BRZE · Braze, Inc. · Shareholders & Ownership

$45.88 +0.02 (+0.04%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$5.21B

113.58M

Volume · Oct 23 6.36M Avg daily vol (3M) 3.82M

Every disclosed holder of BRZE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BRZE

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	249	100,235,282	88.25%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	7	26,017,086	22.91%	Yes
Remaining	—	12,667,941	-11.15%	Negative
Registered funds (N-PORT, not summed)	226	40,093,963	35.30%	No

Shares outstanding: 113,584,427, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BRZE

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,894,687	14.87%	+12,192,482	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,894,686	14.87%	+2,915,062	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Fidelity Series All-Sector Equity Fund Fund S000023603 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	2,733,316	2.41%	+887,816	Jul 31, 2026	Fidelity Devonshire Trust, not summed
1.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,770,630	1.56%	+1,415,900	Jul 31, 2026	Fidelity Securities Fund, not summed
1.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,046,983	0.92%	+175,228	Jul 31, 2026	Fidelity Salem Street Trust, not summed
1.5	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	906,980	0.80%	+726,910	Jul 31, 2026	Fidelity Securities Fund, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,399,672	7.40%	+535,094	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,999,821	7.04%	+2,650,235	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,457,502	2.16%	+305,273	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	883,795	0.78%	+163,637	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	508,208	0.45%	+72,893	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	173,362	0.15%	+31,648	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	MCG7 Capital Inc. 13G CIK 1894090 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor	6,709,408	5.91%	-925,000	Mar 31, 2026	Rule 13d-1(d), exempt investor
3.1	MCG7 Capital Inc. Insider CIK 1894090 · Nov 13, 2024 10% Owner, issuer-wide, not summed	8,634,408	7.60%	—	Nov 13, 2024	10% Owner, issuer-wide, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,584,287	4.92%	+128,878	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,674,866	5.00%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	Agrawal Neeraj Insider CIK 1532809 · Jun 30, 2026 Director, issuer-wide, not summed	5,218,934	4.59%	+7,753	Jun 30, 2026	Director, issuer-wide, not summed
6	Neeraj Agrawal 13G CIK 1665603 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	5,211,181	4.59%	-494,967	Jun 30, 2026	Rule 13d-1(d), exempt investor
7	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,049,223	4.45%	+5,036,297	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Magnuson William Insider CIK 1888932 · Aug 17, 2026 Director, Chief Executive Officer, issuer-wide, not summed	4,844,830	4.27%	-46,421	Aug 17, 2026	Director, Chief Executive Officer, issuer-wide, not summed
8.1	Magnuson William 13G CIK 1888932 · Unknown · Jan 30, 2026 Rule 13d-1(d), exempt investor	5,442,321	4.79%	+64,905	Jan 30, 2026	Rule 13d-1(d), exempt investor
9	BATTERY MANAGEMENT CORP. 13F CIK 1548594 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,628,289	4.07%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,983,946	3.51%	+53,521	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,789,708	3.34%	-594,681	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,687,997	2.37%	+4,103	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	CADIAN CAPITAL MANAGEMENT, LP 13G CIK 1423686 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	2,651,487	2.33%	-1,905,128	Jun 30, 2025	Rule 13d-1(b), qualified institution
14	Divesh Makan 13G CIK 1678064 · Unknown · Jun 30, 2025 Rule 13d-1(d), exempt investor	2,641,106	2.33%	-233,068	Jun 30, 2025	Rule 13d-1(d), exempt investor
15	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,617,532	2.30%	-1,356,374	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,545,492	2.24%	+264,730	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,469,004	2.17%	+583,427	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	1,657,726	1.46%	-18,287	Jul 31, 2026	John Hancock Investment Trust, not summed
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,402,065	2.11%	+118,352	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	135,613	0.12%	-20,712	Jun 30, 2026	SPDR SERIES TRUST, not summed
18.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	64,168	0.06%	-41,210	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
18.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	31,200	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.4	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	19,698	0.02%	-145	Jun 30, 2026	SPDR SERIES TRUST, not summed
18.5	State Street Small-Cap Equity V.I.S. Fund Fund S000001636 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,776	0.00%	-1,921	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19	Battery Partners XI, LLC Insider CIK 1870316 · Apr 10, 2025 10% Owner, issuer-wide, not summed	2,288,621	2.01%	+2,053,492	Apr 10, 2025	10% Owner, issuer-wide, not summed
20	Lee Roger H Insider CIK 1404868 · Apr 10, 2025 10% Owner, issuer-wide, not summed	2,288,621	2.01%	-1,018,906	Apr 10, 2025	10% Owner, issuer-wide, not summed
21	Optimus Prime Fund Management Co., Ltd. 13F CIK 1732539 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,010,000	1.77%	+120,000	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,935,324	1.70%	-13,205	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,848,005	1.63%	+6,552	May 31, 2026	VANGUARD WORLD FUND, not summed
24	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,794,633	1.58%	+852,426	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,160,965	1.02%	0	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	15,697	0.01%	-4,771	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
