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 |
|---|---|---|---|---|---|
| TrimTabs Asset Management, LLC | 153,730 | $545.9 萬 | 0.71% | −200,542−56.6% | 減碼 |
| Primecap Management Co | 156,000 | $554.0 萬 | 0.00% | +75,500+93.8% | 加碼 |
| Night Squared LP | 156,326 | $555.1 萬 | 1.56% | +20,577+15.2% | 加碼 |
| Panagora Asset Management Inc | 156,867 | $557.0 萬 | 0.02% | −843,603−84.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 155,963 | $560.5 萬 | 0.02% | −10,723−6.4% | 減碼 |
| Dnca Finance | 158,300 | $562.1 萬 | 0.33% | −37,350−19.1% | 減碼 |
| Mediolanum International Funds Ltd | 155,621 | $564.7 萬 | 0.06% | −32,244−17.2% | 減碼 |
| OP Asset Management Ltd | 159,051 | $564.8 萬 | 0.07% | +83,581+110.7% | 加碼 |
| Ameriprise Financial Inc | 161,511 | $573.5 萬 | 0.00% | +46,233+40.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 161,593 | $573.8 萬 | 0.02% | +1,209+0.8% | 加碼 |
| Natixis Advisors, L.P. | 163,802 | $581.7 萬 | 0.01% | +27,328+20.0% | 加碼 |
| Thrivent Financial for Lutherans | 164,956 | $585.7 萬 | 0.01% | +25,208+18.0% | 加碼 |
| WCG Wealth Advisors LLC | 165,435 | $587.5 萬 | 0.16% | +165,435 | 新進 |
| Cerity Partners LLC | 166,312 | $590.6 萬 | 0.01% | +82,505+98.4% | 加碼 |
| Macquarie Group Ltd | 168,358 | $597.8 萬 | 0.03% | −1,737,362−91.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 168,483 | $598.3 萬 | 0.04% | +2,283+1.4% | 加碼 |
| Rockefeller Capital Management L.P. | 169,122 | $600.6 萬 | 0.01% | +8,676+5.4% | 加碼 |
| KLP Kapitalforvaltning AS | 171,400 | $608.6 萬 | 0.02% | +1,900+1.1% | 加碼 |
| Pictet Asset Management Holding SA | 172,015 | $610.8 萬 | 0.01% | +2,180+1.3% | 加碼 |
| Winton Group Ltd | 172,180 | $611.4 萬 | 0.21% | +172,180 | 新進 |
| Lord, Abbett & Co. LLC | 172,359 | $612.0 萬 | 0.02% | −3,148,033−94.8% | 減碼 |
| Asset Management One Co.,Ltd. | 168,180 | $613.8 萬 | 0.02% | −4,271−2.5% | 減碼 |
| Squarepoint Ops LLC | 173,041 | $614.5 萬 | 0.01% | −1,189,628−87.3% | 減碼 |
| Mercer Global Advisors Inc | 181,327 | $626.8 萬 | 0.01% | +51,079+39.2% | 加碼 |
| Rothschild Investment LLC | 176,589 | $627.1 萬 | 0.35% | +176,114+37,076.6% | 加碼 |
| McGowan Group Asset Management, Inc. | 176,622 | $627.2 萬 | 0.78% | +361+0.2% | 加碼 |
| Walleye Capital LLC | 177,369 | $629.8 萬 | 0.04% | +167,464+1,690.7% | 加碼 |
| HSBC Holdings PLC | 181,371 | $645.5 萬 | 0.00% | +26,032+16.8% | 加碼 |
| State of Michigan Retirement System | 183,000 | $649.8 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 183,964 | $653.2 萬 | 0.01% | −97,843−34.7% | 減碼 |
| Partners Group Holding AG | 185,085 | $657.2 萬 | 0.44% | +185,085 | 新進 |
| PDT Partners, LLC | 190,422 | $676.2 萬 | 0.44% | +53,366+38.9% | 加碼 |
| HighTower Advisors, LLC | 191,706 | $680.7 萬 | 0.01% | +17,707+10.2% | 加碼 |
