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。
2025 年第 1 季 13F 持有人
Toast, Inc. 在 2025/3/31 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
- 658
- 較 2024 年第 4 季 +34 家
- 持有股數
- 4.25 億
- 較 2024 年第 4 季 +933.9 萬 (+2.2%)
- 總市值
- $141.0 億
- 較 2024 年第 4 季 −$10.5 億 (−6.9%)
- 新進機構
- 115
- 另有 281 家加碼
- 清倉機構
- 81
- 另有 172 家減碼
另有 7 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 44,588,020 | $14.8 億 | 0.29% | +2,626,787+6.3% | 加碼 |
| Vanguard Group Inc | 43,945,584 | $14.6 億 | 0.03% | +1,471,352+3.5% | 加碼 |
| FMR LLC | 26,940,330 | $8.94 億 | 0.06% | −2,913,309−9.8% | 減碼 |
| BlackRock, Inc. | 25,591,277 | $8.49 億 | 0.02% | +865,666+3.5% | 加碼 |
| Price T Rowe Associates Inc | 23,454,209 | $7.78 億 | 0.10% | +3,490,686+17.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 15,520,360 | $5.15 億 | 0.34% | +1,082,958+7.5% | 加碼 |
| Durable Capital Partners LP | 10,836,694 | $3.59 億 | 3.21% | −4,607,464−29.8% | 減碼 |
| JPMorgan Chase & Co | 9,428,847 | $3.13 億 | 0.02% | +4,983,784+112.1% | 加碼 |
| State Street Corp | 8,967,613 | $2.97 億 | 0.01% | +249,028+2.9% | 加碼 |
| Bank of America Corp | 8,022,268 | $2.66 億 | 0.02% | +6,563,982+450.1% | 加碼 |
| Geode Capital Management, LLC | 7,683,982 | $2.54 億 | 0.02% | +622,243+8.8% | 加碼 |
| UBS Group AG | 7,302,854 | $2.42 億 | 0.05% | +1,842,349+33.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,755,872 | $1.91 億 | 0.13% | +160,088+2.9% | 加碼 |
| Principal Financial Group Inc | 5,474,443 | $1.82 億 | 0.10% | +5,436,317+14,258.8% | 加碼 |
| Norges Bank | 5,226,209 | $1.73 億 | 0.02% | −422,289−7.5% | 減碼 |
| HMI Capital Management, L.P. | 5,203,183 | $1.73 億 | 9.40% | +1,904,040+57.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 5,002,752 | $1.66 億 | 2.14% | +155,831+3.2% | 加碼 |
| Morgan Stanley | 4,832,224 | $1.60 億 | 0.01% | +1,267,282+35.5% | 加碼 |
| XN LP | 4,787,836 | $1.59 億 | 7.22% | +157,605+3.4% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,545,457 | $1.51 億 | 1.97% | +506,154+12.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,817,814 | $1.27 億 | 0.34% | −71,537−1.8% | 減碼 |
| Marshall Wace, LLP | 3,787,305 | $1.26 億 | 0.17% | +302,878+8.7% | 加碼 |
| Abdiel Capital Advisors, LP | 3,604,479 | $1.20 億 | 12.32% | −224,991−5.9% | 減碼 |
| Citadel Advisors LLC | 3,359,351 | $1.11 億 | 0.11% | +2,647,159+371.7% | 加碼 |
| Champlain Investment Partners, LLC | 3,255,627 | $1.08 億 | 0.78% | +76,485+2.4% | 加碼 |
| Lord, Abbett & Co. LLC | 3,241,144 | $1.08 億 | 0.38% | +1,607,758+98.4% | 加碼 |
| Charles Schwab Investment Management Inc | 3,092,210 | $1.03 億 | 0.02% | +153,723+5.2% | 加碼 |
| Qube Research & Technologies Ltd | 3,058,289 | $1.01 億 | 0.16% | −114,254−3.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,020,003 | $1.00 億 | 0.08% | −4,716,908−61.0% | 減碼 |
| Northern Trust Corp | 2,881,962 | $9,559 萬 | 0.01% | +90,221+3.2% | 加碼 |
| Invesco Ltd. | 2,649,841 | $8,790 萬 | 0.02% | +381,895+16.8% | 加碼 |
