Braze, Inc. filings document material events for a public software company built around customer engagement, cross-channel messaging, journey orchestration, personalization, and AI-driven decisioning. Recent Form 8-K disclosures cover operating results, fiscal-year and quarterly financial condition, a share repurchase authorization, and executive officer and legal leadership transitions.
The company’s regulatory record also documents governance and capital-structure matters, including annual meeting voting results, director elections, advisory executive compensation votes, auditor ratification, and the completed automatic conversion of Class B common stock into Class A common stock. These filings describe the formal corporate actions, security-holder rights changes, and reporting obligations tied to Braze’s Nasdaq-listed common stock.
Braze, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on June 30, 2026, and outlines board, governance and executive pay matters. The proxy also highlights fiscal 2026 performance, including 24% full-year revenue growth and 28% growth in the fourth quarter.
Customer count rose 14% to 2,609, while large customers with at least $500,000 in recurring revenue grew 35% to 333 and represented 64% of total ARR. Remaining performance obligations crossed $1 billion, ARR surpassed $800 million shortly after year-end, dollar-based net retention reached 109%, and non-GAAP operating margins expanded nearly 400 basis points. The board also authorized a $100 million share repurchase program.
Stockholders will vote on electing two Class II directors, an advisory say-on-pay resolution, ratifying Ernst & Young LLP as auditor, and amending the certificate of incorporation to add Delaware-permitted officer exculpation. The proxy describes a pay-for-performance philosophy using salaries, annual bonuses and equity awards, with increased use of performance stock units and post-vesting holding periods to align leadership with long-term stockholder value.
Braze, Inc. ownership disclosure: MCG7 Capital Inc., together with its subsidiaries Binder Clip Holdings LLC and Appboy BH LLC, reports beneficial ownership of 6,709,408 shares of Class A Common Stock, representing 6.00% of Class A stock as of March 31, 2026.
The filing notes that Binder directly held 6,709,408 shares and Appboy directly held 355,448 shares as of March 31, 2026, based on the issuer reporting 111,737,860 shares outstanding on that date. The three reporting persons filed jointly pursuant to the attached agreement.
Braze, Inc. reported accelerating full-year growth with revenue up 24% and fourth-quarter growth accelerating to 28%, customer count of 2,609, and a large-customer cohort of 333 (customers with ≥ $500,000 ARR). Trailing twelve-month dollar-based net retention reached 109% in the fourth quarter.
The company crossed $1.0B in remaining performance obligations and reported surpassing $800M in ARR shortly after fiscal year-end. Management cited product momentum in AI and data platform capabilities, announced a $100M share repurchase authorization, and set the virtual Annual Meeting for June 30, 2026 (record date: May 4, 2026).
Braze, Inc. announced a planned finance leadership transition and upcoming earnings timing. Chief Financial Officer Isabelle Winkles will resign effective May 29, 2026, then serve as a consultant providing advisory services through August 17, 2026 under a Consulting Agreement that allows continued vesting of certain restricted stock units.
The company plans to appoint Pankaj Malik, currently Chief Accounting Officer, as Interim CFO and has begun a search for a permanent CFO. Braze reaffirmed the financial guidance it provided on March 24, 2026 for both the first quarter and full fiscal year ending January 31, 2027. It will release fiscal first quarter 2027 results after market close on May 27, 2026 and host a webcast that day. Braze also named Nick Rockwell as Chief Information Officer effective June 1, 2026, reporting to its Chief Technology Officer.
Braze, Inc. filing reports an amendment to a joint Schedule 13G showing Integrated Core Strategies (US) LLC, Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander as beneficial owners of Class A Common Stock.
The filing lists 4,154,645 shares (3.7%) reported for Integrated Core Strategies (US) LLC and 4,384,389 shares (3.9%) reported for Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander, each with shared voting and dispositive power.
Braze, Inc. General Counsel Susan Wiseman reported an open-market sale of 35,000 shares of Class A common stock on April 9, 2026 at a weighted average price of $20.29 per share, with individual trades executed between $20.05 and $20.64.
Following this transaction, she directly holds 209,424 shares of Braze stock, including 103,517 shares represented by restricted stock units and performance-based restricted stock units, indicating she retains a substantial equity stake after the sale.
BRZE filed a Form 144 notice reporting 35,000 shares of Common stock to be sold through Morgan Stanley Smith Barney LLC on 04/09/2026. The filing lists prior option exercises totaling 35,000 shares from 06/29/2017 to 04/08/2024 and recent reported sales by Susan Wiseman of 4,167 and 5,763 shares.
Braze, Inc. Chief Financial Officer Isabelle Winkles sold 8,274 shares of Class A Common Stock on April 6, 2026, in an open-market transaction at a weighted average price of $23.31 per share.
The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on January 2, 2026. Following this transaction, she directly holds 462,518 shares, including 373,268 shares represented by restricted stock units and performance-based restricted stock units.
Braze, Inc. disclosed that Susan Wiseman, the company’s general counsel and secretary, intends to retire. The announcement was made on April 7, 2026, and her retirement is expected to occur on or before June 30, 2026. This reflects a planned legal and corporate secretary leadership transition at the software company, which remains listed on The Nasdaq Stock Market under the Class A common stock symbol BRZE.
BRZE affiliate files Form 144 to offer restricted stock units for sale. The filing lists 8,274 Restricted Stock Units with an issuer designation dated 02/15/2026. It also discloses a prior sale of 12,532 common shares on 02/18/2026 for $212,166.76.