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。
2023 年第 1 季 13F 持有人
Toast, Inc. 在 2023/3/31 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
- 365
- 較 2022 年第 4 季 +23 家
- 持有股數
- 3.06 億
- 較 2022 年第 4 季 +582.3 萬 (+1.9%)
- 總市值
- $54.4 億
- 較 2022 年第 4 季 +$2,544 萬 (+0.5%)
- 新進機構
- 71
- 另有 129 家加碼
- 清倉機構
- 48
- 另有 98 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58,393 | $103.6 萬 | 0.01% | +3,984+7.3% | 加碼 |
| Teza Capital Management LLC | 63,239 | $112.2 萬 | 0.24% | +63,239 | 新進 |
| BDO Wealth Advisors, LLC | 64,400 | $114.3 萬 | 0.14% | −20,000−23.7% | 減碼 |
| Russell Investments Group, Ltd. | 65,038 | $115.4 萬 | 0.00% | −15,990−19.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 65,040 | $115.4 萬 | 0.03% | +65,040 | 新進 |
| Swiss Life Asset Management Ltd | 65,941 | $117.0 萬 | 0.02% | +65,941 | 新進 |
| Toronto Dominion Bank | 69,573 | $123.4 萬 | 0.00% | +298+0.4% | 加碼 |
| IMC-Chicago, LLC | 70,792 | $125.7 萬 | 0.21% | +38,765+121.0% | 加碼 |
| Amundi | 78,638 | $128.7 萬 | 0.00% | +13,272+20.3% | 加碼 |
| Arizona State Retirement System | 72,920 | $129.4 萬 | 0.01% | +3,189+4.6% | 加碼 |
| First Republic Investment Management, Inc. | 75,573 | $134.1 萬 | 0.00% | +1,156+1.6% | 加碼 |
| Crestone Asset Management LLC | 76,334 | $135.5 萬 | 0.29% | −4,892−6.0% | 減碼 |
| Allen Investment Management LLC | 77,034 | $136.7 萬 | 0.02% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77,121 | $136.9 萬 | 0.00% | 00.0% | 不變 |
| Greenwood Gearhart Inc | 78,300 | $139.0 萬 | 0.18% | 00.0% | 不變 |
| BlueMar Capital Management, LLC | 79,550 | $141.2 萬 | 1.32% | +79,550 | 新進 |
| Ameriprise Financial Inc | 80,910 | $143.6 萬 | 0.00% | −463,231−85.1% | 減碼 |
| Ensign Peak Advisors, Inc | 81,550 | $144.8 萬 | 0.00% | +4,300+5.6% | 加碼 |
| Alliancebernstein L.P. | 82,414 | $146.3 萬 | 0.00% | −73,966−47.3% | 減碼 |
| Lapides Asset Management, LLC | 83,500 | $148.2 萬 | 0.90% | +83,500 | 新進 |
| Pictet Asset Management SA | 84,908 | $150.7 萬 | 0.00% | +1,330+1.6% | 加碼 |
| ClariVest Asset Management LLC | 91,275 | $162.1 萬 | 0.07% | −88−0.1% | 減碼 |
| Citigroup Inc | 93,030 | $165.1 萬 | 0.00% | −9,350−9.1% | 減碼 |
| Gsa Capital Partners LLP | 94,076 | $167.0 萬 | 0.17% | +31,978+51.5% | 加碼 |
| Moody National Bank Trust Division | 94,660 | $168.0 萬 | 0.14% | −19,906−17.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 95,152 | $168.9 萬 | 0.16% | +36,120+61.2% | 加碼 |
| Wisconsin Capital Management LLC | 95,553 | $169.6 萬 | 1.16% | +61,000+176.5% | 加碼 |
| Beaumont Financial Advisors, LLC | 100,000 | $177.5 萬 | 0.18% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 101,405 | $180.0 萬 | 0.07% | +712+0.7% | 加碼 |
| Voya Investment Management LLC | 102,679 | $182.3 萬 | 0.00% | −2,999−2.8% | 減碼 |
| Asset Management One Co.,Ltd. | 106,759 | $189.5 萬 | 0.01% | +385+0.4% | 加碼 |
