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 4 季 13F 持有人
Toast, Inc. 在 2022/12/31 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
- 345
- 較 2022 年第 3 季 +65 家
- 持有股數
- 3.00 億
- 較 2022 年第 3 季 +3,334 萬 (+12.5%)
- 總市值
- $54.1 億
- 較 2022 年第 3 季 +$9.43 億 (+21.1%)
- 新進機構
- 112
- 另有 106 家加碼
- 清倉機構
- 47
- 另有 68 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ardsley Advisory Partners LP | 15,400 | $27.8 萬 | 0.07% | +15,400 | 新進 |
| MetLife Investment Management | 15,412 | $27.8 萬 | 0.00% | +50.0% | 加碼 |
| Marshall Wace, LLP | 16,014 | $28.9 萬 | 0.00% | −1,103,939−98.6% | 減碼 |
| Diametric Capital, LP | 16,334 | $29.5 萬 | 0.14% | +16,334 | 新進 |
| Prudential Financial Inc | 16,650 | $30.0 萬 | 0.00% | −2,800−14.4% | 減碼 |
| Ocean Capital Management, LLC | 16,735 | $30.2 萬 | 0.17% | +2,350+16.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 17,188 | $31.0 萬 | 0.06% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 17,400 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| jvl associates llc | 17,420 | $31.4 萬 | 0.18% | −13,272−43.2% | 減碼 |
| Apollon Wealth Management, LLC | 17,426 | $31.4 萬 | 0.02% | −4,024−18.8% | 減碼 |
| Westpac Banking Corp | 17,877 | $32.2 萬 | 0.00% | +17,877 | 新進 |
| American Century Companies Inc | 17,981 | $32.4 萬 | 0.00% | +17,981 | 新進 |
| Fifth Third Bancorp | 18,522 | $33.4 萬 | 0.00% | −1,614−8.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 18,709 | $33.7 萬 | 0.01% | +18,709 | 新進 |
| Qsemble Capital Management, LP | 18,800 | $33.9 萬 | 0.24% | +18,800 | 新進 |
| Fred Alger Management, LLC | 19,352 | $34.9 萬 | 0.00% | −639,814−97.1% | 減碼 |
| Jefferies Financial Group Inc. | 19,399 | $35.0 萬 | 0.01% | +19,399 | 新進 |
| Blueshift Asset Management, LLC | 19,865 | $35.8 萬 | 0.17% | −15,181−43.3% | 減碼 |
| Maryland State Retirement & Pension System | 20,042 | $36.1 萬 | 0.01% | +20,042 | 新進 |
| Nordea Investment Management AB | 20,594 | $36.6 萬 | 0.00% | +20,594 | 新進 |
| British Columbia Investment Management Corp | 21,449 | $38.7 萬 | 0.00% | +21,449 | 新進 |
| Stephens Inc | 21,713 | $39.1 萬 | 0.01% | +59+0.3% | 加碼 |
| Prana Capital Management, LP | 22,097 | $39.8 萬 | 0.03% | +22,097 | 新進 |
| HSBC Holdings PLC | 22,629 | $40.3 萬 | 0.00% | −6,798−23.1% | 減碼 |
| Trinity Financial Advisors LLC | 22,383 | $40.4 萬 | 0.27% | −310−1.4% | 減碼 |
| Alpine Woods Capital Investors, LLC | 23,200 | $41.8 萬 | 0.06% | +10,800+87.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,219 | $41.9 萬 | 0.01% | +23,219 | 新進 |
| Jump Financial, LLC | 23,500 | $42.4 萬 | 0.02% | +4,729+25.2% | 加碼 |
| Allianz Asset Management GmbH | 23,556 | $42.5 萬 | 0.00% | +23,556 | 新進 |