24.3	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	8,462	0.01%	—	May 31, 2026	American Century World Mutual Funds, Inc., not summed
25	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,747,584	1.54%	+299,519	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	567,855	0.50%	+26,044	Jun 30, 2026	College Retirement Equities Fund, not summed
25.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	354,180	0.31%	-7,010	Jul 31, 2026	TIAA-CREF Funds, not summed
25.3	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	201,474	0.18%	+24,981	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
25.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	126,645	0.11%	+23,417	Jul 31, 2026	TIAA-CREF Funds, not summed
25.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	52,534	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
26	Solel Partners LP 13F CIK 1790604 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,672,000	1.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	SAPPHIRE VENTURES, L.L.C. 13F CIK 1697665 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,665,798	1.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Millennium Management LLC 13G CIK 1319244 · Unknown · Sep 30, 2026 Rule 13d-1(c), passive investor	1,547,832	1.36%	-2,836,557	Sep 30, 2026	Rule 13d-1(c), passive investor
29	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,241	1.34%	+149,255	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Hyman Jonathan Insider CIK 1888935 · Oct 20, 2026 Chief Technology Officer, issuer-wide, not summed	1,448,219	1.28%	—	Oct 20, 2026	Chief Technology Officer, issuer-wide, not summed
30.1	Jonathan Hyman 13G CIK 1888935 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	1,813,751	1.60%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,379,796	1.21%	-584,257	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	108,463	0.10%	-7,626	May 31, 2026	Goldman Sachs Trust, not summed
31.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	58,125	0.05%	+17,899	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	44,454	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
31.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,607	0.01%	+129	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,024	0.00%	+1,527	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
32	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	1,304,496	1.15%	+72,310	Jul 31, 2026	HARBOR FUNDS, not summed
33	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,278,093	1.13%	-1,126,487	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,215,638	1.07%	+1,122,667	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,153,917	1.02%	+1,058,261	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	716,702	0.63%	—	Jun 30, 2026	IVY FUNDS, not summed
35.2	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	139,989	0.12%	—	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
35.3	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	92,124	0.08%	-3,532	Jun 30, 2026	Optimum Fund Trust, not summed
36	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,152,779	1.01%	+547,355	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	359,516	0.32%	+89,214	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	324,245	0.29%	+121,112	Jul 31, 2026	Dimensional ETF Trust, not summed
36.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	231,630	0.20%	+5,059	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	64,114	0.06%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
36.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	17,551	0.02%	+14,649	Jul 31, 2026	Dimensional ETF Trust, not summed
37	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,132,845	1.00%	+38,718	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
38	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,122,924	0.99%	+33,627	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,117,104	0.98%	-2,240,445	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,116,108	0.98%	-156,068	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,058,987	0.93%	-1,242,557	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	932,835	0.82%	+922,916	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	904,472	0.80%	+89,511	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	48,278	0.04%	+6,797	Jun 30, 2026	Northern Funds, not summed
43.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,827	0.01%	-308	Jun 30, 2026	Northern Funds, not summed
43.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	158	0.00%	-2,958	Jul 31, 2026	FlexShares Trust, not summed
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	866,318	0.76%	-39,363	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Verition Fund Management LLC 13F CIK 1454027 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	859,726	0.76%	+363,221	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	831,016	0.73%	+36,448	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	470,523	0.41%	+50,911	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	232,470	0.20%	+38,708	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
46.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	64,001	0.06%	+10,430	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	62,494	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	785,511	0.69%	+63,580	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
48	NEXT CENTURY GROWTH INVESTORS LLC 13F CIK 1134007 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,301	0.66%	+747,301	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	692,637	0.61%	+30,464	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	679,048	0.60%	-643,879	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	275,000	0.24%	-284,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed

46 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 377 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1676238 CUSIP 10576N102 13F (30d) 36 filings 36 filers Visit website Investor relations