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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
GIM
26
Granahan Investment Management
Massachusetts
$75.9M -$17.6M -851,238 -22%
LECM
27
Lead Edge Capital Management
New York
$69.1M
GGHC
28
Gilder Gagnon Howe & Co
New York
$67.6M -$673K -32,497 -1%
AIM
29
ARK Investment Management
Florida
$65.4M +$5.77M +278,844 +12%
Charles Schwab
30
Charles Schwab
California
$59.8M +$1.88M +90,640 +4%
HP
31
Harbourvest Partners
Massachusetts
$56.9M
EDRH
32
Edmond de Rothschild Holding
Switzerland
$56.5M -$29.8M -1,439,613 -39%
Millennium Management
33
Millennium Management
New York
$49.3M +$252K +12,152 +0.6%
Northern Trust
34
Northern Trust
Illinois
$49.2M -$3M -144,836 -7%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$45.6M -$1.29M -62,075 -3%
SIMG
36
Stephens Investment Management Group
Texas
$44.4M +$128K +6,191 +0.3%
UBS Group
37
UBS Group
Switzerland
$43.4M +$29.2M +1,410,543 +428%
Man Group
38
Man Group
United Kingdom
$43.3M +$1.34M +64,771 +4%
Bank of America
39
Bank of America
North Carolina
$40.5M +$21.3M +1,028,552 +172%
RP
40
Riverbridge Partners
Minnesota
$40.3M +$1.27M +61,446 +4%
Federated Hermes
41
Federated Hermes
Pennsylvania
$40.1M +$33.3M +1,607,194 New
Two Sigma Investments
42
Two Sigma Investments
New York
$38.2M -$29.3M -1,416,645 -48%
ZCI
43
Zevenbergen Capital Investments
Washington
$37.1M +$1.93M +93,256 +7%
Goldman Sachs
44
Goldman Sachs
New York
$36.4M +$24.7M +1,194,033 +447%
N
45
Nuveen
North Carolina
$36M +$8.51M +411,027 +40%
GF
46
Greenhouse Funds
Maryland
$35.3M +$3.21M +155,040 +12%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$31.6M -$370K -17,866 -1%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.1M +$3.47M +167,425 +16%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$30.5M +$25.3M +1,222,653 New
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$29.3M +$24.4M +1,176,919 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.