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 $133.6 億；ValueAct 資本和方舟投資兩位大師持有。
2025 年第 2 季 13F 持有人
Toast, Inc. 在 2025/6/30 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
- 750
- 較 2025 年第 1 季 +100 家
- 持有股數
- 4.43 億
- 較 2025 年第 1 季 +1,889 萬 (+4.4%)
- 總市值
- $196.3 億
- 較 2025 年第 1 季 +$55.4 億 (+39.3%)
- 新進機構
- 153
- 另有 322 家加碼
- 清倉機構
- 53
- 另有 180 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | $133.6 億 |
| 2026 年第 1 季 | 761 | $118.9 億 |
| 2025 年第 4 季 | 804 | $160.6 億 |
| 2025 年第 3 季 | 740 | $164.0 億 |
| 2025 年第 2 季 | 750 | $196.7 億 |
| 2025 年第 1 季 | 659 | $141.3 億 |
| 2024 年第 4 季 | 631 | $152.2 億 |
| 2024 年第 3 季 | 519 | $117.3 億 |
| 2024 年第 2 季 | 505 | $100.7 億 |
| 2024 年第 1 季 | 473 | $94.5 億 |
| 2023 年第 4 季 | 442 | $65.0 億 |
| 2023 年第 3 季 | 416 | $65.1 億 |
| 2023 年第 2 季 | 395 | $74.4 億 |
| 2023 年第 1 季 | 365 | $59.8 億 |
| 2022 年第 4 季 | 345 | $54.7 億 |
| 2022 年第 3 季 | 285 | $44.8 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 | $23.8 億 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 45,076,515 | $20.0 億 | 0.34% | +488,495+1.1% | 加碼 |
| Vanguard Group Inc | 44,411,722 | $19.7 億 | 0.03% | +466,138+1.1% | 加碼 |
| FMR LLC | 26,692,429 | $11.8 億 | 0.07% | −247,901−0.9% | 減碼 |
| BlackRock, Inc. | 25,729,912 | $11.4 億 | 0.02% | +138,635+0.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 14,231,283 | $6.30 億 | 0.40% | −1,289,077−8.3% | 減碼 |
| Price T Rowe Associates Inc | 12,071,446 | $5.35 億 | 0.06% | −11,382,763−48.5% | 減碼 |
| JPMorgan Chase & Co | 10,405,711 | $4.61 億 | 0.03% | +976,864+10.4% | 加碼 |
| Durable Capital Partners LP | 10,245,724 | $4.54 億 | 3.44% | −590,970−5.5% | 減碼 |
| Morgan Stanley | 9,658,228 | $4.28 億 | 0.03% | +4,826,004+99.9% | 加碼 |
| State Street Corp | 9,212,889 | $4.08 億 | 0.02% | +245,276+2.7% | 加碼 |
| Jennison Associates LLC | 8,601,887 | $3.81 億 | 0.23% | +6,606,245+331.0% | 加碼 |
| Marshall Wace, LLP | 7,887,409 | $3.49 億 | 0.42% | +4,100,104+108.3% | 加碼 |
| Geode Capital Management, LLC | 7,902,519 | $3.49 億 | 0.02% | +218,537+2.8% | 加碼 |
| Qube Research & Technologies Ltd | 6,731,589 | $2.98 億 | 0.41% | +3,673,300+120.1% | 加碼 |
| Bank of America Corp | 6,327,029 | $2.80 億 | 0.02% | −1,695,239−21.1% | 減碼 |
| UBS Group AG | 6,091,898 | $2.70 億 | 0.06% | −1,210,956−16.6% | 減碼 |
| Principal Financial Group Inc | 5,756,902 | $2.55 億 | 0.13% | +282,459+5.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,534,650 | $2.45 億 | 0.15% | −221,222−3.8% | 減碼 |
| XN LP | 5,211,968 | $2.31 億 | 8.06% | +424,132+8.9% | 加碼 |
| Norges Bank | 4,951,990 | $2.19 億 | 0.03% | −274,219−5.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 4,661,844 | $2.06 億 | 2.06% | −340,908−6.8% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,376,607 | $1.94 億 | 2.06% | −168,850−3.7% | 減碼 |
| 1832 Asset Management L.P. | 4,314,200 | $1.91 億 | 0.33% | +1,701,900+65.1% | 加碼 |
| Federated Hermes, Inc. | 4,024,942 | $1.78 億 | 0.34% | +1,504,507+59.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,478,148 | $1.54 億 | 0.11% | +458,145+15.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,457,544 | $1.53 億 | 0.37% | −360,270−9.4% | 減碼 |