| 1832 Asset Management L.P. | 2,612,300 | $8,665 萬 | 0.17% | +2,612,300 | 新進 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 2,597,200 | $8,615 萬 | 1.88% | −5,951,400−69.6% | 減碼 |
| Federated Hermes, Inc. | 2,520,435 | $8,360 萬 | 0.18% | +218,229+9.5% | 加碼 |
| Eventide Asset Management, LLC | 2,470,345 | $8,195 萬 | 1.63% | −4,822−0.2% | 減碼 |
| Zevenbergen Capital Investments LLC | 2,224,341 | $7,378 萬 | 1.80% | +21,606+1.0% | 加碼 |
| Greenoaks Capital Partners LLC | 2,218,365 | $7,358 萬 | 4.07% | +80,000+3.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,137,169 | $7,322 萬 | 0.13% | +62,883+3.0% | 加碼 |
| Bank of New York Mellon Corp | 2,143,270 | $7,109 萬 | 0.01% | −24,471−1.1% | 減碼 |
| Franklin Resources Inc | 2,126,353 | $7,053 萬 | 0.02% | +1,167,100+121.7% | 加碼 |
| Balyasny Asset Management LLC | 2,110,655 | $7,001 萬 | 0.18% | +2,110,655 | 新進 |
| Stephens Investment Management Group LLC | 2,046,828 | $6,789 萬 | 0.98% | +33,510+1.7% | 加碼 |
| Jennison Associates LLC | 1,995,642 | $6,620 萬 | 0.05% | +1,643,594+466.9% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 1,904,078 | $6,316 萬 | 0.63% | −27,734−1.4% | 減碼 |
| Perpetual Ltd | 1,890,264 | $6,270 萬 | 0.76% | +220,081+13.2% | 加碼 |
| 12 West Capital Management LP | 1,762,840 | $5,847 萬 | 8.63% | −1,312,000−42.7% | 減碼 |
| UBS Asset Management Americas Inc | 1,760,142 | $5,838 萬 | 0.01% | +108,234+6.6% | 加碼 |
| First Trust Advisors LP | 1,747,302 | $5,796 萬 | 0.05% | −77,347−4.2% | 減碼 |
| Nuveen, LLC | 1,702,535 | $5,647 萬 | 0.02% | +1,702,535 | 新進 |
| Blair William & Co | 1,631,067 | $5,410 萬 | 0.16% | +38,616+2.4% | 加碼 |
| Renaissance Technologies LLC | 1,537,606 | $5,100 萬 | 0.08% | −1,966,606−56.1% | 減碼 |
| Granahan Investment Management Inc | 1,497,941 | $4,969 萬 | 2.47% | −80,429−5.1% | 減碼 |
| Goldman Sachs Group Inc | 1,491,143 | $4,946 萬 | 0.01% | −3,031,136−67.0% | 減碼 |
| Whale Rock Capital Management LLC | 1,398,509 | $4,639 萬 | 0.80% | −5,865,201−80.7% | 減碼 |
| Dimensional Fund Advisors LP | 1,236,919 | $4,103 萬 | 0.01% | +4,062+0.3% | 加碼 |
| TD Asset Management Inc | 1,201,944 | $3,987 萬 | 0.04% | +81,003+7.2% | 加碼 |
| Riverbridge Partners LLC | 1,173,433 | $3,892 萬 | 0.62% | −127,482−9.8% | 減碼 |
| Voloridge Investment Management, LLC | 1,165,472 | $3,866 萬 | 0.14% | −1,693,248−59.2% | 減碼 |
| Millennium Management LLC | 1,163,272 | $3,859 萬 | 0.04% | −373,155−24.3% | 減碼 |
| Swiss National Bank | 1,129,100 | $3,745 萬 | 0.03% | +22,200+2.0% | 加碼 |
| NZS Capital, LLC | 1,119,890 | $3,715 萬 | 1.67% | −17,018−1.5% | 減碼 |
| Amundi | 1,111,179 | $3,629 萬 | 0.01% | +642,792+137.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,093,552 | $3,627 萬 | 0.04% | −1,737,069−61.4% | 減碼 |
| Mane Global Capital Management LP | 1,083,074 | $3,593 萬 | 2.86% | −154,518−12.5% | 減碼 |
| Voya Investment Management LLC | 1,049,723 | $3,482 萬 | 0.04% | +288,224+37.8% | 加碼 |
