2027 Results
  • Positive Sentiment: Improving operating performance: Management highlighted improving operating leverage and record second-quarter free cash flow, indicating progress toward greater profitability while maintaining strong growth.
  • Neutral Sentiment: Analyst sentiment remains constructive: Braze had a consensus “Moderate Buy” recommendation, while recent Wall Street estimate changes focused on positioning ahead of the earnings report. Braze Receives Moderate Buy Recommendation
  • Negative Sentiment: Profitability remains a concern: Braze still reported a negative net margin and negative return on equity. Investors may therefore be looking for sustained cash-flow improvement and continued progress toward GAAP profitability before bidding the stock higher.

Insider Activity at Braze

In other Braze news, CRO Edward M. Mcdonnell sold 29,732 shares of the business’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $31.38, for a total value of $932,990.16. Following the completion of the transaction, the executive directly owned 409,630 shares in the company, valued at approximately $12,854,189.40. The trade was a 6.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 33,656 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $27.65, for a total value of $930,588.40. Following the transaction, the insider directly owned 278,138 shares in the company, valued at approximately $7,690,515.70. This represents a 10.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 203,568 shares of company stock valued at $6,096,461. Company insiders own 12.50% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have issued reports on BRZE shares. Weiss Ratings reiterated a “sell (e+)” rating on shares of Braze in a research report on Tuesday, July 7th. Cantor Fitzgerald restated an “overweight” rating and issued a $38.00 price target on shares of Braze in a research note on Thursday, May 28th. Citigroup cut their price objective on Braze from $49.00 to $48.00 and set a “buy” rating for the company in a research report on Friday, May 29th. Barclays boosted their target price on shares of Braze from $31.00 to $38.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. Finally, DA Davidson increased their price target on shares of Braze from $33.00 to $40.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Sell rating to the company. According to MarketBeat.com, Braze has a consensus rating of “Moderate Buy” and a consensus price target of $36.59.

Read Our Latest Analysis on Braze

Braze Stock Performance

Braze stock opened at $30.31 on Wednesday. The firm has a market capitalization of $3.41 billion, a price-to-earnings ratio of -27.06 and a beta of 0.88. Braze, Inc. has a fifty-two week low of $15.26 and a fifty-two week high of $37.33. The stock’s fifty day moving average is $27.57 and its two-hundred day moving average is $23.54.

Braze (NASDAQ:BRZE – Get Free Report) last released its quarterly earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.03. Braze had a negative return on equity of 17.52% and a negative net margin of 15.51%.The business had revenue of $227.23 million during the quarter, compared to the consensus estimate of $220.27 million. During the same quarter in the previous year, the company posted $0.15 EPS. The business’s revenue was up 26.2% on a year-over-year basis. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. As a group, sell-side analysts forecast that Braze, Inc. will post -0.78 EPS for the current fiscal year.

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.

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Institutional Ownership by Quarter for Braze (NASDAQ:BRZE)

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