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474 hedge funds and large institutions have $9.06B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 66

45% more call options, than puts

Call options by funds: $228M | Put options by funds: $158M

41% more capital invested

Capital invested by funds: $6.41B → $9.06B (+$2.65B)

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

7% more funds holding

Funds holding: 442474 (+32)

0.55% less ownership

Funds ownership: 83.82%83.27% (-0.55%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
474
Holders Change
+32
Holders Change %
+7.24%
% of All Funds
6.83%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
106
Increased
167
Reduced
142
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Values First Advisors
Tennessee
$761K +$257K +12,418 +69%
MSDF
252
Michael & Susan Dell Foundation
New York
$733K
JFG
253
Jefferies Financial Group
New York
$722K +$600K +28,976 New
BWA
254
Bordeaux Wealth Advisors
California
$698K +$580K +28,023 New
S
255
Sachetta
Massachusetts
$696K
SAM
256
Storebrand Asset Management
Norway
$692K -$193K -9,308 -25%
Nordea Investment Management
257
Nordea Investment Management
Sweden
$684K
Bessemer Group
258
Bessemer Group
New Jersey
$681K -$943K -45,568 -63%
CF
259
Centaurus Financial
California
$678K +$563K +27,200 New
GIBU
260
Gulf International Bank (UK)
United Kingdom
$650K
KIA
261
Knollwood Investment Advisory
Maryland
$648K
KBC Group
262
KBC Group
Belgium
$641K +$97.4K +4,703 +22%
Verition Fund Management
263
Verition Fund Management
Connecticut
$639K +$299K +14,453 +129%
PHK
264
Point72 Hong Kong
Hong Kong
$633K +$526K +25,415 New
BAM
265
Bosun Asset Management
Illinois
$633K +$526K +25,397 New
EIP
266
Epoch Investment Partners
New York
$633K +$526K +25,387 New
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$623K
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$620K -$467K -22,554 -48%
AB
269
Amalgamated Bank
New York
$601K -$1.14M -55,148 -70%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$592K -$807 -39 -0.2%
RJFSA
271
Raymond James Financial Services Advisors
Florida
$589K +$97.8K +4,722 +25%
EI
272
Ellevest Inc
New York
$587K +$104 +5 +0%
LA
273
Legacy Advisors
Pennsylvania
$585K +$207K +10,000 +74%
IWM
274
IHT Wealth Management
Illinois
$579K +$178K +8,579 +59%
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
$563K +$468K +22,593 New

TOST Hedge Fund Activity: Q1 2024 in Review

474 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q1 2024, worth a combined $9.06B — up 41% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new TOST positions and 66 closed out — a net gain of 40 holders — while 167 added to existing stakes and 142 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $149M. The largest seller was Blue Owl Capital Holdings, cutting an estimated $115M.

  • 474 institutional investors held Toast (TOST) as of Q1 2024, up from 442 in Q4 2023.
  • Funds reported $9.06B of Toast stock for Q1 2024, up 41% quarter-over-quarter.
  • 106 funds opened new Toast positions in Q1 2024 and 66 closed out, a net change of +40 holders.
  • The largest Toast buyer in Q1 2024 was Whale Rock Capital Management, an estimated $149M added.
  • The largest Toast seller in Q1 2024 was Blue Owl Capital Holdings, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.