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 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 | $133.3 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 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 |
|---|---|---|---|---|---|
| Lewis Asset Management, LLC | 24,649 | $109.2 萬 | 0.51% | −6,920−21.9% | 減碼 |
| Titleist Asset Management, LLC | 24,804 | $109.9 萬 | 0.11% | +24,804 | 新進 |
| State of Wyoming | 24,851 | $110.1 萬 | 0.13% | +24,851 | 新進 |
| Northwestern Mutual Wealth Management Co | 25,831 | $114.4 萬 | 0.00% | −10,728−29.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 26,401 | $116.9 萬 | 0.07% | +26,401 | 新進 |
| Vinva Investment Management Ltd | 27,690 | $121.5 萬 | 0.03% | +5,106+22.6% | 加碼 |
| Laurion Capital Management LP | 27,464 | $121.6 萬 | 0.14% | +27,464 | 新進 |
| Edgestream Partners, L.P. | 27,806 | $123.2 萬 | 0.03% | −125,543−81.9% | 減碼 |
| MetLife Investment Management | 28,088 | $124.4 萬 | 0.01% | −379−1.3% | 減碼 |
| IFP Advisors, Inc | 27,830 | $124.6 萬 | 0.04% | +13,189+90.1% | 加碼 |
| Ethic Inc. | 28,820 | $126.5 萬 | 0.02% | +7,101+32.7% | 加碼 |
| Udine Wealth Management, Inc. | 28,901 | $128.0 萬 | 0.77% | +28,901 | 新進 |
| Knollwood Investment Advisory, LLC | 29,020 | $128.5 萬 | 0.12% | 00.0% | 不變 |
| Fairvoy Private Wealth, LLC | 29,511 | $130.7 萬 | 0.32% | +369+1.3% | 加碼 |
| Fiduciary Alliance LLC | 29,687 | $131.5 萬 | 0.10% | +29,687 | 新進 |
| Churchill Management Corp | 29,735 | $131.7 萬 | 0.01% | −361−1.2% | 減碼 |
| J. Goldman & Co LP | 29,928 | $132.6 萬 | 0.04% | +22,886+325.0% | 加碼 |
| BBR Partners, LLC | 29,989 | $132.8 萬 | 0.08% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 30,000 | $132.9 萬 | 0.22% | +30,000 | 新進 |
| Cresset Asset Management, LLC | 30,097 | $133.3 萬 | 0.01% | −31,794−51.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 30,164 | $133.6 萬 | 0.01% | +5,282+21.2% | 加碼 |
| Royal Fund Management, LLC | 30,200 | $133.8 萬 | 0.14% | −75,800−71.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 30,427 | $134.8 萬 | 0.08% | −29,268−49.0% | 減碼 |
| Chicago Capital, LLC | 31,017 | $137.4 萬 | 0.03% | +15,018+93.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 31,172 | $138.1 萬 | 0.01% | −1,779−5.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 32,217 | $140.4 萬 | 0.00% | +6,111+23.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 32,337 | $143.2 萬 | 0.01% | +8,769+37.2% | 加碼 |
| Sheets Smith Investment Management | 32,810 | $145.3 萬 | 1.28% | −118−0.4% | 減碼 |
| Values First Advisors, Inc. | 32,887 | $145.7 萬 | 0.79% | +2,692+8.9% | 加碼 |
| JustInvest LLC | 32,966 | $146.0 萬 | 0.02% | +3,558+12.1% | 加碼 |
| WCM Investment Management, LLC | 33,341 | $146.3 萬 | 0.00% | +33,341 | 新進 |
