BRZE at a glance
Braze, Inc. (BRZE, SEC CIK 1676238) filed its latest 10-K annual report on March 25, 2026, a 10-Q quarterly report on September 9, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as August 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Braze, Inc. (BRZE) reported revenue of $738.2 million (up 24.4% from FY2025) and a net loss of $131.3 million. Diluted EPS was -$1.22.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Braze, Inc. (BRZE) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hyman Jonathan on August 27, 2026 of 9,320 shares at $33.12 per share.
- In the last 90 days, BRZE insiders reported 0 open-market purchases ($0) and 20 open-market sales ($8.3M) on Form 4, a net sale of $8.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $738.2M
- +24.4% vs prior year
- Insiders · 90 days
- 0 buys · 20 sells
- Net −$8.3M
- 13F holders
- 30 funds
- $1.1B · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Revenue $227.2M, up 26.2% YoY from $180.1M
- Gross margin 66.8% vs 67.7% YoY
- Operating margin (8)% vs (21)% YoY
- Net loss $18.3M vs $27.8M YoY
- Six-month operating cash flow $52.3M vs $31.1M; free cash flow $48.5M vs $26.4M
Risk Factors
- New operational-metrics risk: internally tracked metrics, including ARR and dollar-based net retention, lack independent verification
- Financial risk: net loss $43.8 million and accumulated deficit $763.6 million as of July 31, 2026
- Competitive risk: Adobe, Salesforce, Iterable, and Klaviyo may lower prices amid sustained economic volatility
- Regulatory risk: changing privacy, data-security, and data-protection requirements increase compliance costs and liability exposure
- Operational risk: AWS and Rackspace disruptions could impair platform availability and customer retention
AI summary of the BRZE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended July 31, 2026 results announced
- Exhibit 99.1 contains Braze’s financial results and accompanying investor-relevant details
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Class B Common Stock provisions removed after retirement on January 30, 2026
- Officer liability protections added for fiduciary-duty-of-care breaches in direct claims
Item 5.07: Submission of Matters to a Vote of Security Holders
- Neeraj Agrawal and Yvonne Wassenaar reelected as Class II directors through 2029
- Executive compensation approved on a non-binding advisory basis, with 50,250,483 votes for and 17,942,060 against
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 excerpt contains only incorporation-by-reference and liability disclaimers
- No fiscal 2026 operating results or financial figures provided in the excerpt
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Pankaj Malik appointed Interim CFO effective May 29, 2026, while retaining Chief Accounting Officer responsibilities
- Internal succession move; Malik has served as Chief Accounting Officer since June 2021
AI summaries of BRZE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BRZE
Don't miss the next BRZE filing
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- Fund moves. Which tracked funds opened, added or cut BRZE, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hyman Jonathan | Sell | Aug 27, 2026 | 9,320 | $33.12 |
| Hyman Jonathan | Sell | Aug 27, 2026 | 32,680 | $32.28 |
| Hyman Jonathan | Sell | Aug 24, 2026 | 10,000 | $31.04 |
| McDonnell Edward M. | Sell | Aug 24, 2026 | 23,927 | $31.29 |
| McDonnell Edward M. | Sell | Aug 24, 2026 | 5,805 | $31.74 |
| Hyman Jonathan | Sell | Aug 19, 2026 | 6,925 | $30.37 |
| Hyman Jonathan | Sell | Aug 19, 2026 | 200 | $30.75 |
| Hyman Jonathan | Sell | Aug 19, 2026 | 2,288 | $28.77 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $593.4M | $738.2M |
| Gross Profit | - | $410.2M | $495.7M |
| Operating Income | - | -$122.2M | -$144.8M |
| Net Income | - | -$103.7M | -$131.3M |
| Gross Margin | - | 69.1% | 67.1% |
| Op. Margin | - | -20.6% | -19.6% |
| Net Margin | - | -17.5% | -17.8% |
| Balance Sheet | |||
| Total Assets | $810.9M | $871.0M | $1.1B |
| Equity | - | $474.9M | $623.8M |
| ROE | - | -21.8% | -21.0% |
| Per Share | |||
| EPS | - | $-1.02 | $-1.22 |
| Cash Flow | |||
| Operating CF | - | $36.7M | $71.4M |
| CapEx | $9.8M | $13.2M | $9.6M |
Source: XBRL data in Braze, Inc. (BRZE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BRZE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.12B |
| Q1 2026 | 29 | $975.1M |
| Q4 2025 | 24 | $1.17B |
| Q3 2025 | 24 | $952.5M |
| Q2 2025 | 25 | $940.0M |
| Q1 2025 | 20 | $842.1M |
| Q4 2024 | 17 | $665.6M |
| Q3 2024 | 15 | $185.2M |
- FMR LLC (Fidelity)+12.19M (+259%)
- Citigroup+922.9K (+9305%)
- Dimensional Fund Advisors+547.4K (+90%)
- BlackRock+535.1K (+7%)
- Vanguard Portfolio Management LLC+128.9K (+2%)
- JPMorgan Chase & Co−1.24M (-54%)
- Citadel Advisors LLC−1.13M (-47%)
- Morgan Stanley−727.4K (-66%)
- Millennium Management−594.7K (-14%)
- Goldman Sachs Group−584.3K (-30%)
- Allstate+10.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 184 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BRZE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Sep 9, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - |
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BRZE SEC filings: frequently asked questions
Are BRZE insiders buying or selling?
In the last 90 days, Braze, Inc. (BRZE) officers, directors and 10% owners reported no open-market purchases and 20 open-market sales worth $8.3 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BRZE stock?
As of June 30, 2026, the largest Braze, Inc. (BRZE) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($366.4 million), BlackRock ($182.2 million), Vanguard Portfolio Management LLC ($121.1 million), Vanguard Capital Management LLC ($86.4 million), Millennium Management ($82.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BRZE's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Braze, Inc. (BRZE) reported revenue of $738.2 million (up 24.4% from FY2025) and a net loss of $131.3 million. Diluted EPS was -$1.22. The figures come from the XBRL data in the 10-K.
What did BRZE report in its latest 8-K?
Braze, Inc. (BRZE) filed an 8-K on September 8, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended July 31, 2026 results announced.
What are the latest BRZE SEC filings?
Braze, Inc. (BRZE) filed its latest 10-K annual report on March 25, 2026, a 10-Q quarterly report on September 9, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on August 28, 2026.
What is BRZE's SEC CIK number?
Braze, Inc. (BRZE)'s SEC Central Index Key (CIK) is 1676238. EDGAR lists every BRZE filing under that number.
Ask anything about BRZE
The research agent reads BRZE's filings, financials, insider trades and 13F holders, then answers with sources.