Lead Edge Capital Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,038,900
Closed -$34.5M 10
2025
Q1
$34.5M Hold
1,038,900
10.47% 5
2024
Q4
$37.9M Sell
1,038,900
-1,460,000
-58% -$53.2M 12.81% 4
2024
Q3
$70.7M Hold
2,498,900
20.48% 2
2024
Q2
$64.4M Sell
2,498,900
-275,200
-10% -$7.09M 20.55% 1
2024
Q1
$69.1M Hold
2,774,100
21.25% 2
2023
Q4
$50.7M Buy
+2,774,100
New +$50.7M 13.54% 4
2022
Q3
Sell
-7,759,021
Closed -$100M 9
2022
Q2
$100M Hold
7,759,021
27.86% 1
2022
Q1
$169M Sell
7,759,021
-5,244,386
-40% -$114M 36.91% 1
2021
Q4
$406M Sell
13,003,407
-2,344,718
-15% -$73.2M 60.69% 1
2021
Q3
$652M Buy
+15,348,125
New +$652M 77.6% 1