| Bridgeway Capital Management, LLC | 33,200 | $147.0 萬 | 0.03% | +33,200 | 新進 |
| Azzad Asset Management Inc | 33,309 | $147.5 萬 | 0.16% | +33,309 | 新進 |
| Truist Financial Corp | 33,448 | $148.1 萬 | 0.00% | +8,530+34.2% | 加碼 |
| Calamos Advisors LLC | 33,720 | $149.3 萬 | 0.01% | +9,855+41.3% | 加碼 |
| Wolverine Trading, LLC | 34,400 | $151.0 萬 | 0.04% | +34,400 | 新進 |
| Amalgamated Bank | 34,678 | $153.6 萬 | 0.01% | +1,778+5.4% | 加碼 |
| Group One Trading, L.P. | 35,613 | $157.7 萬 | 0.05% | −9,654−21.3% | 減碼 |
| Meeder Asset Management Inc | 35,694 | $158.1 萬 | 0.10% | +31,840+826.2% | 加碼 |
| D.A. Davidson & Co. | 36,684 | $162.5 萬 | 0.01% | −1,027−2.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 36,630 | $163.6 萬 | 0.00% | +147+0.4% | 加碼 |
| Quantinno Capital Management LP | 37,048 | $164.1 萬 | 0.01% | +14,502+64.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 37,561 | $166.4 萬 | 0.01% | 00.0% | 不變 |
| Cim, LLC | 38,302 | $169.6 萬 | 0.23% | +273+0.7% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 38,900 | $172.3 萬 | 0.69% | −6,300−13.9% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 39,000 | $172.7 萬 | 0.90% | 00.0% | 不變 |
| Park Avenue Securities LLC | 39,736 | $176.0 萬 | 0.02% | +874+2.2% | 加碼 |
| Firsthand Capital Management, Inc. | 40,000 | $177.2 萬 | 3.19% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 40,041 | $177.3 萬 | 0.02% | +32,028+399.7% | 加碼 |
| Next Century Growth Investors LLC | 40,511 | $179.4 萬 | 0.14% | +40,511 | 新進 |
| Symmetry Investments LP | 41,000 | $181.6 萬 | 0.15% | +41,000 | 新進 |
| Quadrature Capital Ltd | 42,615 | $188.7 萬 | 0.03% | +6,798+19.0% | 加碼 |
| J. Safra Sarasin Holding AG | 43,411 | $192.3 萬 | 0.03% | +43,411 | 新進 |
| Sit Investment Associates Inc | 43,425 | $192.3 萬 | 0.04% | 00.0% | 不變 |
| Roundview Capital LLC | 43,619 | $193.2 萬 | 0.13% | +245+0.6% | 加碼 |
| M&T Bank Corp | 43,856 | $194.2 萬 | 0.01% | +5,457+14.2% | 加碼 |
| Illinois Municipal Retirement Fund | 44,075 | $195.2 萬 | 0.03% | +24,653+126.9% | 加碼 |
| Bessemer Group Inc | 44,348 | $196.4 萬 | 0.00% | +8,849+24.9% | 加碼 |
| SG Americas Securities, LLC | 44,826 | $198.5 萬 | 0.01% | +18,401+69.6% | 加碼 |
| Swedbank AB | 44,997 | $199.3 萬 | 0.00% | +44,997 | 新進 |
| WoodTrust Financial Corp | 45,000 | $199.3 萬 | 0.28% | 00.0% | 不變 |
| Prudential Financial Inc | 47,250 | $202.1 萬 | 0.00% | +8,616+22.3% | 加碼 |
| TBH Global Asset Management, LLC | 47,107 | $208.6 萬 | 0.45% | 00.0% | 不變 |
| IMC-Chicago, LLC | 47,635 | $211.0 萬 | 0.05% | +103+0.2% | 加碼 |
| Twin Tree Management, LP | 48,273 | $213.8 萬 | 0.05% | −324,459−87.0% | 減碼 |
| Chapman Financial Group, LLC | 48,470 | $214.7 萬 | 1.82% | +48,470 | 新進 |
