BRZE
Braze, Inc.
+0.20 (+0.78%)25.07USD623K成交股數2.8B市值–本益比(近四季)3.4股價營收比+26.2%營收年增(近四季)2026-12-08下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 20 · 8.3M · 3 |
| 其中 10b5-1 計畫賣出 | 20 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 9.2M |
| 近 180 天 淨額 | −9.2M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-27 | 08-28 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 9.3K | 33.12 | 309K | 1.1M | SEC |
| 2026-08-27 | 08-28 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 32.7K | 32.28 | 1.1M | 1.2M | SEC |
| 2026-08-24 | 08-26 | McDonnell Edward M. | Chief Revenue Officer | S 公開市場賣出(10b5-1) | 5.8K | 31.74 | 184K | 410K | SEC |
| 2026-08-24 | 08-26 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 10.0K | 31.04 | 310K | 1.2M | SEC |
| 2026-08-24 | 08-26 | McDonnell Edward M. | Chief Revenue Officer | S 公開市場賣出(10b5-1) | 23.9K | 31.29 | 749K | 415K | SEC |
| 2026-08-19 | 08-21 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 2.3K | 28.77 | 66K | 1.2M | SEC |
| 2026-08-19 | 08-21 | Malik Astha | Chief Business Officer | S 公開市場賣出(10b5-1) | 7.5K | 30.36 | 229K | 327K | SEC |
| 2026-08-19 | 08-21 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 6.9K | 30.37 | 210K | 1.2M | SEC |
| 2026-08-19 | 08-21 | Malik Astha | Chief Business Officer | S 公開市場賣出(10b5-1) | 7.8K | 28.74 | 224K | 334K | SEC |
| 2026-08-19 | 08-21 | Malik Astha | Chief Business Officer | S 公開市場賣出(10b5-1) | 400 | 30.75 | 12K | 326K | SEC |
| 2026-08-19 | 08-21 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 200 | 30.75 | 6K | 1.2M | SEC |
| 2026-08-17 | 08-19 | Malik Astha | Chief Business Officer | F 繳稅扣股 | 21.3K | 28.93 | 616K | 342K | SEC |
| 2026-08-17 | 08-19 | McDonnell Edward M. | Chief Revenue Officer | F 繳稅扣股 | 93.0K | 28.93 | 2.7M | 439K | SEC |
| 2026-08-17 | 08-19 | Malik Pankaj | Chief Accounting Officer | F 繳稅扣股 | 2.1K | 28.93 | 61K | 86.7K | SEC |
| 2026-08-17 | 08-19 | Hyman Jonathan | Chief Technology Officer | F 繳稅扣股 | 15.8K | 28.93 | 457K | 1.2M | SEC |
| 2026-08-17 | 08-19 | Magnuson William | Chief Executive Officer | F 繳稅扣股 | 46.4K | 28.93 | 1.3M | 4.8M | SEC |
| 2026-08-13 | 08-14 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 35.0K | 30.03 | 1.1M | 1.2M | SEC |
| 2026-08-10 | 08-12 | Malik Astha | Chief Business Officer | S 公開市場賣出(10b5-1) | 33.7K | 27.65 | 931K | 278K | SEC |
| 2026-08-10 | 08-11 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 10.1K | 27.27 | 277K | 1.3M | SEC |
| 2026-08-07 | 08-11 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 17.9K | 27.03 | 484K | 1.3M | SEC |
| 2026-07-15 | 07-16 | Malik Astha | Chief Business Officer | S 公開市場賣出(10b5-1) | 1.2K | 26.89 | 32K | 312K | SEC |
| 2026-07-15 | 07-16 | Malik Astha | Chief Business Officer | S 公開市場賣出(10b5-1) | 50.2K | 26.38 | 1.3M | 313K | SEC |
| 2026-07-15 | 07-16 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 2.5K | 27.00 | 67K | 1.3M | SEC |
| 2026-07-14 | 07-16 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 26.8K | 25.39 | 681K | 1.3M | SEC |
| 2026-07-14 | 07-16 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 4.5K | 27.01 | 121K | 1.3M | SEC |
