KI
TOST icon

Kula Investments’s Toast TOST Stock Holding History

Kula Investments’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$799K Buy
45,037
+5,356
+13% +$106K 0.2% 186
2022
Q4 		$715K Buy
+39,681
New +$746K 0.21% 118

Other funds holding TOST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Kula Investments's TOST Position: Q1 2023 in Review

Kula Investments increased its Toast (TOST) stake by 13% in Q1 2023, buying an estimated $106K and bringing the position to 45,037 shares worth $799K. The position accounts for 0.2% of the portfolio, ranked #186.

Kula Investments first reported a position in TOST in Q4 2022 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold TOST as of Q1 2023.

  • Kula Investments held 45,037 shares of Toast worth $799K as of Q1 2023.
  • Kula Investments bought 5,356 Toast shares in Q1 2023, an estimated $106K.
  • Toast made up 0.2% of Kula Investments's portfolio in Q1 2023, its #186 holding.
  • Kula Investments first reported a position in Toast in Q4 2022 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held Toast as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.