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 2 季 13F 持有人
Toast, Inc. 在 2026/6/30 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
- 774
- 較 2026 年第 1 季 +17 家
- 持有股數
- 4.79 億
- 較 2026 年第 1 季 +3,671 萬 (+8.3%)
- 總市值
- $133.3 億
- 較 2026 年第 1 季 +$14.6 億 (+12.3%)
- 新進機構
- 129
- 另有 295 家加碼
- 清倉機構
- 112
- 另有 250 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Millennium Management LLC | 630,594 | $1,754 萬 | 0.01% | −4,105,702−86.7% | 減碼 |
| Nixon Capital, LLC | 622,725 | $1,732 萬 | 5.53% | +243,224+64.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 595,954 | $1,658 萬 | 0.05% | −298,805−33.4% | 減碼 |
| Distillate Capital Partners LLC | 546,140 | $1,519 萬 | 0.79% | +8,020+1.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 527,304 | $1,467 萬 | 0.02% | −226,019−30.0% | 減碼 |
| Teacher Retirement System of Texas | 526,071 | $1,464 萬 | 0.04% | −131,275−20.0% | 減碼 |
| Janney Montgomery Scott LLC | 513,260 | $1,428 萬 | 0.03% | −11,532−2.2% | 減碼 |
| Gillson Capital LP | 495,752 | $1,379 萬 | 0.81% | +495,752 | 新進 |
| New York State Common Retirement Fund | 486,639 | $1,354 萬 | 0.02% | +5,700+1.2% | 加碼 |
| Retirement Systems of Alabama | 485,775 | $1,351 萬 | 0.04% | +485,775 | 新進 |
| Night Squared LP | 477,191 | $1,328 萬 | 1.43% | −54,876−10.3% | 減碼 |
| Bank of Nova Scotia | 470,089 | $1,308 萬 | 0.02% | +437,036+1,322.2% | 加碼 |
| State of Wisconsin Investment Board | 448,784 | $1,249 萬 | 0.03% | −10,670−2.3% | 減碼 |
| 1832 Asset Management L.P. | 438,300 | $1,219 萬 | 0.01% | −1,294,100−74.7% | 減碼 |
| SEI Investments Co | 429,776 | $1,196 萬 | 0.01% | +80,261+23.0% | 加碼 |
| Ameriprise Financial Inc | 422,258 | $1,175 萬 | 0.00% | +362,568+607.4% | 加碼 |
| Arohi Asset Management PTE Ltd. | 415,737 | $1,157 萬 | 4.23% | −113,003−21.4% | 減碼 |
| Russell Investments Group, Ltd. | 409,146 | $1,138 萬 | 0.01% | +84,474+26.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 405,269 | $1,127 萬 | 0.02% | −6,670−1.6% | 減碼 |
| Terril Brothers, Inc. | 404,955 | $1,127 萬 | 2.90% | +288,715+248.4% | 加碼 |
| Royal Bank of Canada | 402,659 | $1,120 萬 | 0.00% | −209,298−34.2% | 減碼 |
| Hamilton Lane Advisors LLC | 400,490 | $1,114 萬 | 7.50% | 00.0% | 不變 |
| Riverbridge Partners LLC | 399,492 | $1,111 萬 | 0.31% | −60,315−13.1% | 減碼 |
| Aviva PLC | 392,085 | $1,091 萬 | 0.02% | +6,176+1.6% | 加碼 |
| Ossiam | 379,660 | $1,056 萬 | 0.14% | +379,660 | 新進 |
| LPL Financial LLC | 368,401 | $1,025 萬 | 0.00% | +92,833+33.7% | 加碼 |
| Sands Capital Ventures, LLC | 364,879 | $1,015 萬 | 1.65% | +63,232+21.0% | 加碼 |
| Korea Investment CORP | 363,826 | $1,012 萬 | 0.02% | +196,158+117.0% | 加碼 |
| TFJ Management, LLC | 350,565 | $975.3 萬 | 6.36% | +287,453+455.5% | 加碼 |
| Whetstone Capital Advisors, LLC | 336,853 | $937.1 萬 | 2.48% | +804+0.2% | 加碼 |
| SCS Capital Management LLC | 298,212 | $829.6 萬 | 0.08% | +4,300+1.5% | 加碼 |
| Mirova | 295,993 | $823.5 萬 | 0.30% | +209,116+240.7% | 加碼 |
