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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 76,500 | $202.8 萬 | 0.07% | −95,680−55.6% | 減碼 |
| State of Wyoming | 76,738 | $203.4 萬 | 0.24% | +33,303+76.7% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 77,060 | $204.3 萬 | 0.02% | −11,120−12.6% | 減碼 |
| Summit Place Financial Advisors, LLC | 78,550 | $208.2 萬 | 1.00% | +78,550 | 新進 |
| IMC-Chicago, LLC | 79,287 | $210.2 萬 | 0.03% | −21,346−21.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 79,518 | $210.8 萬 | 1.20% | +17,487+28.2% | 加碼 |
| National Pension Service | 82,113 | $217.7 萬 | 0.00% | +51,710+170.1% | 加碼 |
| Eurizon Capital SGR S.p.A. | 82,187 | $217.7 萬 | 0.01% | +4,623+6.0% | 加碼 |
| PDT Partners, LLC | 86,356 | $228.9 萬 | 0.14% | −104,066−54.7% | 減碼 |
| Mirova | 86,877 | $230.3 萬 | 0.09% | +86,877 | 新進 |
| IFM Investors Pty Ltd | 86,899 | $230.4 萬 | 0.02% | +1,723+2.0% | 加碼 |
| TD Asset Management Inc | 87,657 | $232.4 萬 | 0.00% | −487,259−84.8% | 減碼 |
| Baker Avenue Asset Management, LP | 87,870 | $232.9 萬 | 0.05% | +87,870 | 新進 |
| SEB Asset Management AB | 88,732 | $235.2 萬 | 0.01% | +88,732 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 89,000 | $235.9 萬 | 1.22% | +16,000+21.9% | 加碼 |
| Bleakley Financial Group, LLC | 90,722 | $240.5 萬 | 0.04% | +90,722 | 新進 |
| Neo Ivy Capital Management | 93,053 | $246.7 萬 | 0.65% | −8,192−8.1% | 減碼 |
| DnB Asset Management AS | 93,737 | $248.5 萬 | 0.01% | +1,576+1.7% | 加碼 |
| La Banque Postale Asset Management SA | 94,607 | $250.8 萬 | 0.03% | −1,758−1.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 94,991 | $251.8 萬 | 0.03% | −25,426−21.1% | 減碼 |
| Colony Group, LLC | 96,139 | $254.9 萬 | 0.00% | −5,791−5.7% | 減碼 |
| Cary Street Partners Financial LLC | 96,545 | $255.9 萬 | 0.06% | +40,405+72.0% | 加碼 |
| Capital International Inc | 97,159 | $257.6 萬 | 0.02% | −571,597−85.5% | 減碼 |
| Soviero Asset Management, LP | 100,000 | $265.1 萬 | 1.49% | +100,000 | 新進 |
| Erste Asset Management GmbH | 102,000 | $265.8 萬 | 0.02% | +102,000 | 新進 |
| Cerity Partners LLC | 106,052 | $281.1 萬 | 0.00% | −60,260−36.2% | 減碼 |
| Private Advisor Group, LLC | 106,313 | $281.8 萬 | 0.01% | +19,459+22.4% | 加碼 |
| Quent Capital, LLC | 107,021 | $283.7 萬 | 0.20% | −471−0.4% | 減碼 |
| KBC Group NV | 108,282 | $287.0 萬 | 0.01% | −589,262−84.5% | 減碼 |
| Nomura Asset Management International Inc. | 108,762 | $288.3 萬 | 0.00% | −1,695,084−94.0% | 減碼 |
| Xponance, Inc. | 111,355 | $295.2 萬 | 0.02% | +9,430+9.3% | 加碼 |
| Peak Retirement Planning, Inc. | 113,473 | $300.8 萬 | 0.62% | +113,473 | 新進 |
| Mediolanum International Funds Ltd | 115,745 | $301.6 萬 | 0.03% | −39,876−25.6% | 減碼 |
