Position in BRZE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,302,824
New position
Shares Held
97,536
first reported quarter
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Software - Application
Technology · as of Mar 31, 2026Corient Private Wealth LLC holds $969,917,606 across 77 Software - Application names. BRZE ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
496,095 | $175,548,176 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,248,556 | $130,536,529 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,491,545 | $107,286,831 | |
| 4 | ADP |
Automatic Data Processing Inc
|
408,761 | $83,052,059 | |
| 5 | CRM |
Salesforce, Inc.
|
417,509 | $77,936,404 | |
| 6 | PAYX |
Paychex Inc
|
742,114 | $68,363,541 | |
| 7 | INTU |
Intuit Inc.
|
125,726 | $54,361,407 | |
| 8 | ADBE |
Adobe Inc.
|
160,893 | $39,109,869 |
All Filings in BRZE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,302,824 | 97,536 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||