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 |
|---|---|---|---|---|---|
| Commerce Bank | 232,429 | $616.2 萬 | 0.03% | −617,508−72.7% | 減碼 |
| Capital Impact Advisors, LLC | 238,280 | $631.7 萬 | 2.55% | −1,171,484−83.1% | 減碼 |
| Vanguard Asset Management, Ltd | 238,866 | $633.2 萬 | 0.01% | +238,866 | 新進 |
| Westbourne Investment Advisors, Inc. | 241,195 | $639.4 萬 | 1.86% | +7,742+3.3% | 加碼 |
| Great West Life Assurance Co | 241,573 | $641.3 萬 | 0.01% | +48,866+25.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 243,879 | $646.5 萬 | 0.02% | −90,120−27.0% | 減碼 |
| Stifel Financial Corp | 243,994 | $646.8 萬 | 0.01% | −18,693−7.1% | 減碼 |
| Skye Global Management LP | 248,000 | $657.4 萬 | 0.14% | +248,000 | 新進 |
| Jain Global LLC | 248,939 | $659.9 萬 | 0.08% | +47,416+23.5% | 加碼 |
| Independent Family Office, LLC | 250,000 | $662.8 萬 | 2.73% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 251,014 | $665.4 萬 | 1.26% | −48,974−16.3% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 253,331 | $671.6 萬 | 0.10% | +253,331 | 新進 |
| Hawk Ridge Capital Management LP | 257,700 | $683.2 萬 | 0.25% | +257,700 | 新進 |
| Swiss Life Asset Management Ltd | 259,344 | $687.5 萬 | 0.03% | +208,353+408.6% | 加碼 |
| Rockefeller Capital Management L.P. | 262,346 | $695.5 萬 | 0.01% | +93,224+55.1% | 加碼 |
| Motley Fool Asset Management LLC | 273,252 | $724.4 萬 | 0.31% | −15,447−5.4% | 減碼 |
| LPL Financial LLC | 275,568 | $730.5 萬 | 0.00% | +56,632+25.9% | 加碼 |
| Campbell Capital Management Inc | 275,815 | $731.2 萬 | 3.50% | −500−0.2% | 減碼 |
| Mariner, LLC | 275,856 | $731.4 萬 | 0.01% | −41,245−13.0% | 減碼 |
| Ensign Peak Advisors, Inc | 280,434 | $743.4 萬 | 0.01% | +44,022+18.6% | 加碼 |
| HSBC Holdings PLC | 284,510 | $753.9 萬 | 0.00% | +103,139+56.9% | 加碼 |
| Penserra Capital Management LLC | 291,765 | $773.4 萬 | 0.09% | +12,478+4.5% | 加碼 |
| SCS Capital Management LLC | 293,912 | $779.2 萬 | 0.08% | −5,589−1.9% | 減碼 |
| Zacks Investment Management | 299,335 | $793.5 萬 | 0.06% | −9,753−3.2% | 減碼 |
| Sands Capital Ventures, LLC | 301,647 | $799.7 萬 | 1.90% | 00.0% | 不變 |
| Nomura Holdings Inc | 306,893 | $813.6 萬 | 0.07% | +113,331+58.6% | 加碼 |
| Russell Investments Group, Ltd. | 324,672 | $860.4 萬 | 0.01% | −58,041−15.2% | 減碼 |
| Quantinno Capital Management LP | 329,617 | $873.8 萬 | 0.01% | +198,066+150.6% | 加碼 |
| Dark Forest Capital Management LP | 333,842 | $885.0 萬 | 0.79% | −84,444−20.2% | 減碼 |
| AustralianSuper Pty Ltd | 335,634 | $889.8 萬 | 0.05% | −510,913−60.4% | 減碼 |
| Whetstone Capital Advisors, LLC | 336,049 | $890.9 萬 | 3.35% | 00.0% | 不變 |
| Bridgewater Associates, LP | 337,235 | $894.0 萬 | 0.04% | −789,817−70.1% | 減碼 |
| SEI Investments Co | 349,515 | $926.6 萬 | 0.01% | −429,582−55.1% | 減碼 |
