First Watch Restaurant Group, Inc. FWRG
Institutional shares held
68.3 Million
37.9K
calls
2.9K
puts
Total value of holdings
$1.41B
$783K
calls
$59K
puts
Market Cap
$1.2B
59,080,300
Shares Out.
Institutional ownership
115.67%
# of Institutions
157
We take great care to ensure that the data presented and summarized in this overview for First Watch Restaurant Group, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FWRG
View all-
Advent International Corp Boston, MA19.2MShares$389 Million8.36% of portfolio
-
Champlain Investment Partners, LLC Burlington, VT2.58MShares$52.3 Million0.32% of portfolio
-
Gilder Gagnon Howe & CO LLC New York, NY2.43MShares$49.3 Million0.53% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.35MShares$47.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.14MShares$43.4 Million0.0% of portfolio
-
Black Rock Inc. New York, NY2.13MShares$43.1 Million0.0% of portfolio
-
Lazard Asset Management LLC New York, NY2.1MShares$42.6 Million0.06% of portfolio
-
12 West Capital Management LP New York, NY2.01MShares$40.8 Million4.15% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.92MShares$39 Million0.01% of portfolio
-
Foxhaven Asset Management, LP Charlottesville, VA1.92MShares$38.9 Million1.12% of portfolio
Latest Institutional Activity in FWRG
Top Purchases
Top Sells
About FWRG
First Watch Restaurant Group, Inc. operates and franchises restaurants under the First Watch trade name. As of March 23, 2022, it operated 341 company-owned restaurants and 94 franchised restaurants in 28 states in the United States. The company was formerly known as AI Fresh Super Holdco, Inc. and changed its name to First Watch Restaurant Group, Inc. in December 2019. First Watch Restaurant Group, Inc. was founded in 1983 and is headquartered in Bradenton, Florida.
Insider Transactions at FWRG
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Nov 13
2024
|
Advent International Gpe Viii I Limited Partnership |
SELL
Open market or private sale
|
Indirect |
8,000,000
-29.42%
|
$152,000,000
$19.76 P/Share
|
|
Nov 13
2024
|
Advent Partners Gpe Viii Limited Partnership |
SELL
Open market or private sale
|
Indirect |
8,000,000
-29.42%
|
$152,000,000
$19.76 P/Share
|
|
Nov 13
2024
|
Advent International Corp |
SELL
Open market or private sale
|
Indirect |
8,000,000
-29.42%
|
$152,000,000
$19.76 P/Share
|
|
Nov 02
2024
|
Michael D Fleisher Director |
BUY
Grant, award, or other acquisition
|
Direct |
8,153
+50.0%
|
-
|
|
Aug 23
2024
|
Charles Jemley Director |
BUY
Grant, award, or other acquisition
|
Direct |
8,134
+50.0%
|
-
|
|
May 23
2024
|
Ralph Alvarez Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,792
+1.86%
|
-
|
|
May 23
2024
|
Julie Mb Bradley Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,194
+22.78%
|
-
|
|
May 23
2024
|
Irene Chang Britt Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,194
+33.09%
|
-
|
|
May 23
2024
|
William A Kussell Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,194
+22.78%
|
-
|
|
May 23
2024
|
Stephanie Lilak Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,194
+22.19%
|
-
|
|
May 23
2024
|
Jostein Solheim Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,194
+33.19%
|
-
|
|
Apr 22
2024
|
William A Kussell Director |
SELL
Open market or private sale
|
Direct |
8,386
-22.25%
|
$184,492
$22.11 P/Share
|
|
Mar 15
2024
|
Jay Anthony Wolszczak Chief Legal Officer, GC & Secy |
SELL
Open market or private sale
|
Direct |
15,000
-25.64%
|
$360,000
$24.29 P/Share
|
|
Mar 15
2024
|
Jay Anthony Wolszczak Chief Legal Officer, GC & Secy |
BUY
Exercise of conversion of derivative security
|
Direct |
15,000
+20.41%
|
$120,000
$8.45 P/Share
|
|
Mar 14
2024
|
Matthew Eisenacher Chief Brand Officer |
SELL
Open market or private sale
|
Direct |
3,770
-10.87%
|
$90,480
$24.28 P/Share
|
|
Mar 12
2024
|
David Paresky |
SELL
Open market or private sale
|
Indirect |
6,900,000
-20.24%
|
$158,700,000
$23.99 P/Share
|
|
Mar 12
2024
|
Tricia Glynn |
SELL
Open market or private sale
|
Indirect |
6,900,000
-20.24%
|
$158,700,000
$23.99 P/Share
|
|
Mar 12
2024
|
Advent International Corp |
SELL
Open market or private sale
|
Indirect |
20,700,000
-20.24%
|
$476,100,000
$23.99 P/Share
|
|
Mar 12
2024
|
Matthew Eisenacher Chief Brand Officer |
SELL
Open market or private sale
|
Direct |
1,600
-4.41%
|
$38,400
$24.43 P/Share
|
|
Mar 12
2024
|
H Melville Hope Iii CFO and Treasurer |
SELL
Open market or private sale
|
Direct |
4,502
-5.19%
|
$108,048
$24.43 P/Share
|
Last 12 Months Summary
Buy / Acquisition
560K
Shares
From
19
Insiders
| Grant, award, or other acquisition | 320K shares |
|---|---|
| Exercise of conversion of derivative security | 240K shares |
Sell / Disposition
58.8M
Shares
From
13
Insiders
| Open market or private sale | 58.8M shares |
|---|