TOAST INC

Ticker: TOST CUSIP: 888787108 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (104)

Increased Positions (265)

HMI Capital Management, L.P.
Value ($000) $152,817 (+25.2%) Shares 4,303,483 (+28.8%)
XN LP
Value ($000) $319,178 (+46.7%) Shares 8,988,386 (+50.8%)
Capital Impact Advisors, LLC
Value ($000) $50,061 (+476.2%) Shares 1,409,764 (+492.4%)
ValueAct Holdings, L.P.
Value ($000) $284,622 (+129.5%) Shares 8,015,277 (+135.9%)
GLYNN CAPITAL MANAGEMENT LLC
Value ($000) $17,279 (+28.8%) Shares 486,583 (+32.5%)
MANE GLOBAL CAPITAL MANAGEMENT LP
Value ($000) $33,185 (+12811.1%) Shares 934,538 (+13174.7%)
Sands Capital Ventures, LLC
Value ($000) $10,711 (+87.3%) Shares 301,647 (+92.6%)
12 West Capital Management LP
Value ($000) $65,617 (+0.8%) Shares 1,847,840 (+3.6%)
Delta Global Management LP
Value ($000) $40,548 (+6.2%) Shares 1,141,872 (+9.2%)
Park West Asset Management LLC
Value ($000) $25,552 (+24.8%) Shares 719,575 (+28.4%)
Westbourne Investment Advisors, Inc.
Value ($000) $8,290 (+10.2%) Shares 233,453 (+13.3%)
Crawford Fund Management, LLC
Value ($000) $9,017 (+95.9%) Shares 253,936 (+101.5%)
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Value ($000) $2,592 (+82.1%) Shares 73,000 (+87.2%)
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Value ($000) $1,740 (+129.6%) Shares 48,990 (+136.1%)
Night Squared LP
Value ($000) $5,551 (+12.0%) Shares 156,326 (+15.2%)
DARK FOREST CAPITAL MANAGEMENT LP
Value ($000) $14,853 (+450.9%) Shares 418,286 (+466.4%)
LECAP ASSET MANAGEMENT LTD
Value ($000) $2,099 (+198.3%) Shares 59,123 (+206.7%)
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AM
Value ($000) $7,102 (+143.2%) Shares 200,000 (+150.0%)
Champlain Investment Partners, LLC
Value ($000) $103,180 (+16.0%) Shares 2,905,648 (+19.2%)
ROTHSCHILD INVESTMENT LLC
Value ($000) $6,271 (+36058.9%) Shares 176,589 (+37076.6%)

Decreased Positions (236)

Durable Capital Partners LP
Value ($000) $81,638 (-64.8%) Shares 2,299,023 (-63.9%)
GREENOAKS CAPITAL PARTNERS LLC
Value ($000) $24,158 (-55.3%) Shares 680,317 (-54.1%)
FCF Advisors LLC
Value ($000) $5,459 (-57.8%) Shares 153,730 (-56.6%)
Independent Family Office, LLC
Value ($000) $8,878 (-9.9%) Shares 250,000 (-7.4%)
Bosman Wealth Management, LLC
Value ($000) $280 (-85.2%) Shares 7,873 (-84.7%)
Granahan Investment Management, LLC
Value ($000) $36,829 (-18.5%) Shares 1,037,146 (-16.2%)
Blueshift Asset Management, LLC
Value ($000) $757 (-71.4%) Shares 21,321 (-70.6%)
Nikko Asset Management Americas, Inc.
Value ($000) $134,986 (-13.5%) Shares 3,801,347 (-11.2%)
Kessler Investment Group, LLC
Value ($000) $4,446 (-8.8%) Shares 125,204 (-6.2%)
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Value ($000) $65,871 (-14.8%) Shares 1,854,996 (-12.4%)
GILDER GAGNON HOWE & CO LLC
Value ($000) $155,909 (-6.9%) Shares 4,390,564 (-4.3%)
Dynamic Technology Lab Private Ltd
Value ($000) $912 (-64.1%) Shares 25,679 (-63.1%)
LORD, ABBETT & CO. LLC
Value ($000) $6 (-95.0%) Shares 172,359 (-94.8%)
Motley Fool Wealth Management, LLC
Value ($000) $10,674 (-16.1%) Shares 300,599 (-13.7%)
GLOBEFLEX CAPITAL L P
Value ($000) $4,384 (-18.2%) Shares 123,446 (-15.9%)
RIVERBRIDGE PARTNERS LLC
Value ($000) $26,812 (-23.7%) Shares 755,052 (-21.6%)
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Value ($000) $231 (-71.1%) Shares 6,500 (-70.3%)
Qube Research & Technologies Ltd
Value ($000) $130,078 (-45.4%) Shares 3,663,145 (-43.8%)
FOX RUN MANAGEMENT, L.L.C.
Value ($000) $945 (-54.1%) Shares 26,626 (-52.8%)
Carnegie Capital Asset Management, LLC
Value ($000) $362 (-95.7%) Shares 10,200 (-95.6%)

Exited Positions (75)