Toast, Inc.
TOST- 交易所
- NYSE
- 產業
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001650164
近 90 天，Toast, Inc. 內部人申報 0 筆公開市場買進、18 筆賣出；2026 年第 2 季末有 774 家機構在 13F 申報持有，市值合計 $133.3 億；ValueAct 資本和方舟投資兩位大師持有。
2026 年第 2 季 13F 持有人
Toast, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 774
- 較 2026 年第 1 季 +17 家
- 持有股數
- 4.79 億
- 較 2026 年第 1 季 +3,671 萬 (+8.3%)
- 總市值
- $133.3 億
- 較 2026 年第 1 季 +$14.6 億 (+12.3%)
- 新進機構
- 129
- 另有 295 家加碼
- 清倉機構
- 112
- 另有 250 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TOST 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 774 | $133.3 億 |
| 2026 年第 1 季 | 761 | $118.9 億 |
| 2025 年第 4 季 | 804 | $158.9 億 |
| 2025 年第 3 季 | 740 | $160.4 億 |
| 2025 年第 2 季 | 750 | $196.3 億 |
| 2025 年第 1 季 | 658 | $141.0 億 |
| 2024 年第 4 季 | 631 | $151.9 億 |
| 2024 年第 3 季 | 519 | $116.0 億 |
| 2024 年第 2 季 | 505 | $99.2 億 |
| 2024 年第 1 季 | 473 | $90.6 億 |
| 2023 年第 4 季 | 441 | $63.5 億 |
| 2023 年第 3 季 | 416 | $65.0 億 |
| 2023 年第 2 季 | 395 | $74.0 億 |
| 2023 年第 1 季 | 365 | $54.4 億 |
| 2022 年第 4 季 | 345 | $54.1 億 |
| 2022 年第 3 季 | 285 | $44.7 億 |
| 2022 年第 2 季 | 239 | $30.5 億 |
| 2022 年第 1 季 | 183 | $36.3 億 |
| 2021 年第 4 季 | 161 | $48.0 億 |
| 2021 年第 3 季 | 121 | $23.7 億 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Toast, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 48,745,880 | $13.6 億 | 0.02% | +21,581,067+79.4% | 加碼 |
| FMR LLC | 33,528,155 | $9.33 億 | 0.04% | +1,796,951+5.7% | 加碼 |
| Capital International Investors | 26,744,340 | $7.44 億 | 0.15% | −3,858,933−12.6% | 減碼 |
| Vanguard Portfolio Management LLC | 22,085,011 | $6.14 億 | 0.03% | +1,826,454+9.0% | 加碼 |
| Vanguard Capital Management LLC | 21,905,520 | $6.09 億 | 0.01% | −157,576−0.7% | 減碼 |
| JPMorgan Chase & Co | 16,843,519 | $4.75 億 | 0.03% | +59,620+0.4% | 加碼 |
| State Street Corp | 16,888,718 | $4.70 億 | 0.01% | +6,741,485+66.4% | 加碼 |
| Principal Financial Group Inc | 15,164,024 | $4.22 億 | 0.21% | +7,186,780+90.1% | 加碼 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 14,134,038 | $3.93 億 | 6.98% | +1,238,600+9.6% | 加碼 |
| Morgan Stanley | 11,392,209 | $3.17 億 | 0.02% | −266,929−2.3% | 減碼 |
| Geode Capital Management, LLC | 9,754,026 | $2.90 億 | 0.02% | +768,684+8.6% | 加碼 |
| Alliancebernstein L.P. | 10,895,417 | $2.89 億 | 0.10% | −7,277,957−40.0% | 減碼 |
| Balyasny Asset Management LLC | 7,126,975 | $1.98 億 | 0.36% | +4,905,300+220.8% | 加碼 |
| Citadel Advisors LLC | 6,866,389 | $1.91 億 | 0.11% | +6,343,414+1,212.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,861,646 | $1.91 億 | 0.11% | +2,0130.0% | 加碼 |
| Price T Rowe Associates Inc | 6,348,787 | $1.77 億 | 0.02% | +1,838,884+40.8% | 加碼 |
| UBS Group AG | 5,815,906 | $1.62 億 | 0.03% | −767,480−11.7% | 減碼 |
| Norges Bank | 5,765,060 | $1.60 億 | 0.02% | +5,765,060 | 新進 |
| Bank of America Corp | 5,111,691 | $1.42 億 | 0.01% | +245,494+5.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,744,628 | $1.32 億 | 0.13% | +96,428+2.1% | 加碼 |
| XN LP | 4,389,160 | $1.22 億 | 3.21% | −2,120,764−32.6% | 減碼 |
| Goldman Sachs Group Inc | 4,233,525 | $1.18 億 | 0.01% | +1,443,006+51.7% | 加碼 |
