We are live on ! Find out more

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
PFBT
376
Parkside Financial Bank & Trust
Missouri
$155K +$16.2K +784 +14%
Comerica Bank
377
Comerica Bank
Texas
$154K +$12.6K +607 +11%
AIG
378
American International Group
New York
$152K +$2.53K +122 +2%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K +$102K +4,940 +449%
SCV
380
Sands Capital Ventures
Virginia
$148K -$39.7K -1,918 -24%
RS
381
Rakuten Securities
Japan
$142K -$52.1K -2,516 -31%
VI
382
Vestcor Inc
New Brunswick, Canada
$142K -$745 -36 -0.6%
FWM
383
Focused Wealth Management
New York
$133K
GC
384
Globeflex Capital
California
$132K +$110K +5,300 New
CA
385
Crewe Advisors
Utah
$125K +$104K +5,000 New
UM
386
UniSuper Management
Australia
$122K +$66.3K +3,200 +188%
ITFISA
387
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$119K
OCM
388
Orion Capital Management
California
$108K
AGWCA
389
Annis Gardner Whiting Capital Advisors
Florida
$102K
AAM
390
Advisors Asset Management
Colorado
$102K +$23.4K +1,130 +38%
BWL
391
Bogart Wealth LLC
Virginia
$101K
Allspring Global Investments
392
Allspring Global Investments
North Carolina
$97.4K +$27.8K +1,345 +52%
A
393
AlphaQuest
New York
$82.2K -$152K -7,338 -69%
OAM
394
Ostrum Asset Management
France
$81.7K
CG
395
Cutler Group
California
$78K +$62.8K +3,033 +2,507%
C
396
Covestor
United Kingdom
$75K +$51.6K +2,492 +488%
WTG
397
West Tower Group
Virginia
$74.8K +$62.1K +3,000 New
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$72.1K +$61.4K +2,965 New
CFB
399
Cullen/Frost Bankers
Texas
$62.3K +$51.8K +2,500 New
NFSG
400
Newbridge Financial Services Group
Florida
$59.8K

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.