| 2026-06-30 | 07-02 | OBSTLER DAVID M | Director | A 獲配股票 | 7.8K | – | – | 75.8K | SEC |
| 2026-06-30 | 07-02 | Levy Tara Walpert | Director | A 獲配股票 | 7.8K | – | – | 102K | SEC |
| 2026-06-30 | 07-02 | FERNANDEZ PHILLIP M | Director | A 獲配股票 | 7.8K | – | – | 28.1K | SEC |
| 2026-06-30 | 07-02 | Machado Fernando | Director | A 獲配股票 | 7.8K | – | – | 21.7K | SEC |
| 2026-06-30 | 07-02 | Wassenaar Yvonne | Director | A 獲配股票 | 7.8K | – | – | 18.5K | SEC |
| 2026-06-30 | 07-02 | Agrawal Neeraj | Director | A 獲配股票 | 7.8K | – | – | 203K | SEC |
| 2026-06-24 | 06-26 | Hyman Jonathan | Chief Technology Officer | G 贈與 | 500K | – | – | 1.3M | SEC |
| 2026-06-24 | 06-26 | Hyman Jonathan | Chief Technology Officer | G 贈與 | 150K | – | – | 221K | SEC |
| 2026-06-24 | 06-26 | Hyman Jonathan | Chief Technology Officer | G 贈與 | 350K | – | – | 350K | SEC |
| 2026-06-05 | 06-09 | Agrawal Neeraj | Director | G 贈與 | 500K | – | – | 388K | SEC |
| 2026-05-29 | 06-02 | Lal Christopher M. | General Counsel & Corp. Sec. | A 獲配股票 | 230K | – | – | 230K | SEC |
| 2026-05-15 | 05-19 | Hyman Jonathan | Chief Technology Officer | F 繳稅扣股 | 21.4K | 20.87 | 447K | 1.8M | SEC |
| 2026-05-15 | 05-19 | Magnuson William | Chief Executive Officer | F 繳稅扣股 | 70.8K | 20.87 | 1.5M | 4.9M | SEC |
| 2026-05-15 | 05-19 | Malik Pankaj | Chief Accounting Officer | F 繳稅扣股 | 2.1K | 20.87 | 44K | 88.9K | SEC |
| 2026-05-15 | 05-19 | McDonnell Edward M. | Chief Revenue Officer | F 繳稅扣股 | 4.4K | 20.87 | 91K | 532K | SEC |
| 2026-05-15 | 05-19 | Malik Astha | Chief Business Officer | F 繳稅扣股 | 30.3K | 20.87 | 632K | 363K | SEC |
| 2026-05-15 | 05-19 | Wiseman Susan | General Counsel | F 繳稅扣股 | 11.0K | 20.87 | 229K | 198K | SEC |
| 2026-05-15 | 05-19 | Winkles Isabelle | Chief Financial Officer | F 繳稅扣股 | 33.3K | 20.87 | 695K | 429K | SEC |
| 2026-04-09 | 04-13 | Wiseman Susan | General Counsel | S 公開市場賣出 | 35.0K | 20.29 | 710K | 209K | SEC |
| 2026-04-06 | 04-08 | Winkles Isabelle | Chief Financial Officer | S 公開市場賣出(10b5-1) | 8.3K | 23.31 | 193K | 463K | SEC |
| 2026-03-18 | 03-20 | Magnuson William | Chief Executive Officer | A 獲配股票 | 294K | – | – | 5.0M | SEC |
| 2026-03-18 | 03-20 | McDonnell Edward M. | Chief Revenue Officer | A 獲配股票 | 103K | – | – | 537K | SEC |
| 2026-03-18 | 03-20 | Malik Astha | Chief Business Officer | A 獲配股票 | 118K | – | – | 393K | SEC |
| 2026-03-18 | 03-20 | Wiseman Susan | General Counsel | A 獲配股票 | 34.6K | – | – | 244K | SEC |
| 2026-03-18 | 03-20 | Malik Pankaj | Chief Accounting Officer | A 獲配股票 | 40.3K | – | – | 91.0K | SEC |
| 2026-03-18 | 03-20 | Winkles Isabelle | Chief Financial Officer | A 獲配股票 | 135K | – | – | 471K | SEC |
| 2026-03-18 | 03-20 | Winkles Isabelle | Chief Financial Officer | A 獲配股票 | 84.5K | – | – | 336K | SEC |
| 2026-03-18 | 03-20 | Hyman Jonathan | Chief Technology Officer | A 獲配股票 | 89.6K | – | – | 1.8M | SEC |
| 2026-03-18 | 03-20 | Malik Astha | Chief Business Officer | A 獲配股票 | 70.7K | – | – | 276K | SEC |
| 2026-03-18 | 03-20 | Hyman Jonathan | Chief Technology Officer | A 獲配股票 | 56.1K | – | – | 1.7M | SEC |
