Toast, Inc. (TOST): A Bull Case Theory
We came across a bullish thesis on Toast, Inc. (TOST) on Denis Gorbunov's Substack. In this article, we will summarize the bulls’ thesis on TOST. Toast, Inc.
Toast Inc. (TOST)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 10,836,694 | $359,453,140 | -30% | 3.21% |
| 2. | HMI Capital Mick Hellman | 5,203,183 | $172,589,580 | +58% | 9.4% |
| 3. | XN Exponent Advisors Gaurav Kapadia | 4,787,836 | $158,812,520 | +4% | 7.22% |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 3,787,305 | $125,624,906 | +9% | 0.16% |
| 5. | Abdiel Capital Advisors Colin Moran | 3,604,479 | $119,560,568 | -6% | 12.32% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.14 | 9,712 | $418,975.68 | 534,167 | 2025-06-10 | Filing | |
| $0.00 | 0 | $0.00 | 0 | 2025-06-06 | Filing | |
| $44.00 | 7,500 | $330,000.00 | 23,030 | 2025-06-06 | Filing | |
| $42.90 | 61,212 | $2,625,933.59 | 55,220 | 2025-06-02 | Filing | |
| $42.14 | 38,788 | $1,634,371.17 | 116,432 | 2025-06-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 44,588,020 | $1,479,078,050 | 0.29% | |
| 2. | 43,945,584 | $1,457,675,023 | 0.03% | |
| 3. | 26,940,330 | $893,610,747 | 0.06% | |
| 4. | 25,591,277 | $848,862,653 | 0.02% | |
| 5. | 9,428,847 | $312,754,866 | 0.02% |
News See All
Truist initiates Toast (TOST) with a Buy Rating and $48 Price Target
On June 2, Truist Securities analyst Matthew Coad initiated coverage on Toast Inc.
Billionaire Mason Morfit's 10 Stock Picks with Highest Upside Potential
Mason Morfit, the billionaire CEO of ValueAct Capital, runs one of Wall Street's most respected activist hedge funds.
Toast, Inc. (NYSE:TOST) Q1 2025 Earnings Call Transcript
Operator: Good afternoon. My name is Tamika, and I will be your conference operator today. At this time, I would like to welcome everyone to Toast's First Quarter 2025 Earnings Conference Call.
Top 10 Stocks to Buy According to 12 West Capital Management
Joel Ramin founded 12 West Capital Management in August 2011, establishing it as a New York-based hedge fund specializing in global investments across equities, equity-related instruments, and credit ...
Top 10 Stocks to Buy According to XN Exponent Advisors LLC
Established in 2018 by Gaurav Kapadia, XN Exponent Advisors LLC is based in New York and manages approximately $2.53 billion in 13F securities according to its latest filing for the fourth quarter of ...
Toast, Inc. (TOST): A Bull Case Theory
We came across a bullish thesis on Toast, Inc. (TOST) on Substack by Nikhs. In this article, we will summarize the bulls’ thesis on TOST. Toast, Inc.
Top 10 Stocks to Buy According to Durable Capital Partners
Durable Capital Partners is a Maryland-based hedge fund management firm founded in the second quarter of 2019 by Henry Ellenbogen.
20 Best Fintech Stocks to Buy According to Billionaires
Tech stocks have faced challenges lately, and fintech companies have been hit particularly hard.
Toast, Inc. (NYSE:TOST) Q4 2024 Earnings Call Transcript
Operator: Good afternoon. My name is Sarah, and I will be your conference operator today.