Toast, Inc.
TOST- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001650164
In the last 90 days, Toast, Inc. insiders filed 0 open-market purchases and 18 sales; 774 institutions reported holding it in 13F filings for Q2 2026, worth $13.3B in total; superinvestors ValueAct Capital and ARK Invest hold it.
Superinvestors holding TOST, Q2 2026
2 superinvestors report holding Toast, Inc. on Form 13F, worth $445.0M in total. Weight is Toast, Inc.'s share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| ValueAct CapitalMason Morfit | 7.0% | 14,134,038 | $393.2M | Added+9.6% |
| ARK InvestCathie Wood | 0.3% | 1,859,887 | $51.7M | Added+2.7% |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of TOST each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
2 superinvestors holding at quarter end
- Added
- ValueAct Capital (+9.6%), ARK Invest (+2.7%)
Q1 2026
2 superinvestors holding at quarter end
- Added
- ValueAct Capital (+60.9%)
- Reduced
- ARK Invest (−7.9%)
Q4 2025
2 superinvestors holding at quarter end
- Added
- ValueAct Capital (+135.9%)
- Reduced
- ARK Invest (−4.7%)
Q3 2025
2 superinvestors holding at quarter end
- New
- ValueAct Capital
- Added
- ARK Invest (+9.9%)
Q2 2025
1 superinvestor holding at quarter end
- Reduced
- ARK Invest (−1.4%)
- Sold out
- ValueAct Capital
Q1 2025
2 superinvestors holding at quarter end
- Reduced
- ValueAct Capital (−69.6%), ARK Invest (−1.4%)
- Sold out
- Soros Fund Management
Q4 2024
3 superinvestors holding at quarter end
- New
- Soros Fund Management
- Reduced
- ValueAct Capital (−44.8%), ARK Invest (−1.4%)
- Sold out
- Tiger Global Management
Q3 2024
3 superinvestors holding at quarter end
- New
- ValueAct Capital
- Reduced
- ARK Invest (−12.7%)
Q2 2024
2 superinvestors holding at quarter end
- Reduced
- ARK Invest (−14.5%)
Q1 2024
2 superinvestors holding at quarter end
- Added
- ARK Invest (+11.9%)
- Reduced
- Tiger Global Management (−92.8%)
Q4 2023
2 superinvestors holding at quarter end
- Added
- ARK Invest (+101.5%)
- Reduced
- Tiger Global Management (−24.0%)
Q3 2023
2 superinvestors holding at quarter end
- Added
- ARK Invest (+4.4%)
- Sold out
- Maverick Capital
Q2 2023
3 superinvestors holding at quarter end
- Added
- ARK Invest (+10.0%)
- Reduced
- Tiger Global Management (−22.8%), Maverick Capital (−77.0%)
- Sold out
- Duquesne Family Office
Q1 2023
4 superinvestors holding at quarter end
- New
- Duquesne Family Office, Maverick Capital
- Reduced
- Tiger Global Management (−22.9%), ARK Invest (−30.6%)
Q4 2022
2 superinvestors holding at quarter end
- Reduced
- Tiger Global Management (−75.5%), ARK Invest (−5.8%)
Q3 2022
2 superinvestors holding at quarter end
- Added
- ARK Invest (+7.2%)
- Reduced
- Tiger Global Management (−32.6%)
Q2 2022
2 superinvestors holding at quarter end
- Added
- Tiger Global Management (+15.9%)
- Reduced
- ARK Invest (−1.5%)
- Sold out
- Altimeter Capital, Soros Fund Management
Q1 2022
4 superinvestors holding at quarter end
- Added
- Tiger Global Management (+181.6%), ARK Invest (+34.6%)
- Sold out
- D1 Capital Partners, Coatue Management
Q4 2021
6 superinvestors holding at quarter end
- New
- D1 Capital Partners, Soros Fund Management
- Added
- Tiger Global Management (+260.0%), ARK Invest (+7,342.4%)
- Reduced
- Coatue Management (−2.9%)
Q3 2021
4 superinvestors holding at quarter end