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 |
|---|---|---|---|---|---|
| Greenwood Gearhart Inc | 68,300 | $302.5 萬 | 0.19% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 68,710 | $304.3 萬 | 0.03% | −98,520−58.9% | 減碼 |
| British Columbia Investment Management Corp | 69,955 | $309.8 萬 | 0.02% | −6,613−8.6% | 減碼 |
| National Bank of Canada | 73,354 | $324.9 萬 | 0.00% | −681,722−90.3% | 減碼 |
| OP Asset Management Ltd | 74,289 | $329.0 萬 | 0.05% | +4,645+6.7% | 加碼 |
| Xcel Wealth Management, LLC | 78,396 | $347.2 萬 | 0.99% | +4,089+5.5% | 加碼 |
| Nia Impact Advisors, LLC | 78,617 | $348.2 萬 | 1.20% | +22,975+41.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 79,554 | $352.3 萬 | 0.04% | +811+1.0% | 加碼 |
| Northeast Investment Management | 79,690 | $352.9 萬 | 0.15% | +27,365+52.3% | 加碼 |
| DnB Asset Management AS | 80,250 | $355.4 萬 | 0.01% | +12,185+17.9% | 加碼 |
| Genus Capital Management Inc. | 80,800 | $357.9 萬 | 0.46% | +28,100+53.3% | 加碼 |
| Toronto Dominion Bank | 81,060 | $359.0 萬 | 0.01% | +20,774+34.5% | 加碼 |
| Teacher Retirement System of Texas | 81,325 | $360.2 萬 | 0.02% | +22,876+39.1% | 加碼 |
| Cerity Partners LLC | 81,574 | $361.3 萬 | 0.01% | +15,774+24.0% | 加碼 |
| ExodusPoint Capital Management, LP | 81,722 | $361.9 萬 | 0.04% | +81,722 | 新進 |
| Storebrand Asset Management AS | 81,954 | $363.0 萬 | 0.01% | +14,271+21.1% | 加碼 |
| IFM Investors Pty Ltd | 83,803 | $371.2 萬 | 0.04% | +18,950+29.2% | 加碼 |
| Thematics Asset Management | 84,553 | $374.5 萬 | 0.17% | +10,782+14.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 84,700 | $375.1 萬 | 0.08% | +84,700 | 新進 |
| Allianz Asset Management GmbH | 85,962 | $380.7 萬 | 0.01% | −20,710−19.4% | 減碼 |
| Investment Management Corp of Ontario | 86,511 | $383.2 萬 | 0.06% | +22,261+34.6% | 加碼 |
| Triasima Portfolio Management inc. | 86,727 | $384.1 萬 | 0.70% | +86,727 | 新進 |
| Freemont Management S.A. | 88,000 | $389.8 萬 | 0.64% | +88,000 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 91,208 | $404.0 萬 | 0.01% | +23,793+35.3% | 加碼 |
| Cetera Investment Advisers | 91,295 | $404.3 萬 | 0.01% | +26,300+40.5% | 加碼 |
| Nordea Investment Management AB | 92,721 | $410.7 萬 | 0.00% | +33,097+55.5% | 加碼 |
| Xponance, Inc. | 92,784 | $410.9 萬 | 0.03% | +5,019+5.7% | 加碼 |
| Brevan Howard Capital Management LP | 99,296 | $439.8 萬 | 0.05% | +92,274+1,314.1% | 加碼 |
| Alberta Investment Management Corp | 100,200 | $443.8 萬 | 0.03% | −13,300−11.7% | 減碼 |
| Colony Group, LLC | 100,253 | $444.0 萬 | 0.01% | +588+0.6% | 加碼 |
| Frontier Capital Management Co LLC | 101,129 | $447.9 萬 | 0.04% | +101,129 | 新進 |
| La Banque Postale Asset Management SA | 102,719 | $454.9 萬 | 0.06% | +102,719 | 新進 |
