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。
2021 年第 4 季 13F 持有人
Toast, Inc. 在 2021/12/31 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
- 161
- 較 2021 年第 3 季 +41 家
- 持有股數
- 1.41 億
- 較 2021 年第 3 季 +9,089 萬 (+181.9%)
- 總市值
- $48.0 億
- 較 2021 年第 3 季 +$24.3 億 (+102.4%)
- 新進機構
- 79
- 另有 55 家加碼
- 清倉機構
- 38
- 另有 17 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 |
2021 年第 4 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 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Soros Fund Management LLC大師索羅斯基金管理 | 152,130 | $528.0 萬 | 0.08% | +152,130 | 新進 |
| Flight Deck Capital, LP | 157,105 | $545.3 萬 | 2.56% | +157,105 | 新進 |
| Berylson Capital Partners, LLC | 161,500 | $560.6 萬 | 6.18% | +161,500 | 新進 |
| Cubist Systematic Strategies, LLC | 172,093 | $597.3 萬 | 0.06% | +171,493+28,582.2% | 加碼 |
| Light Street Capital Management, LLC | 172,100 | $597.4 萬 | 0.36% | −427,900−71.3% | 減碼 |
| WCM Investment Management, LLC | 172,992 | $600.5 萬 | 0.01% | +9,866+6.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 183,670 | $637.5 萬 | 0.14% | +183,670 | 新進 |
| Bank of America Corp | 214,591 | $744.8 萬 | 0.00% | +214,591 | 新進 |
| State Street Corp | 233,300 | $809.8 萬 | 0.00% | +233,300 | 新進 |
| Alliancebernstein L.P. | 242,026 | $840.1 萬 | 0.00% | +237,699+5,493.4% | 加碼 |
| Endeavour Capital Advisors Inc | 266,861 | $926.3 萬 | 1.30% | +246,206+1,192.0% | 加碼 |
| Vista Equity Partners Management, LLC | 271,000 | $940.6 萬 | 0.07% | +203,480+301.4% | 加碼 |
| Whale Rock Capital Management LLC | 286,592 | $994.8 萬 | 0.08% | +183,007+176.7% | 加碼 |
| Crestwood Capital Management, L.P. | 294,468 | $1,022 萬 | 4.58% | +234,468+390.8% | 加碼 |
| FMR LLC | 311,118 | $1,080 萬 | 0.00% | −1,081,852−77.7% | 減碼 |
| Coatue Management LLC大師Coatue | 341,949 | $1,187 萬 | 0.05% | −10,051−2.9% | 減碼 |
| Blackstone Group Inc. | 345,054 | $1,198 萬 | 0.03% | +69,054+25.0% | 加碼 |
| Massachusetts Financial Services Co | 352,211 | $1,223 萬 | 0.00% | +4,177+1.2% | 加碼 |
| Charles Schwab Investment Management Inc | 362,046 | $1,257 萬 | 0.00% | +362,046 | 新進 |
| Ameriprise Financial Inc | 366,786 | $1,273 萬 | 0.00% | +192,195+110.1% | 加碼 |
| Temasek Holdings (Private) Ltd | 379,889 | $1,319 萬 | 0.05% | +379,889 | 新進 |
| Cowbird Capital LP | 384,610 | $1,335 萬 | 4.68% | 00.0% | 不變 |
| Untitled Investments LP | 394,905 | $1,371 萬 | 2.93% | +324,905+464.2% | 加碼 |
| TD Asset Management Inc | 407,360 | $1,414 萬 | 0.01% | +252,559+163.2% | 加碼 |
| Melqart Asset Management (UK) Ltd | 419,238 | $1,455 萬 | 0.82% | +419,238 | 新進 |
| Capital Research Global Investors | 487,305 | $1,691 萬 | 0.00% | −212,521−30.4% | 減碼 |
| Glynn Capital Management LLC | 496,055 | $1,722 萬 | 1.83% | +96,055+24.0% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 500,000 | $1,736 萬 | 0.17% | 00.0% | 不變 |
| Luxor Capital Group, LP | 602,404 | $1,999 萬 | 0.58% | 00.0% | 不變 |
| 12 West Capital Management LP | 583,380 | $2,025 萬 | 0.90% | +583,380 | 新進 |
| Stephens Investment Management Group LLC | 588,591 | $2,043 萬 | 0.26% | +588,091+117,618.2% | 加碼 |
| Geode Capital Management, LLC | 621,278 | $2,156 萬 | 0.00% | +621,278 | 新進 |
| Technology Crossover Management X, Ltd. | 625,000 | $2,169 萬 | 2.34% | 00.0% | 不變 |
| Millennium Management LLC | 625,934 | $2,173 萬 | 0.02% | +184,525+41.8% | 加碼 |
| Capital International Inc | 645,659 | $2,241 萬 | 0.21% | +623,159+2,769.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 697,727 | $2,422 萬 | 0.03% | +697,727 | 新進 |
| Contour Asset Management LLC | 950,265 | $3,298 萬 | 1.19% | +286,261+43.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 1,092,620 | $3,793 萬 | 0.11% | +1,077,939+7,342.4% | 加碼 |
