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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 28,876 | $76.6 萬 | 0.01% | +8,712+43.2% | 加碼 |
| Quantitative Investment Management, LLC | 28,992 | $76.8 萬 | 0.08% | +28,992 | 新進 |
| Romano Brothers and Company | 29,006 | $76.9 萬 | 0.09% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 29,048 | $77.0 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 29,134 | $77.2 萬 | 0.00% | +3,391+13.2% | 加碼 |
| S.A. Mason LLC | 29,240 | $77.5 萬 | 0.29% | +7,100+32.1% | 加碼 |
| Squarepoint Ops LLC | 29,350 | $77.8 萬 | 0.00% | −143,691−83.0% | 減碼 |
| CI Private Wealth, LLC | 29,932 | $78.9 萬 | 0.00% | −9,012−23.1% | 減碼 |
| Ascent Group, LLC | 29,888 | $79.2 萬 | 0.03% | +2,812+10.4% | 加碼 |
| Truist Financial Corp | 29,990 | $79.5 萬 | 0.00% | −27,496−47.8% | 減碼 |
| Silver Lake Advisory, LLC | 30,065 | $79.7 萬 | 0.32% | +2,280+8.2% | 加碼 |
| Lighthouse Financial Services Inc | 29,455 | $79.8 萬 | 0.18% | +12,602+74.8% | 加碼 |
| Fifth Third Bancorp | 30,166 | $80.0 萬 | 0.00% | +29,867+9,989.0% | 加碼 |
| Values First Advisors, Inc. | 30,467 | $80.8 萬 | 0.42% | +829+2.8% | 加碼 |
| Brasada Capital Management, LP | 30,000 | $81.1 萬 | 0.15% | +7,360+32.5% | 加碼 |
| IFP Advisors, Inc | 30,917 | $82.0 萬 | 0.02% | +1,250+4.2% | 加碼 |
| Lewis Asset Management, LLC | 30,918 | $82.0 萬 | 0.34% | +16,355+112.3% | 加碼 |
| Counterpoint Mutual Funds LLC | 32,265 | $85.5 萬 | 0.13% | +18,180+129.1% | 加碼 |
| Neuberger Berman Group LLC | 32,426 | $86.0 萬 | 0.00% | −465,050−93.5% | 減碼 |
| American Capital Advisory, LLC | 32,601 | $86.4 萬 | 0.35% | +16,266+99.6% | 加碼 |
| Bank of Nova Scotia | 33,053 | $87.6 萬 | 0.00% | −1,213,984−97.3% | 減碼 |
| Vontobel Holding Ltd. | 33,480 | $88.8 萬 | 0.00% | −1,532,978−97.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 33,911 | $89.7 萬 | 0.00% | −9,991−22.8% | 減碼 |
| Diversified Trust Co | 34,508 | $91.5 萬 | 0.02% | +5,143+17.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 35,105 | $93.1 萬 | 0.02% | +28,453+427.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 35,699 | $94.6 萬 | 0.01% | +7,956+28.7% | 加碼 |
| Keystone Financial Group | 35,880 | $95.1 萬 | 0.07% | +18,200+102.9% | 加碼 |
| Intech Investment Management LLC | 36,039 | $95.5 萬 | 0.01% | −90,803−71.6% | 減碼 |
| STRS Ohio | 36,079 | $95.6 萬 | 0.00% | −160.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 36,120 | $95.8 萬 | 0.02% | +13,190+57.5% | 加碼 |
| Amalgamated Bank | 36,670 | $97.2 萬 | 0.01% | −4,469−10.9% | 減碼 |
| Group One Trading, L.P. | 37,029 | $98.2 萬 | 0.03% | +2,770+8.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 36,630 | $98.8 萬 | 0.00% | 00.0% | 不變 |
| Baxter Bros Inc | 37,390 | $99.1 萬 | 0.12% | +16,000+74.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 37,561 | $99.6 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 38,829 | $102.9 萬 | 0.00% | +8,141+26.5% | 加碼 |
| Sit Investment Associates Inc | 39,420 | $104.5 萬 | 0.02% | +393+1.0% | 加碼 |
| Royal Fund Management, LLC | 40,000 | $106.0 萬 | 0.10% | +9,089+29.4% | 加碼 |
| Bridger Management, LLC | 40,392 | $107.1 萬 | 0.84% | 00.0% | 不變 |
| Cim, LLC | 41,148 | $109.1 萬 | 0.16% | +785+1.9% | 加碼 |
| Qsemble Capital Management, LP | 41,549 | $110.1 萬 | 0.08% | +41,549 | 新進 |
| Park Avenue Securities LLC | 41,621 | $110.3 萬 | 0.01% | +2,536+6.5% | 加碼 |
| Assetmark, Inc | 41,873 | $111.0 萬 | 0.00% | −15,185−26.6% | 減碼 |
| Greenwood Gearhart Inc | 42,740 | $113.3 萬 | 0.06% | 00.0% | 不變 |
| Captrust Financial Advisors | 43,871 | $116.3 萬 | 0.00% | +3,622+9.0% | 加碼 |
| Bessemer Group Inc | 43,929 | $116.5 萬 | 0.00% | +1,957+4.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 43,963 | $116.5 萬 | 0.01% | +786+1.8% | 加碼 |
| Moran Wealth Management, LLC | 44,835 | $118.9 萬 | 0.04% | +44,835 | 新進 |
| Summit Financial, LLC | 45,147 | $119.7 萬 | 0.02% | −24,167−34.9% | 減碼 |
