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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1,343,612 | $3,562 萬 | 0.02% | +109,695+8.9% | 加碼 |
| Fiera Capital Corp | 1,350,340 | $3,580 萬 | 0.12% | +1,336+0.1% | 加碼 |
| Swiss National Bank | 1,360,400 | $3,606 萬 | 0.02% | +102,600+8.2% | 加碼 |
| NZS Capital, LLC | 1,475,513 | $3,912 萬 | 1.30% | +178,995+13.8% | 加碼 |
| Bank of New York Mellon Corp | 1,491,062 | $3,953 萬 | 0.01% | −15,080−1.0% | 減碼 |
| Dimensional Fund Advisors LP | 1,522,094 | $4,034 萬 | 0.01% | +61,269+4.2% | 加碼 |
| Blair William & Co | 1,539,203 | $4,080 萬 | 0.12% | −119,274−7.2% | 減碼 |
| Nuveen, LLC | 1,584,712 | $4,201 萬 | 0.01% | +172,689+12.2% | 加碼 |
| 1832 Asset Management L.P. | 1,732,400 | $4,593 萬 | 0.06% | −2,331,800−57.4% | 減碼 |
| Zevenbergen Capital Investments LLC | 1,774,581 | $4,704 萬 | 1.35% | −80,415−4.3% | 減碼 |
| Westfield Capital Management Co LP | 1,790,873 | $4,748 萬 | 0.20% | +522,536+41.2% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 1,810,754 | $4,800 萬 | 0.37% | −155,612−7.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,842,602 | $4,885 萬 | 0.01% | −46,872−2.5% | 減碼 |
| Trexquant Investment LP | 1,879,041 | $4,981 萬 | 0.36% | +909,809+93.9% | 加碼 |
| Greenhouse Funds LLLP | 1,972,912 | $5,230 萬 | 2.48% | +112,769+6.1% | 加碼 |
| Greenvale Capital LLP | 2,000,000 | $5,302 萬 | 5.81% | +100,000+5.3% | 加碼 |
| Stephens Investment Management Group LLC | 2,008,871 | $5,326 萬 | 0.73% | +259,457+14.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,062,404 | $5,467 萬 | 0.79% | +1,291,007+167.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,079,567 | $5,513 萬 | 0.04% | +255,009+14.0% | 加碼 |
| Nordea Investment Management AB | 2,219,103 | $5,745 萬 | 0.05% | +911,945+69.8% | 加碼 |
| Balyasny Asset Management LLC | 2,221,675 | $5,890 萬 | 0.12% | −1,810,030−44.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,411,395 | $6,393 萬 | 0.05% | +1,083,200+81.6% | 加碼 |
| Eventide Asset Management, LLC | 2,488,669 | $6,596 萬 | 1.09% | +2,629+0.1% | 加碼 |
| American Century Companies Inc | 2,597,902 | $6,887 萬 | 0.04% | +1,061,204+69.1% | 加碼 |
| Charles Schwab Investment Management Inc | 2,736,658 | $7,255 萬 | 0.01% | +256,675+10.3% | 加碼 |
| Goldman Sachs Group Inc | 2,790,519 | $7,398 萬 | 0.01% | +1,191,732+74.5% | 加碼 |
| Northern Trust Corp | 2,899,372 | $7,686 萬 | 0.01% | −337,288−10.4% | 減碼 |
| Marshall Wace, LLP | 2,899,621 | $7,687 萬 | 0.08% | −2,392,947−45.2% | 減碼 |
| Vanguard Fiduciary Trust Co | 3,039,146 | $8,057 萬 | 0.02% | +3,039,146 | 新進 |
| Federated Hermes, Inc. | 3,055,000 | $8,099 萬 | 0.13% | −214,070−6.5% | 減碼 |
| Champlain Investment Partners, LLC | 3,068,101 | $8,134 萬 | 1.03% | +162,453+5.6% | 加碼 |
| Jennison Associates LLC | 3,226,502 | $8,553 萬 | 0.06% | −11,931,453−78.7% | 減碼 |
| Amundi | 3,329,206 | $8,826 萬 | 0.02% | +655,717+24.5% | 加碼 |
| Meritage Group LP | 3,410,223 | $9,041 萬 | 3.41% | +3,410,223 | 新進 |
| Arrowstreet Capital, Limited Partnership | 3,461,654 | $9,177 萬 | 0.05% | −1,117,392−24.4% | 減碼 |
| HMI Capital Management, L.P. | 3,814,983 | $1.01 億 | 13.41% | −488,500−11.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 3,817,961 | $1.01 億 | 1.43% | +16,614+0.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 3,938,703 | $1.04 億 | 0.40% | +998,791+34.0% | 加碼 |
| Jane Street Group, LLC | 3,972,585 | $1.05 億 | 0.11% | +3,945,477+14,554.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,069,162 | $1.08 億 | 1.29% | −321,402−7.3% | 減碼 |
| Qube Research & Technologies Ltd | 4,249,385 | $1.13 億 | 0.16% | +586,240+16.0% | 加碼 |
| Renaissance Technologies LLC | 4,321,437 | $1.15 億 | 0.18% | +867,509+25.1% | 加碼 |
| Price T Rowe Associates Inc | 4,509,903 | $1.20 億 | 0.01% | +1,095,852+32.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,648,200 | $1.23 億 | 0.14% | +274,894+6.3% | 加碼 |
