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 4 季 13F 持有人
Toast, Inc. 在 2025/12/31 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
- 804
- 較 2025 年第 3 季 +77 家
- 持有股數
- 4.47 億
- 較 2025 年第 3 季 +850.3 萬 (+1.9%)
- 總市值
- $158.9 億
- 較 2025 年第 3 季 −$1.37 億 (−0.9%)
- 新進機構
- 153
- 另有 292 家加碼
- 清倉機構
- 76
- 另有 249 家減碼
另有 13 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 45,391,459 | $16.1 億 | 0.25% | −3,036,601−6.3% | 減碼 |
| Vanguard Group Inc | 44,692,350 | $15.9 億 | 0.02% | −71,807−0.2% | 減碼 |
| FMR LLC | 29,805,019 | $10.6 億 | 0.05% | +2,455,840+9.0% | 加碼 |
| BlackRock, Inc. | 26,900,052 | $9.55 億 | 0.02% | +422,671+1.6% | 加碼 |
| Jennison Associates LLC | 15,157,955 | $5.38 億 | 0.32% | +157,394+1.0% | 加碼 |
| Morgan Stanley | 10,372,626 | $3.68 億 | 0.02% | +653,487+6.7% | 加碼 |
| State Street Corp | 9,820,594 | $3.49 億 | 0.01% | +282,282+3.0% | 加碼 |
| JPMorgan Chase & Co | 9,378,658 | $3.33 億 | 0.02% | −535,849−5.4% | 減碼 |
| Alliancebernstein L.P. | 9,331,266 | $3.31 億 | 0.10% | +1,115,508+13.6% | 加碼 |
| XN LP | 8,988,386 | $3.19 億 | 8.94% | +3,029,856+50.8% | 加碼 |
| Geode Capital Management, LLC | 8,675,056 | $3.07 億 | 0.02% | +169,230+2.0% | 加碼 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 8,015,277 | $2.85 億 | 4.05% | +4,618,077+135.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 7,167,843 | $2.55 億 | 0.16% | −3,520,636−32.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,032,895 | $2.50 億 | 0.15% | −484,321−6.4% | 減碼 |
| Principal Financial Group Inc | 5,866,235 | $2.08 億 | 0.11% | −42,865−0.7% | 減碼 |
| Norges Bank | 5,711,282 | $2.03 億 | 0.02% | +5,711,282 | 新進 |
| Marshall Wace, LLP | 5,292,568 | $1.88 億 | 0.18% | +198,783+3.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,579,046 | $1.63 億 | 0.10% | +235,572+5.4% | 加碼 |
| Bank of America Corp | 4,401,191 | $1.56 億 | 0.01% | −1,526,164−25.7% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,390,564 | $1.56 億 | 1.65% | −195,196−4.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,373,306 | $1.55 億 | 0.18% | +328,468+8.1% | 加碼 |
| HMI Capital Management, L.P. | 4,303,483 | $1.53 億 | 12.54% | +961,100+28.8% | 加碼 |
| UBS Group AG | 4,210,504 | $1.50 億 | 0.03% | −284,283−6.3% | 減碼 |
| 1832 Asset Management L.P. | 4,064,200 | $1.44 億 | 0.18% | +4,064,200 | 新進 |
| Balyasny Asset Management LLC | 4,031,705 | $1.43 億 | 0.27% | +4,021,923+41,115.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 3,801,347 | $1.35 億 | 1.56% | −477,176−11.2% | 減碼 |
| Qube Research & Technologies Ltd | 3,663,145 | $1.30 億 | 0.19% | −2,856,316−43.8% | 減碼 |
| Renaissance Technologies LLC | 3,453,928 | $1.23 億 | 0.19% | +993,116+40.4% | 加碼 |
| Price T Rowe Associates Inc | 3,414,051 | $1.21 億 | 0.01% | −1,807,440−34.6% | 減碼 |
| Federated Hermes, Inc. | 3,269,070 | $1.16 億 | 0.19% | −257,624−7.3% | 減碼 |
| Northern Trust Corp | 3,236,660 | $1.15 億 | 0.01% | +118,317+3.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 2,939,912 | $1.04 億 | 0.41% | −430,924−12.8% | 減碼 |
