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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 183,555 | $608.9 萬 | 0.02% | −1,550−0.8% | 減碼 |
| McGowan Group Asset Management, Inc. | 185,978 | $616.9 萬 | 0.82% | −1,654−0.9% | 減碼 |
| HighTower Advisors, LLC | 188,266 | $624.5 萬 | 0.01% | −4,379−2.3% | 減碼 |
| Miracle Mile Advisors, LLC | 191,824 | $636.3 萬 | 0.13% | +383+0.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 197,100 | $653.8 萬 | 0.01% | +197,100 | 新進 |
| AQR Capital Management LLC | 204,685 | $664.8 萬 | 0.01% | +2,757+1.4% | 加碼 |
| Russell Investments Group, Ltd. | 210,282 | $697.5 萬 | 0.01% | +74,917+55.3% | 加碼 |
| Sands Capital Ventures, LLC | 210,611 | $698.6 萬 | 1.71% | −20,919−9.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 211,094 | $700.2 萬 | 0.05% | +99,294+88.8% | 加碼 |
| Treasurer of the State of North Carolina | 211,804 | $702.6 萬 | 0.03% | +7,330+3.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 212,406 | $704.6 萬 | 0.02% | +42,977+25.4% | 加碼 |
| Two Sigma Advisers, LP | 213,000 | $706.5 萬 | 0.02% | −2,179,000−91.1% | 減碼 |
| Forsta Ap-Fonden | 213,000 | $706.5 萬 | 0.05% | −21,300−9.1% | 減碼 |
| Alliancebernstein L.P. | 214,453 | $711.3 萬 | 0.00% | +87,146+68.5% | 加碼 |
| Night Squared LP | 215,309 | $714.2 萬 | 4.22% | +215,309 | 新進 |
| Westbourne Investment Advisors, Inc. | 220,849 | $732.6 萬 | 2.60% | −4,208−1.9% | 減碼 |
| Capital Impact Advisors, LLC | 221,662 | $735.3 萬 | 2.82% | +221,662 | 新進 |
| Westfield Capital Management Co LP | 229,968 | $762.8 萬 | 0.04% | +229,968 | 新進 |
| New York State Common Retirement Fund | 233,220 | $773.6 萬 | 0.01% | −1,700−0.7% | 減碼 |
| Agf Management Ltd | 234,438 | $777.6 萬 | 0.04% | +18,318+8.5% | 加碼 |
| Stifel Financial Corp | 234,921 | $779.2 萬 | 0.01% | −24,853−9.6% | 減碼 |
| Andra AP-fonden | 237,000 | $786.1 萬 | 0.13% | +53,700+29.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 239,236 | $793.5 萬 | 0.13% | −52,682−18.0% | 減碼 |
| Great West Life Assurance Co | 243,464 | $807.5 萬 | 0.01% | −58,428−19.4% | 減碼 |
| Ieq Capital, LLC | 244,109 | $809.7 萬 | 0.06% | +5,753+2.4% | 加碼 |
| Engineers Gate Manager LP | 248,178 | $823.2 萬 | 0.14% | −159,169−39.1% | 減碼 |
| Cookson Peirce & Co Inc | 249,214 | $826.6 萬 | 0.42% | +249,214 | 新進 |
| Bank of Nova Scotia | 249,527 | $827.7 萬 | 0.02% | +14,015+6.0% | 加碼 |
| Ossiam | 252,187 | $836.5 萬 | 0.12% | +248,744+7,224.6% | 加碼 |
| Aviva PLC | 255,098 | $846.2 萬 | 0.02% | +38,786+17.9% | 加碼 |
| Janney Montgomery Scott LLC | 255,191 | $846.5 萬 | 0.02% | +216,227+554.9% | 加碼 |
| Verition Fund Management LLC | 269,264 | $893.1 萬 | 0.05% | +183,191+212.8% | 加碼 |
| Squarepoint Ops LLC | 269,459 | $893.8 萬 | 0.02% | −371,342−57.9% | 減碼 |