| Clearstead Advisors, LLC | 24,335 | $43.9 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 24,750 | $44.6 萬 | 0.00% | −1,992−7.4% | 減碼 |
| EPIQ Capital Group, LLC | 25,649 | $46.2 萬 | 0.26% | 00.0% | 不變 |
| JustInvest LLC | 25,806 | $46.5 萬 | 0.02% | −2,996−10.4% | 減碼 |
| Knollwood Investment Advisory, LLC | 26,020 | $46.9 萬 | 0.18% | +26,020 | 新進 |
| Commonwealth Equity Services, LLC | 26,118 | $47.0 萬 | 0.00% | −445−1.7% | 減碼 |
| Teacher Retirement System of Texas | 26,741 | $48.2 萬 | 0.00% | +26,741 | 新進 |
| Seven Eight Capital, LP | 26,818 | $48.4 萬 | 0.13% | +26,818 | 新進 |
| Bank of Montreal | 23,841 | $48.4 萬 | 0.00% | +10,727+81.8% | 加碼 |
| Verition Fund Management LLC | 27,253 | $49.1 萬 | 0.01% | −97,486−78.2% | 減碼 |
| Atom Investors LP | 28,017 | $50.5 萬 | 0.25% | +28,017 | 新進 |
| Advisory Research Inc | 28,138 | $50.7 萬 | 0.05% | +18,135+181.3% | 加碼 |
| Nissay Asset Management Corp | 28,270 | $51.0 萬 | 0.00% | +28,270 | 新進 |
| Neuberger Berman Group LLC | 28,529 | $51.4 萬 | 0.00% | +28,529 | 新進 |
| Advisory Services Network, LLC | 28,690 | $51.7 萬 | 0.02% | +28,690 | 新進 |
| US Bancorp | 28,819 | $52.0 萬 | 0.00% | +158+0.6% | 加碼 |
| DnB Asset Management AS | 31,939 | $57.6 萬 | 0.00% | +31,939 | 新進 |
| IMC-Chicago, LLC | 32,027 | $57.7 萬 | 0.13% | +32,027 | 新進 |
| Brown Advisory Inc | 33,482 | $60.4 萬 | 0.00% | −1,896−5.4% | 減碼 |
| Xponance, Inc. | 34,342 | $61.9 萬 | 0.01% | +5,250+18.0% | 加碼 |
| Wisconsin Capital Management LLC | 34,553 | $62.3 萬 | 0.47% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 36,186 | $65.2 萬 | 0.00% | +2,317+6.8% | 加碼 |
| Cerity Partners LLC | 36,189 | $65.2 萬 | 0.00% | +36,189 | 新進 |
| Romano Brothers and Company | 36,299 | $65.4 萬 | 0.10% | −10,518−22.5% | 減碼 |
| Mount Capital Ltd | 36,689 | $66.2 萬 | 0.26% | 00.0% | 不變 |
| Diversified Trust Co | 36,758 | $66.3 萬 | 0.03% | +24,730+205.6% | 加碼 |
| Mercer Global Advisors Inc | 37,905 | $68.3 萬 | 0.00% | +1,324+3.6% | 加碼 |
| Crestline Management, LP | 38,198 | $68.9 萬 | 0.10% | +38,198 | 新進 |
| SG Americas Securities, LLC | 39,091 | $70.5 萬 | 0.01% | +10,417+36.3% | 加碼 |
| Kula Investments, LLC | 39,681 | $71.5 萬 | 0.25% | +39,681 | 新進 |
| Hilltop Holdings Inc. | 42,281 | $76.2 萬 | 0.10% | +2,431+6.1% | 加碼 |
| LPL Financial LLC | 42,338 | $76.3 萬 | 0.00% | +12,440+41.6% | 加碼 |
| ExodusPoint Capital Management, LP | 42,591 | $76.8 萬 | 0.01% | +10,229+31.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 42,847 | $77.3 萬 | 0.00% | +42,847 | 新進 |
| Wellington Management Group LLP | 44,652 | $80.5 萬 | 0.00% | +44,652 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 47,139 | $85.0 萬 | 0.01% | +47,139 | 新進 |
| Empowered Funds, LLC | 47,415 | $85.5 萬 | 0.06% | +26+0.1% | 加碼 |
