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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 季與 2025 年第 4 季比較

持有 Toast, Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

TOST 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數80414761−29
股數4.47 億5,092 萬4.43 億+4,628 萬 (+11.7%)
市值$158.9 億$18.1 億$118.9 億−$21.9 億 (−15.5%)

14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(109 家)

2026 年第 1 季季末持有 Toast, Inc.、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 109 家。

2026 年第 1 季新進 TOST 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC22,063,096$5.85 億0.01%
Vanguard Portfolio Management LLC20,258,557$5.37 億0.03%
Meritage Group LP3,410,223$9,041 萬3.41%
Vanguard Fiduciary Trust Co3,039,146$8,057 萬0.02%
Lead Edge Capital Management, LLC1,306,362$3,463 萬8.49%
Stony Point Capital LLC820,382$2,175 萬1.76%
Alta Fox Capital Management, LLC740,300$1,963 萬5.19%
Shannon River Fund Management LLC732,027$1,941 萬3.70%
Susquehanna Fundamental Investments, LLC539,064$1,429 萬0.54%
Distillate Capital Partners LLC538,120$1,427 萬0.75%
Nixon Capital, LLC379,501$1,006 萬3.44%
Hawk Ridge Capital Management LP257,700$683.2 萬0.25%
Aware Super Pty Ltd as trustee of Aware Super253,331$671.6 萬0.10%
Skye Global Management LP248,000$657.4 萬0.14%
Vanguard Asset Management, Ltd238,866$633.2 萬0.01%
Vanguard Investments Australia, Ltd.214,591$568.9 萬0.02%
Public Sector Pension Investment Board209,340$555.0 萬0.02%
Sciencast Management LP204,091$541.0 萬0.69%
Empowered Funds, LLC197,849$524.5 萬0.03%
Vanguard Global Advisers, LLC193,628$513.3 萬0.00%
Optiver Holding B.V.166,729$442.0 萬0.17%
Prana Capital Management, LP158,812$421.0 萬0.13%
Tredje AP-fonden145,779$386.5 萬0.02%
Aristides Capital LLC145,000$384.4 萬1.27%
Mayar Capital Ltd.137,300$364.0 萬4.34%
CastleKnight Management LP134,342$356.1 萬0.17%
Thrive Capital Management, LLC131,611$348.9 萬0.76%
Ellerson Group Inc123,280$326.8 萬2.14%
Asio Capital, LLC115,684$306.7 萬0.43%
Peak Retirement Planning, Inc.113,473$300.8 萬0.62%
Erste Asset Management GmbH102,000$265.8 萬0.02%
Soviero Asset Management, LP100,000$265.1 萬1.49%
Bleakley Financial Group, LLC90,722$240.5 萬0.04%
SEB Asset Management AB88,732$235.2 萬0.01%
Baker Avenue Asset Management, LP87,870$232.9 萬0.05%
Mirova86,877$230.3 萬0.09%
Summit Place Financial Advisors, LLC78,550$208.2 萬1.00%
Crestwood Capital Management, L.P.75,000$198.8 萬1.37%
BloombergSen Inc.67,438$178.8 萬0.20%
TFJ Management, LLC63,112$167.3 萬1.60%
Eurizon SLJ Capital Ltd60,407$157.4 萬0.75%
Mainstream Capital Management LLC57,404$152.2 萬1.02%
