ShawSpring Partners LLC: BRAZE INC (BRZE): Quarterly 13F Position History
As of Q1 2026, ShawSpring Partners LLC reported 1,112,099 shares of BRAZE INC (BRZE), worth $26.3M and representing 9.8% of its 13F equity book. Quarter-over-quarter share count change: 360,906 (-24.5%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 1,112,099Shares Held (Latest Filing)
- $26.3MReported Market Value (Latest Filing)
- 9.8%Portfolio Weight (% of 13F Equity Book)
- 360,906Quarter-over-Quarter Share Change
- -$24.3MQuarter-over-Quarter Value Change
- 2,519,600Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,112,099 | 360,906 | -24.5% | $26.3M | 9.8% | $23.6 |
| Q4 2025 | 1,473,005 | 375,239 | -20.3% | $50.5M | 9.5% | $34.3 |
| Q3 2025 | 1,848,244 | 671,356 | -26.6% | $52.6M | 7.8% | $28.4 |
| Q2 2025 | 2,519,600 | +146,214 | +6.2% | $70.8M | 8.9% | $28.1 |
| Q1 2025 | 2,373,386 | +872,973 | +58.2% | $85.6M | 11.8% | $36.1 |
| Q4 2024 | 1,500,413 | — | — | $62.8M | 8.3% | $41.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did ShawSpring Partners LLC first disclose a BRZE position in 13F-HR filings?
ShawSpring Partners LLC first reported BRAZE INC (BRZE) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was ShawSpring Partners LLC's most recent quarter-over-quarter share-count change in BRZE?
Between Q4 2025 and Q1 2026, ShawSpring Partners LLC reduced its BRZE position by 360,906 shares (-24.5%), leaving 1,112,099 shares at a market value of $26.3M.
Does the implied price-per-share represent ShawSpring Partners LLC's cost basis in BRZE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.