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 $133.6 億；ValueAct 資本和方舟投資兩位大師持有。
2022 年第 2 季 13F 持有人
Toast, Inc. 在 2022/6/30 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
- 239
- 較 2022 年第 1 季 +58 家
- 持有股數
- 2.36 億
- 較 2022 年第 1 季 +6,874 萬 (+41.1%)
- 總市值
- $30.5 億
- 較 2022 年第 1 季 −$5.75 億 (−15.8%)
- 新進機構
- 91
- 另有 70 家加碼
- 清倉機構
- 33
- 另有 44 家減碼
另有 2 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | $133.6 億 |
| 2026 年第 1 季 | 761 | $118.9 億 |
| 2025 年第 4 季 | 804 | $160.6 億 |
| 2025 年第 3 季 | 740 | $164.0 億 |
| 2025 年第 2 季 | 750 | $196.7 億 |
| 2025 年第 1 季 | 659 | $141.3 億 |
| 2024 年第 4 季 | 631 | $152.2 億 |
| 2024 年第 3 季 | 519 | $117.3 億 |
| 2024 年第 2 季 | 505 | $100.7 億 |
| 2024 年第 1 季 | 473 | $94.5 億 |
| 2023 年第 4 季 | 442 | $65.0 億 |
| 2023 年第 3 季 | 416 | $65.1 億 |
| 2023 年第 2 季 | 395 | $74.4 億 |
| 2023 年第 1 季 | 365 | $59.8 億 |
| 2022 年第 4 季 | 345 | $54.7 億 |
| 2022 年第 3 季 | 285 | $44.8 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 | $23.8 億 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 40,755,189 | $5.27 億 | 0.07% | +110,917+0.3% | 加碼 |
| Vanguard Group Inc | 22,180,331 | $2.87 億 | 0.01% | +19,674,245+785.1% | 加碼 |
| HMI Capital Management, L.P. | 15,787,586 | $2.04 億 | 8.20% | +2,513,950+18.9% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 14,693,414 | $1.90 億 | 1.59% | +2,020,951+15.9% | 加碼 |
| BlackRock Inc. | 10,333,930 | $1.34 億 | 0.00% | +7,449,509+258.3% | 加碼 |
| Generation Investment Management LLP | 10,082,517 | $1.30 億 | 0.71% | +3,763,977+59.6% | 加碼 |
| Greenoaks Capital Partners LLC | 9,109,204 | $1.18 億 | 11.05% | +1,245,837+15.8% | 加碼 |
| Durable Capital Partners LP | 7,943,291 | $1.03 億 | 1.18% | +6,894,027+657.0% | 加碼 |
| Lead Edge Capital Management, LLC | 7,759,021 | $1.00 億 | 27.86% | 00.0% | 不變 |
| Citadel Advisors LLC | 6,182,536 | $8,000 萬 | 0.11% | +5,321,481+618.0% | 加碼 |
| FMR LLC | 6,012,834 | $7,781 萬 | 0.01% | +173,943+3.0% | 加碼 |
| Capital International Investors | 4,272,591 | $5,529 萬 | 0.02% | −4,759,718−52.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,027,657 | $5,212 萬 | 0.04% | +4,027,657 | 新進 |
| Nikko Asset Management Americas, Inc. | 4,027,657 | $4,898 萬 | 0.60% | +1,192,245+42.0% | 加碼 |
| Granahan Investment Management Inc | 3,468,530 | $4,488 萬 | 1.53% | +3,468,530 | 新進 |
| Alta Park Capital, LP | 3,366,899 | $4,357 萬 | 9.88% | +836,244+33.0% | 加碼 |
| 12 West Capital Management LP | 3,313,471 | $4,288 萬 | 3.65% | 00.0% | 不變 |
| State Street Corp | 3,070,960 | $3,974 萬 | 0.00% | +2,745,261+842.9% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 3,015,192 | $3,902 萬 | 0.70% | −923,523−23.4% | 減碼 |
| Geode Capital Management, LLC | 2,907,713 | $3,763 萬 | 0.01% | +2,275,732+360.1% | 加碼 |
| Morgan Stanley | 2,586,156 | $3,347 萬 | 0.00% | −576,256−18.2% | 減碼 |
| HarbourVest Partners LLC | 2,282,878 | $2,954 萬 | 9.69% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,252,070 | $2,914 萬 | 0.71% | +2,252,070 | 新進 |
| FIL Ltd | 2,174,897 | $2,814 萬 | 0.03% | +2,174,897 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 1,447,890 | $2,351 萬 | 0.14% | −22,396−1.5% | 減碼 |
