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364 hedge funds and large institutions have $5.44B invested in Toast in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 129 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

32% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 98

20% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $40.8M

6% more funds holding

Funds holding: 345364 (+19)

1% more capital invested

Capital invested by funds: $5.41B → $5.44B (+$28.6M)

4.05% less ownership

Funds ownership: 89.76%85.71% (-4.1%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
364
Holders Change
+19
Holders Change %
+5.51%
% of All Funds
5.8%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
70
Increased
129
Reduced
98
Closed
48
Calls
$48.9M
Puts
$40.8M
Net Calls
+$8.1M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$530M +$25.1M +1,273,414 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$513M +$97.8M +4,956,535 +21%
Capital International Investors
3
Capital International Investors
California
$296M +$90.7M +4,601,293 +38%
HCM
4
HMI Capital Management
California
$279M
GIM
5
Generation Investment Management
United Kingdom
$275M -$103M -5,207,087 -25%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$264M -$235M -11,891,014 -44%
BlackRock
7
BlackRock
New York
$260M +$6.3M +319,236 +2%
DCP
8
Durable Capital Partners
Maryland
$210M +$38.3M +1,940,737 +20%
ACA
9
Abdiel Capital Advisors
New York
$195M +$217M +11,003,462 New
GCP
10
Greenoaks Capital Partners
California
$172M +$1.78M +90,000 +0.9%
Capital Research Global Investors
11
Capital Research Global Investors
California
$153M +$495K +25,090 +0.3%
Citadel Advisors
12
Citadel Advisors
Florida
$128M +$88.7M +4,496,432 +167%
CIP
13
Champlain Investment Partners
Vermont
$125M -$1.94M -98,315 -1%
State Street
14
State Street
Massachusetts
$89.5M +$7.91M +400,915 +9%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$81.8M -$58.7M -2,976,328 -39%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$72M +$2.93M +148,784 +4%
FAM
17
Foxhaven Asset Management
Virginia
$66.7M +$27.6M +1,397,007 +59%
GIM
18
Granahan Investment Management
Massachusetts
$62.6M -$31.7M -1,609,710 -31%
Morgan Stanley
19
Morgan Stanley
New York
$60.3M +$20.2M +1,023,244 +43%
1WCM
20
12 West Capital Management
New York
$58.1M -$29.6M -1,500,000 -31%
EAM
21
Eagle Asset Management
Florida
$56.2M +$62.4M +3,166,234 New
GGHC
22
Gilder Gagnon Howe & Co
New York
$54.2M +$2.12M +107,536 +4%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$53.4M -$30.8M -1,559,168 -34%
Norges Bank
24
Norges Bank
Norway
$49.8M +$5.08M +257,796 +10%
Charles Schwab
25
Charles Schwab
California
$46.1M +$151K +7,670 +0.3%

TOST Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q1 2023, worth a combined $5.44B — up 0.53% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TOST positions and 48 closed out — a net gain of 22 holders — while 129 added to existing stakes and 98 trimmed.

The largest buyer was Abdiel Capital Advisors, opening a new position worth an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $235M.

  • 364 institutional investors held Toast (TOST) as of Q1 2023, up from 345 in Q4 2022.
  • Funds reported $5.44B of Toast stock for Q1 2023, up 0.53% quarter-over-quarter.
  • 70 funds opened new Toast positions in Q1 2023 and 48 closed out, a net change of +22 holders.
  • The largest Toast buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $217M added.
  • The largest Toast seller in Q1 2023 was T. Rowe Price Associates, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2023.