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 |
|---|---|---|---|---|---|
| Amundi | 1,831,775 | $7,792 萬 | 0.03% | +720,596+64.8% | 加碼 |
| 12 West Capital Management LP | 1,762,840 | $7,808 萬 | 8.26% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,767,142 | $7,827 萬 | 0.01% | −376,128−17.5% | 減碼 |
| Macquarie Group Ltd | 1,779,701 | $7,882 萬 | 0.10% | +1,681,296+1,708.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 1,792,209 | $7,938 萬 | 0.39% | +1,388,210+343.6% | 加碼 |
| Two Sigma Investments, LP | 1,810,388 | $8,018 萬 | 0.14% | +1,241,568+218.3% | 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 |
| First Trust Advisors LP | 1,880,158 | $8,327 萬 | 0.07% | +132,856+7.6% | 加碼 |
| Stephens Investment Management Group LLC | 1,892,241 | $8,381 萬 | 1.11% | −154,587−7.6% | 減碼 |
| Franklin Resources Inc | 2,009,184 | $8,899 萬 | 0.02% | −117,169−5.5% | 減碼 |
| Millennium Management LLC | 2,016,571 | $8,931 萬 | 0.08% | +853,299+73.4% | 加碼 |
| Zevenbergen Capital Investments LLC | 2,156,167 | $9,550 萬 | 1.86% | −68,174−3.1% | 減碼 |
| UBS Asset Management Americas Inc | 2,329,726 | $1.03 億 | 0.02% | +569,584+32.4% | 加碼 |
| Renaissance Technologies LLC | 2,443,812 | $1.08 億 | 0.14% | +906,206+58.9% | 加碼 |
| Eventide Asset Management, LLC | 2,474,398 | $1.10 億 | 1.92% | +4,053+0.2% | 加碼 |
| HMI Capital Management, L.P. | 2,820,183 | $1.25 億 | 7.09% | −2,383,000−45.8% | 減碼 |
| Northern Trust Corp | 2,861,476 | $1.27 億 | 0.02% | −20,486−0.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,893,006 | $1.28 億 | 0.13% | +1,799,454+164.6% | 加碼 |
| Champlain Investment Partners, LLC | 2,914,472 | $1.29 億 | 0.90% | −341,155−10.5% | 減碼 |
| Goldman Sachs Group Inc | 2,982,405 | $1.32 億 | 0.02% | +1,491,262+100.0% | 加碼 |
| Abdiel Capital Advisors, LP | 3,101,915 | $1.37 億 | 12.84% | −502,564−13.9% | 減碼 |
| Lord, Abbett & Co. LLC | 3,298,539 | $1.46 億 | 0.47% | +57,395+1.8% | 加碼 |
| Charles Schwab Investment Management Inc | 3,300,294 | $1.46 億 | 0.03% | +208,084+6.7% | 加碼 |
| Invesco Ltd. | 3,328,812 | $1.47 億 | 0.03% | +678,971+25.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,457,544 | $1.53 億 | 0.37% | −360,270−9.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,478,148 | $1.54 億 | 0.11% | +458,145+15.2% | 加碼 |
| Federated Hermes, Inc. | 4,024,942 | $1.78 億 | 0.34% | +1,504,507+59.7% | 加碼 |
| 1832 Asset Management L.P. | 4,314,200 | $1.91 億 | 0.33% | +1,701,900+65.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,376,607 | $1.94 億 | 2.06% | −168,850−3.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 4,661,844 | $2.06 億 | 2.06% | −340,908−6.8% | 減碼 |
| Norges Bank | 4,951,990 | $2.19 億 | 0.03% | −274,219−5.2% | 減碼 |
| XN LP | 5,211,968 | $2.31 億 | 8.06% | +424,132+8.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,534,650 | $2.45 億 | 0.15% | −221,222−3.8% | 減碼 |
| Principal Financial Group Inc | 5,756,902 | $2.55 億 | 0.13% | +282,459+5.2% | 加碼 |
| UBS Group AG | 6,091,898 | $2.70 億 | 0.06% | −1,210,956−16.6% | 減碼 |
| Bank of America Corp | 6,327,029 | $2.80 億 | 0.02% | −1,695,239−21.1% | 減碼 |
| Qube Research & Technologies Ltd | 6,731,589 | $2.98 億 | 0.41% | +3,673,300+120.1% | 加碼 |
| Geode Capital Management, LLC | 7,902,519 | $3.49 億 | 0.02% | +218,537+2.8% | 加碼 |
| Marshall Wace, LLP | 7,887,409 | $3.49 億 | 0.42% | +4,100,104+108.3% | 加碼 |
| Jennison Associates LLC | 8,601,887 | $3.81 億 | 0.23% | +6,606,245+331.0% | 加碼 |
| State Street Corp | 9,212,889 | $4.08 億 | 0.02% | +245,276+2.7% | 加碼 |
| Morgan Stanley | 9,658,228 | $4.28 億 | 0.03% | +4,826,004+99.9% | 加碼 |
| Durable Capital Partners LP | 10,245,724 | $4.54 億 | 3.44% | −590,970−5.5% | 減碼 |
| JPMorgan Chase & Co | 10,405,711 | $4.61 億 | 0.03% | +976,864+10.4% | 加碼 |
| Price T Rowe Associates Inc | 12,071,446 | $5.35 億 | 0.06% | −11,382,763−48.5% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 14,231,283 | $6.30 億 | 0.40% | −1,289,077−8.3% | 減碼 |
| BlackRock, Inc. | 25,729,912 | $11.4 億 | 0.02% | +138,635+0.5% | 加碼 |
| FMR LLC | 26,692,429 | $11.8 億 | 0.07% | −247,901−0.9% | 減碼 |
| Vanguard Group Inc | 44,411,722 | $19.7 億 | 0.03% | +466,138+1.1% | 加碼 |
| Capital International Investors | 45,076,515 | $20.0 億 | 0.34% | +488,495+1.1% | 加碼 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 0 | $0 | 0.00% | −2,597,200−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,398,509−100.0% | 清倉 |
| Lead Edge Capital Management, LLC | 0 | $0 | 0.00% | −1,038,900−100.0% | 清倉 |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −1,038,048−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −989,049−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −757,729−100.0% | 清倉 |
| Financial Harvest, LLC | 0 | $0 | 0.00% | −475,889−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −578,260−100.0% | 清倉 |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −140,000−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −139,051−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −106,077−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −79,573−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −68,617−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −68,238−100.0% | 清倉 |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −55,177−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −50,604−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −39,785−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −28,904−100.0% | 清倉 |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −26,318−100.0% | 清倉 |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −24,613−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −23,134−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −19,615−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −16,360−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,294−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −11,499−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −11,498−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −9,669−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −9,200−100.0% | 清倉 |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −8,765−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −8,218−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −7,790−100.0% | 清倉 |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −7,287−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −6,826−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −6,751−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −6,256−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −5,817−100.0% | 清倉 |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −1,034−100.0% | 清倉 |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −789−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −517−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −418−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −310−100.0% | 清倉 |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Saudi Central Bank | 0 | $0 | 0.00% | −158−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −86−100.0% | 清倉 |