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 |
|---|---|---|---|---|---|
| Aristides Capital LLC | 145,000 | $384.4 萬 | 1.27% | +145,000 | 新進 |
| Brown Advisory Inc | 144,793 | $383.8 萬 | 0.01% | +90,620+167.3% | 加碼 |
| Jones Financial Companies LLLP | 149,326 | $382.9 萬 | 0.00% | +123,537+479.0% | 加碼 |
| Catalyst Funds Management Pty Ltd | 143,500 | $380.4 萬 | 0.64% | +47,800+49.9% | 加碼 |
| Sora Investors LLC | 142,857 | $378.7 萬 | 0.35% | −276,246−65.9% | 減碼 |
| OP Asset Management Ltd | 138,620 | $367.5 萬 | 0.04% | −20,431−12.8% | 減碼 |
| Mayar Capital Ltd. | 137,300 | $364.0 萬 | 4.34% | +137,300 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 137,290 | $364.0 萬 | 0.02% | +1,328+1.0% | 加碼 |
| Public Employees Retirement System of Ohio | 135,850 | $360.1 萬 | 0.01% | −4,340−3.1% | 減碼 |
| Handelsbanken Fonder AB | 135,300 | $358.7 萬 | 0.01% | 00.0% | 不變 |
| CastleKnight Management LP | 134,342 | $356.1 萬 | 0.17% | +134,342 | 新進 |
| Vestcor Inc | 132,354 | $350.9 萬 | 0.10% | +107,367+429.7% | 加碼 |
| Thrive Capital Management, LLC | 131,611 | $348.9 萬 | 0.76% | +131,611 | 新進 |
| Natixis Advisors, L.P. | 131,625 | $348.9 萬 | 0.00% | −32,177−19.6% | 減碼 |
| Resona Asset Management Co.,Ltd. | 131,855 | $348.7 萬 | 0.02% | −4,441−3.3% | 減碼 |
| Brevan Howard Capital Management LP | 129,068 | $342.2 萬 | 0.04% | +75,879+142.7% | 加碼 |
| Allianz Asset Management GmbH | 126,199 | $334.6 萬 | 0.00% | −343,617−73.1% | 減碼 |
| Arizona State Retirement System | 125,944 | $333.9 萬 | 0.02% | −357−0.3% | 減碼 |
| Ellerson Group Inc | 123,280 | $326.8 萬 | 2.14% | +123,280 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 123,192 | $326.6 萬 | 0.01% | +35,904+41.1% | 加碼 |
| Allstate Corp | 122,755 | $325.4 萬 | 0.03% | +86,031+234.3% | 加碼 |
| Lido Advisors, LLC | 121,208 | $321.3 萬 | 0.01% | +82,714+214.9% | 加碼 |
| Gotham Asset Management, LLC | 119,691 | $317.3 萬 | 0.01% | +83,221+228.2% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 110,893 | $312.3 萬 | 0.99% | +3,979+3.7% | 加碼 |
| Ieq Capital, LLC | 117,381 | $311.2 萬 | 0.01% | −118,800−50.3% | 減碼 |
| Terril Brothers, Inc. | 116,240 | $308.2 萬 | 0.85% | +107,920+1,297.1% | 加碼 |
| Cetera Investment Advisers | 115,791 | $307.0 萬 | 0.00% | +4,635+4.2% | 加碼 |
| Asio Capital, LLC | 115,684 | $306.7 萬 | 0.43% | +115,684 | 新進 |
| Mediolanum International Funds Ltd | 115,745 | $301.6 萬 | 0.03% | −39,876−25.6% | 減碼 |
| Peak Retirement Planning, Inc. | 113,473 | $300.8 萬 | 0.62% | +113,473 | 新進 |
| Xponance, Inc. | 111,355 | $295.2 萬 | 0.02% | +9,430+9.3% | 加碼 |
| Nomura Asset Management International Inc. | 108,762 | $288.3 萬 | 0.00% | −1,695,084−94.0% | 減碼 |
