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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 1,165,472 | $3,866 萬 | 0.14% | −1,693,248−59.2% | 減碼 |
| Riverbridge Partners LLC | 1,173,433 | $3,892 萬 | 0.62% | −127,482−9.8% | 減碼 |
| TD Asset Management Inc | 1,201,944 | $3,987 萬 | 0.04% | +81,003+7.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,236,919 | $4,103 萬 | 0.01% | +4,062+0.3% | 加碼 |
| Whale Rock Capital Management LLC | 1,398,509 | $4,639 萬 | 0.80% | −5,865,201−80.7% | 減碼 |
| Goldman Sachs Group Inc | 1,491,143 | $4,946 萬 | 0.01% | −3,031,136−67.0% | 減碼 |
| Granahan Investment Management Inc | 1,497,941 | $4,969 萬 | 2.47% | −80,429−5.1% | 減碼 |
| Renaissance Technologies LLC | 1,537,606 | $5,100 萬 | 0.08% | −1,966,606−56.1% | 減碼 |
| Blair William & Co | 1,631,067 | $5,410 萬 | 0.16% | +38,616+2.4% | 加碼 |
| Nuveen, LLC | 1,702,535 | $5,647 萬 | 0.02% | +1,702,535 | 新進 |
| First Trust Advisors LP | 1,747,302 | $5,796 萬 | 0.05% | −77,347−4.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,760,142 | $5,838 萬 | 0.01% | +108,234+6.6% | 加碼 |
| 12 West Capital Management LP | 1,762,840 | $5,847 萬 | 8.63% | −1,312,000−42.7% | 減碼 |
| Perpetual Ltd | 1,890,264 | $6,270 萬 | 0.76% | +220,081+13.2% | 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 |
| Jennison Associates LLC | 1,995,642 | $6,620 萬 | 0.05% | +1,643,594+466.9% | 加碼 |
| Stephens Investment Management Group LLC | 2,046,828 | $6,789 萬 | 0.98% | +33,510+1.7% | 加碼 |
| Balyasny Asset Management LLC | 2,110,655 | $7,001 萬 | 0.18% | +2,110,655 | 新進 |
| Franklin Resources Inc | 2,126,353 | $7,053 萬 | 0.02% | +1,167,100+121.7% | 加碼 |
| Bank of New York Mellon Corp | 2,143,270 | $7,109 萬 | 0.01% | −24,471−1.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,137,169 | $7,322 萬 | 0.13% | +62,883+3.0% | 加碼 |
| Greenoaks Capital Partners LLC | 2,218,365 | $7,358 萬 | 4.07% | +80,000+3.7% | 加碼 |
| Zevenbergen Capital Investments LLC | 2,224,341 | $7,378 萬 | 1.80% | +21,606+1.0% | 加碼 |
| Eventide Asset Management, LLC | 2,470,345 | $8,195 萬 | 1.63% | −4,822−0.2% | 減碼 |
| Federated Hermes, Inc. | 2,520,435 | $8,360 萬 | 0.18% | +218,229+9.5% | 加碼 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 2,597,200 | $8,615 萬 | 1.88% | −5,951,400−69.6% | 減碼 |
| 1832 Asset Management L.P. | 2,612,300 | $8,665 萬 | 0.17% | +2,612,300 | 新進 |
| Invesco Ltd. | 2,649,841 | $8,790 萬 | 0.02% | +381,895+16.8% | 加碼 |
| Northern Trust Corp | 2,881,962 | $9,559 萬 | 0.01% | +90,221+3.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,020,003 | $1.00 億 | 0.08% | −4,716,908−61.0% | 減碼 |
| Qube Research & Technologies Ltd | 3,058,289 | $1.01 億 | 0.16% | −114,254−3.6% | 減碼 |
| Charles Schwab Investment Management Inc | 3,092,210 | $1.03 億 | 0.02% | +153,723+5.2% | 加碼 |
| Lord, Abbett & Co. LLC | 3,241,144 | $1.08 億 | 0.38% | +1,607,758+98.4% | 加碼 |
| Champlain Investment Partners, LLC | 3,255,627 | $1.08 億 | 0.78% | +76,485+2.4% | 加碼 |
| Citadel Advisors LLC | 3,359,351 | $1.11 億 | 0.11% | +2,647,159+371.7% | 加碼 |
| Abdiel Capital Advisors, LP | 3,604,479 | $1.20 億 | 12.32% | −224,991−5.9% | 減碼 |
| Marshall Wace, LLP | 3,787,305 | $1.26 億 | 0.17% | +302,878+8.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,817,814 | $1.27 億 | 0.34% | −71,537−1.8% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,545,457 | $1.51 億 | 1.97% | +506,154+12.5% | 加碼 |
| XN LP | 4,787,836 | $1.59 億 | 7.22% | +157,605+3.4% | 加碼 |
| Morgan Stanley | 4,832,224 | $1.60 億 | 0.01% | +1,267,282+35.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 5,002,752 | $1.66 億 | 2.14% | +155,831+3.2% | 加碼 |