| Asio Capital, LLC | 115,684 | $306.7 萬 | 0.43% | +115,684 | 新進 |
| Cetera Investment Advisers | 115,791 | $307.0 萬 | 0.00% | +4,635+4.2% | 加碼 |
| Terril Brothers, Inc. | 116,240 | $308.2 萬 | 0.85% | +107,920+1,297.1% | 加碼 |
| Ieq Capital, LLC | 117,381 | $311.2 萬 | 0.01% | −118,800−50.3% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 110,893 | $312.3 萬 | 0.99% | +3,979+3.7% | 加碼 |
| Gotham Asset Management, LLC | 119,691 | $317.3 萬 | 0.01% | +83,221+228.2% | 加碼 |
| Lido Advisors, LLC | 121,208 | $321.3 萬 | 0.01% | +82,714+214.9% | 加碼 |
| Allstate Corp | 122,755 | $325.4 萬 | 0.03% | +86,031+234.3% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 123,192 | $326.6 萬 | 0.01% | +35,904+41.1% | 加碼 |
| Ellerson Group Inc | 123,280 | $326.8 萬 | 2.14% | +123,280 | 新進 |
| Arizona State Retirement System | 125,944 | $333.9 萬 | 0.02% | −357−0.3% | 減碼 |
| Allianz Asset Management GmbH | 126,199 | $334.6 萬 | 0.00% | −343,617−73.1% | 減碼 |
| Brevan Howard Capital Management LP | 129,068 | $342.2 萬 | 0.04% | +75,879+142.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 131,855 | $348.7 萬 | 0.02% | −4,441−3.3% | 減碼 |
| Natixis Advisors, L.P. | 131,625 | $348.9 萬 | 0.00% | −32,177−19.6% | 減碼 |
| Thrive Capital Management, LLC | 131,611 | $348.9 萬 | 0.76% | +131,611 | 新進 |
| Vestcor Inc | 132,354 | $350.9 萬 | 0.10% | +107,367+429.7% | 加碼 |
| CastleKnight Management LP | 134,342 | $356.1 萬 | 0.17% | +134,342 | 新進 |
| Handelsbanken Fonder AB | 135,300 | $358.7 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 135,850 | $360.1 萬 | 0.01% | −4,340−3.1% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 137,290 | $364.0 萬 | 0.02% | +1,328+1.0% | 加碼 |
| Mayar Capital Ltd. | 137,300 | $364.0 萬 | 4.34% | +137,300 | 新進 |
| OP Asset Management Ltd | 138,620 | $367.5 萬 | 0.04% | −20,431−12.8% | 減碼 |
| Sora Investors LLC | 142,857 | $378.7 萬 | 0.35% | −276,246−65.9% | 減碼 |
| Catalyst Funds Management Pty Ltd | 143,500 | $380.4 萬 | 0.64% | +47,800+49.9% | 加碼 |
| Jones Financial Companies LLLP | 149,326 | $382.9 萬 | 0.00% | +123,537+479.0% | 加碼 |
| Brown Advisory Inc | 144,793 | $383.8 萬 | 0.01% | +90,620+167.3% | 加碼 |
| Aristides Capital LLC | 145,000 | $384.4 萬 | 1.27% | +145,000 | 新進 |
| Tredje AP-fonden | 145,779 | $386.5 萬 | 0.02% | +145,779 | 新進 |
| Investment Management Corp of Ontario | 149,372 | $396.0 萬 | 0.05% | +64,495+76.0% | 加碼 |
| Commonwealth Equity Services, LLC | 149,679 | $396.8 萬 | 0.01% | +3,012+2.1% | 加碼 |
| Nomura Asset Management Co Ltd | 150,900 | $400.0 萬 | 0.01% | +15,100+11.1% | 加碼 |
| Flight Deck Capital, LP | 156,162 | $414.0 萬 | 3.01% | +97,000+164.0% | 加碼 |
| Prana Capital Management, LP | 158,812 | $421.0 萬 | 0.13% | +158,812 | 新進 |
