Braze, Inc.
US ˙ NasdaqGS ˙ US10576N1028

SecurityBRZE / Braze, Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership11,180 shares
Latest Disclosed Value $ 263,960
Evoke Wealth, Llc reports 15.64% increase in ownership of BRZE / Braze, Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 11,180 shares of Braze, Inc. (US:BRZE) valued at $263,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,668 shares of Braze, Inc.. This represents a change in shares of 15.64% during the quarter. The current value of the position is $263,401 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.

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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 11,180 1,512 15.64 264 -20.54 0.0047
2026-02-06 2025-12-31 13F BRAZE COM CL A 10576N102 9,668 289 3.08 332 24.44 0.0062
2025-11-14 2025-09-30 13F BRAZE COM CL A 10576N102 9,379 165 1.79 267 3.10 0.0054
2025-08-07 2025-06-30 13F BRAZE COM CL A 10576N102 9,214 7 0.08 259 -22.29 0.0059
2025-05-13 2025-03-31 13F BRAZE COM CL A 10576N102 9,207 163 1.80 332 -12.17 0.0087
2025-02-10 2024-12-31 13F BRAZE COM CL A 10576N102 9,044 -4 -0.04 379 29.45 0.0105
2024-11-13 2024-09-30 13F BRAZE COM CL A 10576N102 9,048 3,509 63.35 293 35.81 0.0079
2024-08-13 2024-06-30 13F BRAZE COM CL A 10576N102 5,539 5,539 215 0.2536
2023-05-08 2023-03-31 13F BRAZE COM CL A 10576N102 0 -197,475 -100.00 0 -100.00
2023-02-10 2022-12-31 13F BRAZE COM CL A 10576N102 197,475 0 0.00 53,871 79,122.06 0.1949
2022-11-07 2022-09-30 13F BRAZE INC COM CL A COM CL A 10576N102 197,475 0 0.00 69 -4.23 0.2779
2022-08-04 2022-06-30 13F Braze Inc Com CL A COM CL A 10576N102 197,475 197,475 72 0.2647
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.