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 |
|---|---|---|---|---|---|
| M&G Plc | 250,550 | $1,102 萬 | 0.06% | +250,550 | 新進 |
| Empowered Funds, LLC | 249,593 | $1,105 萬 | 0.13% | +153,211+159.0% | 加碼 |
| Bank of Montreal | 251,153 | $1,112 萬 | 0.01% | +224,991+860.0% | 加碼 |
| Voloridge Investment Management, LLC | 251,269 | $1,113 萬 | 0.04% | −914,203−78.4% | 減碼 |
| Victory Capital Management Inc | 252,702 | $1,119 萬 | 0.01% | +122,656+94.3% | 加碼 |
| Forsta Ap-Fonden | 255,400 | $1,131 萬 | 0.07% | +42,400+19.9% | 加碼 |
| Cookson Peirce & Co Inc | 264,285 | $1,171 萬 | 0.52% | +15,071+6.0% | 加碼 |
| Mariner, LLC | 264,962 | $1,173 萬 | 0.02% | +90,496+51.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 265,294 | $1,175 萬 | 0.03% | +52,888+24.9% | 加碼 |
| Armistice Capital, LLC | 265,504 | $1,176 萬 | 0.45% | −598,219−69.3% | 減碼 |
| Independent Family Office, LLC | 271,850 | $1,204 萬 | 5.58% | −13,150−4.6% | 減碼 |
| Susquehanna International Group, LLP | 276,310 | $1,224 萬 | 0.02% | −307,284−52.7% | 減碼 |
| Penserra Capital Management LLC | 284,461 | $1,260 萬 | 0.18% | −66,504−18.9% | 減碼 |
| Janney Montgomery Scott LLC | 286,358 | $1,268 萬 | 0.03% | +31,167+12.2% | 加碼 |
| Great Lakes Advisors, LLC | 290,418 | $1,286 萬 | 0.11% | −356,777−55.1% | 減碼 |
| Zacks Investment Management | 294,231 | $1,303 萬 | 0.11% | −1,437−0.5% | 減碼 |
| SCS Capital Management LLC | 299,145 | $1,325 萬 | 0.15% | +235+0.1% | 加碼 |
| Motley Fool Asset Management LLC | 314,619 | $1,393 萬 | 0.64% | −11,524−3.5% | 減碼 |
| Alliancebernstein L.P. | 324,375 | $1,437 萬 | 0.00% | +109,922+51.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 324,500 | $1,437 萬 | 0.03% | −10,683−3.2% | 減碼 |
| Aviva PLC | 325,113 | $1,440 萬 | 0.03% | +70,015+27.4% | 加碼 |
| Canada Pension Plan Investment Board | 327,100 | $1,449 萬 | 0.01% | −10,400−3.1% | 減碼 |
| Whetstone Capital Advisors, LLC | 334,963 | $1,484 萬 | 4.19% | 00.0% | 不變 |
| Ieq Capital, LLC | 340,097 | $1,506 萬 | 0.09% | +95,988+39.3% | 加碼 |
| Andra AP-fonden | 344,600 | $1,526 萬 | 0.21% | +107,600+45.4% | 加碼 |
| State of Wisconsin Investment Board | 354,037 | $1,568 萬 | 0.04% | +26,952+8.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 360,648 | $1,597 萬 | 0.04% | +177,093+96.5% | 加碼 |
| Ensign Peak Advisors, Inc | 364,115 | $1,613 萬 | 0.03% | +43,958+13.7% | 加碼 |
| Russell Investments Group, Ltd. | 367,220 | $1,626 萬 | 0.02% | +156,938+74.6% | 加碼 |
| Holocene Advisors, LP | 372,204 | $1,648 萬 | 0.04% | +372,204 | 新進 |
| Motley Fool Wealth Management, LLC | 390,331 | $1,729 萬 | 1.04% | −41,439−9.6% | 減碼 |
| Citadel Advisors LLC | 403,672 | $1,788 萬 | 0.02% | −2,955,679−88.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 420,637 | $1,863 萬 | 0.03% | +8,480+2.1% | 加碼 |