Generali Asset Management SPA SGR51,255$135.9 萬0.03%
Weiss Asset Management LP46,639$123.6 萬0.02%
Change Path, LLC46,559$123.4 萬0.03%
Loup Funds, LLC46,180$122.4 萬0.78%
Moran Wealth Management, LLC44,835$118.9 萬0.04%
Qsemble Capital Management, LP41,549$110.1 萬0.08%
Quantitative Investment Management, LLC28,992$76.8 萬0.08%
Register Financial Advisors LLC26,750$70.9 萬0.26%
Landscape Capital Management, L.L.C.24,959$66.2 萬0.04%
CIBC Bancorp USA Inc.23,139$61.3 萬0.00%
Brighton Jones LLC22,206$58.9 萬0.01%
MOKAN Wealth Management Inc.19,877$52.7 萬0.23%
Capital International Sarl18,338$48.6 萬0.01%
Boothbay Fund Management, LLC17,451$46.3 萬0.01%
Saudi Central Bank17,108$45.4 萬0.01%
Whalen Wealth Management Inc.16,882$44.8 萬0.24%
Trivant Custom Portfolio Group, LLC16,481$43.7 萬0.24%
Peloton Wealth Strategists15,800$41.9 萬0.17%
DRW Securities, LLC15,386$40.8 萬0.02%
Tamar Securities, LLC15,248$40.4 萬0.04%
iA Global Asset Management Inc.15,212$40.3 萬0.01%
Avondale Wealth Management15,124$40.1 萬0.20%
Human Investing LLC13,396$35.5 萬0.05%
Compass Capital Corp11,850$35.2 萬0.13%
Y-Intercept (Hong Kong) Ltd13,267$35.2 萬0.01%
Oakmont Advisory Group, LLC12,461$33.0 萬0.34%
BAM Wealth Management, LLC12,254$32.5 萬0.24%
Cookson Peirce & Co Inc11,810$31.3 萬0.01%
Banque Cantonale Vaudoise11,335$30.0 萬0.01%
Scientech Research LLC11,210$29.7 萬0.25%
Silver Oak Securities, Inc11,051$29.3 萬0.02%
Pale Fire Capital SE10,000$26.5 萬0.02%
Virtu Financial LLC9,402$24.9 萬0.01%
Integrated Wealth Concepts LLC9,237$24.5 萬0.00%
Evergreen Capital Management LLC9,174$24.3 萬0.01%
Legacy Wealth Asset Management, LLC9,138$24.2 萬0.06%
Graetz Wealth LLC9,012$23.9 萬0.21%
Frec Markets, Inc.8,480$22.5 萬0.04%
Baldwin Investment Management, LLC8,450$22.4 萬0.03%
Dynasty Wealth Management, LLC8,423$22.3 萬0.00%
Venturi Wealth Management, LLC7,624$20.2 萬0.01%
Hickory Point Bank & Trust5,000$13.3 萬0.09%
Gables Capital Management Inc.2,200$5.83 萬0.02%
University of Texas/Texas Am Investment Managment Co1,200$3.18 萬0.00%
Cassaday & Co Wealth Management LLC550$1.46 萬0.00%
Brown, Lisle/Cummings, Inc.386$1.02 萬0.00%
Essential Partners LLC339$8,9870.00%
Owl Creek Wealth Partners LLC260$6,8930.00%
Private Wealth Management Group, LLC251$6,6550.00%
Innovative Asset Advisors Group, LLC223$5,9120.00%
Hanson & Doremus Investment Management150$4,0000.00%
Forum Finance Group S.A.200$4,0000.00%
Colonial Trust Co116$3,0750.00%
CX Institutional111$3,0000.00%
Vanguard National Trust Co101$2,6780.00%
Twin Peaks Wealth Advisors, LLC79$2,0940.00%
Lloyd Advisory Services, LLC.67$1,7760.00%
Kingdom Financial Group LLC.67$1,7760.00%

