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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 129,948 | $575.5 萬 | 0.03% | +14,142+12.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 129,212 | $572.3 萬 | 0.03% | +44,554+52.6% | 加碼 |
| Commonwealth Equity Services, LLC | 127,809 | $566.1 萬 | 0.01% | +4,818+3.9% | 加碼 |
| Wisconsin Capital Management LLC | 127,459 | $564.5 萬 | 3.12% | +365+0.3% | 加碼 |
| Handelsbanken Fonder AB | 120,900 | $535.5 萬 | 0.02% | +7,500+6.6% | 加碼 |
| Swiss Life Asset Management Ltd | 114,809 | $508.5 萬 | 0.03% | +85,386+290.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 113,694 | $503.6 萬 | 0.40% | +43,274+61.5% | 加碼 |
| Lee Johnson Capital Management, LLC | 112,910 | $500.1 萬 | 1.72% | −1,621−1.4% | 減碼 |
| Moody National Bank Trust Division | 112,822 | $499.7 萬 | 0.46% | +11,200+11.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 109,512 | $485.0 萬 | 0.12% | +109,512 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 107,667 | $482.7 萬 | 1.91% | −277−0.3% | 減碼 |
| Mizuho Markets Cayman LP | 107,430 | $475.8 萬 | 0.34% | +107,430 | 新進 |
| Capital Fund Management S.A. | 106,594 | $472.1 萬 | 0.05% | +70,743+197.3% | 加碼 |
| Natixis Advisors, L.P. | 106,387 | $471.2 萬 | 0.01% | +19,760+22.8% | 加碼 |
| QRG Capital Management, Inc. | 106,045 | $469.7 萬 | 0.04% | +4,129+4.1% | 加碼 |
| Sierra Summit Advisors LLC | 104,023 | $460.7 萬 | 0.82% | +104,023 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 103,400 | $458.0 萬 | 0.04% | +6,800+7.0% | 加碼 |
| Oppenheimer & Co Inc | 103,383 | $457.9 萬 | 0.06% | +43,952+74.0% | 加碼 |
| La Banque Postale Asset Management SA | 102,719 | $454.9 萬 | 0.06% | +102,719 | 新進 |
| Frontier Capital Management Co LLC | 101,129 | $447.9 萬 | 0.04% | +101,129 | 新進 |
| Colony Group, LLC | 100,253 | $444.0 萬 | 0.01% | +588+0.6% | 加碼 |
| Alberta Investment Management Corp | 100,200 | $443.8 萬 | 0.03% | −13,300−11.7% | 減碼 |
| Brevan Howard Capital Management LP | 99,296 | $439.8 萬 | 0.05% | +92,274+1,314.1% | 加碼 |
| Xponance, Inc. | 92,784 | $410.9 萬 | 0.03% | +5,019+5.7% | 加碼 |
| Nordea Investment Management AB | 92,721 | $410.7 萬 | 0.00% | +33,097+55.5% | 加碼 |
| Cetera Investment Advisers | 91,295 | $404.3 萬 | 0.01% | +26,300+40.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 91,208 | $404.0 萬 | 0.01% | +23,793+35.3% | 加碼 |
| Freemont Management S.A. | 88,000 | $389.8 萬 | 0.64% | +88,000 | 新進 |
| Triasima Portfolio Management inc. | 86,727 | $384.1 萬 | 0.70% | +86,727 | 新進 |
| Investment Management Corp of Ontario | 86,511 | $383.2 萬 | 0.06% | +22,261+34.6% | 加碼 |
| Allianz Asset Management GmbH | 85,962 | $380.7 萬 | 0.01% | −20,710−19.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 84,700 | $375.1 萬 | 0.08% | +84,700 | 新進 |