| Miracle Mile Advisors, LLC | 191,954 | $681.6 萬 | 0.10% | +540.0% | 加碼 |
| MML Investors Services, LLC | 192,733 | $684.4 萬 | 0.02% | +30,853+19.1% | 加碼 |
| Great West Life Assurance Co | 192,707 | $684.5 萬 | 0.01% | −44,986−18.9% | 減碼 |
| Nomura Holdings Inc | 193,562 | $687.3 萬 | 0.02% | −6,679−3.3% | 減碼 |
| Treasurer of the State of North Carolina | 194,071 | $689.1 萬 | 0.02% | −9,031−4.4% | 減碼 |
| UBS Oconnor LLC | 200,000 | $710.2 萬 | 0.19% | +120,000+150.0% | 加碼 |
| Jain Global LLC | 201,523 | $715.6 萬 | 0.07% | −70,191−25.8% | 減碼 |
| Capital Fund Management S.A. | 202,395 | $718.7 萬 | 0.07% | −69,514−25.6% | 減碼 |
| LPL Financial LLC | 218,936 | $777.4 萬 | 0.00% | −31,195−12.5% | 減碼 |
| Armistice Capital, LLC | 227,753 | $808.8 萬 | 0.20% | −58,283−20.4% | 減碼 |
| Forsta Ap-Fonden | 231,800 | $823.1 萬 | 0.05% | −65,000−21.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 233,453 | $829.0 萬 | 2.29% | +27,376+13.3% | 加碼 |
| Ieq Capital, LLC | 236,181 | $838.7 萬 | 0.03% | −19,498−7.6% | 減碼 |
| Ensign Peak Advisors, Inc | 236,412 | $839.5 萬 | 0.01% | −100,388−29.8% | 減碼 |
| Abn Amro Investment Solutions | 238,415 | $846.6 萬 | 0.13% | +80,985+51.4% | 加碼 |
| Arohi Asset Management PTE Ltd. | 241,500 | $857.6 萬 | 2.57% | +241,500 | 新進 |
| Apis Capital Advisors, LLC | 242,000 | $859.3 萬 | 1.50% | +242,000 | 新進 |
| Danske Bank A/S | 247,728 | $879.7 萬 | 0.02% | +5,900+2.4% | 加碼 |
| Independent Family Office, LLC | 250,000 | $887.8 萬 | 3.71% | −20,000−7.4% | 減碼 |
| Crawford Fund Management, LLC | 253,936 | $901.7 萬 | 2.89% | +127,886+101.5% | 加碼 |
| Two Sigma Advisers, LP | 254,100 | $902.3 萬 | 0.02% | −223,600−46.8% | 減碼 |
| AQR Capital Management LLC | 254,344 | $903.2 萬 | 0.00% | +26,780+11.8% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 257,848 | $915.6 萬 | 1.89% | +257,848 | 新進 |
| Stifel Financial Corp | 262,687 | $932.8 萬 | 0.01% | −122,428−31.8% | 減碼 |
| ExodusPoint Capital Management, LP | 264,785 | $940.3 萬 | 0.10% | +264,785 | 新進 |
| Campbell Capital Management Inc | 276,315 | $981.2 萬 | 3.32% | +276,315 | 新進 |
| Penserra Capital Management LLC | 279,287 | $991.6 萬 | 0.12% | −1,477−0.5% | 減碼 |
| SG Americas Securities, LLC | 288,286 | $1,024 萬 | 0.01% | +213,459+285.3% | 加碼 |
| Motley Fool Asset Management LLC | 288,699 | $1,025 萬 | 0.40% | −9,962−3.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 291,169 | $1,034 萬 | 0.02% | −12,478−4.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 296,975 | $1,055 萬 | 0.05% | −305,225−50.7% | 減碼 |
| SCS Capital Management LLC | 299,501 | $1,064 萬 | 0.11% | −37,129−11.0% | 減碼 |
| Bienville Capital Management, LLC | 299,988 | $1,065 萬 | 1.69% | +299,988 | 新進 |
