Toast

Quarter history

Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.

• Q2 2026133 filers · $28$8.8B+$808M
• Q1 2026129 filers · $27$7.1B+$111M
• Q4 2025130 filers · $36$8.9B+$173M
• Q3 2025126 filers · $37$8.9B−$10.0M
• Q2 2025123 filers · $44$10.8B+$932M
• Q1 2025125 filers · $33$7.2B+$243M
• Q4 2024122 filers · $36$7.6B+$676M
• Q3 2024108 filers · $28$5.2B−$71.0M
• Q2 2024110 filers · $26$4.8B+$403M
• Q1 2024103 filers · $25$4.2B+$89.0M
• Q4 202395 filers · $18$3.0B−$213M
• Q3 2023100 filers · $19$3.3B+$78.6M
• Q2 2023101 filers · $23$3.9B+$330M
• Q1 202392 filers · $18$2.7B+$15.0M
• Q4 202298 filers · $18$2.7B+$329M
• Q3 202278 filers · $17$2.2B+$96.9M
• Q2 202266 filers · $13$1.6B+$542M
• Q1 202256 filers · $22$2.2B+$869M
• Q4 202156 filers · $35$2.6B+$2.8B
• Q3 202143 filers · $50$922M+$931M

Who owns it

• Altimeter Capital ManagementCrossover · 13.7% of their software18,041,796 shares$393M+$609M
• Hmi Capital ManagementGeneralist · 18.1% of their software13,273,636 shares$288M+$237M
• Tiger Global ManagementCrossover · 2.2% of their software12,672,463 shares$275M+$284M
• GreenoaksCrossover · 53.4% of their software7,863,367 shares$171M+$36.4M
• Lead Edge Capital ManagementCrossover · 58.2% of their software7,759,021 shares$169M−$182M
• Generation Investment ManagementGeneralist · 5.5% of their software6,318,540 shares$137M+$106M
• FidelityGeneralist · 0.1% of their software5,838,891 shares$127M+$192M
• Contour Asset ManagementGeneralist · 17.4% of their software3,998,084 shares$86.9M+$106M
• Morgan StanleyGeneralist · 0.1% of their software3,162,412 shares$68.7M+$71.5M
• BlackRockPassive · 0.0% of their software2,884,421 shares$62.7M−$32.8M
• JPMorgan ChaseGeneralist · 0.1% of their software2,400,851 shares$52.2M−$61.3M
• First Trust AdvisorsGeneralist · 0.2% of their software1,535,018 shares$33.4MNew · +$53.3M
• AlphabetGeneralist · 4.0% of their software1,432,660 shares$31.1M−$280M
• Whale Rock Capital ManagementSpecialist · 0.8% of their software1,323,044 shares$28.8M+$36.0M
• Temasek Holdings (Private)Generalist · 0.9% of their software1,159,989 shares$25.2M+$27.1M
• Allspring Global Investments HoldingsGeneralist · 0.2% of their software697,727 shares$24.2MFlat
• Durable Capital PartnersSpecialist · 0.6% of their software1,049,264 shares$22.8M−$73.1M
• Stephens Investment Management GroupGeneralist · 1.8% of their software960,514 shares$20.9M+$12.9M
• D. E. ShawGeneralist · 0.3% of their software952,012 shares$20.7MNew · +$33.0M
• Citadel AdvisorsGeneralist · 0.3% of their software861,055 shares$18.7M+$28.8M
• Renaissance TechnologiesGeneralist · 0.3% of their software750,900 shares$16.3M+$22.3M
• AmeripriseGeneralist · 0.0% of their software641,691 shares$14.0M+$9.5M
• GeodePassive · 0.0% of their software631,981 shares$13.7MFlat
• Td Asset ManagementGeneralist · 0.1% of their software580,098 shares$12.6M+$6.0M
• Point72 Asset ManagementGeneralist · 0.5% of their software392,039 shares$8.5MNew · +$13.6M
• Charles Schwab Investment ManagementPassive · 0.0% of their software370,523 shares$8.1MFlat
• New York State Common Retirement FundGeneralist · 0.1% of their software338,300 shares$7.4M+$9.2M
• State StreetPassive · 0.0% of their software325,699 shares$7.1M+$3.2M
• BlackstoneGeneralist · 0.4% of their software188,397 shares$4.1M−$5.4M
• Senvest ManagementGeneralist · 2.2% of their software182,000 shares$4.0MNew · +$6.3M
• Goldman SachsGeneralist · 0.0% of their software179,345 shares$3.9M+$3.5M
• Marshall WaceGeneralist · 0.1% of their software177,440 shares$3.9MNew · +$6.2M
• Divisadero Street Capital ManagementGeneralist · 25.7% of their software170,000 shares$3.7MNew · +$5.9M
• Soros Fund ManagementGeneralist · 2.3% of their software152,130 shares$3.3MFlat
• Northern TrustPassive · 0.0% of their software132,392 shares$2.9MFlat
• Balyasny Asset ManagementGeneralist · 0.2% of their software129,855 shares$2.8MNew · +$4.5M
• UBS GroupGeneralist · 0.0% of their software97,532 shares$2.1M+$1.8M
• BarclaysGeneralist · 0.0% of their software72,344 shares$1.6MNew · +$2.5M
• Tudor InvestmentGeneralist · 0.4% of their software72,300 shares$1.6MFlat
• Stifel FinancialGeneralist · 0.0% of their software60,322 shares$1.3M+$629K
• US Bancorp deGeneralist · 0.0% of their software55,707 shares$1.2M+$1.2M
• Bank of AmericaGeneralist · 0.0% of their software51,208 shares$1.1M−$5.7M
• Jane Street GroupGeneralist · 0.0% of their software50,546 shares$1.1MFlat
• Creative PlanningGeneralist · 0.1% of their software45,561 shares$990KNew · +$1.6M
• Bank of New York MellonPassive · 0.0% of their software32,873 shares$714KFlat
• Squarepoint OpsGeneralist · 0.0% of their software32,743 shares$712KNew · +$1.1M
• Optimus Prime Fund ManagementSpecialist · 0.1% of their software30,000 shares$652KNew · +$1.0M
• Royal Bank of CanadaGeneralist · 0.0% of their software27,065 shares$589K+$549K
• Millennium ManagementGeneralist · 0.0% of their software25,199 shares$548K−$20.9M
• CitigroupGeneralist · 0.0% of their software20,165 shares$438KNew · +$700K
• Wells FargoGeneralist · 0.0% of their software15,614 shares$340KFlat
• Blair William & Co/ilGeneralist · 0.0% of their software14,060 shares$306KFlat
• Susquehanna International GroupGeneralist · 0.0% of their software13,324 shares$290K−$4.6M
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software10,857 shares$236KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software2,050 shares$44KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software150 shares$3KFlat