| KBC Group NV | 108,282 | $287.0 萬 | 0.01% | −589,262−84.5% | 減碼 |
| Quent Capital, LLC | 107,021 | $283.7 萬 | 0.20% | −471−0.4% | 減碼 |
| Private Advisor Group, LLC | 106,313 | $281.8 萬 | 0.01% | +19,459+22.4% | 加碼 |
| Cerity Partners LLC | 106,052 | $281.1 萬 | 0.00% | −60,260−36.2% | 減碼 |
| Erste Asset Management GmbH | 102,000 | $265.8 萬 | 0.02% | +102,000 | 新進 |
| Soviero Asset Management, LP | 100,000 | $265.1 萬 | 1.49% | +100,000 | 新進 |
| Capital International Inc | 97,159 | $257.6 萬 | 0.02% | −571,597−85.5% | 減碼 |
| Cary Street Partners Financial LLC | 96,545 | $255.9 萬 | 0.06% | +40,405+72.0% | 加碼 |
| Colony Group, LLC | 96,139 | $254.9 萬 | 0.00% | −5,791−5.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 94,991 | $251.8 萬 | 0.03% | −25,426−21.1% | 減碼 |
| La Banque Postale Asset Management SA | 94,607 | $250.8 萬 | 0.03% | −1,758−1.8% | 減碼 |
| DnB Asset Management AS | 93,737 | $248.5 萬 | 0.01% | +1,576+1.7% | 加碼 |
| Neo Ivy Capital Management | 93,053 | $246.7 萬 | 0.65% | −8,192−8.1% | 減碼 |
| Bleakley Financial Group, LLC | 90,722 | $240.5 萬 | 0.04% | +90,722 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 89,000 | $235.9 萬 | 1.22% | +16,000+21.9% | 加碼 |
| SEB Asset Management AB | 88,732 | $235.2 萬 | 0.01% | +88,732 | 新進 |
| Baker Avenue Asset Management, LP | 87,870 | $232.9 萬 | 0.05% | +87,870 | 新進 |
| TD Asset Management Inc | 87,657 | $232.4 萬 | 0.00% | −487,259−84.8% | 減碼 |
| IFM Investors Pty Ltd | 86,899 | $230.4 萬 | 0.02% | +1,723+2.0% | 加碼 |
| Mirova | 86,877 | $230.3 萬 | 0.09% | +86,877 | 新進 |
| PDT Partners, LLC | 86,356 | $228.9 萬 | 0.14% | −104,066−54.7% | 減碼 |
| Eurizon Capital SGR S.p.A. | 82,187 | $217.7 萬 | 0.01% | +4,623+6.0% | 加碼 |
| National Pension Service | 82,113 | $217.7 萬 | 0.00% | +51,710+170.1% | 加碼 |
| Taylor Frigon Capital Management LLC | 79,518 | $210.8 萬 | 1.20% | +17,487+28.2% | 加碼 |
| IMC-Chicago, LLC | 79,287 | $210.2 萬 | 0.03% | −21,346−21.2% | 減碼 |
| Summit Place Financial Advisors, LLC | 78,550 | $208.2 萬 | 1.00% | +78,550 | 新進 |
| PensionDanmark Pensionsforsikringsaktieselskab | 77,060 | $204.3 萬 | 0.02% | −11,120−12.6% | 減碼 |
| State of Wyoming | 76,738 | $203.4 萬 | 0.24% | +33,303+76.7% | 加碼 |
| Winton Group Ltd | 76,500 | $202.8 萬 | 0.07% | −95,680−55.6% | 減碼 |
| Pathstone Holdings, LLC | 75,884 | $201.2 萬 | 0.01% | +1,629+2.2% | 加碼 |
| Xcel Wealth Management, LLC | 75,481 | $200.1 萬 | 0.56% | −2,315−3.0% | 減碼 |
| Crestwood Capital Management, L.P. | 75,000 | $198.8 萬 | 1.37% | +75,000 | 新進 |
| HRT Financial LP | 72,791 | $192.9 萬 | 0.00% | −43,217−37.3% | 減碼 |
