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CADIAN CAPITAL MANAGEMENT, LP: BRZE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CADIAN CAPITAL MANAGEMENT, LP on BRZE, newest first. How the timeline and the estimate are built.

CADIAN CAPITAL MANAGEMENT, LP held 0 BRZE shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,763,108 shares

    13F-HR 0001423686-26-000003 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,763,108 shares
    Change vs previous 13F -888,379 shares

    2.98% of the 13F portfolio, value $50,142,792.

    13F-HR 0001423686-25-000004 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 2,651,487 shares
    Change vs previous 13F -1,905,128 shares

    4.17% of the 13F portfolio, value $74,506,785.

    13F-HR 0001085146-25-005113 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 4,556,615 shares
    Change vs previous 13F +882,965 shares

    7.03% of the 13F portfolio, value $164,402,669.

    13F-HR 0001085146-25-003231 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 3,673,650 shares
    Change vs previous 13F -823,204 shares

    8.86% of the 13F portfolio, value $153,852,462.

    13F-HR 0001085146-25-001649 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 4,496,854 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $145,428,258.

    13F-HR 0001085146-24-005779 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).