| 2026-03-18 | 03-20 | Magnuson William | Chief Executive Officer | A 獲配股票 | 177K | – | – | 4.7M | SEC |
| 2026-02-19 | 02-20 | Wiseman Susan | General Counsel | S 公開市場賣出(10b5-1) | 4.2K | 17.03 | 71K | 210K | SEC |
| 2026-02-18 | 02-20 | Malik Astha | Chief Business Officer | S 公開市場賣出(10b5-1) | 14.0K | 16.93 | 238K | 205K | SEC |
| 2026-02-18 | 02-20 | Wiseman Susan | General Counsel | S 公開市場賣出(10b5-1) | 5.8K | 16.93 | 98K | 214K | SEC |
| 2026-02-18 | 02-20 | Malik Pankaj | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 2.9K | 16.93 | 49K | 50.7K | SEC |
| 2026-02-18 | 02-20 | Winkles Isabelle | Chief Financial Officer | S 公開市場賣出(10b5-1) | 12.5K | 16.93 | 212K | 251K | SEC |
| 2026-02-18 | 02-20 | Hyman Jonathan | Chief Technology Officer | S 公開市場賣出(10b5-1) | 7.4K | 16.93 | 125K | 1.7M | SEC |
| 2026-02-18 | 02-20 | Magnuson William | Chief Executive Officer | S 公開市場賣出(10b5-1) | 26.4K | 16.93 | 447K | 4.5M | SEC |
| 2026-01-30 | 02-03 | Agrawal Neeraj | Director | C 轉換 | 222K | – | – | 251K | SEC |
| 2026-01-30 | 02-03 | Agrawal Neeraj | Director | C 轉換 | 1.1M | – | – | 2.5M | SEC |
| 2026-01-30 | 02-02 | Magnuson William | Chief Executive Officer | C 轉換 | 3.8M | – | – | 4.5M | SEC |
| 2026-01-30 | 02-02 | Levy Tara Walpert | Director | C 轉換 | 62.6K | – | – | 62.6K | SEC |
| 2026-01-30 | 02-02 | Hyman Jonathan | Chief Technology Officer | C 轉換 | 28.6K | – | – | 28.6K | SEC |
| 2026-01-30 | 02-02 | Hyman Jonathan | Chief Technology Officer | C 轉換 | 71.4K | – | – | 71.4K | SEC |
| 2026-01-30 | 02-02 | Hyman Jonathan | Chief Technology Officer | C 轉換 | 1.5M | – | – | 1.7M | SEC |
| 2025-12-17 | 12-19 | Malik Pankaj | Chief Accounting Officer | S 公開市場賣出 | 5.5K | 35.76 | 198K | 53.6K | SEC |
| 2025-12-08 | 12-10 | Agrawal Neeraj | Director | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2025-12-08 | 12-10 | Agrawal Neeraj | Director | C 轉換 | 314K | – | – | 315K | SEC |
| 2025-12-08 | 12-10 | Agrawal Neeraj | Director | C 轉換 | 268K | – | – | 269K | SEC |
| 2025-12-08 | 12-10 | Agrawal Neeraj | Director | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2025-12-08 | 12-10 | Agrawal Neeraj | Director | C 轉換 | 55.1K | – | – | 60.6K | SEC |
| 2025-11-20 | 11-20 | Wiseman Susan | General Counsel | S 公開市場賣出(10b5-1) | 1.2K | 28.17 | 34K | 220K | SEC |
| 2025-11-20 | 11-20 | Wiseman Susan | General Counsel | S 公開市場賣出(10b5-1) | 3.2K | 27.35 | 89K | 221K | SEC |
| 2025-11-18 | 11-20 | Malik Pankaj | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 3.6K | 26.64 | 97K | 59.1K | SEC |
| 2025-11-18 | 11-20 | Winkles Isabelle | Chief Financial Officer | S 公開市場賣出(10b5-1) | 12.4K | 26.64 | 331K | 264K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FMR LLC | 16.9M | 366M | +12.2M (+259%) | 加碼 |
| BlackRock, Inc. | 8.4M | 182M | +535K (+7%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.6M | 121M | +129K (+2%) | 加碼 |
| Pictet Asset Management Holding SA | 5.0M | 110M | +5.0M (+38963%) | 加碼 |
