Braze, Inc.
US ˙ NasdaqGS ˙ US10576N1028

SecurityBRZE / Braze, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership67,519 shares
Latest Disclosed Value $ 1,594,124
Cwm, Llc reports 236.80% increase in ownership of BRZE / Braze, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 67,519 shares of Braze, Inc. (US:BRZE) valued at $1,594,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 20,047 shares of Braze, Inc.. The current value of the position is $1,590,748 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BRAZE COM CL A 10576N102 67,519 47,472 236.80 1,594 0.0042
2026-01-26 2025-12-31 13F BRAZE COM CL A 10576N102 20,047 6,997 53.62 1 0.0019
2025-10-15 2025-09-30 13F BRAZE COM CL A 10576N102 13,050 7,041 117.17 0 0.0011
2025-07-25 2025-06-30 13F BRAZE COM CL A 10576N102 6,009 532 9.71 0 0.0006
2025-05-01 2025-03-31 13F BRAZE COM CL A 10576N102 5,477 3,856 237.88 0 0.0008
2025-02-04 2024-12-31 13F BRAZE COM CL A 10576N102 1,621 572 54.53 0 0.0003
2024-10-08 2024-09-30 13F BRAZE COM CL A 10576N102 1,049 784 295.85 0 0.0001
2024-07-10 2024-06-30 13F BRAZE COM CL A 10576N102 265 252 1,938.46 0 0.0000
2024-04-05 2024-03-31 13F BRAZE COM CL A 10576N102 13 -16 -55.17 0 0.0000
2024-02-01 2023-12-31 13F BRAZE COM CL A 10576N102 29 13 81.25 0 0.0000
2023-10-11 2023-09-30 13F BRAZE COM CL A 10576N102 16 0 0.00 0 0.0000
2023-08-03 2023-06-30 13F BRAZE COM CL A 10576N102 16 0 0.00 0 0.0000
2023-05-01 2023-03-31 13F BRAZE COM CL A 10576N102 16 16 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.