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。
2026 年第 1 季 13F 持有人
Toast, Inc. 在 2026/3/31 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
- 761
- 較 2025 年第 4 季 −29 家
- 持有股數
- 4.43 億
- 較 2025 年第 4 季 +4,628 萬 (+11.7%)
- 總市值
- $118.9 億
- 較 2025 年第 4 季 −$21.9 億 (−15.5%)
- 新進機構
- 109
- 另有 313 家加碼
- 清倉機構
- 138
- 另有 226 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 31,731,204 | $8.41 億 | 0.04% | +1,926,185+6.5% | 加碼 |
| Capital International Investors | 30,603,273 | $8.11 億 | 0.19% | −14,788,186−32.6% | 減碼 |
| BlackRock, Inc. | 27,164,813 | $7.20 億 | 0.01% | +264,761+1.0% | 加碼 |
| Alliancebernstein L.P. | 18,173,374 | $6.45 億 | 0.21% | +8,842,108+94.8% | 加碼 |
| Vanguard Capital Management LLC | 22,063,096 | $5.85 億 | 0.01% | +22,063,096 | 新進 |
| Vanguard Portfolio Management LLC | 20,258,557 | $5.37 億 | 0.03% | +20,258,557 | 新進 |
| JPMorgan Chase & Co | 16,783,899 | $4.37 億 | 0.03% | +7,405,241+79.0% | 加碼 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 12,895,438 | $3.42 億 | 5.98% | +4,880,161+60.9% | 加碼 |
| Morgan Stanley | 11,659,138 | $3.09 億 | 0.02% | +1,286,512+12.4% | 加碼 |
| State Street Corp | 10,147,233 | $2.69 億 | 0.01% | +326,639+3.3% | 加碼 |
| Geode Capital Management, LLC | 8,985,342 | $2.38 億 | 0.01% | +310,286+3.6% | 加碼 |
| Principal Financial Group Inc | 7,977,244 | $2.11 億 | 0.11% | +2,111,009+36.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,859,633 | $1.82 億 | 0.12% | −173,262−2.5% | 減碼 |
| UBS Group AG | 6,583,386 | $1.75 億 | 0.03% | +2,372,882+56.4% | 加碼 |
| XN LP | 6,509,924 | $1.73 億 | 6.34% | −2,478,462−27.6% | 減碼 |
| Bank of America Corp | 4,866,197 | $1.29 億 | 0.01% | +465,006+10.6% | 加碼 |
| Millennium Management LLC | 4,736,296 | $1.26 億 | 0.09% | +2,473,528+109.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,648,200 | $1.23 億 | 0.14% | +274,894+6.3% | 加碼 |
| Price T Rowe Associates Inc | 4,509,903 | $1.20 億 | 0.01% | +1,095,852+32.1% | 加碼 |
| Renaissance Technologies LLC | 4,321,437 | $1.15 億 | 0.18% | +867,509+25.1% | 加碼 |
| Qube Research & Technologies Ltd | 4,249,385 | $1.13 億 | 0.16% | +586,240+16.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,069,162 | $1.08 億 | 1.29% | −321,402−7.3% | 減碼 |
| Jane Street Group, LLC | 3,972,585 | $1.05 億 | 0.11% | +3,945,477+14,554.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 3,938,703 | $1.04 億 | 0.40% | +998,791+34.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 3,817,961 | $1.01 億 | 1.43% | +16,614+0.4% | 加碼 |
| HMI Capital Management, L.P. | 3,814,983 | $1.01 億 | 13.41% | −488,500−11.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,461,654 | $9,177 萬 | 0.05% | −1,117,392−24.4% | 減碼 |
| Meritage Group LP | 3,410,223 | $9,041 萬 | 3.41% | +3,410,223 | 新進 |
| Amundi | 3,329,206 | $8,826 萬 | 0.02% | +655,717+24.5% | 加碼 |
| Jennison Associates LLC | 3,226,502 | $8,553 萬 | 0.06% | −11,931,453−78.7% | 減碼 |
| Champlain Investment Partners, LLC | 3,068,101 | $8,134 萬 | 1.03% | +162,453+5.6% | 加碼 |
