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。
2022 年第 1 季 13F 持有人
Toast, Inc. 在 2022/3/31 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
- 183
- 較 2021 年第 4 季 +24 家
- 持有股數
- 1.67 億
- 較 2021 年第 4 季 +2,623 萬 (+18.6%)
- 總市值
- $36.3 億
- 較 2021 年第 4 季 −$11.7 億 (−24.3%)
- 新進機構
- 70
- 另有 68 家加碼
- 清倉機構
- 46
- 另有 25 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 68,706 | $149.3 萬 | 0.40% | +27,889+68.3% | 加碼 |
| Tudor Investment Corp Et Al | 72,300 | $157.1 萬 | 0.04% | +6,659+10.1% | 加碼 |
| Barclays PLC | 72,344 | $157.2 萬 | 0.00% | +72,344 | 新進 |
| Greenwood Gearhart Inc | 74,300 | $161.5 萬 | 0.22% | +74,300 | 新進 |
| Trexquant Investment LP | 81,622 | $177.4 萬 | 0.08% | +81,622 | 新進 |
| Blueshift Asset Management, LLC | 84,313 | $183.2 萬 | 0.17% | +66,567+375.1% | 加碼 |
| Pinnacle Private Wealth, LLC | 96,600 | $209.9 萬 | 0.65% | +96,600 | 新進 |
| UBS Group AG | 97,532 | $212.0 萬 | 0.00% | +50,994+109.6% | 加碼 |
| Beaumont Financial Partners, LLC | 100,000 | $217.3 萬 | 0.17% | +85,000+566.7% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 102,639 | $223.0 萬 | 0.05% | +102,639 | 新進 |
| Ergoteles LLC | 111,700 | $242.7 萬 | 0.09% | +111,700 | 新進 |
| Kore Private Wealth LLC | 118,712 | $258.0 萬 | 0.32% | +42,291+55.3% | 加碼 |
| Balyasny Asset Management LLC | 129,855 | $282.2 萬 | 0.01% | +129,855 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 131,137 | $285.0 萬 | 0.01% | +131,137 | 新進 |
| Northern Trust Corp | 132,392 | $287.7 萬 | 0.00% | −2,456−1.8% | 減碼 |
| Parkwood LLC | 133,384 | $289.8 萬 | 0.49% | +116,116+672.4% | 加碼 |
| Hongkou Capital LP | 142,152 | $308.9 萬 | 4.33% | −9,737−6.4% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 152,130 | $330.6 萬 | 0.06% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 154,194 | $335.1 萬 | 0.56% | +154,194 | 新進 |
| Hitchwood Capital Management LP | 165,000 | $358.5 萬 | 0.40% | +165,000 | 新進 |
| Divisadero Street Capital Management, LP | 170,000 | $369.4 萬 | 3.11% | +170,000 | 新進 |
| Marshall Wace, LLP | 177,440 | $385.7 萬 | 0.01% | +177,440 | 新進 |
| Cubist Systematic Strategies, LLC | 178,000 | $386.8 萬 | 0.03% | +5,907+3.4% | 加碼 |
| Goldman Sachs Group Inc | 179,345 | $389.7 萬 | 0.00% | +101,134+129.3% | 加碼 |
| Senvest Management, LLC | 182,000 | $395.5 萬 | 0.11% | +182,000 | 新進 |
| Blackstone Group Inc. | 188,397 | $409.4 萬 | 0.01% | −156,657−45.4% | 減碼 |
| Seven Eight Capital, LP | 197,393 | $428.9 萬 | 0.57% | +188,089+2,021.6% | 加碼 |
| Voloridge Investment Management, LLC | 273,579 | $594.5 萬 | 0.03% | +273,579 | 新進 |
| Endeavour Capital Advisors Inc | 314,614 | $683.7 萬 | 1.09% | +47,753+17.9% | 加碼 |
| Blue Owl Capital Holdings LP | 322,578 | $701.0 萬 | 3.08% | +322,578 | 新進 |
| State Street Corp | 325,699 | $707.7 萬 | 0.00% | +92,399+39.6% | 加碼 |
| Portsea Asset Management LLP | 334,713 | $727.3 萬 | 5.38% | +334,713 | 新進 |
| New York State Common Retirement Fund | 338,300 | $735.1 萬 | 0.01% | +264,202+356.6% | 加碼 |
| Permanens Capital L.P. | 342,154 | $743.5 萬 | 1.15% | +286,876+519.0% | 加碼 |
| Berylson Capital Partners, LLC | 352,848 | $766.7 萬 | 8.99% | +191,348+118.5% | 加碼 |
| Charles Schwab Investment Management Inc | 370,523 | $805.2 萬 | 0.00% | +8,477+2.3% | 加碼 |
| Point72 Asset Management, L.P. | 392,039 | $851.9 萬 | 0.04% | +392,039 | 新進 |
| Untitled Investments LP | 394,905 | $858.1 萬 | 1.98% | 00.0% | 不變 |
| Flight Deck Capital, LP | 416,153 | $904.3 萬 | 5.88% | +259,048+164.9% | 加碼 |
| Crestwood Capital Management, L.P. | 454,106 | $986.8 萬 | 5.94% | +159,638+54.2% | 加碼 |
| Capital Research Global Investors | 487,305 | $1,059 萬 | 0.00% | 00.0% | 不變 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 500,000 | $1,087 萬 | 0.16% | 00.0% | 不變 |
| TD Asset Management Inc | 580,098 | $1,261 萬 | 0.01% | +172,738+42.4% | 加碼 |
| Luxor Capital Group, LP | 602,404 | $1,309 萬 | 0.75% | 00.0% | 不變 |
| Technology Crossover Management X, Ltd. | 625,000 | $1,358 萬 | 1.86% | 00.0% | 不變 |
| Geode Capital Management, LLC | 631,981 | $1,373 萬 | 0.00% | +10,703+1.7% | 加碼 |
| Ameriprise Financial Inc | 641,691 | $1,395 萬 | 0.00% | +274,905+74.9% | 加碼 |