| BATTERY MANAGEMENT CORP. | 4.6M | 100M | 不變 | 持平 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.0M | 86.4M | +53.5K (+1%) | 加碼 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 3.8M | 82.2M | −595K (-14%) | 減碼 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.6M | 56.8M | −1.4M (-34%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5M | 55.2M | +265K (+12%) | 加碼 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.5M | 53.6M | +583K (+31%) | 加碼 |
| STATE STREET CORP | 2.4M | 52.1M | +118K (+5%) | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 2.0M | 43.6M | +120K (+6%) | 加碼 |
| AMERICAN CENTURY COMPANIES INC | 1.8M | 38.9M | +852K (+90%) | 加碼 |
| Nuveen, LLC | 1.7M | 37.9M | +300K (+21%) | 加碼 |
| Solel Partners LP | 1.7M | 36.3M | 不變 | 持平 |
| SAPPHIRE VENTURES, L.P. | 1.7M | 36.1M | 不變 | 持平 |
| Stephens Investment Management Group LLC | 1.5M | 33.0M | +149K (+11%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 1.4M | 29.9M | −584K (-30%) | 減碼 |
| 城堡 CITADEL ADVISORS LLC | 1.3M | 27.7M | −1.1M (-47%) | 減碼 |
| First Eagle Investment Management, LLC | 1.2M | 26.5M | +1.1M (+669%) | 加碼 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2M | 26.4M | +1.1M (+1208%) | 加碼 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | 25.0M | +1.1M (+1106%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 25.0M | +547K (+90%) | 加碼 |
| UBS Group AG | 1.1M | 24.2M | −2.2M (-67%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 1.1M | 24.2M | −156K (-12%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 246 -12 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 35 / 47 / 97 / 69 |
| 機構合計持股 · 佔流通股 | 101M · 88.7% |
| 合計季末市值 | 2.2B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 9.8M |
|---|---|
| 與上期比 | -28.9% |
| 佔流通股數 | 8.63% |
| 日均成交量 | 2.9M |
| 回補天數 | 3.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 9.8M | -28.9% | 8.63% | 2.9M | 3.4 |
| 2026-08-14 | 13.8M | +16.5% | 12.15% | 1.8M | 7.7 |
| 2026-07-31 | 11.8M | -5.7% | 10.43% | 2.4M | 5.0 |
| 2026-07-15 | 12.6M | -17.7% | 11.05% | 2.3M | 5.5 |
| 2026-06-30 | 15.3M | -0.4% | 13.43% | 2.5M | 6.0 |
| 2026-06-15 | 15.3M | -5.2% | 13.49% | 2.9M | 5.3 |
| 2026-05-29 | 16.2M | +25.5% | 14.22% | 3.9M | 4.2 |
| 2026-05-15 | 12.9M | -12.1% | 11.33% | 3.0M | 4.4 |
| 2026-04-30 | 14.7M | +8.3% | 12.90% | 2.2M | 6.6 |
| 2026-04-15 | 13.5M | -9.5% | 11.92% | 3.5M | 3.9 |
| 2026-03-31 | 15.0M | +49.1% | 13.16% | 4.0M | 3.7 |
| 2026-03-13 | 10.0M | -10.9% | 8.83% | 2.3M | 4.4 |
| 2026-02-27 | 11.3M | +8.6% | 9.91% | 2.9M | 3.9 |
| 2026-02-13 | 10.4M | +29.5% | 9.13% | 4.3M | 2.4 |
| 2026-01-30 | 8.0M | +40.0% | 7.05% | 3.2M | 2.5 |
| 2026-01-15 | 5.7M | +14.2% | 5.03% | 2.0M | 2.8 |
| 2025-12-31 | 5.0M | -1.1% | 4.41% | 1.6M | 3.1 |
| 2025-12-15 | 5.1M | +1.3% | 4.45% | 3.0M | 1.7 |
| 2025-11-28 | 5.0M | -8.2% | 4.40% | 1.1M | 4.8 |
| 2025-11-14 | 5.4M | -8.2% | 4.79% | 1.3M | 4.3 |
| 2025-10-31 | 5.9M | +6.9% | 5.22% | 1.3M | 4.5 |
| 2025-10-15 | 5.5M | -8.9% | 4.88% | 2.0M | 2.8 |
| 2025-09-30 | 6.1M | -2.3% | 5.36% | 2.5M | 2.4 |
| 2025-09-15 | 6.2M | +15.0% | 5.49% | 3.4M | 1.8 |
| 2025-08-29 | 5.4M | +0.2% | 4.77% | 1.1M | 5.1 |
| 2025-08-15 | 5.4M | -6.0% | 4.76% | 1.3M | 4.3 |