| Thematics Asset Management | 84,553 | $374.5 萬 | 0.17% | +10,782+14.6% | 加碼 |
| IFM Investors Pty Ltd | 83,803 | $371.2 萬 | 0.04% | +18,950+29.2% | 加碼 |
| Storebrand Asset Management AS | 81,954 | $363.0 萬 | 0.01% | +14,271+21.1% | 加碼 |
| ExodusPoint Capital Management, LP | 81,722 | $361.9 萬 | 0.04% | +81,722 | 新進 |
| Cerity Partners LLC | 81,574 | $361.3 萬 | 0.01% | +15,774+24.0% | 加碼 |
| Teacher Retirement System of Texas | 81,325 | $360.2 萬 | 0.02% | +22,876+39.1% | 加碼 |
| Toronto Dominion Bank | 81,060 | $359.0 萬 | 0.01% | +20,774+34.5% | 加碼 |
| Genus Capital Management Inc. | 80,800 | $357.9 萬 | 0.46% | +28,100+53.3% | 加碼 |
| DnB Asset Management AS | 80,250 | $355.4 萬 | 0.01% | +12,185+17.9% | 加碼 |
| Northeast Investment Management | 79,690 | $352.9 萬 | 0.15% | +27,365+52.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 79,554 | $352.3 萬 | 0.04% | +811+1.0% | 加碼 |
| Nia Impact Advisors, LLC | 78,617 | $348.2 萬 | 1.20% | +22,975+41.3% | 加碼 |
| Xcel Wealth Management, LLC | 78,396 | $347.2 萬 | 0.99% | +4,089+5.5% | 加碼 |
| OP Asset Management Ltd | 74,289 | $329.0 萬 | 0.05% | +4,645+6.7% | 加碼 |
| National Bank of Canada | 73,354 | $324.9 萬 | 0.00% | −681,722−90.3% | 減碼 |
| British Columbia Investment Management Corp | 69,955 | $309.8 萬 | 0.02% | −6,613−8.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 68,710 | $304.3 萬 | 0.03% | −98,520−58.9% | 減碼 |
| Greenwood Gearhart Inc | 68,300 | $302.5 萬 | 0.19% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 67,539 | $299.1 萬 | 0.13% | −988−1.4% | 減碼 |
| Graham Capital Management, L.P. | 67,006 | $296.8 萬 | 0.09% | +23,228+53.1% | 加碼 |
| Neo Ivy Capital Management | 66,708 | $295.4 萬 | 0.94% | +2,210+3.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 65,000 | $287.9 萬 | 0.21% | −160.0% | 減碼 |
| Creative Planning | 64,754 | $286.8 萬 | 0.00% | +29,626+84.3% | 加碼 |
| MML Investors Services, LLC | 64,717 | $286.6 萬 | 0.01% | +151+0.2% | 加碼 |
| Pathstone Holdings, LLC | 64,627 | $286.2 萬 | 0.01% | +3,886+6.4% | 加碼 |
| GWM Advisors LLC | 64,084 | $283.8 萬 | 0.01% | +46,652+267.6% | 加碼 |
| RSM US Wealth Management LLC | 63,628 | $281.8 萬 | 0.04% | +1,440+2.3% | 加碼 |
| Gsa Capital Partners LLP | 62,995 | $279.0 萬 | 0.20% | −4,193−6.2% | 減碼 |
| Cary Street Partners Financial LLC | 61,756 | $273.5 萬 | 0.08% | +49,246+393.7% | 加碼 |
| Nebula Research & Development LLC | 59,690 | $264.4 萬 | 0.22% | +59,690 | 新進 |
| Los Angeles Capital Management LLC | 59,362 | $262.9 萬 | 0.01% | +59,362 | 新進 |
| Flight Deck Capital, LP | 59,162 | $262.0 萬 | 2.77% | −21,700−26.8% | 減碼 |
