Is Toast, Inc. (TOST) A Good Stock To Buy Now?
Is TOST a good stock to buy? We came across a bullish thesis on Toast, Inc. on r/ValueInvesting by Primary-Abies9041. In this article, we will summarize the bulls’ thesis on TOST.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ValueAct Capital Jeffrey Ubben | 12,895,438 | $341,858,061 | +61% | 5.98% |
| 2. | XN Exponent Advisors Gaurav Kapadia | 6,509,924 | $172,578,085 | -28% | 6.34% |
| 3. | Millennium Management Israel Englander | 4,736,296 | $125,559,207 | +110% | 0.05% |
| 4. | Renaissance Technologies Jim Simons | 4,321,437 | $114,561,295 | +26% | 0.18% |
| 5. | HMI Capital Mick Hellman | 3,814,983 | $101,135,199 | -12% | 13.41% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.44 | 4,969 | $96,597.36 | 23,373 | 2023-05-15 | Filing | |
| $19.44 | 47,412 | $921,689.28 | 223,013 | 2023-05-15 | Filing | |
| $19.44 | 82,619 | $1,606,113.36 | 388,614 | 2023-05-15 | Filing | |
| $19.82 | 18,404 | $364,767.28 | 18,404 | 2023-05-12 | Filing | |
| $19.82 | 175,601 | $3,480,411.82 | 175,601 | 2023-05-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $28.85 | 6,647 | $191,759.30 | 69,966 | 2026-07-02 | Filing | |
| $28.85 | 14,365 | $414,415.89 | 70,451 | 2026-07-02 | Filing | |
| $28.85 | 6,352 | $183,248.85 | 196,909 | 2026-07-02 | Filing | |
| $28.85 | 9,146 | $263,852.95 | 931,449 | 2026-07-02 | Filing | |
| $28.85 | 11,605 | $334,792.65 | 185,150 | 2026-07-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,158 | $226,956 | 0.06% | |
| 2. | 2,880 | $80,122 | 0.01% | |
| 3. | 897 | $24,955 | 0% | |
| 4. | 650 | $18,083 | 0% | |
| 5. | 212 | $5,898 | 0% |