| Oppenheimer & Co Inc | 103,383 | $457.9 萬 | 0.06% | +43,952+74.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 103,400 | $458.0 萬 | 0.04% | +6,800+7.0% | 加碼 |
| Sierra Summit Advisors LLC | 104,023 | $460.7 萬 | 0.82% | +104,023 | 新進 |
| QRG Capital Management, Inc. | 106,045 | $469.7 萬 | 0.04% | +4,129+4.1% | 加碼 |
| Natixis Advisors, L.P. | 106,387 | $471.2 萬 | 0.01% | +19,760+22.8% | 加碼 |
| Capital Fund Management S.A. | 106,594 | $472.1 萬 | 0.05% | +70,743+197.3% | 加碼 |
| Mizuho Markets Cayman LP | 107,430 | $475.8 萬 | 0.34% | +107,430 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 107,667 | $482.7 萬 | 1.91% | −277−0.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 109,512 | $485.0 萬 | 0.12% | +109,512 | 新進 |
| Moody National Bank Trust Division | 112,822 | $499.7 萬 | 0.46% | +11,200+11.0% | 加碼 |
| Lee Johnson Capital Management, LLC | 112,910 | $500.1 萬 | 1.72% | −1,621−1.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 113,694 | $503.6 萬 | 0.40% | +43,274+61.5% | 加碼 |
| Swiss Life Asset Management Ltd | 114,809 | $508.5 萬 | 0.03% | +85,386+290.2% | 加碼 |
| Handelsbanken Fonder AB | 120,900 | $535.5 萬 | 0.02% | +7,500+6.6% | 加碼 |
| Wisconsin Capital Management LLC | 127,459 | $564.5 萬 | 3.12% | +365+0.3% | 加碼 |
| Commonwealth Equity Services, LLC | 127,809 | $566.1 萬 | 0.01% | +4,818+3.9% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 129,212 | $572.3 萬 | 0.03% | +44,554+52.6% | 加碼 |
| Arizona State Retirement System | 129,948 | $575.5 萬 | 0.03% | +14,142+12.2% | 加碼 |
| Greenland Capital Management LP | 131,057 | $580.5 萬 | 0.75% | +131,057 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 131,640 | $583.0 萬 | 0.03% | +46,625+54.8% | 加碼 |
| Brasada Capital Management, LP | 135,135 | $590.2 萬 | 1.00% | +18,232+15.6% | 加碼 |
| Kessler Investment Group, LLC | 133,480 | $591.2 萬 | 2.43% | +951+0.7% | 加碼 |
| Nomura Asset Management Co Ltd | 135,800 | $601.5 萬 | 0.02% | +23,000+20.4% | 加碼 |
| PDT Partners, LLC | 137,056 | $607.0 萬 | 0.34% | +35,500+35.0% | 加碼 |
| Abn Amro Investment Solutions | 137,428 | $608.7 萬 | 0.12% | −1,165−0.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 140,319 | $620.7 萬 | 0.03% | +19,707+16.3% | 加碼 |
| Public Employees Retirement System of Ohio | 140,973 | $624.4 萬 | 0.02% | −2,331−1.6% | 減碼 |
| Globeflex Capital L P | 146,793 | $650.1 萬 | 0.54% | +16,823+12.9% | 加碼 |
| Mercer Global Advisors Inc | 148,300 | $656.9 萬 | 0.01% | +18,892+14.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 149,988 | $664.3 萬 | 0.03% | +10,356+7.4% | 加碼 |
| Gotham Asset Management, LLC | 150,522 | $666.7 萬 | 0.04% | +115,107+325.0% | 加碼 |
| Exchange Traded Concepts, LLC | 152,307 | $674.6 萬 | 0.09% | +107,679+241.3% | 加碼 |
| Hudson Bay Capital Management LP | 153,236 | $678.7 萬 | 0.04% | +153,236 | 新進 |
| Dnca Finance | 155,500 | $688.7 萬 | 0.53% | +63,050+68.2% | 加碼 |