清倉機構(138 家)

2025 年第 4 季季末持有 Toast, Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 138 家。

2026 年第 1 季清倉 TOST 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
T. Rowe Price Investment Management, Inc.7,167,843$2.55 億
Durable Capital Partners LP2,299,023$8,164 萬
Freestone Grove Partners LP1,102,638$3,915 萬
Schonfeld Strategic Advisors LLC809,331$2,874 萬
Greenoaks Capital Partners LLC680,317$2,416 萬
ExodusPoint Capital Management, LP264,785$940.3 萬
Philadelphia Financial Management of San Francisco, LLC257,848$915.6 萬
Two Sigma Advisers, LP254,100$902.3 萬
Partners Group Holding AG185,085$657.2 萬
Lord, Abbett & Co. LLC172,359$612.0 萬
WCG Wealth Advisors LLC165,435$587.5 萬
TrimTabs Asset Management, LLC153,730$545.9 萬
Kessler Investment Group, LLC125,204$444.6 萬
Verition Fund Management LLC110,200$391.3 萬
Quantbot Technologies LP106,077$376.7 萬
Skandinaviska Enskilda Banken AB (publ)87,455$310.6 萬
Capelight Capital Asset Management LP60,000$213.1 萬
Lecap Asset Management Ltd59,123$209.9 萬
Capstone Investment Advisors, LLC56,212$199.6 萬
Magnetar Financial LLC50,985$181.0 萬
Roundview Capital LLC42,995$152.7 萬
Polianta Ltd42,600$151.2 萬
Alaethes Wealth LLC38,327$136.1 萬
Convergence Investment Partners, LLC34,917$124.0 萬
Alberta Investment Management Corp34,300$121.8 萬
Fairvoy Private Wealth, LLC31,729$112.7 萬
Diametric Capital, LP30,433$108.1 萬
Element Squared LLC29,895$106.2 萬
Knights of Columbus Asset Advisors LLC29,108$103.4 萬
Main Management ETF Advisors, LLC28,971$102.9 萬
Kentucky Retirement Systems28,361$100.7 萬
Monetta Financial Services Inc28,000$99.4 萬
Capstone Capital Management Ltd27,574$97.9 萬
Axq Capital, LP27,084$96.2 萬
Oak Thistle LLC24,065$85.5 萬
Mizuho Markets Cayman LP21,566$76.6 萬
Illinois Municipal Retirement Fund19,794$70.3 萬
Brookwood Investment Group LLC17,614$62.5 萬
GAM Holding AG16,131$57.3 萬
Cannon Global Investment Management, LLC15,000$53.3 萬
Headlands Technologies LLC14,425$51.2 萬
Versor Investments LP13,600$48.3 萬
Altfest L J & Co Inc13,439$47.7 萬
Quest Partners LLC13,279$47.2 萬
Atomi Financial Group, Inc.13,117$46.6 萬
Trinity Financial Advisors LLC12,726$45.2 萬
Cumberland Partners Ltd12,500$44.4 萬
Wealthspire Advisors, LLC11,985$42.6 萬
AssuredPartners Investment Advisors, LLC11,344$40.3 萬
Chicago Partners Investment Group LLC11,598$39.2 萬
Staley Capital Advisers Inc10,600$37.6 萬
Benjamin Edwards Inc10,283$36.5 萬
Graham Capital Management, L.P.10,279$36.5 萬
Carnegie Capital Asset Management, LLC10,200$36.2 萬
Forum Financial Management, LP9,880$35.1 萬
Wedmont Private Capital9,478$34.7 萬
Bayesian Capital Management, LP9,500$33.7 萬
True Vision MN LLC9,145$32.5 萬
Wealth Management Partners, LLC8,783$31.2 萬
Vinva Investment Management Ltd8,132$29.5 萬
RMR Capital Management, LLC8,291$29.4 萬
Inscription Capital, LLC8,268$29.4 萬
Fund Advisors of America Inc8,160$29.0 萬
Buffalo Business & Estate Services Ltd8,121$28.8 萬
Valeo Financial Advisors, LLC8,024$28.5 萬
Bosman Wealth Management, LLC7,873$28.0 萬
SP Asset Management LLC7,802$27.7 萬
Penn Davis McFarland Inc7,500$26.6 萬
Stratos Wealth Partners, LTD.7,285$25.9 萬
Stonekeep Investments, LLC7,004$24.9 萬
CWA Asset Management Group, LLC6,851$24.3 萬
Bridgefront Capital, LLC6,767$24.0 萬
Inceptionr LLC6,700$23.8 萬
Oxinas Partners Wealth Management LLC6,557$23.3 萬
Moody Lynn & Lieberson, LLC6,461$22.9 萬
Net Worth Advisory Group6,438$22.9 萬
Merit Financial Group, LLC6,434$22.8 萬
Axim Planning & Wealth6,335$22.5 萬
North Star Asset Management Inc6,300$22.4 萬
National Philanthropic Trust6,225$22.1 萬
Portside Wealth Group, LLC6,158$21.9 萬
Great Lakes Advisors, LLC6,145$21.8 萬
We Are One Seven, LLC6,133$21.8 萬
Scotia Capital Inc.6,077$21.6 萬
Connecticut Wealth Management, LLC5,927$21.0 萬
CTC Alternative Strategies, Ltd.5,900$21.0 萬
Twin Tree Management, LP5,868$20.8 萬
Purus Wealth Management, LLC5,802$20.6 萬
Alpine Global Management, LLC5,706$20.3 萬
Mindset Wealth Management, LLC5,694$20.2 萬
Darden Wealth Group Inc5,670$20.1 萬
Robertson Stephens Wealth Management, LLC5,664$20.1 萬
GDS Wealth Management5,664$20.1 萬
Yousif Capital Management, LLC6,134$20.1 萬
Independent Wealth Network Inc.5,642$20.0 萬
Intesa Sanpaolo Wealth Management3,335$11.8 萬
Jefferies Financial Group Inc.2,416$8.58 萬
Garner Asset Management Corp2,090$7.42 萬
Roxbury Financial LLC2,085$7.40 萬
SageView Advisory Group, LLC1,492$5.30 萬

尚未申報 2026 年第 1 季的機構(14 家)

2025 年第 4 季季末持有 Toast, Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 TOST、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc44,692,350$15.9 億
Norges Bank5,711,282$2.03 億
Forsta Ap-Fonden231,800$823.1 萬
UBS Oconnor LLC200,000$710.2 萬
Comerica Bank30,628$108.8 萬
CIBC World Markets Corp15,927$56.6 萬
Prosperity Wealth Management, Inc.14,200$50.4 萬
Janney Capital Management LLC9,779$34.7 萬
Pandora Wealth, Inc.5,014$17.8 萬
CIBC Private Wealth Group, LLC4,929$17.5 萬
Global Retirement Partners, LLC4,011$14.2 萬
GPS Wealth Strategies Group, LLC2,235$7.94 萬
Motiv8 Investments LLC86$3,000
Trust Co of Vermont22$781