| Northern Trust Corp | 4,112,230 | $1.14 億 | 0.01% | +1,212,858+41.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,053,255 | $1.13 億 | 0.05% | +591,601+17.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 3,957,072 | $1.10 億 | 1.14% | −112,090−2.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 3,769,156 | $1.05 億 | 1.35% | −48,805−1.3% | 減碼 |
| HMI Capital Management, L.P. | 3,504,744 | $9,750 萬 | 14.21% | −310,239−8.1% | 減碼 |
| Amundi | 3,497,735 | $9,731 萬 | 0.02% | +168,529+5.1% | 加碼 |
| Meritage Group LP | 3,432,027 | $9,548 萬 | 3.68% | +21,804+0.6% | 加碼 |
| Nordea Investment Management AB | 3,294,166 | $9,140 萬 | 0.07% | +1,075,063+48.4% | 加碼 |
| Charles Schwab Investment Management Inc | 3,058,506 | $8,509 萬 | 0.01% | +321,848+11.8% | 加碼 |
| Vanguard Fiduciary Trust Co | 3,055,579 | $8,501 萬 | 0.02% | +16,433+0.5% | 加碼 |
| Lead Edge Capital Management, LLC | 3,021,216 | $8,405 萬 | 15.27% | +1,714,854+131.3% | 加碼 |
| Jennison Associates LLC | 2,730,780 | $7,597 萬 | 0.05% | −495,722−15.4% | 減碼 |
| Federated Hermes, Inc. | 2,692,637 | $7,491 萬 | 0.11% | −362,363−11.9% | 減碼 |
| Bank of New York Mellon Corp | 2,597,350 | $7,226 萬 | 0.01% | +1,106,288+74.2% | 加碼 |
| American Century Companies Inc | 2,498,487 | $6,951 萬 | 0.03% | −99,415−3.8% | 減碼 |
| Eventide Asset Management, LLC | 2,494,706 | $6,942 萬 | 0.93% | +6,037+0.2% | 加碼 |
| Wellington Management Group LLP | 2,456,114 | $6,833 萬 | 0.01% | +1,397,021+131.9% | 加碼 |
| Wells Fargo & Company | 2,218,469 | $6,172 萬 | 0.01% | +1,235,640+125.7% | 加碼 |
| Stephens Investment Management Group LLC | 2,170,232 | $6,038 萬 | 0.65% | +161,361+8.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,112,357 | $5,877 萬 | 0.77% | +49,953+2.4% | 加碼 |
| Citigroup Inc | 2,059,932 | $5,731 萬 | 0.03% | +716,320+53.3% | 加碼 |
| UBS Asset Management Americas Inc | 1,992,308 | $5,543 萬 | 0.01% | +149,706+8.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 1,992,026 | $5,542 萬 | 1.27% | +217,445+12.3% | 加碼 |
| Junto Capital Management LP | 1,952,539 | $5,432 萬 | 1.00% | +1,952,539 | 新進 |
| Renaissance Technologies LLC | 1,935,128 | $5,384 萬 | 0.07% | −2,386,309−55.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 1,859,887 | $5,174 萬 | 0.34% | +49,133+2.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,778,694 | $4,948 萬 | 0.03% | −300,873−14.5% | 減碼 |
| Kensico Capital Management Corp | 1,659,800 | $4,618 萬 | 0.79% | +1,659,800 | 新進 |
| Park West Asset Management LLC | 1,642,010 | $4,568 萬 | 3.12% | +899,885+121.3% | 加碼 |
| SG Americas Securities, LLC | 1,621,492 | $4,511 萬 | 0.03% | +1,187,316+273.5% | 加碼 |
| NZS Capital, LLC | 1,610,331 | $4,480 萬 | 1.16% | +134,818+9.1% | 加碼 |
| Barclays PLC | 1,479,174 | $4,115 萬 | 0.01% | +461,259+45.3% | 加碼 |
| Marshall Wace, LLP | 1,470,827 | $4,092 萬 | 0.03% | −1,428,794−49.3% | 減碼 |
| Bridgewater Associates, LP | 1,428,975 | $3,975 萬 | 0.16% | +1,091,740+323.7% | 加碼 |
| Dimensional Fund Advisors LP | 1,415,140 | $3,938 萬 | 0.01% | −106,954−7.0% | 減碼 |
| Blair William & Co | 1,405,951 | $3,911 萬 | 0.10% | −133,252−8.7% | 減碼 |
| Westfield Capital Management Co LP | 1,373,221 | $3,820 萬 | 0.12% | −417,652−23.3% | 減碼 |
| Capital Impact Advisors, LLC | 1,338,338 | $3,723 萬 | 2.09% | +1,100,058+461.7% | 加碼 |
| Swiss National Bank | 1,324,400 | $3,684 萬 | 0.02% | −36,000−2.6% | 減碼 |