| Sands Capital Ventures, LLC | 156,604 | $693.6 萬 | 1.37% | −54,007−25.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 166,200 | $736.1 萬 | 0.05% | +38,500+30.1% | 加碼 |
| Advisor Group Holdings, Inc. | 170,980 | $737.8 萬 | 0.01% | +33,935+24.8% | 加碼 |
| Asset Management One Co.,Ltd. | 168,530 | $746.4 萬 | 0.02% | +25,052+17.5% | 加碼 |
| KLP Kapitalforvaltning AS | 169,500 | $750.7 萬 | 0.03% | +29,600+21.2% | 加碼 |
| HighTower Advisors, LLC | 170,349 | $754.5 萬 | 0.01% | −17,917−9.5% | 減碼 |
| Crawford Fund Management, LLC | 173,300 | $767.5 萬 | 4.52% | 00.0% | 不變 |
| Mackenzie Financial Corp | 175,365 | $776.7 萬 | 0.01% | +28,705+19.6% | 加碼 |
| Pictet Asset Management Holding SA | 175,426 | $777.0 萬 | 0.01% | +22,731+14.9% | 加碼 |
| Rockefeller Capital Management L.P. | 168,765 | $782.9 萬 | 0.02% | −502−0.3% | 減碼 |
| Assetmark, Inc | 178,965 | $792.6 萬 | 0.02% | +178,850+155,521.7% | 加碼 |
| Voleon Capital Management LP | 179,966 | $797.1 萬 | 0.44% | −108,003−37.5% | 減碼 |
| McGowan Group Asset Management, Inc. | 181,894 | $805.6 萬 | 1.01% | −4,084−2.2% | 減碼 |
| LPL Financial LLC | 183,243 | $811.6 萬 | 0.00% | +48,199+35.7% | 加碼 |
| Sora Investors LLC | 185,716 | $822.5 萬 | 0.74% | +185,716 | 新進 |
| Night Squared LP | 189,234 | $838.1 萬 | 3.74% | −26,075−12.1% | 減碼 |
| AQR Capital Management LLC | 192,008 | $850.4 萬 | 0.01% | −12,677−6.2% | 減碼 |
| Miracle Mile Advisors, LLC | 192,130 | $850.9 萬 | 0.14% | +306+0.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 201,630 | $893.0 萬 | 0.18% | −108,400−35.0% | 減碼 |
| Panagora Asset Management Inc | 204,098 | $904.0 萬 | 0.04% | +204,098 | 新進 |
| Danske Bank A/S | 204,328 | $905.0 萬 | 0.02% | +47,208+30.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 204,800 | $907.1 萬 | 0.02% | +7,700+3.9% | 加碼 |
| HSBC Holdings PLC | 208,063 | $922.2 萬 | 0.01% | +30,266+17.0% | 加碼 |
| Treasurer of the State of North Carolina | 211,016 | $934.6 萬 | 0.03% | −788−0.4% | 減碼 |
| Capital Impact Advisors, LLC | 210,695 | $942.4 萬 | 2.84% | −10,967−4.9% | 減碼 |
| Korea Investment CORP | 214,279 | $949.0 萬 | 0.02% | +58,575+37.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 218,974 | $969.8 萬 | 2.94% | −1,875−0.8% | 減碼 |
| Agf Management Ltd | 224,762 | $995.5 萬 | 0.05% | −9,676−4.1% | 減碼 |
| Daiwa Securities Group Inc. | 225,709 | $999.7 萬 | 0.04% | +161,737+252.8% | 加碼 |
| Two Sigma Advisers, LP | 230,800 | $1,022 萬 | 0.02% | +17,800+8.4% | 加碼 |
| Ilex Capital Partners (UK) LLP | 231,442 | $1,025 萬 | 0.34% | +231,442 | 新進 |
| Susquehanna Fundamental Investments, LLC | 235,526 | $1,043 萬 | 0.28% | −3,710−1.6% | 減碼 |
| Pathway Capital Management, LP | 246,582 | $1,092 萬 | 11.96% | +246,582 | 新進 |
| Great West Life Assurance Co | 246,800 | $1,093 萬 | 0.02% | +3,336+1.4% | 加碼 |