| Federated Hermes, Inc. | 3,055,000 | $8,099 萬 | 0.13% | −214,070−6.5% | 減碼 |
| Vanguard Fiduciary Trust Co | 3,039,146 | $8,057 萬 | 0.02% | +3,039,146 | 新進 |
| Marshall Wace, LLP | 2,899,621 | $7,687 萬 | 0.08% | −2,392,947−45.2% | 減碼 |
| Northern Trust Corp | 2,899,372 | $7,686 萬 | 0.01% | −337,288−10.4% | 減碼 |
| Goldman Sachs Group Inc | 2,790,519 | $7,398 萬 | 0.01% | +1,191,732+74.5% | 加碼 |
| Charles Schwab Investment Management Inc | 2,736,658 | $7,255 萬 | 0.01% | +256,675+10.3% | 加碼 |
| American Century Companies Inc | 2,597,902 | $6,887 萬 | 0.04% | +1,061,204+69.1% | 加碼 |
| Eventide Asset Management, LLC | 2,488,669 | $6,596 萬 | 1.09% | +2,629+0.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,411,395 | $6,393 萬 | 0.05% | +1,083,200+81.6% | 加碼 |
| Balyasny Asset Management LLC | 2,221,675 | $5,890 萬 | 0.12% | −1,810,030−44.9% | 減碼 |
| Nordea Investment Management AB | 2,219,103 | $5,745 萬 | 0.05% | +911,945+69.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,079,567 | $5,513 萬 | 0.04% | +255,009+14.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,062,404 | $5,467 萬 | 0.79% | +1,291,007+167.4% | 加碼 |
| Stephens Investment Management Group LLC | 2,008,871 | $5,326 萬 | 0.73% | +259,457+14.8% | 加碼 |
| Greenvale Capital LLP | 2,000,000 | $5,302 萬 | 5.81% | +100,000+5.3% | 加碼 |
| Greenhouse Funds LLLP | 1,972,912 | $5,230 萬 | 2.48% | +112,769+6.1% | 加碼 |
| Trexquant Investment LP | 1,879,041 | $4,981 萬 | 0.36% | +909,809+93.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,842,602 | $4,885 萬 | 0.01% | −46,872−2.5% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 1,810,754 | $4,800 萬 | 0.37% | −155,612−7.9% | 減碼 |
| Westfield Capital Management Co LP | 1,790,873 | $4,748 萬 | 0.20% | +522,536+41.2% | 加碼 |
| Zevenbergen Capital Investments LLC | 1,774,581 | $4,704 萬 | 1.35% | −80,415−4.3% | 減碼 |
| 1832 Asset Management L.P. | 1,732,400 | $4,593 萬 | 0.06% | −2,331,800−57.4% | 減碼 |
| Nuveen, LLC | 1,584,712 | $4,201 萬 | 0.01% | +172,689+12.2% | 加碼 |
| Blair William & Co | 1,539,203 | $4,080 萬 | 0.12% | −119,274−7.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,522,094 | $4,034 萬 | 0.01% | +61,269+4.2% | 加碼 |
| Bank of New York Mellon Corp | 1,491,062 | $3,953 萬 | 0.01% | −15,080−1.0% | 減碼 |
| NZS Capital, LLC | 1,475,513 | $3,912 萬 | 1.30% | +178,995+13.8% | 加碼 |
| Swiss National Bank | 1,360,400 | $3,606 萬 | 0.02% | +102,600+8.2% | 加碼 |
| Fiera Capital Corp | 1,350,340 | $3,580 萬 | 0.12% | +1,336+0.1% | 加碼 |
| Citigroup Inc | 1,343,612 | $3,562 萬 | 0.02% | +109,695+8.9% | 加碼 |
| Lead Edge Capital Management, LLC | 1,306,362 | $3,463 萬 | 8.49% | +1,306,362 | 新進 |
| Mackenzie Financial Corp | 1,273,067 | $3,375 萬 | 0.04% | +212,214+20.0% | 加碼 |
| 12 West Capital Management LP | 1,247,840 | $3,308 萬 | 5.58% | −600,000−32.5% | 減碼 |
| Alkeon Capital Management LLC | 1,238,096 | $3,282 萬 | 0.15% | +88,096+7.7% | 加碼 |