| Beck Mack & Oliver LLC | 48,225 | $86.9 萬 | 0.03% | −3,500−6.8% | 減碼 |
| Tredje AP-fonden | 49,801 | $89.8 萬 | 0.02% | +49,801 | 新進 |
| Vetamer Capital Management, L.P. | 50,794 | $91.6 萬 | 1.27% | −100,137−66.3% | 減碼 |
| Engineers Gate Manager LP | 52,064 | $93.9 萬 | 0.06% | +11,637+28.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 52,550 | $94.7 萬 | 0.02% | +52,550 | 新進 |
| Bridger Management, LLC | 52,692 | $95.0 萬 | 0.38% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 54,107 | $97.6 萬 | 0.04% | +54,107 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,409 | $98.1 萬 | 0.01% | +54,409 | 新進 |
| IFM Investors Pty Ltd | 54,572 | $98.4 萬 | 0.02% | +54,572 | 新進 |
| Nomura Asset Management Co Ltd | 56,100 | $101.1 萬 | 0.01% | +56,100 | 新進 |
| Wade G W & Inc | 56,505 | $101.9 萬 | 0.04% | +41,129+267.5% | 加碼 |
| Amalgamated Bank | 58,063 | $104.7 萬 | 0.01% | +2,305+4.1% | 加碼 |
| Trevian Wealth Management LLC | 58,140 | $104.8 萬 | 1.15% | 00.0% | 不變 |
| UBS Group AG | 58,312 | $105.1 萬 | 0.00% | −39,028−40.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 59,032 | $106.4 萬 | 0.11% | −28,827−32.8% | 減碼 |
| Mirabella Financial Services LLP | 60,963 | $109.9 萬 | 0.10% | +50,786+499.0% | 加碼 |
| Berylson Capital Partners, LLC | 62,000 | $111.8 萬 | 3.26% | −218,000−77.9% | 減碼 |
| Gsa Capital Partners LLP | 62,098 | $112.0 萬 | 0.14% | +17,973+40.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 68,133 | $122.8 萬 | 0.00% | −306,692−81.8% | 減碼 |
| Toronto Dominion Bank | 69,275 | $124.8 萬 | 0.00% | +69,275 | 新進 |
| Arizona State Retirement System | 69,731 | $125.7 萬 | 0.01% | +69,731 | 新進 |
| Amundi | 65,366 | $125.8 萬 | 0.00% | +65,366 | 新進 |
| Quadrature Capital Ltd | 72,401 | $130.5 萬 | 0.04% | +72,401 | 新進 |
| Bayesian Capital Management, LP | 73,127 | $131.8 萬 | 0.19% | +31,500+75.7% | 加碼 |
| First Republic Investment Management, Inc. | 74,417 | $134.2 萬 | 0.00% | −2,354−3.1% | 減碼 |
| Envestnet Asset Management Inc | 74,944 | $135.1 萬 | 0.00% | +18,009+31.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77,121 | $135.3 萬 | 0.00% | +77,121 | 新進 |
| Allen Investment Management LLC | 77,034 | $138.9 萬 | 0.02% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 77,250 | $139.3 萬 | 0.00% | +77,250 | 新進 |
| Greenwood Gearhart Inc | 78,300 | $141.2 萬 | 0.20% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 81,028 | $146.1 萬 | 0.00% | −48,117−37.3% | 減碼 |
| Ieq Capital, LLC | 81,206 | $146.4 萬 | 0.04% | +170.0% | 加碼 |
| Crestone Asset Management LLC | 81,226 | $146.5 萬 | 0.31% | −5,942−6.8% | 減碼 |
| Pictet Asset Management SA | 83,578 | $150.7 萬 | 0.00% | +83,578 | 新進 |