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

• Hmi Capital ManagementGeneralist · 19.0% of their software15,787,586 shares$264MFlat
• Durable Capital PartnersSpecialist · 7.2% of their software14,705,314 shares$246M+$87.5M
• Generation Investment ManagementGeneralist · 7.0% of their software14,631,831 shares$245M+$58.9M
• FidelityGeneralist · 0.2% of their software12,607,181 shares$211M+$85.3M
• BlackRockPassive · 0.1% of their software10,806,315 shares$181M+$6.1M
• Tiger Global ManagementCrossover · 3.3% of their software9,899,895 shares$166M−$62.0M
• GreenoaksCrossover · 60.2% of their software9,263,367 shares$155M+$2.0M
• Capital International InvestorsGeneralist · 0.3% of their software5,672,111 shares · Not in the total$94.8M+$18.1M
• Sumitomo Mitsui Trust GroupGeneralist · 0.5% of their software4,019,415 shares$67.2MFlat
• GeodePassive · 0.1% of their software3,553,838 shares$59.4M+$8.4M
• State StreetPassive · 0.0% of their software3,383,553 shares$56.6M+$4.0M
• Charles Schwab Investment ManagementPassive · 0.2% of their software2,440,521 shares$40.8M+$15.8M
• JPMorgan ChaseGeneralist · 0.1% of their software2,350,697 shares$39.3M+$28.9M
• Morgan StanleyGeneralist · 0.1% of their software2,242,725 shares$37.5M−$4.4M
• Goldman SachsGeneralist · 0.1% of their software2,043,267 shares$34.2M+$23.3M
• Contour Asset ManagementGeneralist · 6.7% of their software1,703,500 shares$28.5MNew · +$22.0M
• Citadel AdvisorsGeneralist · 0.4% of their software1,504,717 shares$25.2M−$60.5M
• Balyasny Asset ManagementGeneralist · 1.9% of their software1,432,284 shares$23.9M+$9.0M
• Stephens Investment Management GroupGeneralist · 2.6% of their software1,430,095 shares$23.9MFlat
• First Trust AdvisorsGeneralist · 0.3% of their software1,359,286 shares$22.7MFlat
• Bank of New York MellonPassive · 0.1% of their software1,309,351 shares$21.9M+$8.6M
• Temasek Holdings (Private)Generalist · 1.0% of their software1,159,989 shares$19.4MFlat
• Marshall WaceGeneralist · 0.7% of their software1,119,953 shares$18.7MNew · +$14.5M
• Whale Rock Capital ManagementSpecialist · 1.2% of their software1,070,875 shares$17.9M−$4.5M
• New York State Common Retirement FundGeneralist · 0.2% of their software1,067,628 shares$17.9M+$1.4M
• Capital Research Global InvestorsGeneralist · 0.1% of their software1,011,105 shares · Not in the total$16.9M+$6.8M
• Millennium ManagementGeneralist · 0.3% of their software1,005,797 shares$16.8M+$4.6M
• Northern TrustPassive · 0.0% of their software983,958 shares$16.5M+$1.9M
• D. E. ShawGeneralist · 0.3% of their software837,193 shares$14.0M−$5.5M
• Victory Capital ManagementGeneralist · 0.3% of their software698,291 shares$11.7MNew · +$9.0M
• AmeripriseGeneralist · 0.1% of their software694,077 shares$11.6MFlat
• Fred Alger ManagementGeneralist · 0.3% of their software659,166 shares$11.0MNew · +$8.5M
• Alyeska Investment GroupGeneralist · 0.6% of their software608,210 shares$10.2MNew · +$7.9M
• Bank of Nova ScotiaGeneralist · 0.7% of their software480,100 shares$8.0MNew · +$6.2M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software451,818 shares$7.6MNew · +$5.8M
• Bank of AmericaGeneralist · 0.0% of their software423,588 shares$7.1M+$5.2M
• Bnp Paribas Financial MarketsGeneralist · 0.3% of their software403,184 shares$6.7MNew · +$5.2M
• Renaissance TechnologiesGeneralist · 0.1% of their software403,000 shares$6.7M−$16.6M
• 1832 Asset ManagementGeneralist · 0.2% of their software402,300 shares$6.7MNew · +$5.2M