| Independent Family Office, LLC | 285,000 | $945.3 萬 | 4.97% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 310,030 | $951.8 萬 | 0.23% | +303,630+4,744.2% | 加碼 |
| Voleon Capital Management LP | 287,969 | $955.2 萬 | 0.75% | +63,532+28.3% | 加碼 |
| Zacks Investment Management | 295,668 | $980.7 萬 | 0.09% | +8,684+3.0% | 加碼 |
| SCS Capital Management LLC | 298,910 | $991.5 萬 | 0.13% | −96,862−24.5% | 減碼 |
| Ensign Peak Advisors, Inc | 320,157 | $1,062 萬 | 0.02% | −18,126−5.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 320,973 | $1,065 萬 | 0.02% | −139,473−30.3% | 減碼 |
| Motley Fool Asset Management LLC | 326,143 | $1,082 萬 | 0.61% | −11,015−3.3% | 減碼 |
| State of Wisconsin Investment Board | 327,085 | $1,085 萬 | 0.03% | +13,466+4.3% | 加碼 |
| Whetstone Capital Advisors, LLC | 334,963 | $1,111 萬 | 4.91% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 335,183 | $1,112 萬 | 0.02% | +1,812+0.5% | 加碼 |
| Canada Pension Plan Investment Board | 337,500 | $1,119 萬 | 0.01% | +136,600+68.0% | 加碼 |
| Penserra Capital Management LLC | 350,965 | $1,164 萬 | 0.21% | −25,729−6.8% | 減碼 |
| Envestnet Asset Management Inc | 369,803 | $1,227 萬 | 0.00% | +54,093+17.1% | 加碼 |
| Twin Tree Management, LP | 372,732 | $1,236 萬 | 0.27% | +372,732 | 新進 |
| Wells Fargo & Company | 383,880 | $1,273 萬 | 0.00% | +140,031+57.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 394,007 | $1,307 萬 | 0.01% | +32,495+9.0% | 加碼 |
| Barclays PLC | 398,990 | $1,323 萬 | 0.01% | −231,182−36.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 403,999 | $1,340 萬 | 0.08% | −1,012,409−71.5% | 減碼 |
| Intech Investment Management LLC | 411,041 | $1,363 萬 | 0.14% | +347,576+547.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 412,157 | $1,367 萬 | 0.03% | +38,460+10.3% | 加碼 |
| Motley Fool Wealth Management, LLC | 431,770 | $1,432 萬 | 0.85% | −36,181−7.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 459,172 | $1,523 萬 | 0.03% | +75,897+19.8% | 加碼 |
| Alkeon Capital Management LLC | 500,000 | $1,659 萬 | 0.10% | 00.0% | 不變 |
| Glynn Capital Management LLC | 518,895 | $1,721 萬 | 4.53% | −2,652−0.5% | 減碼 |
| Trexquant Investment LP | 553,570 | $1,836 萬 | 0.21% | +17,761+3.3% | 加碼 |
| Two Sigma Investments, LP | 568,820 | $1,887 萬 | 0.04% | −2,277,380−80.0% | 減碼 |
| Junto Capital Management LP | 578,260 | $1,918 萬 | 0.44% | +578,260 | 新進 |
| Susquehanna International Group, LLP | 583,594 | $1,936 萬 | 0.03% | +576,876+8,587.0% | 加碼 |
| Rhumbline Advisers | 602,083 | $1,997 萬 | 0.02% | +19,457+3.3% | 加碼 |
| Raymond James Financial Inc | 607,094 | $2,014 萬 | 0.01% | +18,213+3.1% | 加碼 |
| California State Teachers Retirement System | 610,627 | $2,025 萬 | 0.03% | +16,674+2.8% | 加碼 |
| Citigroup Inc | 610,891 | $2,026 萬 | 0.02% | +426,784+231.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 618,111 | $2,050 萬 | 0.36% | −85,486−12.1% | 減碼 |