| STRS Ohio | 57,848 | $256.2 萬 | 0.01% | +30,113+108.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 57,678 | $255.5 萬 | 0.05% | +16,827+41.2% | 加碼 |
| Toroso Investments, LLC | 57,603 | $255.1 萬 | 0.02% | +33,334+137.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 57,019 | $252.5 萬 | 1.34% | −3,636−6.0% | 減碼 |
| Omers Administration Corp | 56,675 | $251.0 萬 | 0.02% | −7,100−11.1% | 減碼 |
| Nissay Asset Management Corp | 56,027 | $248.1 萬 | 0.01% | +6,816+13.9% | 加碼 |
| Brown Advisory Inc | 55,861 | $247.4 萬 | 0.00% | +13,999+33.4% | 加碼 |
| Quantitative Investment Management, LLC | 55,639 | $246.4 萬 | 0.33% | +55,639 | 新進 |
| Empire Life Investments Inc. | 55,254 | $244.7 萬 | 0.16% | +55,254 | 新進 |
| Ceera Investments, LLC | 55,000 | $243.6 萬 | 0.75% | 00.0% | 不變 |
| Bosman Wealth Management, LLC | 54,455 | $241.2 萬 | 2.14% | +54,455 | 新進 |
| Yarbrough Capital, LLC | 53,796 | $238.3 萬 | 0.09% | −10,419−16.2% | 減碼 |
| US Bancorp | 52,950 | $234.5 萬 | 0.00% | +1,437+2.8% | 加碼 |
| Bridger Management, LLC | 52,692 | $233.4 萬 | 1.38% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 50,981 | $225.8 萬 | 0.03% | +10,200+25.0% | 加碼 |
| Mirador Capital Partners LP | 50,387 | $223.2 萬 | 0.36% | +6,610+15.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,907 | $221.0 萬 | 0.02% | +11,624+30.4% | 加碼 |
| Kampmann Melissa S. | 49,475 | $219.1 萬 | 1.65% | −870−1.7% | 減碼 |
| Bayesian Capital Management, LP | 49,100 | $217.5 萬 | 0.34% | +49,100 | 新進 |
| Captrust Financial Advisors | 48,818 | $216.2 萬 | 0.00% | +15,806+47.9% | 加碼 |
| Chapman Financial Group, LLC | 48,470 | $214.7 萬 | 1.82% | +48,470 | 新進 |
| Twin Tree Management, LP | 48,273 | $213.8 萬 | 0.05% | −324,459−87.0% | 減碼 |
| IMC-Chicago, LLC | 47,635 | $211.0 萬 | 0.05% | +103+0.2% | 加碼 |
| TBH Global Asset Management, LLC | 47,107 | $208.6 萬 | 0.45% | 00.0% | 不變 |
| Prudential Financial Inc | 47,250 | $202.1 萬 | 0.00% | +8,616+22.3% | 加碼 |
| WoodTrust Financial Corp | 45,000 | $199.3 萬 | 0.28% | 00.0% | 不變 |
| Swedbank AB | 44,997 | $199.3 萬 | 0.00% | +44,997 | 新進 |
| SG Americas Securities, LLC | 44,826 | $198.5 萬 | 0.01% | +18,401+69.6% | 加碼 |
| Bessemer Group Inc | 44,348 | $196.4 萬 | 0.00% | +8,849+24.9% | 加碼 |
| Illinois Municipal Retirement Fund | 44,075 | $195.2 萬 | 0.03% | +24,653+126.9% | 加碼 |
| M&T Bank Corp | 43,856 | $194.2 萬 | 0.01% | +5,457+14.2% | 加碼 |
| Roundview Capital LLC | 43,619 | $193.2 萬 | 0.13% | +245+0.6% | 加碼 |
| Sit Investment Associates Inc | 43,425 | $192.3 萬 | 0.04% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 43,411 | $192.3 萬 | 0.03% | +43,411 | 新進 |
| Quadrature Capital Ltd | 42,615 | $188.7 萬 | 0.03% | +6,798+19.0% | 加碼 |
| Symmetry Investments LP | 41,000 | $181.6 萬 | 0.15% | +41,000 | 新進 |