| Captrust Financial Advisors | 48,818 | $216.2 萬 | 0.00% | +15,806+47.9% | 加碼 |
| Bayesian Capital Management, LP | 49,100 | $217.5 萬 | 0.34% | +49,100 | 新進 |
| Kampmann Melissa S. | 49,475 | $219.1 萬 | 1.65% | −870−1.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,907 | $221.0 萬 | 0.02% | +11,624+30.4% | 加碼 |
| Mirador Capital Partners LP | 50,387 | $223.2 萬 | 0.36% | +6,610+15.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 50,981 | $225.8 萬 | 0.03% | +10,200+25.0% | 加碼 |
| Bridger Management, LLC | 52,692 | $233.4 萬 | 1.38% | 00.0% | 不變 |
| US Bancorp | 52,950 | $234.5 萬 | 0.00% | +1,437+2.8% | 加碼 |
| Yarbrough Capital, LLC | 53,796 | $238.3 萬 | 0.09% | −10,419−16.2% | 減碼 |
| Bosman Wealth Management, LLC | 54,455 | $241.2 萬 | 2.14% | +54,455 | 新進 |
| Ceera Investments, LLC | 55,000 | $243.6 萬 | 0.75% | 00.0% | 不變 |
| Empire Life Investments Inc. | 55,254 | $244.7 萬 | 0.16% | +55,254 | 新進 |
| Quantitative Investment Management, LLC | 55,639 | $246.4 萬 | 0.33% | +55,639 | 新進 |
| Brown Advisory Inc | 55,861 | $247.4 萬 | 0.00% | +13,999+33.4% | 加碼 |
| Nissay Asset Management Corp | 56,027 | $248.1 萬 | 0.01% | +6,816+13.9% | 加碼 |
| Omers Administration Corp | 56,675 | $251.0 萬 | 0.02% | −7,100−11.1% | 減碼 |
| Taylor Frigon Capital Management LLC | 57,019 | $252.5 萬 | 1.34% | −3,636−6.0% | 減碼 |
| Toroso Investments, LLC | 57,603 | $255.1 萬 | 0.02% | +33,334+137.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 57,678 | $255.5 萬 | 0.05% | +16,827+41.2% | 加碼 |
| STRS Ohio | 57,848 | $256.2 萬 | 0.01% | +30,113+108.6% | 加碼 |
| Flight Deck Capital, LP | 59,162 | $262.0 萬 | 2.77% | −21,700−26.8% | 減碼 |
| Los Angeles Capital Management LLC | 59,362 | $262.9 萬 | 0.01% | +59,362 | 新進 |
| Nebula Research & Development LLC | 59,690 | $264.4 萬 | 0.22% | +59,690 | 新進 |
| Cary Street Partners Financial LLC | 61,756 | $273.5 萬 | 0.08% | +49,246+393.7% | 加碼 |
| Gsa Capital Partners LLP | 62,995 | $279.0 萬 | 0.20% | −4,193−6.2% | 減碼 |
| RSM US Wealth Management LLC | 63,628 | $281.8 萬 | 0.04% | +1,440+2.3% | 加碼 |
| GWM Advisors LLC | 64,084 | $283.8 萬 | 0.01% | +46,652+267.6% | 加碼 |
| Pathstone Holdings, LLC | 64,627 | $286.2 萬 | 0.01% | +3,886+6.4% | 加碼 |
| MML Investors Services, LLC | 64,717 | $286.6 萬 | 0.01% | +151+0.2% | 加碼 |
| Creative Planning | 64,754 | $286.8 萬 | 0.00% | +29,626+84.3% | 加碼 |
| Beaumont Financial Advisors, LLC | 65,000 | $287.9 萬 | 0.21% | −160.0% | 減碼 |
| Neo Ivy Capital Management | 66,708 | $295.4 萬 | 0.94% | +2,210+3.4% | 加碼 |
| Graham Capital Management, L.P. | 67,006 | $296.8 萬 | 0.09% | +23,228+53.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 67,539 | $299.1 萬 | 0.13% | −988−1.4% | 減碼 |