| Nixon Capital, LLC | 379,501 | $1,006 萬 | 3.44% | +379,501 | 新進 |
| Aviva PLC | 385,909 | $1,023 萬 | 0.02% | +13,237+3.6% | 加碼 |
| Granahan Investment Management Inc | 399,067 | $1,058 萬 | 0.51% | −638,079−61.5% | 減碼 |
| Andra AP-fonden | 399,267 | $1,058 萬 | 0.13% | −194,933−32.8% | 減碼 |
| Hamilton Lane Advisors LLC | 400,490 | $1,062 萬 | 7.59% | −43,601−9.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 411,939 | $1,092 萬 | 0.02% | 00.0% | 不變 |
| Voleon Capital Management LP | 424,485 | $1,125 萬 | 0.24% | +57,096+15.5% | 加碼 |
| Glynn Capital Management LLC | 430,893 | $1,142 萬 | 5.46% | −55,690−11.4% | 減碼 |
| SG Americas Securities, LLC | 434,176 | $1,151 萬 | 0.01% | +145,890+50.6% | 加碼 |
| State of Wisconsin Investment Board | 459,454 | $1,218 萬 | 0.03% | +117,224+34.3% | 加碼 |
| Riverbridge Partners LLC | 459,807 | $1,219 萬 | 0.30% | −295,245−39.1% | 減碼 |
| Primecap Management Co | 476,500 | $1,263 萬 | 0.01% | +320,500+205.4% | 加碼 |
| New York State Common Retirement Fund | 480,939 | $1,275 萬 | 0.02% | −27,300−5.4% | 減碼 |
| Voya Investment Management LLC | 487,577 | $1,293 萬 | 0.01% | −39,918−7.6% | 減碼 |
| XTX Topco Ltd | 499,142 | $1,323 萬 | 0.23% | +410,863+465.4% | 加碼 |
| Cander Asset Management LP | 516,138 | $1,368 萬 | 2.46% | +132,196+34.4% | 加碼 |
| Citadel Advisors LLC | 522,975 | $1,386 萬 | 0.01% | +457,546+699.3% | 加碼 |
| Crawford Fund Management, LLC | 523,836 | $1,389 萬 | 4.53% | +269,900+106.3% | 加碼 |
| Janney Montgomery Scott LLC | 524,792 | $1,391 萬 | 0.03% | +35,013+7.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 524,994 | $1,392 萬 | 0.03% | +10,002+1.9% | 加碼 |
| Arohi Asset Management PTE Ltd. | 528,740 | $1,402 萬 | 5.09% | +287,240+118.9% | 加碼 |
| Night Squared LP | 532,067 | $1,411 萬 | 2.07% | +375,741+240.4% | 加碼 |
| Distillate Capital Partners LLC | 538,120 | $1,427 萬 | 0.75% | +538,120 | 新進 |
| Susquehanna Fundamental Investments, LLC | 539,064 | $1,429 萬 | 0.54% | +539,064 | 新進 |
| Armistice Capital, LLC | 577,471 | $1,531 萬 | 0.51% | +349,718+153.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 581,700 | $1,542 萬 | 0.01% | +41,457+7.7% | 加碼 |
| Franklin Resources Inc | 582,005 | $1,543 萬 | 0.00% | −401,397−40.8% | 減碼 |
| Royal Bank of Canada | 611,957 | $1,622 萬 | 0.00% | −79,628−11.5% | 減碼 |
| Mane Global Capital Management LP | 616,146 | $1,633 萬 | 1.68% | −318,392−34.1% | 減碼 |
| Apis Capital Advisors, LLC | 630,000 | $1,670 萬 | 2.58% | +388,000+160.3% | 加碼 |
| Envestnet Asset Management Inc | 634,959 | $1,683 萬 | 0.00% | +77,905+14.0% | 加碼 |
| California State Teachers Retirement System | 652,724 | $1,730 萬 | 0.02% | −3,775−0.6% | 減碼 |
| Invesco Ltd. | 656,368 | $1,740 萬 | 0.00% | +8,860+1.4% | 加碼 |
| Teacher Retirement System of Texas | 657,346 | $1,743 萬 | 0.07% | +642,251+4,254.7% | 加碼 |