| Invesco Ltd. | 3,328,812 | $1.47 億 | 0.03% | +678,971+25.6% | 加碼 |
| Charles Schwab Investment Management Inc | 3,300,294 | $1.46 億 | 0.03% | +208,084+6.7% | 加碼 |
| Lord, Abbett & Co. LLC | 3,298,539 | $1.46 億 | 0.47% | +57,395+1.8% | 加碼 |
| Abdiel Capital Advisors, LP | 3,101,915 | $1.37 億 | 12.84% | −502,564−13.9% | 減碼 |
| Goldman Sachs Group Inc | 2,982,405 | $1.32 億 | 0.02% | +1,491,262+100.0% | 加碼 |
| Champlain Investment Partners, LLC | 2,914,472 | $1.29 億 | 0.90% | −341,155−10.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,893,006 | $1.28 億 | 0.13% | +1,799,454+164.6% | 加碼 |
| Northern Trust Corp | 2,861,476 | $1.27 億 | 0.02% | −20,486−0.7% | 減碼 |
| HMI Capital Management, L.P. | 2,820,183 | $1.25 億 | 7.09% | −2,383,000−45.8% | 減碼 |
| Eventide Asset Management, LLC | 2,474,398 | $1.10 億 | 1.92% | +4,053+0.2% | 加碼 |
| Renaissance Technologies LLC | 2,443,812 | $1.08 億 | 0.14% | +906,206+58.9% | 加碼 |
| UBS Asset Management Americas Inc | 2,329,726 | $1.03 億 | 0.02% | +569,584+32.4% | 加碼 |
| Zevenbergen Capital Investments LLC | 2,156,167 | $9,550 萬 | 1.86% | −68,174−3.1% | 減碼 |
| Millennium Management LLC | 2,016,571 | $8,931 萬 | 0.08% | +853,299+73.4% | 加碼 |
| Franklin Resources Inc | 2,009,184 | $8,899 萬 | 0.02% | −117,169−5.5% | 減碼 |
| Stephens Investment Management Group LLC | 1,892,241 | $8,381 萬 | 1.11% | −154,587−7.6% | 減碼 |
| First Trust Advisors LP | 1,880,158 | $8,327 萬 | 0.07% | +132,856+7.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 1,877,882 | $8,317 萬 | 0.61% | −26,196−1.4% | 減碼 |
| Two Sigma Investments, LP | 1,810,388 | $8,018 萬 | 0.14% | +1,241,568+218.3% | 加碼 |
| Worldquant Millennium Advisors LLC | 1,792,209 | $7,938 萬 | 0.39% | +1,388,210+343.6% | 加碼 |
| Macquarie Group Ltd | 1,779,701 | $7,882 萬 | 0.10% | +1,681,296+1,708.5% | 加碼 |
| Bank of New York Mellon Corp | 1,767,142 | $7,827 萬 | 0.01% | −376,128−17.5% | 減碼 |
| 12 West Capital Management LP | 1,762,840 | $7,808 萬 | 8.26% | 00.0% | 不變 |
| Amundi | 1,831,775 | $7,792 萬 | 0.03% | +720,596+64.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,725,975 | $7,427 萬 | 0.12% | −411,194−19.2% | 減碼 |
| Granahan Investment Management Inc | 1,612,221 | $7,141 萬 | 2.91% | +114,280+7.6% | 加碼 |
| Blair William & Co | 1,612,099 | $7,140 萬 | 0.20% | −18,968−1.2% | 減碼 |
| Westfield Capital Management Co LP | 1,602,654 | $7,098 萬 | 0.30% | +1,372,686+596.9% | 加碼 |
| Greenoaks Capital Partners LLC | 1,561,857 | $6,917 萬 | 2.60% | −656,508−29.6% | 減碼 |
| Voya Investment Management LLC | 1,513,742 | $6,704 萬 | 0.07% | +464,019+44.2% | 加碼 |
| Neuberger Berman Group LLC | 1,472,638 | $6,522 萬 | 0.05% | +1,435,248+3,838.6% | 加碼 |
| Mane Global Capital Management LP | 1,366,643 | $6,053 萬 | 2.76% | +283,569+26.2% | 加碼 |
| Swiss National Bank | 1,345,800 | $5,961 萬 | 0.04% | +216,700+19.2% | 加碼 |
| Nuveen, LLC | 1,318,728 | $5,841 萬 | 0.02% | −383,807−22.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,259,953 | $5,580 萬 | 0.01% | +23,034+1.9% | 加碼 |
| Perpetual Ltd | 1,219,234 | $5,400 萬 | 0.63% | −671,030−35.5% | 減碼 |