| Schroder Investment Management Group | 430,180 | $1,905 萬 | 0.02% | +405,894+1,671.3% | 加碼 |
| Envestnet Asset Management Inc | 449,771 | $1,992 萬 | 0.01% | +79,968+21.6% | 加碼 |
| Stifel Financial Corp | 451,595 | $2,000 萬 | 0.02% | +216,674+92.2% | 加碼 |
| Intech Investment Management LLC | 458,261 | $2,030 萬 | 0.19% | +47,220+11.5% | 加碼 |
| Driehaus Capital Management LLC | 458,858 | $2,032 萬 | 0.16% | −229,493−33.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 466,260 | $2,065 萬 | 0.02% | +72,253+18.3% | 加碼 |
| Mediolanum International Funds Ltd | 476,143 | $2,090 萬 | 0.25% | +422,570+788.8% | 加碼 |
| ICONIQ Capital, LLC | 627,842 | $2,092 萬 | 0.35% | −2,452−0.4% | 減碼 |
| Polar Capital Holdings Plc | 474,963 | $2,104 萬 | 0.11% | −499,135−51.2% | 減碼 |
| Comerica Bank | 507,299 | $2,247 萬 | 0.09% | +430,655+561.9% | 加碼 |
| American Century Companies Inc | 507,376 | $2,247 萬 | 0.01% | +339,315+201.9% | 加碼 |
| New York State Common Retirement Fund | 516,839 | $2,289 萬 | 0.03% | +283,619+121.6% | 加碼 |
| Trexquant Investment LP | 523,442 | $2,318 萬 | 0.26% | −30,128−5.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 543,155 | $2,406 萬 | 0.14% | +431,172+385.0% | 加碼 |
| Assenagon Asset Management S.A. | 556,368 | $2,464 萬 | 0.04% | +380,797+216.9% | 加碼 |
| Ameriprise Financial Inc | 558,212 | $2,472 萬 | 0.01% | +444,903+392.6% | 加碼 |
| KBC Group NV | 560,213 | $2,481 萬 | 0.07% | +506,691+946.7% | 加碼 |
| Park West Asset Management LLC | 562,075 | $2,489 萬 | 1.90% | −94,500−14.4% | 減碼 |
| Man Group plc | 563,104 | $2,494 萬 | 0.05% | −62,713−10.0% | 減碼 |
| Glynn Capital Management LLC | 573,784 | $2,541 萬 | 5.71% | +54,889+10.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 573,991 | $2,542 萬 | 0.41% | −44,120−7.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 597,313 | $2,645 萬 | 0.23% | −46,571−7.2% | 減碼 |
| Barclays PLC | 601,302 | $2,663 萬 | 0.01% | +202,312+50.7% | 加碼 |
| Verition Fund Management LLC | 607,286 | $2,690 萬 | 0.15% | +338,022+125.5% | 加碼 |
| Technology Crossover Management X, Ltd. | 625,000 | $2,768 萬 | 3.09% | 00.0% | 不變 |
| Caisse de Depot Et Placement du Quebec | 644,507 | $2,855 萬 | 0.06% | +323,534+100.8% | 加碼 |
| Wells Fargo & Company | 653,297 | $2,893 萬 | 0.01% | +269,417+70.2% | 加碼 |
| California State Teachers Retirement System | 678,003 | $3,003 萬 | 0.03% | +67,376+11.0% | 加碼 |
| Capital International Inc | 688,755 | $3,050 萬 | 0.30% | +2,356+0.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 693,187 | $3,070 萬 | 0.02% | −184,861−21.1% | 減碼 |
| Bridgewater Associates, LP | 694,076 | $3,074 萬 | 0.12% | −237,487−25.5% | 減碼 |
| Janus Henderson Group PLC | 752,602 | $3,333 萬 | 0.02% | +741,133+6,462.1% | 加碼 |
| Squarepoint Ops LLC | 760,763 | $3,369 萬 | 0.07% | +491,304+182.3% | 加碼 |