| Millennium Management LLC | 4,736,296 | $1.26 億 | 0.09% | +2,473,528+109.3% | 加碼 |
| Bank of America Corp | 4,866,197 | $1.29 億 | 0.01% | +465,006+10.6% | 加碼 |
| XN LP | 6,509,924 | $1.73 億 | 6.34% | −2,478,462−27.6% | 減碼 |
| UBS Group AG | 6,583,386 | $1.75 億 | 0.03% | +2,372,882+56.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,859,633 | $1.82 億 | 0.12% | −173,262−2.5% | 減碼 |
| Principal Financial Group Inc | 7,977,244 | $2.11 億 | 0.11% | +2,111,009+36.0% | 加碼 |
| Geode Capital Management, LLC | 8,985,342 | $2.38 億 | 0.01% | +310,286+3.6% | 加碼 |
| State Street Corp | 10,147,233 | $2.69 億 | 0.01% | +326,639+3.3% | 加碼 |
| Morgan Stanley | 11,659,138 | $3.09 億 | 0.02% | +1,286,512+12.4% | 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 |
| JPMorgan Chase & Co | 16,783,899 | $4.37 億 | 0.03% | +7,405,241+79.0% | 加碼 |
| Vanguard Portfolio Management LLC | 20,258,557 | $5.37 億 | 0.03% | +20,258,557 | 新進 |
| Vanguard Capital Management LLC | 22,063,096 | $5.85 億 | 0.01% | +22,063,096 | 新進 |
| Alliancebernstein L.P. | 18,173,374 | $6.45 億 | 0.21% | +8,842,108+94.8% | 加碼 |
| BlackRock, Inc. | 27,164,813 | $7.20 億 | 0.01% | +264,761+1.0% | 加碼 |
| Capital International Investors | 30,603,273 | $8.11 億 | 0.19% | −14,788,186−32.6% | 減碼 |
| FMR LLC | 31,731,204 | $8.41 億 | 0.04% | +1,926,185+6.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −7,167,843−100.0% | 清倉 |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −2,299,023−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,102,638−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −809,331−100.0% | 清倉 |
| Greenoaks Capital Partners LLC | 0 | $0 | 0.00% | −680,317−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −264,785−100.0% | 清倉 |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −257,848−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −254,100−100.0% | 清倉 |
| Partners Group Holding AG | 0 | $0 | 0.00% | −185,085−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −172,359−100.0% | 清倉 |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −165,435−100.0% | 清倉 |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −153,730−100.0% | 清倉 |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −125,204−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −110,200−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −106,077−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −87,455−100.0% | 清倉 |
| Capelight Capital Asset Management LP | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −59,123−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −56,212−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −50,985−100.0% | 清倉 |
| Roundview Capital LLC | 0 | $0 | 0.00% | −42,995−100.0% | 清倉 |
| Polianta Ltd | 0 | $0 | 0.00% | −42,600−100.0% | 清倉 |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −38,327−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −34,917−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −34,300−100.0% | 清倉 |
| Fairvoy Private Wealth, LLC | 0 | $0 | 0.00% | −31,729−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −30,433−100.0% | 清倉 |
| Element Squared LLC | 0 | $0 | 0.00% | −29,895−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −29,108−100.0% | 清倉 |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −28,971−100.0% | 清倉 |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −28,361−100.0% | 清倉 |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −28,000−100.0% | 清倉 |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −27,574−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −27,084−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,065−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −21,566−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −19,794−100.0% | 清倉 |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −17,614−100.0% | 清倉 |
| GAM Holding AG | 0 | $0 | 0.00% | −16,131−100.0% | 清倉 |