| NZS Capital, LLC | 1,212,237 | $5,369 萬 | 1.82% | +92,347+8.2% | 加碼 |
| TD Asset Management Inc | 1,129,501 | $5,003 萬 | 0.04% | −72,443−6.0% | 減碼 |
| Raymond James Financial Inc | 1,101,856 | $4,880 萬 | 0.02% | +494,762+81.5% | 加碼 |
| Delta Global Management LP | 1,084,966 | $4,805 萬 | 3.21% | +909,642+518.8% | 加碼 |
| Jupiter Asset Management Ltd | 1,056,127 | $4,678 萬 | 0.39% | +953,473+928.8% | 加碼 |
| Legal & General Group Plc | 1,051,243 | $4,656 萬 | 0.01% | +144,225+15.9% | 加碼 |
| Fiera Capital Corp | 1,036,265 | $4,590 萬 | 0.16% | +1,036,265 | 新進 |
| Riverbridge Partners LLC | 1,034,995 | $4,584 萬 | 0.74% | −138,438−11.8% | 減碼 |
| SEI Investments Co | 1,030,007 | $4,562 萬 | 0.05% | +60,423+6.2% | 加碼 |
| AustralianSuper Pty Ltd | 1,001,493 | $4,436 萬 | 0.22% | +1,001,493 | 新進 |
| Commerce Bank | 987,208 | $4,372 萬 | 0.26% | +6,784+0.7% | 加碼 |
| Deutsche Bank AG | 979,138 | $4,337 萬 | 0.02% | +14,109+1.5% | 加碼 |
| Bank of Nova Scotia | 952,680 | $4,219 萬 | 0.09% | +703,153+281.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 944,600 | $4,184 萬 | 0.07% | +485,428+105.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 927,427 | $4,108 萬 | 0.10% | −84,013−8.3% | 減碼 |
| Generation Investment Management LLP | 912,818 | $4,043 萬 | 0.26% | 00.0% | 不變 |
| Alkeon Capital Management LLC | 900,000 | $3,986 萬 | 0.19% | +400,000+80.0% | 加碼 |
| Balyasny Asset Management LLC | 892,282 | $3,952 萬 | 0.09% | −1,218,373−57.7% | 減碼 |
| Citigroup Inc | 889,295 | $3,939 萬 | 0.03% | +278,404+45.6% | 加碼 |
| Royal Bank of Canada | 847,641 | $3,754 萬 | 0.01% | +229,185+37.1% | 加碼 |
| California Public Employees Retirement System | 814,519 | $3,608 萬 | 0.02% | +60,843+8.1% | 加碼 |
| Rhumbline Advisers | 766,356 | $3,394 萬 | 0.03% | +164,273+27.3% | 加碼 |
| Squarepoint Ops LLC | 760,763 | $3,369 萬 | 0.07% | +491,304+182.3% | 加碼 |
| Janus Henderson Group PLC | 752,602 | $3,333 萬 | 0.02% | +741,133+6,462.1% | 加碼 |
| Bridgewater Associates, LP | 694,076 | $3,074 萬 | 0.12% | −237,487−25.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 693,187 | $3,070 萬 | 0.02% | −184,861−21.1% | 減碼 |
| Capital International Inc | 688,755 | $3,050 萬 | 0.30% | +2,356+0.3% | 加碼 |
| California State Teachers Retirement System | 678,003 | $3,003 萬 | 0.03% | +67,376+11.0% | 加碼 |
| Wells Fargo & Company | 653,297 | $2,893 萬 | 0.01% | +269,417+70.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 644,507 | $2,855 萬 | 0.06% | +323,534+100.8% | 加碼 |
| Technology Crossover Management X, Ltd. | 625,000 | $2,768 萬 | 3.09% | 00.0% | 不變 |
| Verition Fund Management LLC | 607,286 | $2,690 萬 | 0.15% | +338,022+125.5% | 加碼 |
| Barclays PLC | 601,302 | $2,663 萬 | 0.01% | +202,312+50.7% | 加碼 |
| Capital Group Private Client Services, Inc. | 597,313 | $2,645 萬 | 0.23% | −46,571−7.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 573,991 | $2,542 萬 | 0.41% | −44,120−7.1% | 減碼 |
| Glynn Capital Management LLC | 573,784 | $2,541 萬 | 5.71% | +54,889+10.6% | 加碼 |
| Man Group plc | 563,104 | $2,494 萬 | 0.05% | −62,713−10.0% | 減碼 |
| Park West Asset Management LLC | 562,075 | $2,489 萬 | 1.90% | −94,500−14.4% | 減碼 |