| Grant/GrossMendelsohn, LLC | 741,318 | $1,497 萬 | 7.50% | +661,921+833.7% | 加碼 |
| Capital International Inc | 694,264 | $1,509 萬 | 0.17% | +48,605+7.5% | 加碼 |
| HRT Financial LP | 729,923 | $1,586 萬 | 0.11% | +729,923 | 新進 |
| Renaissance Technologies LLC | 750,900 | $1,632 萬 | 0.02% | +641,900+588.9% | 加碼 |
| Citadel Advisors LLC | 861,055 | $1,871 萬 | 0.02% | +828,470+2,542.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 952,012 | $2,069 萬 | 0.03% | +952,012 | 新進 |
| Stephens Investment Management Group LLC | 960,514 | $2,087 萬 | 0.31% | +371,923+63.2% | 加碼 |
| Honeycomb Asset Management LP | 1,000,000 | $2,173 萬 | 3.10% | +1,000,000 | 新進 |
| Janus Henderson Group PLC | 1,041,223 | $2,263 萬 | 0.01% | −193,574−15.7% | 減碼 |
| Durable Capital Partners LP | 1,049,264 | $2,280 萬 | 0.20% | −2,106,038−66.7% | 減碼 |
| Temasek Holdings (Private) Ltd | 1,159,989 | $2,521 萬 | 0.11% | +780,100+205.3% | 加碼 |
| Norges Bank | 1,294,200 | $2,812 萬 | 0.01% | +1,294,200 | 新進 |
| Whale Rock Capital Management LLC | 1,323,044 | $2,875 萬 | 0.36% | +1,036,452+361.6% | 加碼 |
| Armistice Capital, LLC | 1,324,000 | $2,877 萬 | 0.82% | +1,324,000 | 新進 |
| Alphabet Inc. | 1,432,660 | $3,113 萬 | 1.01% | −8,064,224−84.9% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 1,470,286 | $3,195 萬 | 0.13% | +377,666+34.6% | 加碼 |
| Glynn Capital Management LLC | 1,530,467 | $3,326 萬 | 4.47% | +1,034,412+208.5% | 加碼 |
| First Trust Advisors LP | 1,535,018 | $3,336 萬 | 0.03% | +1,535,018 | 新進 |
| HarbourVest Partners LLC | 2,282,878 | $4,961 萬 | 10.13% | −426,732−15.7% | 減碼 |
| JPMorgan Chase & Co | 2,400,851 | $5,217 萬 | 0.01% | −1,765,538−42.4% | 減碼 |
| Vanguard Group Inc | 2,506,086 | $5,446 萬 | 0.00% | −33,988−1.3% | 減碼 |
| Alta Park Capital, LP | 2,530,655 | $5,499 萬 | 6.82% | −326,900−11.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 2,835,412 | $6,133 萬 | 0.45% | +1,193,507+72.7% | 加碼 |
| BlackRock Inc. | 2,884,421 | $6,268 萬 | 0.00% | −944,879−24.7% | 減碼 |
| Morgan Stanley | 3,162,412 | $6,872 萬 | 0.01% | +2,060,668+187.0% | 加碼 |
| 12 West Capital Management LP | 3,313,471 | $7,200 萬 | 4.38% | +2,730,091+468.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 3,938,715 | $8,559 萬 | 0.79% | +96,294+2.5% | 加碼 |
| Contour Asset Management LLC | 3,998,084 | $8,688 萬 | 3.53% | +3,047,819+320.7% | 加碼 |
| FMR LLC | 5,838,891 | $1.27 億 | 0.01% | +5,527,773+1,776.7% | 加碼 |
| Generation Investment Management LLP | 6,318,540 | $1.37 億 | 0.63% | +3,047,848+93.2% | 加碼 |
| Lead Edge Capital Management, LLC | 7,759,021 | $1.69 億 | 36.91% | −5,244,386−40.3% | 減碼 |
| Greenoaks Capital Partners LLC | 7,863,367 | $1.71 億 | 10.59% | +1,048,866+15.4% | 加碼 |
| Capital International Investors | 9,032,309 | $1.96 億 | 0.04% | +1,081,510+13.6% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 12,672,463 | $2.75 億 | 1.03% | +8,172,463+181.6% | 加碼 |
| HMI Capital Management, L.P. | 13,273,636 | $2.88 億 | 8.41% | +6,819,286+105.7% | 加碼 |
| Price T Rowe Associates Inc | 40,644,272 | $8.83 億 | 0.09% | +13,110,549+47.6% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −6,383,040−100.0% | 清倉 |
| TPG GP A, LLC | 0 | $0 | 0.00% | −5,469,143−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,966,303−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,641,905−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,100,000−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −697,727−100.0% | 清倉 |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −419,238−100.0% | 清倉 |
| Cowbird Capital LP | 0 | $0 | 0.00% | −384,610−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −352,211−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −341,949−100.0% | 清倉 |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −271,000−100.0% | 清倉 |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −242,026−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −183,670−100.0% | 清倉 |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −172,992−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −172,100−100.0% | 清倉 |
| Bamco Inc | 0 | $0 | 0.00% | −114,485−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −112,826−100.0% | 清倉 |