Stock TransactionsToast Inc CL A

Total Bought
7,574,720
66 transactions
Total Sold
7,787,015
50 transactions
Net
-212,295
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ValueAct Holdings, L.P.12,895,43814,134,038+1,238,6005.986.98+0.99buy
Capital Impact Advisors, LLC238,2801,338,338+1,100,0582.552.09-0.46buy
Bridgewater Associates, LP337,2351,428,975+1,091,7400.040.16+0.12buy
Park West Asset Management LLC742,1251,642,010+899,8851.673.11+1.44buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC539,064879,896+340,8320.540.46-0.08buy
TERRIL BROTHERS, INC.116,240404,955+288,7150.842.90+2.06buy
Granahan Investment Management, LLC399,067685,751+286,6840.510.68+0.17buy
ARMISTICE CAPITAL, LLC577,471810,830+233,3590.270.28+0.00buy
ZEVENBERGEN CAPITAL INVESTMENTS LLC1,774,5811,992,026+217,4451.351.27-0.09buy
PRIMECAP MANAGEMENT CO/CA/476,500674,300+197,8000.010.01+0.00buy
Korea Investment CORP167,668363,826+196,1580.010.02+0.01buy
Stephens Investment Management Group LLC2,008,8712,170,232+161,3610.730.65-0.08buy
Arkfeld Wealth Strategies, L.L.C.110,893264,821+153,9280.992.33+1.35buy
MEEDER ASSET MANAGEMENT INC19,235155,103+135,8680.030.22+0.19buy
Mayar Capital Ltd.137,300258,200+120,9004.348.06+3.72buy
STATE OF MICHIGAN RETIREMENT SYSTEM183,000292,900+109,9000.030.04+0.01buy
CONGRESS ASSET MANAGEMENT CO1,091,2361,199,504+108,2680.210.21-0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.24,959132,686+107,7270.040.24+0.20buy
Aristides Capital LLC145,000201,480+56,4800.831.09+0.26buy
EDMOND DE ROTHSCHILD HOLDING S.A.2,062,4042,112,357+49,9530.790.77-0.02buy
Westbourne Investment Advisors, Inc.241,195287,405+46,2101.862.20+0.34buy
Generali Investments Towarzystwo Funduszy Inwestycyjnych89,000130,000+41,0001.221.45+0.23buy
OMERS ADMINISTRATION Corp26,69062,574+35,8840.000.01+0.01buy
Quantitative Investment Management, LLC28,99263,823+34,8310.080.19+0.11buy
BAXTER BROS INC37,39072,110+34,7200.120.23+0.11buy
APIS CAPITAL ADVISORS, LLC630,000662,000+32,0002.581.79-0.78buy
Swedbank AB8,31937,839+29,5200.000.00+0.00buy
Meritage Group LP3,410,2233,432,027+21,8043.413.68+0.27buy
Register Financial Advisors LLC26,75046,350+19,6000.260.40+0.13buy
MOODY NATIONAL BANK TRUST DIVISION25,91343,000+17,0870.070.10+0.03buy
IFM Investors Pty Ltd86,899102,851+15,9520.020.02-0.00buy
BloombergSen Inc.67,43882,479+15,0410.140.17+0.04buy
SILVERCREST ASSET MANAGEMENT GROUP LLC35,69950,365+14,6660.010.01+0.00buy
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.67,80680,204+12,3980.991.16+0.17buy
WCM INVESTMENT MANAGEMENT, LLC55,05966,440+11,3810.000.00+0.00buy
Asio Capital, LLC115,684126,948+11,2640.430.45+0.02buy
Edgestream Partners, L.P.189,366197,727+8,3610.160.16-0.00buy
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp63,89770,690+6,7930.010.01+0.00buy
AVIVA PLC385,909392,085+6,1760.020.02-0.00buy
EVENTIDE ASSET MANAGEMENT, LLC2,488,6692,494,706+6,0371.090.93-0.16buy
Royal Fund Management, LLC40,00045,800+5,8000.100.11+0.00buy
PRAXIS INVESTMENT MANAGEMENT INC12,36017,864+5,5040.020.03+0.01buy
ABN AMRO INVESTMENT SOLUTIONS231,251236,252+5,0010.080.06-0.02buy
Hurley Capital, LLC2505,042+4,7920.000.07+0.07buy
SCS Capital Management LLC293,912298,212+4,3000.080.08-0.00buy
J. Safra Sarasin Holding AG12,78216,524+3,7420.010.01+0.00buy
MACQUARIE GROUP LTD172,873176,502+3,6290.030.02-0.01buy