| D.A. Davidson & Co. | 72,079 | $191.1 萬 | 0.01% | +24,868+52.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 69,888 | $185.3 萬 | 0.02% | 00.0% | 不變 |
| Nano Cap New Millennium Growth Fund L P | 68,000 | $180.3 萬 | 1.69% | +19,500+40.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 67,909 | $180.0 萬 | 0.06% | +358+0.5% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 67,806 | $179.8 萬 | 0.99% | +18,816+38.4% | 加碼 |
| US Bancorp | 67,622 | $179.3 萬 | 0.00% | +5,119+8.2% | 加碼 |
| BloombergSen Inc. | 67,438 | $178.8 萬 | 0.20% | +67,438 | 新進 |
| Nia Impact Advisors, LLC | 67,180 | $178.1 萬 | 0.79% | −1,954−2.8% | 減碼 |
| Dnca Finance | 67,000 | $177.6 萬 | 0.10% | −91,300−57.7% | 減碼 |
| Hantz Financial Services, Inc. | 65,627 | $174.0 萬 | 0.03% | −12,322−15.8% | 減碼 |
| Beaumont Financial Advisors, LLC | 65,000 | $172.3 萬 | 0.12% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 63,897 | $169.4 萬 | 0.01% | −17,409−21.4% | 減碼 |
| Pinebridge Investments LLC | 63,671 | $168.8 萬 | 0.01% | −11,291−15.1% | 減碼 |
| RSM US Wealth Management LLC | 63,315 | $167.8 萬 | 0.02% | −346−0.5% | 減碼 |
| TFJ Management, LLC | 63,112 | $167.3 萬 | 1.60% | +63,112 | 新進 |
| Mirador Capital Partners LP | 61,828 | $163.9 萬 | 0.23% | +2,706+4.6% | 加碼 |
| Toronto Dominion Bank | 61,488 | $163.0 萬 | 0.00% | −12,304−16.7% | 減碼 |
| Vident Advisory, LLC | 60,646 | $160.8 萬 | 0.01% | −8,033−11.7% | 減碼 |
| Nissay Asset Management Corp | 60,074 | $159.3 萬 | 0.01% | +1,440+2.5% | 加碼 |
| Firsthand Capital Management, Inc. | 60,000 | $159.1 萬 | 3.39% | 00.0% | 不變 |
| Ameriprise Financial Inc | 59,690 | $158.2 萬 | 0.00% | −101,821−63.0% | 減碼 |
| Eurizon SLJ Capital Ltd | 60,407 | $157.4 萬 | 0.75% | +60,407 | 新進 |
| M&T Bank Corp | 57,685 | $152.9 萬 | 0.01% | +5,415+10.4% | 加碼 |
| Mainstream Capital Management LLC | 57,404 | $152.2 萬 | 1.02% | +57,404 | 新進 |
| Gsa Capital Partners LLP | 56,314 | $149.3 萬 | 0.09% | −3,945−6.5% | 減碼 |
| Lavelle Capital LP | 55,000 | $145.8 萬 | 0.90% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 54,200 | $143.7 萬 | 0.79% | −75,046−58.1% | 減碼 |
| WCM Investment Management, LLC | 55,059 | $143.5 萬 | 0.00% | +692+1.3% | 加碼 |
| Yarbrough Capital, LLC | 53,796 | $142.6 萬 | 0.05% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 53,432 | $141.6 萬 | 0.01% | −2,105−3.8% | 減碼 |
| Generali Asset Management SPA SGR | 51,255 | $135.9 萬 | 0.03% | +51,255 | 新進 |
| Azzad Asset Management Inc | 50,773 | $134.6 萬 | 0.14% | +17,653+53.3% | 加碼 |
| Daiwa Securities Group Inc. | 50,622 | $134.2 萬 | 0.00% | −36,404−41.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,032 | $132.6 萬 | 0.01% | +39+0.1% | 加碼 |
| Kampmann Melissa S. | 49,810 | $132.0 萬 | 1.06% | −600−1.2% | 減碼 |