| Assenagon Asset Management S.A. | 658,722 | $1,746 萬 | 0.03% | +339,762+106.5% | 加碼 |
| California Public Employees Retirement System | 671,880 | $1,781 萬 | 0.01% | −177,043−20.9% | 減碼 |
| Janus Henderson Group PLC | 674,792 | $1,789 萬 | 0.01% | −61,413−8.3% | 減碼 |
| Raymond James Financial Inc | 686,349 | $1,820 萬 | 0.01% | −120,942−15.0% | 減碼 |
| Rhumbline Advisers | 727,033 | $1,927 萬 | 0.02% | −2,657−0.4% | 減碼 |
| Shannon River Fund Management LLC | 732,027 | $1,941 萬 | 3.70% | +732,027 | 新進 |
| Alta Fox Capital Management, LLC | 740,300 | $1,963 萬 | 5.19% | +740,300 | 新進 |
| Park West Asset Management LLC | 742,125 | $1,967 萬 | 1.74% | +22,550+3.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 753,323 | $1,997 萬 | 0.03% | −218,907−22.5% | 減碼 |
| Canada Pension Plan Investment Board | 790,000 | $2,094 萬 | 0.01% | +260,300+49.1% | 加碼 |
| Stony Point Capital LLC | 820,382 | $2,175 萬 | 1.76% | +820,382 | 新進 |
| Two Sigma Investments, LP | 831,864 | $2,205 萬 | 0.02% | −401,177−32.5% | 減碼 |
| Deutsche Bank AG | 874,811 | $2,319 萬 | 0.01% | −224,388−20.4% | 減碼 |
| AQR Capital Management LLC | 901,879 | $2,372 萬 | 0.01% | +647,535+254.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 894,759 | $2,372 萬 | 0.07% | −208,802−18.9% | 減碼 |
| Susquehanna International Group, LLP | 907,792 | $2,407 萬 | 0.03% | +209,729+30.0% | 加碼 |
| Victory Capital Management Inc | 930,625 | $2,467 萬 | 0.02% | +232,689+33.3% | 加碼 |
| Delta Global Management LP | 938,753 | $2,489 萬 | 2.04% | −203,119−17.8% | 減碼 |
| Longaeva Partners L.P. | 941,001 | $2,495 萬 | 1.20% | +600,076+176.0% | 加碼 |
| Capital Fund Management S.A. | 982,538 | $2,605 萬 | 0.23% | +780,143+385.5% | 加碼 |
| Wells Fargo & Company | 982,829 | $2,605 萬 | 0.01% | −168,742−14.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 984,913 | $2,611 萬 | 0.04% | −38,092−3.7% | 減碼 |
| Barclays PLC | 1,017,915 | $2,698 萬 | 0.01% | +699,111+219.3% | 加碼 |
| First Trust Advisors LP | 1,033,066 | $2,739 萬 | 0.02% | −186,721−15.3% | 減碼 |
| Legal & General Group Plc | 1,054,825 | $2,796 萬 | 0.01% | +22,756+2.2% | 加碼 |
| Employees Retirement System of Texas | 1,057,808 | $2,804 萬 | 0.25% | −56,600−5.1% | 減碼 |
| Wellington Management Group LLP | 1,059,093 | $2,808 萬 | 0.01% | +1,042,640+6,337.1% | 加碼 |
| Man Group plc | 1,079,486 | $2,862 萬 | 0.06% | +664,812+160.3% | 加碼 |
| Congress Asset Management Co | 1,091,236 | $2,893 萬 | 0.21% | +314,501+40.5% | 加碼 |
| Alkeon Capital Management LLC | 1,238,096 | $3,282 萬 | 0.15% | +88,096+7.7% | 加碼 |
| 12 West Capital Management LP | 1,247,840 | $3,308 萬 | 5.58% | −600,000−32.5% | 減碼 |
| Mackenzie Financial Corp | 1,273,067 | $3,375 萬 | 0.04% | +212,214+20.0% | 加碼 |
| Lead Edge Capital Management, LLC | 1,306,362 | $3,463 萬 | 8.49% | +1,306,362 | 新進 |