Lead Edge Capital Management, LLC TOST — TOAST INC

Ownership history in Lead Edge Capital Management, LLC  ·  11 quarters on record

AI Ownership Summary

Lead Edge Capital Management, LLC reported TOAST INC (TOST) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 21.25% in 2024 Q1. The latest visible filing shows TOST at 8.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lead Edge Capital Management, LLC's position in TOAST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TOST was reported at 8.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.25% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOST stock page Lead Edge Capital Management, LLC fund profile Lead Edge Capital Management, LLC full holdings
How Lead Edge Capital Management, LLC held TOST — position size vs. price
% of Fund (quarterly)    TOST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,306,362 +267,462 +25.7% 8.49% $34.6M 2026-05-15 $23.05
2025 Q1 UNCHANGED — — — 1,038,900 — 0% 10.47% $34.5M 2025-05-15 $45.23
2024 Q4 REDUCED 58.4% -9.0% ✅ 1,038,900 -1,460,000 -58.4% 12.81% $37.9M 2025-02-14 $40.49
2024 Q3 UNCHANGED — — — 2,498,900 — 0% 20.48% $70.7M 2024-11-14 $40.36
2024 Q2 REDUCED 9.9% +9.9% ❌ 2,498,900 -275,200 -9.9% 20.55% $64.4M 2024-08-14 $24.78
2024 Q1 UNCHANGED — — — 2,774,100 — 0% 21.25% $69.1M 2024-05-15 $27.71
2023 Q4 REDUCED 64.2% +33.2% ❌ 2,774,100 -4,984,921 -64.2% 13.54% $50.7M 2024-02-14 $20.15
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TOST

As of 2026 Q1 — sorted by position size

HMI Capital Management, L.P. 3Y 7Y 13.41% HAMILTON LANE ADVISORS LLC 3Y 7Y 7.59% XN LP 3Y 6.34% ValueAct Holdings, L.P. 3Y 7Y 5.98% Greenvale Capital LLP 3Y 7Y 5.81% 12 West Capital Management LP 3Y 7Y 5.58% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 5.46% ALTA FOX CAPITAL MANAGEMENT, LLC 3Y 5.19% Arohi Asset Management PTE Ltd. 5.09% Mayar Capital Ltd. 3Y 4.34%

FAQ About Lead Edge Capital Management, LLC and TOST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lead Edge Capital Management, LLC reported owning TOST?

Lead Edge Capital Management, LLC reported TOST across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TOST position in Lead Edge Capital Management, LLC's portfolio?

The largest reported portfolio weight for TOST was 21.25% in 2024 Q1.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2026 Q1, when Lead Edge Capital Management, LLC reported 1,306,362 shares, equal to 8.49% of portfolio, with an estimated market value of $34.6M.

What does the chart on this TOST ownership page compare?

The chart compares Lead Edge Capital Management, LLC's quarterly TOST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lead Edge Capital Management, LLC time their TOST position?

Based on 13F filing dates vs. subsequent TOST price moves, Lead Edge Capital Management, LLC correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on TOST relative to SPY over the holding period was -10.4%.

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