| Treasurer of the State of North Carolina | 111,458 | $197.8 萬 | 0.01% | +790+0.7% | 加碼 |
| Magnetar Financial LLC | 114,052 | $202.4 萬 | 0.04% | +114,052 | 新進 |
| Prana Capital Management, LP | 124,542 | $221.1 萬 | 0.19% | +102,445+463.6% | 加碼 |
| Public Employees Retirement System of Ohio | 126,759 | $225.0 萬 | 0.01% | −3,936−3.0% | 減碼 |
| Trexquant Investment LP | 131,324 | $233.1 萬 | 0.06% | −37,893−22.4% | 減碼 |
| TD Asset Management Inc | 133,576 | $237.1 萬 | 0.00% | −251,542−65.3% | 減碼 |
| Parkwood LLC | 137,217 | $243.6 萬 | 0.45% | 00.0% | 不變 |
| Quent Capital, LLC | 147,061 | $250.3 萬 | 0.43% | +23,061+18.6% | 加碼 |
| ExodusPoint Capital Management, LP | 142,010 | $252.1 萬 | 0.03% | +99,419+233.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 143,882 | $255.4 萬 | 0.01% | +4,539+3.3% | 加碼 |
| Putnam Investments LLC | 148,099 | $262.9 萬 | 0.00% | −36,333−19.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 151,737 | $269.3 萬 | 0.01% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 151,858 | $269.5 萬 | 0.01% | +25,952+20.6% | 加碼 |
| Barclays PLC | 152,878 | $271.4 萬 | 0.00% | −31,256−17.0% | 減碼 |
| Credit Suisse AG | 155,475 | $276.0 萬 | 0.00% | −575−0.4% | 減碼 |
| Untitled Investments LP | 160,670 | $285.2 萬 | 1.09% | −175,000−52.1% | 減碼 |
| Creative Planning | 163,683 | $290.5 萬 | 0.00% | +2,368+1.5% | 加碼 |
| Man Group plc | – | $293.3 萬 | 0.01% | – | 新進 |
| Daiwa Securities Group Inc. | 166,900 | $296.2 萬 | 0.02% | −29,000−14.8% | 減碼 |
| Westbourne Investment Advisors, Inc. | 167,806 | $297.9 萬 | 1.44% | +24,344+17.0% | 加碼 |
| Twin Tree Management, LP | 172,532 | $306.2 萬 | 0.09% | −26,153−13.2% | 減碼 |
| Diker Management LLC | 180,000 | $319.5 萬 | 3.33% | +60,000+50.0% | 加碼 |
| Engineers Gate Manager LP | 188,592 | $334.8 萬 | 0.14% | +136,528+262.2% | 加碼 |
| Marsico Capital Management LLC | 189,531 | $336.4 萬 | 0.16% | 00.0% | 不變 |
| Stifel Financial Corp | 190,800 | $338.7 萬 | 0.00% | −13,159−6.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 192,940 | $342.5 萬 | 0.01% | +25,060+14.9% | 加碼 |
| APG Asset Management N.V. | 232,016 | $379.1 萬 | 0.01% | −25,094−9.8% | 減碼 |
| Seven Eight Capital, LP | 216,315 | $384.0 萬 | 0.80% | +189,497+706.6% | 加碼 |
| HighTower Advisors, LLC | 216,965 | $384.9 萬 | 0.01% | +41,790+23.9% | 加碼 |
| UBS Group AG | 220,240 | $390.9 萬 | 0.00% | +161,928+277.7% | 加碼 |
| Bradley Foster & Sargent Inc | 233,425 | $414.3 萬 | 0.10% | +233,425 | 新進 |
| Jump Financial, LLC | 236,580 | $419.9 萬 | 0.17% | +213,080+906.7% | 加碼 |
| Wells Fargo & Company | 241,140 | $428.0 萬 | 0.00% | +156,917+186.3% | 加碼 |
| Invesco Ltd. | 245,695 | $436.1 萬 | 0.00% | +55,649+29.3% | 加碼 |
| Aquatic Capital Management LLC | 247,200 | $438.8 萬 | 0.27% | −40,100−14.0% | 減碼 |