| Renaissance Technologies LLC | 1,684,400 | $2,180 萬 | 0.03% | +933,500+124.3% | 加碼 |
| Park West Asset Management LLC | 1,641,611 | $2,124 萬 | 1.28% | +1,641,611 | 新進 |
| Senvest Management, LLC | 1,557,756 | $2,016 萬 | 0.69% | +1,375,756+755.9% | 加碼 |
| Deutsche Bank AG | 1,544,292 | $1,998 萬 | 0.01% | +1,544,292 | 新進 |
| Armistice Capital, LLC | 1,472,000 | $1,905 萬 | 0.33% | +148,000+11.2% | 加碼 |
| Alphabet Inc. | 1,432,660 | $1,854 萬 | 1.01% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 1,422,403 | $1,841 萬 | 0.55% | +99,359+7.5% | 加碼 |
| Stephens Investment Management Group LLC | 1,413,794 | $1,829 萬 | 0.34% | +453,280+47.2% | 加碼 |
| First Trust Advisors LP | 1,378,749 | $1,784 萬 | 0.02% | −156,269−10.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,259,722 | $1,630 萬 | 0.03% | +307,710+32.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,220,834 | $1,580 萬 | 0.01% | +850,311+229.5% | 加碼 |
| Pathway Capital Management, LP | 1,168,871 | $1,513 萬 | 50.78% | +1,168,871 | 新進 |
| Temasek Holdings (Private) Ltd | 1,159,989 | $1,501 萬 | 0.08% | 00.0% | 不變 |
| Glynn Capital Management LLC | 1,084,668 | $1,404 萬 | 2.92% | −445,799−29.1% | 減碼 |
| New York State Common Retirement Fund | 960,540 | $1,243 萬 | 0.02% | +622,240+183.9% | 加碼 |
| Northern Trust Corp | 835,111 | $1,081 萬 | 0.00% | +702,719+530.8% | 加碼 |
| Grant/GrossMendelsohn, LLC | 741,318 | $1,067 萬 | 5.96% | 00.0% | 不變 |
| Honeycomb Asset Management LP | 790,000 | $1,022 萬 | 2.95% | −210,000−21.0% | 減碼 |
| Janus Henderson Group PLC | 761,761 | $985.7 萬 | 0.01% | −279,462−26.8% | 減碼 |
| Balyasny Asset Management LLC | 738,181 | $955.2 萬 | 0.04% | +608,326+468.5% | 加碼 |
| Voloridge Investment Management, LLC | 721,389 | $933.5 萬 | 0.05% | +447,810+163.7% | 加碼 |
| Ameriprise Financial Inc | 702,861 | $908.4 萬 | 0.00% | +61,170+9.5% | 加碼 |
| Norges Bank | 700,000 | $905.8 萬 | 0.00% | −594,200−45.9% | 減碼 |
| Millennium Management LLC | 652,063 | $843.8 萬 | 0.01% | +626,864+2,487.7% | 加碼 |
| Bank of New York Mellon Corp | 641,299 | $829.7 萬 | 0.00% | +608,426+1,850.8% | 加碼 |
| Technology Crossover Management X, Ltd. | 625,000 | $808.8 萬 | 2.26% | 00.0% | 不變 |
| Capital International Inc | 607,416 | $786.0 萬 | 0.11% | −86,848−12.5% | 減碼 |
| Nuveen Asset Management, LLC | 602,425 | $779.5 萬 | 0.00% | +602,425 | 新進 |
| Walleye Capital LLC | 556,879 | $720.6 萬 | 0.21% | +556,879 | 新進 |
| Capital Research Global Investors | 487,305 | $630.6 萬 | 0.00% | 00.0% | 不變 |
| Flight Deck Capital, LP | 471,453 | $610.1 萬 | 4.59% | +55,300+13.3% | 加碼 |
| Melqart Asset Management (UK) Ltd | 441,172 | $570.9 萬 | 0.58% | +441,172 | 新進 |
| Citigroup Inc | 438,103 | $566.9 萬 | 0.01% | +417,938+2,072.6% | 加碼 |
| TD Asset Management Inc | 422,456 | $546.7 萬 | 0.01% | −157,642−27.2% | 減碼 |
| Summit Trail Advisors, LLC | 381,030 | $493.1 萬 | 0.30% | +381,030 | 新進 |
| Permanens Capital L.P. | 342,154 | $442.7 萬 | 0.89% | 00.0% | 不變 |
| Untitled Investments LP | 335,670 | $434.4 萬 | 1.08% | −59,235−15.0% | 減碼 |