| Motley Fool Wealth Management, LLC | 300,599 | $1,067 萬 | 0.83% | −47,835−13.7% | 減碼 |
| Sands Capital Ventures, LLC | 301,647 | $1,071 萬 | 2.07% | +145,043+92.6% | 加碼 |
| Zacks Investment Management | 309,088 | $1,098 萬 | 0.09% | −6,670−2.1% | 減碼 |
| Mariner, LLC | 317,101 | $1,126 萬 | 0.01% | +1,647+0.5% | 加碼 |
| Barclays PLC | 318,804 | $1,132 萬 | 0.00% | +40,218+14.4% | 加碼 |
| Assenagon Asset Management S.A. | 318,960 | $1,133 萬 | 0.02% | −21,460−6.3% | 減碼 |
| Korea Investment CORP | 327,347 | $1,162 萬 | 0.02% | −19,112−5.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 333,999 | $1,186 萬 | 0.03% | +21,633+6.9% | 加碼 |
| Whetstone Capital Advisors, LLC | 336,049 | $1,193 萬 | 3.72% | +1,086+0.3% | 加碼 |
| Longaeva Partners L.P. | 340,925 | $1,211 萬 | 1.44% | +340,925 | 新進 |
| State of Wisconsin Investment Board | 342,230 | $1,215 萬 | 0.03% | −44,717−11.6% | 減碼 |
| Voleon Capital Management LP | 367,389 | $1,305 萬 | 0.28% | +236,891+181.5% | 加碼 |
| Aviva PLC | 372,672 | $1,323 萬 | 0.02% | +22,595+6.5% | 加碼 |
| Russell Investments Group, Ltd. | 382,713 | $1,360 萬 | 0.01% | −89,186−18.9% | 減碼 |
| Cander Asset Management LP | 383,942 | $1,363 萬 | 2.52% | +383,942 | 新進 |
| Engineers Gate Manager LP | 384,410 | $1,365 萬 | 0.16% | +163,269+73.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 411,939 | $1,463 萬 | 0.03% | −3,830−0.9% | 減碼 |
| Man Group plc | 414,674 | $1,473 萬 | 0.03% | −361,903−46.6% | 減碼 |
| Dark Forest Capital Management LP | 418,286 | $1,485 萬 | 0.68% | +344,440+466.4% | 加碼 |
| Sora Investors LLC | 419,103 | $1,488 萬 | 1.28% | +419,103 | 新進 |
| Hamilton Lane Advisors LLC | 444,091 | $1,577 萬 | 8.69% | +444,091 | 新進 |
| Allianz Asset Management GmbH | 469,816 | $1,668 萬 | 0.02% | +107,051+29.5% | 加碼 |
| Natixis | 471,212 | $1,673 萬 | 0.07% | +155,019+49.0% | 加碼 |
| Glynn Capital Management LLC | 486,583 | $1,728 萬 | 5.93% | +119,262+32.5% | 加碼 |
| Janney Montgomery Scott LLC | 489,779 | $1,739 萬 | 0.04% | +48,840+11.1% | 加碼 |
| Neuberger Berman Group LLC | 497,476 | $1,767 萬 | 0.01% | −1,172,709−70.2% | 減碼 |
| New York State Common Retirement Fund | 508,239 | $1,805 萬 | 0.02% | +9,000+1.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 514,992 | $1,829 萬 | 0.04% | +52,959+11.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 540,243 | $1,838 萬 | 0.01% | +39,300+7.8% | 加碼 |
| Voya Investment Management LLC | 527,495 | $1,873 萬 | 0.02% | −962,228−64.6% | 減碼 |
| Canada Pension Plan Investment Board | 529,700 | $1,881 萬 | 0.01% | +256,700+94.0% | 加碼 |
| Envestnet Asset Management Inc | 557,054 | $1,978 萬 | 0.01% | −60,756−9.8% | 減碼 |
| TD Asset Management Inc | 574,916 | $2,042 萬 | 0.02% | −278,673−32.6% | 減碼 |
| Andra AP-fonden | 594,200 | $2,110 萬 | 0.26% | +10,300+1.8% | 加碼 |