SCHEDULE: MCG7 Capital Boosts Braze Stake to 7.22%

MCG7 Capital Inc. and its subsidiaries report a combined beneficial ownership of 7.22% of Braze, Inc.'s Class A Common Stock as of December 31, 2025.

Summary

• MCG7 Capital Inc., along with its indirect wholly-owned subsidiary Binder Clip Holdings LLC and direct wholly-owned subsidiary Appboy BH LLC, collectively beneficially owned 7,634,408 shares of Braze, Inc. Class A Common Stock as of December 31, 2025.
• This aggregate ownership represents 7.22% of Braze, Inc.'s Class A Common Stock outstanding.
• MCG7 Capital Inc. and Binder Clip Holdings LLC share both voting and dispositive power over the 7,634,408 shares.
• Appboy BH LLC directly held 355,448 shares, representing 0.34% of the class, and shares voting and dispositive power over these shares with Binder.
• The calculation is based on 105,783,258 shares of Class A Common Stock outstanding for Braze, Inc. as of December 31, 2025, as reported by the Issuer on February 12, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral disclosure, simply reporting a significant passive ownership stake without indicating any operational or strategic changes.

Future Outlook

NA

Industry Context

StockSavvy.ai notes this filing indicates a significant passive institutional stake in Braze, Inc., a common occurrence for growth-oriented technology companies as they mature and attract broader institutional interest.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional ownership stake, which can influence market perception and liquidity.
• Management: Awareness of a substantial passive investor holding 7.22% of Class A Common Stock.

Key Dates

Recommendation

This Schedule 13G filing primarily serves as a disclosure of a significant passive ownership stake by MCG7 Capital Inc. and its subsidiaries in Braze, Inc. It does not contain operational or financial performance data, nor does it signal any activist intent or strategic changes that would warrant a strong buy or sell recommendation. The continued significant holding by an institutional investor suggests a long-term view, supporting a 'hold' recommendation for existing investors, while new investors would need to conduct further due diligence beyond this filing.

Keywords

Braze Inc., BRZE, MCG7 Capital Inc., Binder Clip Holdings LLC, Appboy BH LLC, Schedule 13G, Beneficial Ownership, Institutional Ownership, Passive Investment, Class A Common Stock