| Blue Owl Capital Holdings LP | 322,578 | $417.4 萬 | 2.05% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 306,200 | $396.2 萬 | 0.02% | −85,839−21.9% | 減碼 |
| Vetamer Capital Management, L.P. | 300,464 | $388.8 萬 | 3.46% | +243,686+429.2% | 加碼 |
| Royal Bank of Canada | 283,468 | $366.8 萬 | 0.00% | +256,403+947.4% | 加碼 |
| Crestwood Capital Management, L.P. | 268,205 | $347.1 萬 | 3.26% | −185,901−40.9% | 減碼 |
| Hillman Co | 266,246 | $344.5 萬 | 1.69% | +266,246 | 新進 |
| Goldman Sachs Group Inc | 242,610 | $313.9 萬 | 0.00% | +63,265+35.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 232,257 | $300.5 萬 | 0.02% | +54,257+30.5% | 加碼 |
| Stifel Financial Corp | 219,888 | $284.5 萬 | 0.00% | +159,566+264.5% | 加碼 |
| Rhumbline Advisers | 208,145 | $269.3 萬 | 0.00% | +208,145 | 新進 |
| Tudor Investment Corp Et Al | 201,114 | $260.2 萬 | 0.08% | +128,814+178.2% | 加碼 |
| Frontier Capital Management Co LLC | 199,557 | $258.2 萬 | 0.03% | +199,557 | 新進 |
| Berylson Capital Partners, LLC | 187,000 | $242.0 萬 | 6.55% | −165,848−47.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 166,331 | $215.3 萬 | 0.24% | +148,601+838.1% | 加碼 |
| Crestone Asset Management LLC | 165,278 | $213.9 萬 | 0.50% | +165,278 | 新進 |
| Creative Planning | 159,871 | $206.9 萬 | 0.00% | +114,310+250.9% | 加碼 |
| Twinbeech Capital LP | 158,251 | $204.8 萬 | 0.09% | +143,586+979.1% | 加碼 |
| Susquehanna International Group, LLP | 154,396 | $199.8 萬 | 0.00% | +141,072+1,058.8% | 加碼 |
| PDT Partners, LLC | 142,077 | $183.8 萬 | 0.16% | +142,077 | 新進 |
| Daiwa Securities Group Inc. | 140,000 | $181.2 萬 | 0.01% | +140,000 | 新進 |
| Parkwood LLC | 133,384 | $172.6 萬 | 0.34% | 00.0% | 不變 |
| Invesco Ltd. | 131,822 | $170.6 萬 | 0.00% | +131,822 | 新進 |
| Westbourne Investment Advisors, Inc. | 130,918 | $169.4 萬 | 1.05% | +130,918 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 130,724 | $169.1 萬 | 0.00% | −413−0.3% | 減碼 |
| Alliancebernstein L.P. | 130,640 | $169.0 萬 | 0.00% | +130,640 | 新進 |
| JPMorgan Chase & Co | 113,538 | $146.9 萬 | 0.00% | −2,287,313−95.3% | 減碼 |
| Public Employees Retirement System of Ohio | 112,563 | $145.7 萬 | 0.01% | +112,563 | 新進 |
| Group One Trading, L.P. | 108,384 | $140.2 萬 | 0.04% | +42,758+65.2% | 加碼 |
| Brookfield Asset Management Inc. | 104,397 | $135.1 萬 | 0.01% | +79,397+317.6% | 加碼 |
| Beaumont Financial Partners, LLC | 100,000 | $129.4 萬 | 0.12% | 00.0% | 不變 |
| California State Teachers Retirement System | 97,293 | $125.9 萬 | 0.00% | +97,293 | 新進 |
| Voya Investment Management LLC | 95,876 | $124.1 萬 | 0.00% | +95,876 | 新進 |
| Treasurer of the State of North Carolina | 95,628 | $123.7 萬 | 0.01% | +95,628 | 新進 |
| Hongkou Capital LP | 95,000 | $122.9 萬 | 2.71% | −47,152−33.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 90,212 | $116.7 萬 | 0.00% | +90,212 | 新進 |
| Eaton Vance Management | 89,817 | $116.2 萬 | 0.00% | +89,817 | 新進 |
| Pinnacle Private Wealth, LLC | 87,050 | $112.6 萬 | 0.44% | −9,550−9.9% | 減碼 |
| Walleye Trading LLC | 81,439 | $105.4 萬 | 0.03% | +79,574+4,266.7% | 加碼 |