| Nuveen, LLC | 1,323,148 | $3,681 萬 | 0.01% | −261,564−16.5% | 減碼 |
| Champlain Investment Partners, LLC | 1,313,974 | $3,655 萬 | 0.94% | −1,754,127−57.2% | 減碼 |
| 12 West Capital Management LP | 1,247,840 | $3,471 萬 | 6.49% | 00.0% | 不變 |
| Alkeon Capital Management LLC | 1,238,096 | $3,444 萬 | 0.13% | 00.0% | 不變 |
| Congress Asset Management Co | 1,199,504 | $3,337 萬 | 0.21% | +108,268+9.9% | 加碼 |
| First Trust Advisors LP | 1,182,752 | $3,290 萬 | 0.02% | +149,686+14.5% | 加碼 |
| Light Street Capital Management, LLC | 1,167,500 | $3,248 萬 | 3.82% | +1,167,500 | 新進 |
| Philosophy Capital Management LLC | 1,150,000 | $3,199 萬 | 3.07% | +1,150,000 | 新進 |
| Keenan Capital, LLC | 1,115,979 | $3,105 萬 | 6.14% | +1,115,979 | 新進 |
| Victory Capital Management Inc | 1,084,178 | $3,016 萬 | 0.02% | +153,553+16.5% | 加碼 |
| Legal & General Group Plc | 1,073,031 | $2,985 萬 | 0.01% | +18,206+1.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,065,125 | $2,963 萬 | 0.06% | +540,131+102.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,039,379 | $2,892 萬 | 0.02% | −1,372,016−56.9% | 減碼 |
| Man Group plc | 1,034,339 | $2,878 萬 | 0.05% | −45,147−4.2% | 減碼 |
| AQR Capital Management LLC | 1,029,079 | $2,863 萬 | 0.01% | +127,200+14.1% | 加碼 |
| Rhumbline Advisers | 1,005,708 | $2,798 萬 | 0.02% | +278,675+38.3% | 加碼 |
| Invesco Ltd. | 979,037 | $2,724 萬 | 0.00% | +322,669+49.2% | 加碼 |
| Assenagon Asset Management S.A. | 970,799 | $2,701 萬 | 0.04% | +312,077+47.4% | 加碼 |
| Trexquant Investment LP | 956,738 | $2,662 萬 | 0.16% | −922,303−49.1% | 減碼 |
| Capital Fund Management S.A. | 949,098 | $2,640 萬 | 0.19% | −33,440−3.4% | 減碼 |
| Deutsche Bank AG | 900,290 | $2,505 萬 | 0.01% | +25,479+2.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 879,896 | $2,448 萬 | 0.46% | +340,832+63.2% | 加碼 |
| Longaeva Partners L.P. | 872,976 | $2,429 萬 | 0.70% | −68,025−7.2% | 減碼 |
| Stony Point Capital LLC | 848,336 | $2,360 萬 | 1.54% | +27,954+3.4% | 加碼 |
| Armistice Capital, LLC | 810,830 | $2,256 萬 | 0.62% | +233,359+40.4% | 加碼 |
| Great Point Wealth Advisors, LLC | 806,646 | $2,244 萬 | 3.62% | +806,646 | 新進 |
| Raymond James Financial Inc | 787,934 | $2,192 萬 | 0.01% | +101,585+14.8% | 加碼 |
| Crawford Fund Management, LLC | 775,836 | $2,158 萬 | 6.62% | +252,000+48.1% | 加碼 |
| Fiera Capital Corp | 774,818 | $2,156 萬 | 0.08% | −575,522−42.6% | 減碼 |
| Canada Pension Plan Investment Board | 759,400 | $2,113 萬 | 0.01% | −30,600−3.9% | 減碼 |
| California Public Employees Retirement System | 722,530 | $2,010 萬 | 0.01% | +50,650+7.5% | 加碼 |
| Envestnet Asset Management Inc | 691,053 | $1,923 萬 | 0.00% | +56,094+8.8% | 加碼 |
| Jupiter Topco LLC | 686,669 | $1,910 萬 | 0.01% | +686,669 | 新進 |
| Granahan Investment Management Inc | 685,751 | $1,908 萬 | 0.68% | +286,684+71.8% | 加碼 |
| Primecap Management Co | 674,300 | $1,876 萬 | 0.01% | +197,800+41.5% | 加碼 |
| Apis Capital Advisors, LLC | 662,000 | $1,842 萬 | 1.79% | +32,000+5.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 653,385 | $1,818 萬 | 0.01% | +71,685+12.3% | 加碼 |
| California State Teachers Retirement System | 643,562 | $1,790 萬 | 0.02% | −9,162−1.4% | 減碼 |
| Delta Global Management LP | 638,477 | $1,776 萬 | 1.93% | −300,276−32.0% | 減碼 |