| Champlain Investment Partners, LLC | 2,905,648 | $1.03 億 | 1.04% | +468,953+19.2% | 加碼 |
| Amundi | 2,673,489 | $9,494 萬 | 0.03% | +330,003+14.1% | 加碼 |
| Eventide Asset Management, LLC | 2,486,040 | $8,831 萬 | 1.38% | +4,465+0.2% | 加碼 |
| Charles Schwab Investment Management Inc | 2,479,983 | $8,806 萬 | 0.01% | +139,578+6.0% | 加碼 |
| Durable Capital Partners LP | 2,299,023 | $8,164 萬 | 0.77% | −4,061,875−63.9% | 減碼 |
| Millennium Management LLC | 2,262,768 | $8,035 萬 | 0.06% | +73,990+3.4% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 1,966,366 | $6,983 萬 | 0.46% | −97,090−4.7% | 減碼 |
| Greenvale Capital LLP | 1,900,000 | $6,747 萬 | 6.32% | +1,900,000 | 新進 |
| UBS Asset Management Americas Inc | 1,889,474 | $6,710 萬 | 0.01% | −5,403−0.3% | 減碼 |
| Greenhouse Funds LLLP | 1,860,143 | $6,605 萬 | 2.55% | +1,860,143 | 新進 |
| Zevenbergen Capital Investments LLC | 1,854,996 | $6,587 萬 | 1.46% | −262,314−12.4% | 減碼 |
| 12 West Capital Management LP | 1,847,840 | $6,562 萬 | 7.81% | +65,000+3.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,824,558 | $6,479 萬 | 0.04% | +276,584+17.9% | 加碼 |
| Nomura Asset Management International Inc. | 1,803,846 | $6,406 萬 | 0.10% | +1,803,846 | 新進 |
| Stephens Investment Management Group LLC | 1,749,414 | $6,212 萬 | 0.81% | +8,237+0.5% | 加碼 |
| Blair William & Co | 1,658,477 | $5,889 萬 | 0.16% | +42,412+2.6% | 加碼 |
| Goldman Sachs Group Inc | 1,598,787 | $5,677 萬 | 0.01% | −824,846−34.0% | 減碼 |
| Vontobel Holding Ltd. | 1,566,458 | $5,562 萬 | 0.18% | +465,926+42.3% | 加碼 |
| American Century Companies Inc | 1,536,698 | $5,457 萬 | 0.03% | +51,097+3.4% | 加碼 |
| Bank of New York Mellon Corp | 1,506,142 | $5,348 萬 | 0.01% | −49,155−3.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,460,825 | $5,189 萬 | 0.01% | +133,562+10.1% | 加碼 |
| Nuveen, LLC | 1,412,023 | $5,014 萬 | 0.01% | +148,942+11.8% | 加碼 |
| Capital Impact Advisors, LLC | 1,409,764 | $5,006 萬 | 3.92% | +1,171,802+492.4% | 加碼 |
| Fiera Capital Corp | 1,349,004 | $4,790 萬 | 0.15% | +335,503+33.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,328,195 | $4,716 萬 | 0.04% | +93,328+7.6% | 加碼 |
| Nordea Investment Management AB | 1,307,158 | $4,689 萬 | 0.04% | +1,168,539+843.0% | 加碼 |
| NZS Capital, LLC | 1,296,518 | $4,604 萬 | 1.41% | +10,234+0.8% | 加碼 |
| Westfield Capital Management Co LP | 1,268,337 | $4,504 萬 | 0.19% | +234,032+22.6% | 加碼 |
| Swiss National Bank | 1,257,800 | $4,466 萬 | 0.03% | −34,200−2.6% | 減碼 |
| Bank of Nova Scotia | 1,247,037 | $4,428 萬 | 0.07% | +1,240,222+18,198.4% | 加碼 |
| Citigroup Inc | 1,233,917 | $4,382 萬 | 0.03% | +191,815+18.4% | 加碼 |
| Two Sigma Investments, LP | 1,233,041 | $4,379 萬 | 0.07% | −682,860−35.6% | 減碼 |
| First Trust Advisors LP | 1,219,787 | $4,331 萬 | 0.03% | −420,703−25.6% | 減碼 |
| Wells Fargo & Company | 1,151,571 | $4,089 萬 | 0.01% | +131,375+12.9% | 加碼 |