| Royal Bank of Canada | 618,456 | $2,052 萬 | 0.00% | +407,518+193.2% | 加碼 |
| Technology Crossover Management X, Ltd. | 625,000 | $2,073 萬 | 3.03% | 00.0% | 不變 |
| Man Group plc | 625,817 | $2,076 萬 | 0.06% | −187,188−23.0% | 減碼 |
| ICONIQ Capital, LLC | 630,294 | $2,091 萬 | 0.37% | +622,043+7,539.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 643,884 | $2,136 萬 | 0.21% | −519,118−44.6% | 減碼 |
| Great Lakes Advisors, LLC | 647,195 | $2,147 萬 | 0.19% | −52,284−7.5% | 減碼 |
| Park West Asset Management LLC | 656,575 | $2,178 萬 | 1.78% | +364,500+124.8% | 加碼 |
| Capital International Inc | 686,399 | $2,277 萬 | 0.28% | −31,424−4.4% | 減碼 |
| Driehaus Capital Management LLC | 688,351 | $2,283 萬 | 0.22% | +157,089+29.6% | 加碼 |
| Financial Harvest, LLC | 475,889 | $2,450 萬 | 24.81% | +475,889 | 新進 |
| California Public Employees Retirement System | 753,676 | $2,500 萬 | 0.02% | +32,358+4.5% | 加碼 |
| National Bank of Canada | 755,076 | $2,505 萬 | 0.03% | +684,611+971.6% | 加碼 |
| Nomura Holdings Inc | 757,729 | $2,513 萬 | 0.13% | +553,330+270.7% | 加碼 |
| Armistice Capital, LLC | 863,723 | $2,865 萬 | 0.77% | +96,191+12.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 878,048 | $2,912 萬 | 0.02% | −1,417,798−61.8% | 減碼 |
| Legal & General Group Plc | 907,018 | $3,009 萬 | 0.01% | +28,899+3.3% | 加碼 |
| Generation Investment Management LLP | 912,818 | $3,028 萬 | 0.18% | 00.0% | 不變 |
| Bridgewater Associates, LP | 931,563 | $3,090 萬 | 0.14% | −1,436,346−60.7% | 減碼 |
| Deutsche Bank AG | 965,029 | $3,201 萬 | 0.01% | −101,956−9.6% | 減碼 |
| SEI Investments Co | 969,584 | $3,216 萬 | 0.04% | +151,227+18.5% | 加碼 |
| Polar Capital Holdings Plc | 974,098 | $3,231 萬 | 0.20% | +119,372+14.0% | 加碼 |
| Commerce Bank | 980,424 | $3,252 萬 | 0.21% | +121,584+14.2% | 加碼 |
| Jump Financial, LLC | 989,049 | $3,281 萬 | 0.49% | +643,993+186.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,011,440 | $3,355 萬 | 0.08% | −90,150−8.2% | 減碼 |
| Greenhouse Funds LLLP | 1,038,048 | $3,443 萬 | 1.68% | −797,050−43.4% | 減碼 |
| Lead Edge Capital Management, LLC | 1,038,900 | $3,446 萬 | 10.47% | 00.0% | 不變 |
| Voya Investment Management LLC | 1,049,723 | $3,482 萬 | 0.04% | +288,224+37.8% | 加碼 |
| Mane Global Capital Management LP | 1,083,074 | $3,593 萬 | 2.86% | −154,518−12.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,093,552 | $3,627 萬 | 0.04% | −1,737,069−61.4% | 減碼 |
| Amundi | 1,111,179 | $3,629 萬 | 0.01% | +642,792+137.2% | 加碼 |
| NZS Capital, LLC | 1,119,890 | $3,715 萬 | 1.67% | −17,018−1.5% | 減碼 |
| Swiss National Bank | 1,129,100 | $3,745 萬 | 0.03% | +22,200+2.0% | 加碼 |
| Millennium Management LLC | 1,163,272 | $3,859 萬 | 0.04% | −373,155−24.3% | 減碼 |