| Lead Edge Capital Management, LLC | 1,038,900 | $3,446 萬 | 10.47% | 00.0% | 不變 |
| Greenhouse Funds LLLP | 1,038,048 | $3,443 萬 | 1.68% | −797,050−43.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,011,440 | $3,355 萬 | 0.08% | −90,150−8.2% | 減碼 |
| Jump Financial, LLC | 989,049 | $3,281 萬 | 0.49% | +643,993+186.6% | 加碼 |
| Commerce Bank | 980,424 | $3,252 萬 | 0.21% | +121,584+14.2% | 加碼 |
| Polar Capital Holdings Plc | 974,098 | $3,231 萬 | 0.20% | +119,372+14.0% | 加碼 |
| SEI Investments Co | 969,584 | $3,216 萬 | 0.04% | +151,227+18.5% | 加碼 |
| Deutsche Bank AG | 965,029 | $3,201 萬 | 0.01% | −101,956−9.6% | 減碼 |
| Bridgewater Associates, LP | 931,563 | $3,090 萬 | 0.14% | −1,436,346−60.7% | 減碼 |
| Generation Investment Management LLP | 912,818 | $3,028 萬 | 0.18% | 00.0% | 不變 |
| Legal & General Group Plc | 907,018 | $3,009 萬 | 0.01% | +28,899+3.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 878,048 | $2,912 萬 | 0.02% | −1,417,798−61.8% | 減碼 |
| Armistice Capital, LLC | 863,723 | $2,865 萬 | 0.77% | +96,191+12.5% | 加碼 |
| Nomura Holdings Inc | 757,729 | $2,513 萬 | 0.13% | +553,330+270.7% | 加碼 |
| National Bank of Canada | 755,076 | $2,505 萬 | 0.03% | +684,611+971.6% | 加碼 |
| California Public Employees Retirement System | 753,676 | $2,500 萬 | 0.02% | +32,358+4.5% | 加碼 |
| Financial Harvest, LLC | 475,889 | $2,450 萬 | 24.81% | +475,889 | 新進 |
| Driehaus Capital Management LLC | 688,351 | $2,283 萬 | 0.22% | +157,089+29.6% | 加碼 |
| Capital International Inc | 686,399 | $2,277 萬 | 0.28% | −31,424−4.4% | 減碼 |
| Park West Asset Management LLC | 656,575 | $2,178 萬 | 1.78% | +364,500+124.8% | 加碼 |
| Great Lakes Advisors, LLC | 647,195 | $2,147 萬 | 0.19% | −52,284−7.5% | 減碼 |
| Capital Group Private Client Services, Inc. | 643,884 | $2,136 萬 | 0.21% | −519,118−44.6% | 減碼 |
| ICONIQ Capital, LLC | 630,294 | $2,091 萬 | 0.37% | +622,043+7,539.0% | 加碼 |
| Man Group plc | 625,817 | $2,076 萬 | 0.06% | −187,188−23.0% | 減碼 |
| Technology Crossover Management X, Ltd. | 625,000 | $2,073 萬 | 3.03% | 00.0% | 不變 |
| Royal Bank of Canada | 618,456 | $2,052 萬 | 0.00% | +407,518+193.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 618,111 | $2,050 萬 | 0.36% | −85,486−12.1% | 減碼 |
| Citigroup Inc | 610,891 | $2,026 萬 | 0.02% | +426,784+231.8% | 加碼 |
| California State Teachers Retirement System | 610,627 | $2,025 萬 | 0.03% | +16,674+2.8% | 加碼 |
| Raymond James Financial Inc | 607,094 | $2,014 萬 | 0.01% | +18,213+3.1% | 加碼 |
| Rhumbline Advisers | 602,083 | $1,997 萬 | 0.02% | +19,457+3.3% | 加碼 |
| Susquehanna International Group, LLP | 583,594 | $1,936 萬 | 0.03% | +576,876+8,587.0% | 加碼 |
| Junto Capital Management LP | 578,260 | $1,918 萬 | 0.44% | +578,260 | 新進 |
| Two Sigma Investments, LP | 568,820 | $1,887 萬 | 0.04% | −2,277,380−80.0% | 減碼 |
| Trexquant Investment LP | 553,570 | $1,836 萬 | 0.21% | +17,761+3.3% | 加碼 |