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Stocks Technology BRZE

NASDAQ · Technology

Braze, Inc. (BRZE)

Braze, Inc. brought in $834.2M of revenue over the twelve months to July 31, 2026, up 27.4% from a year earlier. It posted a net loss of $113M. Operating cash flow minus capital spending left $61.9M of free cash flow in fiscal 2026. At July 31, 2026 it held $166.8M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 9, 2026.

Free, no password. An email when BRZE files with the SEC.

Price
$46.24
+0.35% on the day · November 10, 2026
52-week range $15.26 to $46.34
Market cap
$5.7B
Revenue (last 12 months)
$834.2M
+27.4% year on year
Net margin
-13.6%

Key facts about Braze, Inc.

Net worth
Braze, Inc. has a market value (market cap) of $5.7B at the latest share price, and shareholders' equity of $600.2M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2026 revenue was $738.2M (+24.4% year on year), with a net loss of $131.3M. Over the 12 months to July 31, 2026: revenue $834.2M, net loss $113M.
Cash flow
In fiscal 2026 operations brought in $71.4M of cash; after $9.6M of capital spending, free cash flow was $61.9M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 9, 2026 and covers the period to July 31, 2026. Open on SEC EDGAR
Next earnings report
Braze, Inc.'s next report is expected around December 8, 2026. That is an estimate from its filing rhythm, not a date the company has announced.

What Braze, Inc. does

Braze, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker BRZE.

Revenue and profit by year

Revenue
FY20: $96.4M $96.4M FY20FY22: $150.2M $150.2M FY22FY22: $238M $238M FY22FY23: $355.4M $355.4M FY23FY24: $471.8M $471.8M FY24FY25: $593.4M $593.4M FY25FY26: $738.2M $738.2M FY26
Net income
FY20: -$31.8M -$31.8M FY20FY22: -$31.8M -$31.8M FY22FY22: -$76.7M -$76.7M FY22FY23: -$139M -$139M FY23FY24: -$129.2M -$129.2M FY24FY25: -$103.7M -$103.7M FY25FY26: -$131.3M -$131.3M FY26

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2026$738.2M-$144.8M-$131.3M-$1.22$61.9M
2025$593.4M-$122.2M-$103.7M-$1.02$23.4M
2024$471.8M-$144.7M-$129.2M-$1.32-$2.9M
2023$355.4M-$148.1M-$139M-$1.47-$37.8M
2022$238M-$78.2M-$76.7M-$2.20-$37.7M
2022$150.2M-$32.2M-$31.8M-$1.77-$8.5M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around December 8, 2026.

Estimated from its filing rhythm: 52 weeks after its report of December 9, 2025. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where BRZE ranks in Technology

Revenue$738.2M
#272 of 751 in Technology · Top 36%
Revenue growth+24.4%
#139 of 604 in Technology · Top 23%
Net margin-17.8%
#474 of 611 in Technology · Bottom 22%
Free cash flow margin8.4%
#292 of 568 in Technology · Bottom 49%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Latest SEC filings

What Braze, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 6, 2026
  2. November 5, 2026
  3. October 30, 2026
  4. October 21, 2026
  5. October 20, 2026
  6. October 20, 2026
  7. October 20, 2026
  8. October 16, 2026
  9. September 9, 2026
    Quarterly report 10-Q · period to July 31, 2026Revenue rose 26% to $227.2M versus the same quarter last year; diluted EPS -$0.17 versus -$0.26.
  10. September 8, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on November 2, 2026. Insider transactions on SEC

What is BRZE worth? A DCF from its reported cash flow

Insider trades

What the people running Braze, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $18.5M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)
$0
last 90 days
Sold
$18.5M
last 90 days
Net sold
456,869
$18.5M
DateInsiderWhatSharesPriceValueFiling
October 29, 2026 Hyman JonathanChief Technology Officer Soldpre-planned (10b5-1) 20,000 $45.76 $915.2K Form 4
October 20, 2026 Hyman JonathanChief Technology Officer Soldpre-planned (10b5-1) 285,000 $45.33 $12.9M Form 4
October 15, 2026 Hyman JonathanChief Technology Officer Soldpre-planned (10b5-1) 10,000 $30.04 $300.4K Form 4
August 27, 2026 Hyman JonathanChief Technology Officer Soldpre-planned (10b5-1) 32,680 $32.28 $1.1M Form 4
August 27, 2026 Hyman JonathanChief Technology Officer Soldpre-planned (10b5-1) 9,320 $33.12 $308.7K Form 4
August 24, 2026 Hyman JonathanChief Technology Officer Soldpre-planned (10b5-1) 10,000 $31.04 $310.4K Form 4
August 24, 2026 McDonnell Edward M.Chief Revenue Officer Soldpre-planned (10b5-1) 23,927 $31.29 $748.7K Form 4
August 24, 2026 McDonnell Edward M.Chief Revenue Officer Soldpre-planned (10b5-1) 5,805 $31.74 $184.3K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns BRZE