LVW Advisors, LLC10,98214,217+3,2350.030.03+0.01buy
1620 INVESTMENT ADVISORS, INC.5,2908,498+3,2080.090.15+0.05buy
SILVER OAK SECURITIES, INCORPORATED11,05114,112+3,0610.020.02+0.00buy
Peloton Wealth Strategists15,80018,800+3,0000.000.00+0.00buy
Candriam S.C.A.46,88849,825+2,9370.010.01-0.00buy
LBP AM SA94,60796,427+1,8200.030.03-0.01buy
MIRABELLA FINANCIAL SERVICES LLP8,1739,707+1,5340.020.03+0.01buy
Venturi Wealth Management, LLC7,6249,095+1,4710.010.01+0.00buy
FOX RUN MANAGEMENT, L.L.C.15,81616,899+1,0830.070.08+0.01buy
Whetstone Capital Advisors, LLC336,049336,853+8043.092.46-0.63buy
High Note Wealth, LLC4901,277+7870.000.01+0.00buy
Mirador Capital Partners LP61,82862,578+7500.230.21-0.02buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC3671,041+6740.000.01+0.00buy
Wynn Capital, LLC14,02014,615+5950.190.18-0.01buy
Kentucky Retirement Systems Insurance Trust Fund11,88812,134+24621.4420.21-1.23buy
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,64214,787+1450.330.34+0.01buy
McGowan Group Asset Management, Inc.176,164176,307+1430.590.60+0.00buy
Taylor Frigon Capital Management LLC79,51879,581+631.201.04-0.16buy
Mayflower Financial Advisors, LLC9,5979,607+100.030.02-0.01buy
Quaker Wealth Management, LLC1311-20.000.00-0.00sell
FIDUCIARY FINANCIAL GROUP, LLC46,77946,771-80.160.15-0.02sell
Retirement Wealth Solutions LLC9179-120.000.00-0.00sell
Marquette Asset Management, LLC21557-1580.000.00-0.00sell
MONTAG A & ASSOCIATES INC1,4551,236-2190.000.00-0.00sell
MeadowBrook Investment Advisors LLC6,0655,845-2200.140.13-0.01sell
Legacy Wealth Asset Management, LLC9,1388,890-2480.060.05-0.00sell
Hennion & Walsh Asset Management, Inc.19,77019,503-2670.020.02-0.00sell
Sumitomo Mitsui DS Asset Management Company, Ltd50,03249,757-2750.010.01-0.00sell
CASCADE INVESTMENT GROUP, INC.12,48212,169-3130.220.19-0.03sell
Arista Wealth Management, LLC10,36910,052-3170.030.03-0.00sell
Keel Point, LLC13,34712,833-5140.020.02-0.00sell
Secure Asset Management, LLC8,6318,054-5770.040.03-0.00sell
Mainstream Capital Management LLC57,40456,794-6101.020.95-0.07sell
Crestwood Capital Management, L.P.75,00074,212-7881.371.35-0.01sell
Yorktown Management & Research Co Inc10,2009,400-8000.230.16-0.07sell
Kovitz Investment Group Partners, LLC29,04828,244-8040.020.02-0.00sell
BRADLEY FOSTER & SARGENT INC/CT8,3517,526-8250.000.00-0.00sell
Union Bancaire Privee, UBP SA11,57210,642-9300.000.00-0.00sell
Gulf International Bank (UK) Ltd36,12035,179-9410.020.02-0.00sell
CAMPBELL CAPITAL MANAGEMENT INC275,815274,436-1,3793.502.74-0.76sell
Asset Management One Co., Ltd.177,098175,150-1,9480.010.01-0.00sell
PINNACLE ASSOCIATES LTD19,87617,738-2,1380.010.01-0.00sell
Bank Julius Baer & Co. Ltd, Zurich12,1569,457-2,6990.000.00-0.00sell
Legacy Advisors, LLC26,30723,481-2,8260.080.06-0.02sell
ROMANO BROTHERS AND COMPANY29,00625,838-3,1680.090.07-0.02sell
Silver Lake Advisory, LLC30,06525,645-4,4200.320.25-0.06sell
Catalyst Capital Advisors LLC6,5001,040-5,4600.000.00-0.00sell
DRW Securities, LLC15,3867,643-7,7430.010.01-0.00sell
National Pension Service82,11373,446-8,6670.000.00-0.00sell
Counterpoint Mutual Funds LLC32,26521,276-10,9890.130.06-0.07sell
Wellington Shields & Co., LLC21,2009,600-11,6000.140.06-0.08sell
Lewis Asset Management, LLC30,9187,518-23,4000.340.07-0.26sell
Motley Fool Asset Management LLC273,252247,505-25,7470.310.27-0.05sell
Page 1 of 2