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 |
|---|---|---|---|---|---|
| Glynn Capital Management LLC | 518,895 | $1,721 萬 | 4.53% | −2,652−0.5% | 減碼 |
| Alkeon Capital Management LLC | 500,000 | $1,659 萬 | 0.10% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 459,172 | $1,523 萬 | 0.03% | +75,897+19.8% | 加碼 |
| Motley Fool Wealth Management, LLC | 431,770 | $1,432 萬 | 0.85% | −36,181−7.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 412,157 | $1,367 萬 | 0.03% | +38,460+10.3% | 加碼 |
| Intech Investment Management LLC | 411,041 | $1,363 萬 | 0.14% | +347,576+547.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 403,999 | $1,340 萬 | 0.08% | −1,012,409−71.5% | 減碼 |
| Barclays PLC | 398,990 | $1,323 萬 | 0.01% | −231,182−36.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 394,007 | $1,307 萬 | 0.01% | +32,495+9.0% | 加碼 |
| Wells Fargo & Company | 383,880 | $1,273 萬 | 0.00% | +140,031+57.4% | 加碼 |
| Twin Tree Management, LP | 372,732 | $1,236 萬 | 0.27% | +372,732 | 新進 |
| Envestnet Asset Management Inc | 369,803 | $1,227 萬 | 0.00% | +54,093+17.1% | 加碼 |
| Penserra Capital Management LLC | 350,965 | $1,164 萬 | 0.21% | −25,729−6.8% | 減碼 |
| Canada Pension Plan Investment Board | 337,500 | $1,119 萬 | 0.01% | +136,600+68.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 335,183 | $1,112 萬 | 0.02% | +1,812+0.5% | 加碼 |
| Whetstone Capital Advisors, LLC | 334,963 | $1,111 萬 | 4.91% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 327,085 | $1,085 萬 | 0.03% | +13,466+4.3% | 加碼 |
| Motley Fool Asset Management LLC | 326,143 | $1,082 萬 | 0.61% | −11,015−3.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 320,973 | $1,065 萬 | 0.02% | −139,473−30.3% | 減碼 |
| Ensign Peak Advisors, Inc | 320,157 | $1,062 萬 | 0.02% | −18,126−5.4% | 減碼 |
| SCS Capital Management LLC | 298,910 | $991.5 萬 | 0.13% | −96,862−24.5% | 減碼 |
| Zacks Investment Management | 295,668 | $980.7 萬 | 0.09% | +8,684+3.0% | 加碼 |
| Voleon Capital Management LP | 287,969 | $955.2 萬 | 0.75% | +63,532+28.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 310,030 | $951.8 萬 | 0.23% | +303,630+4,744.2% | 加碼 |
| Independent Family Office, LLC | 285,000 | $945.3 萬 | 4.97% | 00.0% | 不變 |
| Squarepoint Ops LLC | 269,459 | $893.8 萬 | 0.02% | −371,342−57.9% | 減碼 |
| Verition Fund Management LLC | 269,264 | $893.1 萬 | 0.05% | +183,191+212.8% | 加碼 |
| Janney Montgomery Scott LLC | 255,191 | $846.5 萬 | 0.02% | +216,227+554.9% | 加碼 |
| Aviva PLC | 255,098 | $846.2 萬 | 0.02% | +38,786+17.9% | 加碼 |
| Ossiam | 252,187 | $836.5 萬 | 0.12% | +248,744+7,224.6% | 加碼 |
| Bank of Nova Scotia | 249,527 | $827.7 萬 | 0.02% | +14,015+6.0% | 加碼 |
| Cookson Peirce & Co Inc | 249,214 | $826.6 萬 | 0.42% | +249,214 | 新進 |
| Engineers Gate Manager LP | 248,178 | $823.2 萬 | 0.14% | −159,169−39.1% | 減碼 |
| Ieq Capital, LLC | 244,109 | $809.7 萬 | 0.06% | +5,753+2.4% | 加碼 |
| Great West Life Assurance Co | 243,464 | $807.5 萬 | 0.01% | −58,428−19.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 239,236 | $793.5 萬 | 0.13% | −52,682−18.0% | 減碼 |
| Andra AP-fonden | 237,000 | $786.1 萬 | 0.13% | +53,700+29.3% | 加碼 |
| Stifel Financial Corp | 234,921 | $779.2 萬 | 0.01% | −24,853−9.6% | 減碼 |
| Agf Management Ltd | 234,438 | $777.6 萬 | 0.04% | +18,318+8.5% | 加碼 |
| New York State Common Retirement Fund | 233,220 | $773.6 萬 | 0.01% | −1,700−0.7% | 減碼 |
| Westfield Capital Management Co LP | 229,968 | $762.8 萬 | 0.04% | +229,968 | 新進 |
| Capital Impact Advisors, LLC | 221,662 | $735.3 萬 | 2.82% | +221,662 | 新進 |
| Westbourne Investment Advisors, Inc. | 220,849 | $732.6 萬 | 2.60% | −4,208−1.9% | 減碼 |
| Night Squared LP | 215,309 | $714.2 萬 | 4.22% | +215,309 | 新進 |
| Alliancebernstein L.P. | 214,453 | $711.3 萬 | 0.00% | +87,146+68.5% | 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 212,406 | $704.6 萬 | 0.02% | +42,977+25.4% | 加碼 |
| Treasurer of the State of North Carolina | 211,804 | $702.6 萬 | 0.03% | +7,330+3.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 211,094 | $700.2 萬 | 0.05% | +99,294+88.8% | 加碼 |
| Sands Capital Ventures, LLC | 210,611 | $698.6 萬 | 1.71% | −20,919−9.0% | 減碼 |