| Lord, Abbett & Co. LLC | 1,100,000 | $3,818 萬 | 0.09% | +1,000,000+1,000.0% | 加碼 |
| Morgan Stanley | 1,101,744 | $3,824 萬 | 0.00% | +1,086,627+7,188.1% | 加碼 |
| Janus Henderson Group PLC | 1,234,797 | $4,286 萬 | 0.02% | +734,797+147.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,641,905 | $5,699 萬 | 0.03% | +1,641,905 | 新進 |
| Nikko Asset Management Americas, Inc. | 1,641,905 | $5,730 萬 | 0.30% | +1,641,905 | 新進 |
| Artisan Partners Limited Partnership | 1,966,303 | $6,825 萬 | 0.08% | +1,966,303 | 新進 |
| Vanguard Group Inc | 2,540,074 | $8,817 萬 | 0.00% | +1,052,714+70.8% | 加碼 |
| HarbourVest Partners LLC | 2,709,610 | $9,405 萬 | 12.02% | +2,709,610 | 新進 |
| Alta Park Capital, LP | 2,857,555 | $9,919 萬 | 7.67% | +1,648,700+136.4% | 加碼 |
| Durable Capital Partners LP | 3,155,302 | $1.04 億 | 0.82% | −495,053−13.6% | 減碼 |
| Generation Investment Management LLP | 3,270,692 | $1.14 億 | 0.47% | +2,395,692+273.8% | 加碼 |
| BlackRock Inc. | 3,829,300 | $1.33 億 | 0.00% | +1,913,023+99.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 3,842,421 | $1.33 億 | 0.76% | +1,306,300+51.5% | 加碼 |
| JPMorgan Chase & Co | 4,166,389 | $1.45 億 | 0.02% | +1,406,094+50.9% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 4,500,000 | $1.56 億 | 0.34% | +3,250,000+260.0% | 加碼 |
| TPG GP A, LLC | 5,469,143 | $1.90 億 | 1.89% | +5,469,143 | 新進 |
| D1 Capital Partners L.P.大師D1 資本 | 6,383,040 | $2.22 億 | 1.34% | +6,383,040 | 新進 |
| HMI Capital Management, L.P. | 6,454,350 | $2.24 億 | 6.12% | +6,054,350+1,513.6% | 加碼 |
| Greenoaks Capital Partners LLC | 6,814,501 | $2.37 億 | 5.84% | +6,814,501 | 新進 |
| Capital International Investors | 7,950,799 | $2.76 億 | 0.06% | +7,223,299+992.9% | 加碼 |
| Alphabet Inc. | 9,496,884 | $3.30 億 | 7.96% | +9,496,884 | 新進 |
| Lead Edge Capital Management, LLC | 13,003,407 | $4.06 億 | 60.69% | −2,344,718−15.3% | 減碼 |
| Price T Rowe Associates Inc | 27,533,723 | $9.14 億 | 0.08% | +25,328,120+1,148.4% | 加碼 |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −727−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,648,586−100.0% | 清倉 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −347,904−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −310,600−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −284,645−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −254,850−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Islet Management, LP | 0 | $0 | 0.00% | −225,000−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −167,500−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −157,103−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −123,762−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −108,700−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −52,200−100.0% | 清倉 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −34,460−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −22,500−100.0% | 清倉 |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −14,406−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Hickory Lane Capital Management LP | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −9,066−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −7,732−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,100−100.0% | 清倉 |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −3,999−100.0% | 清倉 |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −1,767−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −694−100.0% | 清倉 |
| Danda Trouve Investment Management, Inc. | 0 | $0 | 0.00% | −382−100.0% | 清倉 |
| Marshall Wace North America L.P. | – | – | – | – | 本季未申報 |