| State of New Jersey Common Pension Fund D | 161,593 | $428.4 萬 | 0.02% | 00.0% | 不變 |
| Globeflex Capital L P | 162,251 | $430.1 萬 | 0.65% | +38,805+31.4% | 加碼 |
| Thrivent Financial for Lutherans | 163,581 | $433.7 萬 | 0.01% | −1,375−0.8% | 減碼 |
| Panagora Asset Management Inc | 166,369 | $441.0 萬 | 0.02% | +9,502+6.1% | 加碼 |
| Optiver Holding B.V. | 166,729 | $442.0 萬 | 0.17% | +166,729 | 新進 |
| Korea Investment CORP | 167,668 | $444.5 萬 | 0.01% | −159,679−48.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 168,483 | $446.6 萬 | 0.03% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 171,400 | $454.4 萬 | 0.02% | 00.0% | 不變 |
| Macquarie Group Ltd | 172,873 | $458.3 萬 | 0.03% | +4,515+2.7% | 加碼 |
| Point72 Asset Management, L.P. | 172,900 | $458.4 萬 | 0.01% | +60,000+53.1% | 加碼 |
| McGowan Group Asset Management, Inc. | 176,164 | $467.0 萬 | 0.59% | −458−0.3% | 減碼 |
| Creative Planning | 177,060 | $469.4 萬 | 0.00% | +108,401+157.9% | 加碼 |
| Asset Management One Co.,Ltd. | 177,098 | $469.5 萬 | 0.01% | +8,918+5.3% | 加碼 |
| Mercer Global Advisors Inc | 178,515 | $473.2 萬 | 0.01% | −2,812−1.6% | 減碼 |
| Pictet Asset Management Holding SA | 178,567 | $473.4 萬 | 0.00% | +6,552+3.8% | 加碼 |
| HighTower Advisors, LLC | 181,837 | $482.0 萬 | 0.01% | −9,869−5.1% | 減碼 |
| State of Michigan Retirement System | 183,000 | $485.1 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 187,842 | $498.0 萬 | 0.01% | +3,878+2.1% | 加碼 |
| Edgestream Partners, L.P. | 189,366 | $502.0 萬 | 0.16% | +88,858+88.4% | 加碼 |
| Rothschild Investment LLC | 189,984 | $503.6 萬 | 0.26% | +13,395+7.6% | 加碼 |
| Miracle Mile Advisors, LLC | 192,043 | $509.1 萬 | 0.07% | +890.0% | 加碼 |
| Vanguard Global Advisers, LLC | 193,628 | $513.3 萬 | 0.00% | +193,628 | 新進 |
| Empowered Funds, LLC | 197,849 | $524.5 萬 | 0.03% | +197,849 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 198,084 | $525.0 萬 | 0.01% | −93,085−32.0% | 減碼 |
| Treasurer of the State of North Carolina | 198,294 | $525.7 萬 | 0.02% | +4,223+2.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 201,900 | $535.2 萬 | 0.03% | +97,500+93.4% | 加碼 |
| Sciencast Management LP | 204,091 | $541.0 萬 | 0.69% | +204,091 | 新進 |
| Public Sector Pension Investment Board | 209,340 | $555.0 萬 | 0.02% | +209,340 | 新進 |
| Vanguard Investments Australia, Ltd. | 214,591 | $568.9 萬 | 0.02% | +214,591 | 新進 |
| MML Investors Services, LLC | 215,423 | $571.1 萬 | 0.02% | +22,690+11.8% | 加碼 |
| Motley Fool Wealth Management, LLC | 222,570 | $590.0 萬 | 0.67% | −78,029−26.0% | 減碼 |
| Abn Amro Investment Solutions | 231,251 | $613.0 萬 | 0.08% | −7,164−3.0% | 減碼 |
| Danske Bank A/S | 231,528 | $613.8 萬 | 0.01% | −16,200−6.5% | 減碼 |