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Toast
TOST

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: 442 → 474 (+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: 18 → 15 (-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

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
+$149M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$82.4M
3
Capital International Investors
Capital International Investors
California
+$74M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$71.3M
5
DIG
Dragoneer Investment Group
California
+$62.6M

Top Sellers

1
BOCH
Blue Owl Capital Holdings
New York
-$115M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.2M
3
GIM
Generation Investment Management
United Kingdom
-$68.3M
4
AM
Atreides Management
Massachusetts
-$60.9M
5
EAM
Eagle Asset Management
Florida
-$56.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
526
Private Ocean
California
– -$6.39K -350 Closed
RFG
527
RFP Financial Group
Georgia
– -$5.48K -300 Closed
NL
528
NVWM LLC
Pennsylvania
– -$4.47K -245 Closed
CP
529
Castleview Partners
Texas
– -$3.65K -200 Closed
AWM
530
Atticus Wealth Management
Florida
– -$3.01K -165 Closed
AssetMark Inc
531
AssetMark Inc
California
– -$1.83K -100 Closed
WCM
532
Winthrop Capital Management
Indiana
– -$1.83K -100 Closed
AWM
533
Able Wealth Management
New Jersey
– -$1.52K -83 Closed
NFA
534
Northwest Financial Advisors
Virginia
– -$1.26K -69 Closed
BFEC
535
Benjamin F. Edwards & Company
Missouri
– -$1K -60 Closed
BTI
536
Blue Trust Inc
Georgia
– -$1K -48 Closed
VL
537
Vima LLC
Michigan
– -$639 -35 Closed
AAP
538
Arax Advisory Partners
Colorado
– -$366 -20 Closed
LF
539
Lee Financial
Texas
– -$256 -14 Closed
RDIA
540
RE Dickinson Investment Advisors
Iowa
– +$414 +20 New
18 19 20 21
22

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.