First Watch Restaurant Group, Inc. FWRG
Institutional shares held
68.4 Million
37.9K
calls
2.9K
puts
Total value of holdings
$1.12B
$623K
calls
$47K
puts
Market Cap
$996M
59,080,300
Shares Out.
Institutional ownership
115.7%
# of Institutions
158
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$323 Million8.36% of portfolio
-
Champlain Investment Partners, LLC Burlington, VT2.58MShares$43.5 Million0.32% of portfolio
-
Gilder Gagnon Howe & CO LLC New York, NY2.43MShares$41 Million0.53% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.35MShares$39.6 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.14MShares$36.1 Million0.0% of portfolio
-
Black Rock Inc. New York, NY2.13MShares$35.8 Million0.0% of portfolio
-
Lazard Asset Management LLC New York, NY2.1MShares$35.4 Million0.06% of portfolio
-
12 West Capital Management LP New York, NY2.01MShares$33.9 Million4.15% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.92MShares$32.4 Million0.01% of portfolio
-
Foxhaven Asset Management, LP Charlottesville, VA1.92MShares$32.3 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 |
|---|---|---|---|---|---|
|
Mar 13
2025
|
Eric Richard Hartman Chief Development Officer |
BUY
Grant, award, or other acquisition
|
Direct |
22,838
+19.83%
|
-
|
|
Mar 13
2025
|
Jay Anthony Wolszczak Chief Legal Officer, GC & Secy |
BUY
Grant, award, or other acquisition
|
Direct |
25,883
+28.91%
|
-
|
|
Mar 13
2025
|
H Melville Hope Iii CFO and Treasurer |
BUY
Grant, award, or other acquisition
|
Direct |
48,721
+28.37%
|
-
|
|
Mar 13
2025
|
Matthew Eisenacher Chief Brand Officer |
BUY
Grant, award, or other acquisition
|
Direct |
21,315
+30.77%
|
-
|
|
Mar 13
2025
|
Laura Anne Sorensen Chief People Officer |
BUY
Grant, award, or other acquisition
|
Direct |
21,315
+19.52%
|
-
|
|
Mar 13
2025
|
John Daniel Jones Chief Operations Officer |
BUY
Grant, award, or other acquisition
|
Direct |
21,315
+25.92%
|
-
|
|
Mar 13
2025
|
Christopher Anthony Tomasso President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
194,884
+25.0%
|
-
|
|
Mar 12
2025
|
Eric Richard Hartman Chief Development Officer |
SELL
Open market or private sale
|
Direct |
3,916
-5.34%
|
$62,656
$16.81 P/Share
|
|
Mar 12
2025
|
Jay Anthony Wolszczak Chief Legal Officer, GC & Secy |
SELL
Open market or private sale
|
Direct |
5,743
-13.2%
|
$91,888
$16.81 P/Share
|
|
Mar 12
2025
|
H Melville Hope Iii CFO and Treasurer |
SELL
Open market or private sale
|
Direct |
8,013
-9.73%
|
$128,208
$16.81 P/Share
|
|
Mar 12
2025
|
Matthew Eisenacher Chief Brand Officer |
SELL
Open market or private sale
|
Direct |
4,257
-13.77%
|
$68,112
$16.81 P/Share
|
|
Mar 12
2025
|
Laura Anne Sorensen Chief People Officer |
SELL
Open market or private sale
|
Direct |
3,675
-5.23%
|
$58,800
$16.81 P/Share
|
|
Mar 12
2025
|
John Daniel Jones Chief Operations Officer |
SELL
Open market or private sale
|
Direct |
3,554
-8.23%
|
$56,864
$16.81 P/Share
|
|
Mar 12
2025
|
Christopher Anthony Tomasso President and CEO |
SELL
Open market or private sale
|
Direct |
42,039
-9.73%
|
$672,624
$16.81 P/Share
|
|
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%
|
-
|
Last 12 Months Summary
Buy / Acquisition
406K
Shares
From
15
Insiders
| Grant, award, or other acquisition | 406K shares |
|---|
Sell / Disposition
24.1M
Shares
From
11
Insiders
| Open market or private sale | 24.1M shares |
|---|