• Td Asset ManagementGeneralist · 0.1% of their software378,120 shares$6.6M−$574K
• Royal Bank of CanadaGeneralist · 0.0% of their software371,376 shares$6.2M+$1.1M
• Rhumbline AdvisersGeneralist · 0.1% of their software246,101 shares$4.1MFlat
• Stifel FinancialGeneralist · 0.1% of their software204,140 shares$3.4MFlat
• Daiwa Securities GroupGeneralist · 0.7% of their software191,500 shares$3.2M+$666K
• Creative PlanningGeneralist · 0.4% of their software170,687 shares$2.9MFlat
• Canada Pension Plan Investment BoardGeneralist · 0.1% of their software157,400 shares$2.6M+$1.1M
• AlliancebernsteinGeneralist · 0.0% of their software153,775 shares$2.6MFlat
• Legal & GeneralPassive · 0.0% of their software143,905 shares$2.4M+$1.5M
• Russell Investments GroupGeneralist · 0.1% of their software129,145 shares$2.2MNew · +$1.7M
• InvescoPassive · 0.0% of their software128,836 shares$2.2MFlat
• California State Teachers Retirement SystemGeneralist · 0.0% of their software126,526 shares$2.1MFlat
• Sei Investments COGeneralist · 0.1% of their software122,572 shares$2.0MNew · +$1.6M
• Jacobs Levy Equity ManagementGeneralist · 0.1% of their software120,176 shares$2.0M+$1.2M
• Blair William & Co/ilGeneralist · 0.1% of their software112,631 shares$1.9M+$1.1M
• UBS Asset ManagementGeneralist · 0.0% of their software106,831 shares · Not in the total$1.8MNew · +$1.4M
• Voya Investment ManagementGeneralist · 0.0% of their software102,940 shares$1.7MFlat
• UBS GroupGeneralist · 0.0% of their software97,340 shares$1.6M+$1.1M
• BarclaysGeneralist · 0.0% of their software85,210 shares$1.4M+$736K
• Susquehanna International GroupGeneralist · 0.1% of their software78,176 shares$1.3M−$986K
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.0% of their software74,568 shares$1.2MFlat
• Envestnet Asset ManagementGeneralist · 0.0% of their software56,935 shares$952KNew · +$737K
• State Board of Administration of Florida Retirement SystemGeneralist · 0.0% of their software56,240 shares$940KFlat
• Jane Street GroupGeneralist · 0.0% of their software37,999 shares$635KNew
• Wells FargoGeneralist · 0.0% of their software36,488 shares$611KFlat
• Brown AdvisoryGeneralist · 0.0% of their software35,378 shares$592KFlat
• HSBCGeneralist · 0.0% of their software29,427 shares$506KNew
• Optimus Prime Fund ManagementSpecialist · 0.1% of their software30,000 shares$502KFlat
• LPl FinancialGeneralist · 0.0% of their software29,898 shares$500KFlat
• National Bank of CanadaGeneralist · 0.1% of their software29,412 shares$489KNew
• Principal Financial GroupGeneralist · 0.0% of their software28,744 shares$481KFlat
• US Bancorp deGeneralist · 0.0% of their software28,644 shares$478KFlat
• Jennison AssociatesGeneralist · 0.0% of their software22,858 shares$382KNew
• CitigroupGeneralist · 0.0% of their software21,988 shares$368K−$5.4M
• Fifth Third BancorpGeneralist · 0.0% of their software20,136 shares$337KNew
• Prudential FinancialGeneralist · 0.0% of their software19,450 shares$325KFlat
• Allspring Global Investments HoldingsGeneralist · 0.0% of their software18,086 shares$302KNew
• Bank of MontrealGeneralist · 0.0% of their software13,114 shares$238KNew
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software13,011 shares$218KFlat
• Brown Brothers Harriman & COGeneralist · 0.0% of their software7,704 shares$129KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software7,754 shares$129KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software431 shares$7KFlat