| Congress Asset Management Co | 1,091,236 | $2,893 萬 | 0.21% | +314,501+40.5% | 加碼 |
| Man Group plc | 1,079,486 | $2,862 萬 | 0.06% | +664,812+160.3% | 加碼 |
| Wellington Management Group LLP | 1,059,093 | $2,808 萬 | 0.01% | +1,042,640+6,337.1% | 加碼 |
| Employees Retirement System of Texas | 1,057,808 | $2,804 萬 | 0.25% | −56,600−5.1% | 減碼 |
| Legal & General Group Plc | 1,054,825 | $2,796 萬 | 0.01% | +22,756+2.2% | 加碼 |
| First Trust Advisors LP | 1,033,066 | $2,739 萬 | 0.02% | −186,721−15.3% | 減碼 |
| Barclays PLC | 1,017,915 | $2,698 萬 | 0.01% | +699,111+219.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 984,913 | $2,611 萬 | 0.04% | −38,092−3.7% | 減碼 |
| Wells Fargo & Company | 982,829 | $2,605 萬 | 0.01% | −168,742−14.7% | 減碼 |
| Capital Fund Management S.A. | 982,538 | $2,605 萬 | 0.23% | +780,143+385.5% | 加碼 |
| Longaeva Partners L.P. | 941,001 | $2,495 萬 | 1.20% | +600,076+176.0% | 加碼 |
| Delta Global Management LP | 938,753 | $2,489 萬 | 2.04% | −203,119−17.8% | 減碼 |
| Victory Capital Management Inc | 930,625 | $2,467 萬 | 0.02% | +232,689+33.3% | 加碼 |
| Susquehanna International Group, LLP | 907,792 | $2,407 萬 | 0.03% | +209,729+30.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 894,759 | $2,372 萬 | 0.07% | −208,802−18.9% | 減碼 |
| AQR Capital Management LLC | 901,879 | $2,372 萬 | 0.01% | +647,535+254.6% | 加碼 |
| Deutsche Bank AG | 874,811 | $2,319 萬 | 0.01% | −224,388−20.4% | 減碼 |
| Two Sigma Investments, LP | 831,864 | $2,205 萬 | 0.02% | −401,177−32.5% | 減碼 |
| Stony Point Capital LLC | 820,382 | $2,175 萬 | 1.76% | +820,382 | 新進 |
| Canada Pension Plan Investment Board | 790,000 | $2,094 萬 | 0.01% | +260,300+49.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 753,323 | $1,997 萬 | 0.03% | −218,907−22.5% | 減碼 |
| Park West Asset Management LLC | 742,125 | $1,967 萬 | 1.74% | +22,550+3.1% | 加碼 |
| Alta Fox Capital Management, LLC | 740,300 | $1,963 萬 | 5.19% | +740,300 | 新進 |
| Shannon River Fund Management LLC | 732,027 | $1,941 萬 | 3.70% | +732,027 | 新進 |
| Rhumbline Advisers | 727,033 | $1,927 萬 | 0.02% | −2,657−0.4% | 減碼 |
| Raymond James Financial Inc | 686,349 | $1,820 萬 | 0.01% | −120,942−15.0% | 減碼 |
| Janus Henderson Group PLC | 674,792 | $1,789 萬 | 0.01% | −61,413−8.3% | 減碼 |
| California Public Employees Retirement System | 671,880 | $1,781 萬 | 0.01% | −177,043−20.9% | 減碼 |
| Assenagon Asset Management S.A. | 658,722 | $1,746 萬 | 0.03% | +339,762+106.5% | 加碼 |
| Teacher Retirement System of Texas | 657,346 | $1,743 萬 | 0.07% | +642,251+4,254.7% | 加碼 |
| Invesco Ltd. | 656,368 | $1,740 萬 | 0.00% | +8,860+1.4% | 加碼 |
| California State Teachers Retirement System | 652,724 | $1,730 萬 | 0.02% | −3,775−0.6% | 減碼 |
| Envestnet Asset Management Inc | 634,959 | $1,683 萬 | 0.00% | +77,905+14.0% | 加碼 |
| Apis Capital Advisors, LLC | 630,000 | $1,670 萬 | 2.58% | +388,000+160.3% | 加碼 |
| Mane Global Capital Management LP | 616,146 | $1,633 萬 | 1.68% | −318,392−34.1% | 減碼 |