| Russell Investments Group, Ltd. | 210,282 | $697.5 萬 | 0.01% | +74,917+55.3% | 加碼 |
| AQR Capital Management LLC | 204,685 | $664.8 萬 | 0.01% | +2,757+1.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 197,100 | $653.8 萬 | 0.01% | +197,100 | 新進 |
| Miracle Mile Advisors, LLC | 191,824 | $636.3 萬 | 0.13% | +383+0.2% | 加碼 |
| HighTower Advisors, LLC | 188,266 | $624.5 萬 | 0.01% | −4,379−2.3% | 減碼 |
| McGowan Group Asset Management, Inc. | 185,978 | $616.9 萬 | 0.82% | −1,654−0.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 183,555 | $608.9 萬 | 0.02% | −1,550−0.8% | 減碼 |
| HSBC Holdings PLC | 177,797 | $590.0 萬 | 0.00% | +24,875+16.3% | 加碼 |
| Assenagon Asset Management S.A. | 175,571 | $582.4 萬 | 0.01% | −65,456−27.2% | 減碼 |
| Delta Global Management LP | 175,324 | $581.5 萬 | 0.42% | +175,324 | 新進 |
| Mariner, LLC | 174,466 | $578.7 萬 | 0.01% | −11,453−6.2% | 減碼 |
| Crawford Fund Management, LLC | 173,300 | $574.8 萬 | 3.79% | +30,700+21.5% | 加碼 |
| Rockefeller Capital Management L.P. | 169,267 | $561.5 萬 | 0.01% | +72,331+74.6% | 加碼 |
| American Century Companies Inc | 168,061 | $557.5 萬 | 0.00% | −167,904−50.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 167,230 | $554.7 萬 | 0.06% | +3,592+2.2% | 加碼 |
| Danske Bank A/S | 157,120 | $521.2 萬 | 0.02% | −3,200−2.0% | 減碼 |
| Korea Investment CORP | 155,704 | $516.5 萬 | 0.01% | −81,164−34.3% | 減碼 |
| Edgestream Partners, L.P. | 153,349 | $508.7 萬 | 0.17% | +125,893+458.5% | 加碼 |
| Pictet Asset Management Holding SA | 152,695 | $506.5 萬 | 0.01% | −20,148−11.7% | 減碼 |
| Mackenzie Financial Corp | 146,660 | $486.5 萬 | 0.01% | −893−0.6% | 減碼 |
| Asset Management One Co.,Ltd. | 143,478 | $475.9 萬 | 0.02% | +4,744+3.4% | 加碼 |
| Public Employees Retirement System of Ohio | 143,304 | $475.3 萬 | 0.02% | −13,086−8.4% | 減碼 |
| Apis Capital Advisors, LLC | 140,000 | $464.4 萬 | 2.25% | +140,000 | 新進 |
| KLP Kapitalforvaltning AS | 139,900 | $464.0 萬 | 0.02% | +4,700+3.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 139,632 | $463.2 萬 | 0.02% | −6,490−4.4% | 減碼 |
| Gillson Capital LP | 139,051 | $461.2 萬 | 0.39% | +139,051 | 新進 |
| Abn Amro Investment Solutions | 138,593 | $459.7 萬 | 0.10% | +83,307+150.7% | 加碼 |
| Advisor Group Holdings, Inc. | 137,045 | $454.6 萬 | 0.01% | +19,819+16.9% | 加碼 |
| LPL Financial LLC | 135,044 | $447.9 萬 | 0.00% | +17,026+14.4% | 加碼 |
| Kessler Investment Group, LLC | 132,529 | $439.6 萬 | 2.15% | +19,497+17.2% | 加碼 |
| Victory Capital Management Inc | 130,046 | $431.4 萬 | 0.00% | +11,207+9.4% | 加碼 |
| Globeflex Capital L P | 129,970 | $431.1 萬 | 0.40% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 129,408 | $429.2 萬 | 0.01% | −2,562−1.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 127,700 | $423.6 萬 | 0.03% | −6,400−4.8% | 減碼 |
| Wisconsin Capital Management LLC | 127,094 | $421.6 萬 | 2.69% | −8,731−6.4% | 減碼 |
| Commonwealth Equity Services, LLC | 122,991 | $408.0 萬 | 0.01% | −14,780−10.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 120,612 | $400.7 萬 | 0.02% | +12,900+12.0% | 加碼 |
| Arizona State Retirement System | 115,806 | $384.1 萬 | 0.02% | +1,993+1.8% | 加碼 |
| Lee Johnson Capital Management, LLC | 114,531 | $379.9 萬 | 2.01% | +114,531 | 新進 |
| Alberta Investment Management Corp | 113,500 | $376.5 萬 | 0.03% | +14,300+14.4% | 加碼 |
| Handelsbanken Fonder AB | 113,400 | $376.1 萬 | 0.02% | +13,500+13.5% | 加碼 |
| Ameriprise Financial Inc | 113,309 | $375.8 萬 | 0.00% | −373,781−76.7% | 減碼 |
| Nomura Asset Management Co Ltd | 112,800 | $374.2 萬 | 0.01% | +9,130+8.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 111,983 | $371.4 萬 | 0.02% | +111,983 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 107,944 | $371.1 萬 | 1.61% | −496−0.5% | 減碼 |
| Allianz Asset Management GmbH | 106,672 | $353.8 萬 | 0.01% | +85,705+408.8% | 加碼 |
| Jane Street Group, LLC | 106,077 | $351.9 萬 | 0.01% | +57,689+119.2% | 加碼 |
| Royal Fund Management, LLC | 106,000 | $351.6 萬 | 0.42% | +106,000 | 新進 |
| Brasada Capital Management, LP | 116,903 | $351.1 萬 | 0.70% | +103,903+799.3% | 加碼 |