| WoodTrust Financial Corp | 45,550 | $120.8 萬 | 0.16% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 45,794 | $121.4 萬 | 0.20% | +20,115+78.3% | 加碼 |
| TBH Global Asset Management, LLC | 46,077 | $122.2 萬 | 0.25% | −1,030−2.2% | 減碼 |
| Loup Funds, LLC | 46,180 | $122.4 萬 | 0.78% | +46,180 | 新進 |
| Change Path, LLC | 46,559 | $123.4 萬 | 0.03% | +46,559 | 新進 |
| Weiss Asset Management LP | 46,639 | $123.6 萬 | 0.02% | +46,639 | 新進 |
| Fiduciary Financial Group, LLC | 46,779 | $124.0 萬 | 0.16% | −50.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 46,888 | $124.3 萬 | 0.01% | −250,087−84.2% | 減碼 |
| Chapman Financial Group, LLC | 47,954 | $127.1 萬 | 0.91% | +159+0.3% | 加碼 |
| JustInvest LLC | 48,090 | $127.5 萬 | 0.01% | +14,420+42.8% | 加碼 |
| Odyssean, LLC | 49,075 | $130.1 萬 | 0.47% | +28,436+137.8% | 加碼 |
| Osmosis Investment Management UK Ltd | 49,676 | $131.7 萬 | 0.04% | −55,159−52.6% | 減碼 |
| Kampmann Melissa S. | 49,810 | $132.0 萬 | 1.06% | −600−1.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,032 | $132.6 萬 | 0.01% | +39+0.1% | 加碼 |
| Daiwa Securities Group Inc. | 50,622 | $134.2 萬 | 0.00% | −36,404−41.8% | 減碼 |
| Azzad Asset Management Inc | 50,773 | $134.6 萬 | 0.14% | +17,653+53.3% | 加碼 |
| Generali Asset Management SPA SGR | 51,255 | $135.9 萬 | 0.03% | +51,255 | 新進 |
| QRG Capital Management, Inc. | 53,432 | $141.6 萬 | 0.01% | −2,105−3.8% | 減碼 |
| Yarbrough Capital, LLC | 53,796 | $142.6 萬 | 0.05% | 00.0% | 不變 |
| WCM Investment Management, LLC | 55,059 | $143.5 萬 | 0.00% | +692+1.3% | 加碼 |
| Wisconsin Capital Management LLC | 54,200 | $143.7 萬 | 0.79% | −75,046−58.1% | 減碼 |
| Lavelle Capital LP | 55,000 | $145.8 萬 | 0.90% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 56,314 | $149.3 萬 | 0.09% | −3,945−6.5% | 減碼 |
| Mainstream Capital Management LLC | 57,404 | $152.2 萬 | 1.02% | +57,404 | 新進 |
| M&T Bank Corp | 57,685 | $152.9 萬 | 0.01% | +5,415+10.4% | 加碼 |
| Eurizon SLJ Capital Ltd | 60,407 | $157.4 萬 | 0.75% | +60,407 | 新進 |
| Ameriprise Financial Inc | 59,690 | $158.2 萬 | 0.00% | −101,821−63.0% | 減碼 |
| Firsthand Capital Management, Inc. | 60,000 | $159.1 萬 | 3.39% | 00.0% | 不變 |
| Nissay Asset Management Corp | 60,074 | $159.3 萬 | 0.01% | +1,440+2.5% | 加碼 |
| Vident Advisory, LLC | 60,646 | $160.8 萬 | 0.01% | −8,033−11.7% | 減碼 |
| Toronto Dominion Bank | 61,488 | $163.0 萬 | 0.00% | −12,304−16.7% | 減碼 |
| Mirador Capital Partners LP | 61,828 | $163.9 萬 | 0.23% | +2,706+4.6% | 加碼 |
| TFJ Management, LLC | 63,112 | $167.3 萬 | 1.60% | +63,112 | 新進 |
| RSM US Wealth Management LLC | 63,315 | $167.8 萬 | 0.02% | −346−0.5% | 減碼 |
| Pinebridge Investments LLC | 63,671 | $168.8 萬 | 0.01% | −11,291−15.1% | 減碼 |
| British Columbia Investment Management Corp | 63,897 | $169.4 萬 | 0.01% | −17,409−21.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 65,000 | $172.3 萬 | 0.12% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 65,627 | $174.0 萬 | 0.03% | −12,322−15.8% | 減碼 |
| Dnca Finance | 67,000 | $177.6 萬 | 0.10% | −91,300−57.7% | 減碼 |
| Nia Impact Advisors, LLC | 67,180 | $178.1 萬 | 0.79% | −1,954−2.8% | 減碼 |
| BloombergSen Inc. | 67,438 | $178.8 萬 | 0.20% | +67,438 | 新進 |
| US Bancorp | 67,622 | $179.3 萬 | 0.00% | +5,119+8.2% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 67,806 | $179.8 萬 | 0.99% | +18,816+38.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 67,909 | $180.0 萬 | 0.06% | +358+0.5% | 加碼 |
| Nano Cap New Millennium Growth Fund L P | 68,000 | $180.3 萬 | 1.69% | +19,500+40.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 69,888 | $185.3 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 72,079 | $191.1 萬 | 0.01% | +24,868+52.7% | 加碼 |
| HRT Financial LP | 72,791 | $192.9 萬 | 0.00% | −43,217−37.3% | 減碼 |
| Crestwood Capital Management, L.P. | 75,000 | $198.8 萬 | 1.37% | +75,000 | 新進 |
| Xcel Wealth Management, LLC | 75,481 | $200.1 萬 | 0.56% | −2,315−3.0% | 減碼 |
| Pathstone Holdings, LLC | 75,884 | $201.2 萬 | 0.01% | +1,629+2.2% | 加碼 |