Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TOAST INC (TOST)

793 + Investors. Track Smart Money conviction in TOST. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — TOST

Based on 756 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TOST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
756 hedge funds hold TOST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+156 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

437 buying323 selling
Last quarter: 437 funds bought or added vs 323 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new TOST position: 112 → 149 → 113 → 147. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 31% medium 27% new
313 out of 756 hedge funds have held TOST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~147 new funds/quarter

157 → 112 → 149 → 113 → 147 new funds/Q
New funds entering each quarter: 112 → 149 → 113 → 147. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

47% veterans 17% 1-2yr 37% new
Of 793 current holders: 369 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
45 of 756 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in TOST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TOST

How many hedge funds hold TOST — quarterly history vs. share price
Quarterly hedge fund ownership of TOST vs. share price

Market Analysis: TOST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TOST

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

87 top-rated funds 9 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: TOST
2026 Q1 Stats Unlock in 19 days 793 + Investors

Track Smart Money conviction in TOST. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 793 735 7.89%
13F Shares 466M 456M 2.03%
Total Value $16.36B $16.47B -0.67%
New Positions 150 113 +37
Increased Positions 340 347 -7
Closed Positions 89 139 -50
Reduced Positions 295 262 +33
Total Calls 21 29 -27.59%
Total Puts 21 21 -
PUT/CALL Ratio 1.0 0.72 Neutral

Statistics: TOST

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

793 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TOST. Verified SEC 13F-HR filings.

Top 25 institutional holders of TOST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HAMILTON LANE ADVISORS LLC 7.59% 400,490 $10.6M
2 Westbourne Investment Advisors, Inc. 1.86% 241,195 $6.4M
3 ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.35% 1,774,581 $47.0M
4 Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.22% 89,000 $2.4M
5 Taylor Frigon Capital Management LLC 1.20% 79,518 $2.1M
6 Kampmann Melissa S. 1.06% 49,810 $1.3M
7 Mainstream Capital Management LLC 1.02% 57,404 $1.5M
8 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.99% 67,806 $1.8M
9 Arkfeld Wealth Strategies, L.L.C. 0.99% 110,893 $3.1M
10 Thrive Capital Management, LLC 0.76% 131,611 $3.5M
11 Stephens Investment Management Group LLC 0.73% 2,008,871 $53.3M
12 Xcel Wealth Management, LLC 0.55% 75,481 $2.0M
13 Asio Capital, LLC 0.43% 115,684 $3.1M
14 Values First Advisors, Inc. 0.42% 30,467 $808K
15 Blossom Wealth Management 0.41% 10,400 $276K
16 Tortuga Wealth Management, Inc 0.40% 10,650 $378K
17 American Capital Advisory, LLC 0.35% 32,601 $864K
18 Lewis Asset Management, LLC 0.34% 30,918 $820K
19 INVESTMENT MANAGEMENT CORP /VA/ /ADV 0.33% 14,642 $388K
20 Silver Lake Advisory, LLC 0.32% 30,065 $797K
21 RIVERBRIDGE PARTNERS LLC 0.30% 459,807 $12.2M
22 S.A. Mason LLC 0.29% 29,240 $775K
23 Register Financial Advisors LLC 0.26% 26,750 $709K
24 TBH Global Asset Management, LLC 0.25% 46,077 $1.2M
25 BAM Wealth Management, LLC 0.24% 12,254 $325K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TOAST INC (TOST)

What does the Smart Money Trend signal show for TOST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TOST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TOST?

Slight buying edge — 57% buying: Last quarter: 437 funds bought or added vs 323 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TOST holders?

Elite ownership — 54% AUM from top-100 funds: 45 of 756 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in TOST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TOST?

41% of holders stayed for 2+ years: 313 out of 756 hedge funds have held TOST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.