| Alyeska Investment Group, L.P. | 250,000 | $443.8 萬 | 0.04% | +140,000+127.3% | 加碼 |
| Susquehanna International Group, LLP | 250,372 | $444.4 萬 | 0.01% | +250,372 | 新進 |
| SEI Investments Co | 261,037 | $463.3 萬 | 0.01% | +8,811+3.5% | 加碼 |
| Deutsche Bank AG | 262,154 | $465.3 萬 | 0.00% | +56,064+27.2% | 加碼 |
| Granite Investment Partners, LLC | 269,796 | $478.9 萬 | 0.20% | +2,724+1.0% | 加碼 |
| Rhumbline Advisers | 296,662 | $526.6 萬 | 0.01% | +24,662+9.1% | 加碼 |
| Great West Life Assurance Co | 301,732 | $535.7 萬 | 0.01% | −11,116−3.6% | 減碼 |
| Forsta Ap-Fonden | 312,400 | $554.5 萬 | 0.07% | +312,400 | 新進 |
| Crestwood Capital Management, L.P. | 315,499 | $560.0 萬 | 4.23% | −51,063−13.9% | 減碼 |
| Driehaus Capital Management LLC | 321,829 | $571.2 萬 | 0.08% | +321,829 | 新進 |
| Blue Owl Capital Holdings LP | 322,578 | $572.6 萬 | 3.67% | 00.0% | 不變 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 327,700 | $581.7 萬 | 0.25% | +327,700 | 新進 |
| JPMorgan Chase & Co | 336,730 | $597.6 萬 | 0.00% | +120,391+55.6% | 加碼 |
| Frontier Capital Management Co LLC | 338,963 | $601.7 萬 | 0.06% | −480,563−58.6% | 減碼 |
| Hillman Co | 369,766 | $656.3 萬 | 3.24% | 00.0% | 不變 |
| Gillson Capital LP | 377,468 | $670.0 萬 | 0.56% | +377,468 | 新進 |
| Sora Investors LLC | 385,000 | $683.4 萬 | 1.89% | +248,000+181.0% | 加碼 |
| California Public Employees Retirement System | 386,698 | $686.4 萬 | 0.01% | −43,214−10.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 390,361 | $692.9 萬 | 0.06% | −193,954−33.2% | 減碼 |
| Royal Bank of Canada | 406,005 | $720.7 萬 | 0.00% | +317,713+359.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 406,600 | $721.7 萬 | 0.01% | −1,008,928−71.3% | 減碼 |
| Independent Family Office, LLC | 420,060 | $745.6 萬 | 4.30% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 437,616 | $776.8 萬 | 0.42% | −243,384−35.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 446,200 | $792.0 萬 | 0.08% | +155,476+53.5% | 加碼 |
| Flight Deck Capital, LP | 446,553 | $792.6 萬 | 6.09% | +85,000+23.5% | 加碼 |
| California State Teachers Retirement System | 447,155 | $793.7 萬 | 0.01% | +1,392+0.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 481,684 | $855.0 萬 | 0.02% | +103,960+27.5% | 加碼 |
| Dimensional Fund Advisors LP | 542,548 | $963.0 萬 | 0.00% | +356,165+191.1% | 加碼 |
| Vista Equity Partners Management, LLC | 546,175 | $969.5 萬 | 0.13% | +272,790+99.8% | 加碼 |
| Capital Fund Management S.A. | 549,639 | $975.6 萬 | 0.19% | +233,025+73.6% | 加碼 |
| Capital International Inc | 578,520 | $1,027 萬 | 0.21% | 00.0% | 不變 |
| NZS Capital, LLC | 588,482 | $1,045 萬 | 0.55% | +265,350+82.1% | 加碼 |
| Twinbeech Capital LP | 606,865 | $1,077 萬 | 0.22% | +606,865 | 新進 |
| Technology Crossover Management X, Ltd. | 625,000 | $1,109 萬 | 1.69% | 00.0% | 不變 |