| HMI Capital Management, L.P. | 5,203,183 | $1.73 億 | 9.40% | +1,904,040+57.7% | 加碼 |
| Norges Bank | 5,226,209 | $1.73 億 | 0.02% | −422,289−7.5% | 減碼 |
| Principal Financial Group Inc | 5,474,443 | $1.82 億 | 0.10% | +5,436,317+14,258.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,755,872 | $1.91 億 | 0.13% | +160,088+2.9% | 加碼 |
| UBS Group AG | 7,302,854 | $2.42 億 | 0.05% | +1,842,349+33.7% | 加碼 |
| Geode Capital Management, LLC | 7,683,982 | $2.54 億 | 0.02% | +622,243+8.8% | 加碼 |
| Bank of America Corp | 8,022,268 | $2.66 億 | 0.02% | +6,563,982+450.1% | 加碼 |
| State Street Corp | 8,967,613 | $2.97 億 | 0.01% | +249,028+2.9% | 加碼 |
| JPMorgan Chase & Co | 9,428,847 | $3.13 億 | 0.02% | +4,983,784+112.1% | 加碼 |
| Durable Capital Partners LP | 10,836,694 | $3.59 億 | 3.21% | −4,607,464−29.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 15,520,360 | $5.15 億 | 0.34% | +1,082,958+7.5% | 加碼 |
| Price T Rowe Associates Inc | 23,454,209 | $7.78 億 | 0.10% | +3,490,686+17.5% | 加碼 |
| BlackRock, Inc. | 25,591,277 | $8.49 億 | 0.02% | +865,666+3.5% | 加碼 |
| FMR LLC | 26,940,330 | $8.94 億 | 0.06% | −2,913,309−9.8% | 減碼 |
| Vanguard Group Inc | 43,945,584 | $14.6 億 | 0.03% | +1,471,352+3.5% | 加碼 |
| Capital International Investors | 44,588,020 | $14.8 億 | 0.29% | +2,626,787+6.3% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −453,263−100.0% | 清倉 |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −388,683−100.0% | 清倉 |
| M&G Plc | 0 | $0 | 0.00% | −316,949−100.0% | 清倉 |
| Massachusetts Institute of Technology | 0 | $0 | 0.00% | −308,757−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −192,600−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −188,312−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −156,382−100.0% | 清倉 |
| Terril Brothers, Inc. | 0 | $0 | 0.00% | −147,050−100.0% | 清倉 |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −121,619−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −116,814−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −89,229−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −83,606−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −77,184−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −71,344−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,031−100.0% | 清倉 |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −59,881−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −56,822−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −55,623−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −48,621−100.0% | 清倉 |
| Capital International Sarl | 0 | $0 | 0.00% | −46,552−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −46,485−100.0% | 清倉 |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −45,470−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −43,136−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,708−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −34,231−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −28,270−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −21,460−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −21,412−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −14,942−100.0% | 清倉 |
| Synovus Financial Corp | 0 | $0 | 0.00% | −14,837−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −14,497−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −12,776−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −11,620−100.0% | 清倉 |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −11,405−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,150−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,058−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,276−100.0% | 清倉 |