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Fmr LLC13G, passive with 1 related filers 15% 16,894,687 August 6, 2026
MCG7 Capital Inc.13G, passive with 2 related filers 6% 6,709,408 May 14, 2026
Vanguard Portfolio Management13G, passive 5.03% 5,674,866 July 31, 2026

Latest filings below 5%: Millennium Management LLC 1.4% (October 16, 2026); Neeraj Agrawal 4.6% (August 14, 2026); The Vanguard Group 0% (March 26, 2026); Magnuson William 4.77% (February 3, 2026); Cadian Capital Management, LP 2.9% (August 14, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 245 managers reported a position.

HolderSharesValueChange on quarter
Fmr LLC16,894,687$366.4M+12,192,482
BlackRock, Inc.8,399,672$182.2M+535,094
Vanguard Portfolio Management LLC5,584,287$121.1M+128,878
Pictet Asset Management Holding SA5,049,223$109.5M+5,036,297
Battery Management Corp.4,628,289$100.4M0
Vanguard Capital Management LLC3,983,946$86.4M+53,521
Millennium Management LLC3,789,708$82.2M-594,681
Westfield Capital Management Co LP2,617,532$56.8M-1,356,374
Geode Capital Management, LLC2,545,492$55.2M+264,730
Manufacturers Life Insurance Company, The2,469,004$53.6M+583,427
State Street Corp2,402,065$52.1M+118,352
Optimus Prime Fund Management Co., Ltd.2,010,000$43.6M+120,000
American Century Companies Inc1,794,633$38.9M+852,426
Nuveen, LLC1,747,584$37.9M+299,519
Solel Partners LP1,672,000$36.3M0
Sapphire Ventures, L.P.1,665,798$36.1M0
Stephens Investment Management Group LLC1,520,241$33M+149,255
Goldman Sachs Group Inc1,379,796$29.9M-584,257
Citadel Advisors LLC1,278,093$27.7M-1,126,487
First Eagle Investment Management, LLC1,219,628$26.5M+1,061,128

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

14 insiders reported holding 8,518,138 shares in total, about $393.9M at the last price.

HolderSharesAs of
Magnuson WilliamChief Executive Officer, Director 4,844,360 August 17, 2026
Hyman JonathanChief Technology Officer 1,178,219350,000 held indirectly October 29, 2026
Agrawal NeerajDirector 590,645388,123 held indirectly June 30, 2026
Winkles IsabelleChief Financial Officer 429,209 May 15, 2026
McDonnell Edward M.Chief Revenue Officer 409,630 August 24, 2026
Malik AsthaChief Business Officer 242,032 August 19, 2026
Lal Christopher M.General Counsel & Corp. Sec. 230,184 May 29, 2026
Wiseman SusanGeneral Counsel 198,473 May 15, 2026
Levy Tara WalpertDirector 164,55562,562 held indirectly June 30, 2026
Malik PankajChief Accounting Officer 86,735 August 17, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about BRZE

What does Braze, Inc. do?

Braze, Inc. is a company in the Technology sector, listed on NASDAQ as BRZE. Its shares trade on NASDAQ under the ticker BRZE.

What is Braze, Inc.'s net worth?

Braze, Inc. has a market value (market cap) of $5.7B at the latest share price, and shareholders' equity of $600.2M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Braze, Inc. profitable?

No. Over the twelve months to July 31, 2026 it reported a net loss of $113M on revenue of $834.2M.

How much revenue does Braze, Inc. make?

Over the twelve months to July 31, 2026 Braze, Inc. reported revenue of $834.2M. That is 27.4% more than a year earlier.

When did Braze, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on September 9, 2026. It covers the period to July 31, 2026. Its newest filing of any kind is the passive stake changed from November 6, 2026.

When is Braze, Inc.'s next earnings report?

Braze, Inc.'s next report is expected around December 8, 2026. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Braze, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.