Monitor for any future conversion to a Schedule 13D (activist intent) or significant stake changes in subsequent filings. The passive certification suggests no near-term activist campaign, but Millennium's multi-manager platform could adjust positions opportunistically.
Price Chart
Executive Summary
Millennium Management (via Integrated Core Strategies (US) LLC) filed an amended Schedule 13G disclosing a passive 0.7% stake in Braze, Inc. as of September 30, 2026. The filing shows 841,311 shares held directly by Integrated Core Strategies, with Millennium Management LLC and Israel A. Englander collectively reporting 1,547,832 shares (1.4%). This is a routine passive stake update with no change in investment intent.
Key Financial Metrics
Key Facts
- Integrated Core Strategies (US) LLC reports beneficial ownership of 841,311 shares of Braze Class A Common Stock, representing 0.7% of outstanding shares as of September 30, 2026.
- Millennium Management LLC and Millennium Group Management LLC each report 1,547,832 shares (1.4%), reflecting shares held by entities under their control.
- Israel A. Englander reports 1,547,832 shares (1.4%) as the ultimate controlling person.
- The filing is made under Rule 13d-1(c) (passive investor), and the filer certifies the shares were not acquired to change or influence control of the issuer.
- This is an amendment to a prior Schedule 13G; no prior stake percentage was provided in the filing for comparison.
Financial Impact
Passive stake of 0.7% (Integrated Core Strategies) / 1.4% (Millennium aggregate) — no material financial impact from the filing itself.
Risk Factors
- No disclosed change in stake direction — cannot assess accumulation or reduction trend from this filing alone.
- Passive 13G status could change if Millennium later engages with management or acquires additional shares with activist intent.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001104659-26-116656 |
| Document: 0001104659-26-116656-index-headers.html | 0001104659-26-116656 |
| Document: 0001104659-26-116656-index.html | 0001104659-26-116656 |
| Document: 0001104659-26-116656.txt | 0001104659-26-116656 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | DEFA14A | $45.86 $45.88 | ▲ +0.04% | ▲ +0.57% | $45.78 (−0.17%) |
Oct 20, 2026 7d ago | DEFA14A | $45.68 $45.86 | ▲ +0.39% | ▲ +1.57% | $45.78 (+0.22%) |
Oct 20, 2026 7d ago | DEFA14A | $45.57 $45.68 | ▲ +0.24% | ▼ −0.28% | $45.78 (+0.46%) |
Oct 20, 2026 7d ago | 8-K | $45.57 $45.68 | ▲ +0.24% | ▼ −0.28% | $45.78 (+0.46%) |
Oct 16, 2026 11d ago | SC 13G/A | $30.04 $45.57 | ▲ +51.70% | ▲ +51.36% | $45.78 (+52.40%) |
Aug 28, 2026 8w ago | Insider Cluster | $34.04 $32.78 | ▲ +3.70% | ▲ +3.01% | $45.78 (−34.49%) |
Aug 26, 2026 8w ago | Insider Cluster | $34.09 $34.53 | ▲ +1.29% | ▲ +1.52% | $45.78 (+34.29%) |
Aug 21, 2026 9w ago | Insider Cluster | $31.44 $30.80 | ▼ −2.04% | ▼ −2.36% | $45.78 (+45.61%) |
Aug 14, 2026 10w ago | Insider Cluster | $27.95 $29.12 | ▲ +4.19% | ▲ +4.86% | $45.78 (+63.79%) |
Aug 14, 2026 10w ago | Insider Cluster | $27.95 $29.12 | ▲ +4.19% | ▲ +4.86% | $45.78 (+63.79%) |
US Market Status
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