| Alkeon Capital Management LLC | 1,150,000 | $4,084 萬 | 0.18% | +250,000+27.8% | 加碼 |
| Delta Global Management LP | 1,141,872 | $4,055 萬 | 2.95% | +96,071+9.2% | 加碼 |
| Bridgewater Associates, LP | 1,127,052 | $4,002 萬 | 0.15% | +737,699+189.5% | 加碼 |
| Employees Retirement System of Texas | 1,114,408 | $3,957 萬 | 0.32% | +1,109,600+23,078.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,103,561 | $3,919 萬 | 0.11% | +256,513+30.3% | 加碼 |
| Freestone Grove Partners LP | 1,102,638 | $3,915 萬 | 0.28% | +1,102,638 | 新進 |
| Deutsche Bank AG | 1,099,199 | $3,903 萬 | 0.01% | +3260.0% | 加碼 |
| Mackenzie Financial Corp | 1,060,853 | $3,842 萬 | 0.05% | +483,822+83.8% | 加碼 |
| Granahan Investment Management Inc | 1,037,146 | $3,683 萬 | 1.58% | −200,466−16.2% | 減碼 |
| Legal & General Group Plc | 1,032,069 | $3,665 萬 | 0.01% | −46,844−4.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,023,005 | $3,633 萬 | 0.06% | −213,529−17.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 985,653 | $3,500 萬 | 0.02% | +936,987+1,925.3% | 加碼 |
| Franklin Resources Inc | 983,402 | $3,492 萬 | 0.01% | −1,323,077−57.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 972,230 | $3,452 萬 | 0.05% | +57,512+6.3% | 加碼 |
| Trexquant Investment LP | 969,232 | $3,442 萬 | 0.31% | +145,201+17.6% | 加碼 |
| Mane Global Capital Management LP | 934,538 | $3,319 萬 | 1.82% | +927,498+13,174.7% | 加碼 |
| Commerce Bank | 849,937 | $3,018 萬 | 0.17% | −150,546−15.0% | 減碼 |
| California Public Employees Retirement System | 848,923 | $3,015 萬 | 0.02% | −38,884−4.4% | 減碼 |
| AustralianSuper Pty Ltd | 846,547 | $3,006 萬 | 0.14% | −253,709−23.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 809,331 | $2,874 萬 | 0.14% | +809,331 | 新進 |
| Raymond James Financial Inc | 807,291 | $2,867 萬 | 0.01% | +61,791+8.3% | 加碼 |
| Jump Financial, LLC | 798,619 | $2,836 萬 | 0.36% | +326,461+69.1% | 加碼 |
| SEI Investments Co | 779,097 | $2,767 萬 | 0.03% | −379,041−32.7% | 減碼 |
| Congress Asset Management Co | 776,735 | $2,758 萬 | 0.19% | −439,377−36.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 771,397 | $2,739 萬 | 0.39% | +279,659+56.9% | 加碼 |
| Riverbridge Partners LLC | 755,052 | $2,681 萬 | 0.50% | −207,700−21.6% | 減碼 |
| Janus Henderson Group PLC | 736,205 | $2,614 萬 | 0.01% | +14,057+1.9% | 加碼 |
| Rhumbline Advisers | 729,690 | $2,591 萬 | 0.02% | −20,990−2.8% | 減碼 |
| Park West Asset Management LLC | 719,575 | $2,555 萬 | 2.15% | +159,000+28.4% | 加碼 |
| Susquehanna International Group, LLP | 698,063 | $2,479 萬 | 0.03% | −291,923−29.5% | 減碼 |
| Victory Capital Management Inc | 697,936 | $2,478 萬 | 0.01% | −79,925−10.3% | 減碼 |
| KBC Group NV | 697,544 | $2,477 萬 | 0.06% | −406,013−36.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 722,672 | $2,459 萬 | 0.04% | −683,692−48.6% | 減碼 |
| Royal Bank of Canada | 691,585 | $2,456 萬 | 0.00% | −961,825−58.2% | 減碼 |