| Rhumbline Advisers | 766,356 | $3,394 萬 | 0.03% | +164,273+27.3% | 加碼 |
| California Public Employees Retirement System | 814,519 | $3,608 萬 | 0.02% | +60,843+8.1% | 加碼 |
| Royal Bank of Canada | 847,641 | $3,754 萬 | 0.01% | +229,185+37.1% | 加碼 |
| Citigroup Inc | 889,295 | $3,939 萬 | 0.03% | +278,404+45.6% | 加碼 |
| Balyasny Asset Management LLC | 892,282 | $3,952 萬 | 0.09% | −1,218,373−57.7% | 減碼 |
| Alkeon Capital Management LLC | 900,000 | $3,986 萬 | 0.19% | +400,000+80.0% | 加碼 |
| Generation Investment Management LLP | 912,818 | $4,043 萬 | 0.26% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 927,427 | $4,108 萬 | 0.10% | −84,013−8.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 944,600 | $4,184 萬 | 0.07% | +485,428+105.7% | 加碼 |
| Bank of Nova Scotia | 952,680 | $4,219 萬 | 0.09% | +703,153+281.8% | 加碼 |
| Deutsche Bank AG | 979,138 | $4,337 萬 | 0.02% | +14,109+1.5% | 加碼 |
| Commerce Bank | 987,208 | $4,372 萬 | 0.26% | +6,784+0.7% | 加碼 |
| AustralianSuper Pty Ltd | 1,001,493 | $4,436 萬 | 0.22% | +1,001,493 | 新進 |
| SEI Investments Co | 1,030,007 | $4,562 萬 | 0.05% | +60,423+6.2% | 加碼 |
| Riverbridge Partners LLC | 1,034,995 | $4,584 萬 | 0.74% | −138,438−11.8% | 減碼 |
| Fiera Capital Corp | 1,036,265 | $4,590 萬 | 0.16% | +1,036,265 | 新進 |
| Legal & General Group Plc | 1,051,243 | $4,656 萬 | 0.01% | +144,225+15.9% | 加碼 |
| Jupiter Asset Management Ltd | 1,056,127 | $4,678 萬 | 0.39% | +953,473+928.8% | 加碼 |
| Delta Global Management LP | 1,084,966 | $4,805 萬 | 3.21% | +909,642+518.8% | 加碼 |
| Raymond James Financial Inc | 1,101,856 | $4,880 萬 | 0.02% | +494,762+81.5% | 加碼 |
| TD Asset Management Inc | 1,129,501 | $5,003 萬 | 0.04% | −72,443−6.0% | 減碼 |
| NZS Capital, LLC | 1,212,237 | $5,369 萬 | 1.82% | +92,347+8.2% | 加碼 |
| Perpetual Ltd | 1,219,234 | $5,400 萬 | 0.63% | −671,030−35.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,259,953 | $5,580 萬 | 0.01% | +23,034+1.9% | 加碼 |
| Nuveen, LLC | 1,318,728 | $5,841 萬 | 0.02% | −383,807−22.5% | 減碼 |
| Swiss National Bank | 1,345,800 | $5,961 萬 | 0.04% | +216,700+19.2% | 加碼 |
| Mane Global Capital Management LP | 1,366,643 | $6,053 萬 | 2.76% | +283,569+26.2% | 加碼 |
| Neuberger Berman Group LLC | 1,472,638 | $6,522 萬 | 0.05% | +1,435,248+3,838.6% | 加碼 |
| Voya Investment Management LLC | 1,513,742 | $6,704 萬 | 0.07% | +464,019+44.2% | 加碼 |
| Greenoaks Capital Partners LLC | 1,561,857 | $6,917 萬 | 2.60% | −656,508−29.6% | 減碼 |
| Westfield Capital Management Co LP | 1,602,654 | $7,098 萬 | 0.30% | +1,372,686+596.9% | 加碼 |
| Blair William & Co | 1,612,099 | $7,140 萬 | 0.20% | −18,968−1.2% | 減碼 |
| Granahan Investment Management Inc | 1,612,221 | $7,141 萬 | 2.91% | +114,280+7.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,725,975 | $7,427 萬 | 0.12% | −411,194−19.2% | 減碼 |