| HSBC Holdings PLC | 292,839 | $818.5 萬 | 0.00% | +8,329+2.9% | 加碼 |
| State of Michigan Retirement System | 292,900 | $814.8 萬 | 0.04% | +109,900+60.1% | 加碼 |
| Quantinno Capital Management LP | 292,009 | $812.4 萬 | 0.01% | −37,608−11.4% | 減碼 |
| Penserra Capital Management LLC | 290,074 | $806.9 萬 | 0.06% | −1,691−0.6% | 減碼 |
| Westbourne Investment Advisors, Inc. | 287,405 | $799.6 萬 | 2.20% | +46,210+19.2% | 加碼 |
| Cander Asset Management LP | 283,470 | $788.6 萬 | 1.47% | −232,668−45.1% | 減碼 |
| Rothschild Investment LLC | 283,251 | $788.0 萬 | 0.29% | +93,267+49.1% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 264,821 | $780.7 萬 | 2.33% | +153,928+138.8% | 加碼 |
| Triavera Capital LLC | 280,000 | $779.0 萬 | 4.24% | +280,000 | 新進 |
| Campbell Capital Management Inc | 274,436 | $763.5 萬 | 2.74% | −1,379−0.5% | 減碼 |
| Mayar Capital Ltd. | 258,200 | $718.3 萬 | 8.06% | +120,900+88.1% | 加碼 |
| Vanguard Asset Management, Ltd | 256,272 | $712.9 萬 | 0.00% | +17,406+7.3% | 加碼 |
| Great West Life Assurance Co | 255,363 | $709.9 萬 | 0.01% | +13,790+5.7% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 253,331 | $704.8 萬 | 0.10% | 00.0% | 不變 |
| Glynn Capital Management LLC | 252,629 | $702.8 萬 | 1.93% | −178,264−41.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 252,406 | $702.2 萬 | 0.02% | +8,527+3.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 244,370 | $701.6 萬 | 0.01% | +227,062+1,311.9% | 加碼 |
| DnB Asset Management AS | 252,052 | $701.2 萬 | 0.02% | +158,315+168.9% | 加碼 |
| Franklin Resources Inc | 251,263 | $699.0 萬 | 0.00% | −330,742−56.8% | 減碼 |
| Independent Family Office, LLC | 250,000 | $695.5 萬 | 2.79% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 247,505 | $688.6 萬 | 0.27% | −25,747−9.4% | 減碼 |
| Rockefeller Capital Management L.P. | 244,842 | $681.2 萬 | 0.01% | −17,504−6.7% | 減碼 |
| Abn Amro Investment Solutions | 236,252 | $657.3 萬 | 0.06% | +5,001+2.2% | 加碼 |
| Flight Deck Capital, LP | 236,062 | $656.7 萬 | 3.19% | +79,900+51.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 231,127 | $643.0 萬 | 0.01% | +205,712+809.4% | 加碼 |
| Swiss Life Asset Management Ltd | 229,828 | $639.4 萬 | 0.03% | −29,516−11.4% | 減碼 |
| Stifel Financial Corp | 227,413 | $632.7 萬 | 0.01% | −16,581−6.8% | 減碼 |
| Vanguard Investments Australia, Ltd. | 224,572 | $624.8 萬 | 0.02% | +9,981+4.7% | 加碼 |
| Danske Bank A/S | 224,328 | $624.1 萬 | 0.01% | −7,200−3.1% | 減碼 |
| Amalgamated Bank | 220,708 | $614.0 萬 | 0.04% | +184,038+501.9% | 加碼 |
| Voya Investment Management LLC | 211,142 | $587.4 萬 | 0.01% | −276,435−56.7% | 減碼 |
| Mariner, LLC | 208,057 | $578.9 萬 | 0.01% | −67,799−24.6% | 減碼 |
| Bank of Montreal | 204,276 | $568.3 萬 | 0.00% | +178,102+680.5% | 加碼 |
| Voleon Capital Management LP | 204,101 | $567.8 萬 | 0.10% | −220,384−51.9% | 減碼 |
| Treasurer of the State of North Carolina | 202,984 | $564.7 萬 | 0.01% | +4,690+2.4% | 加碼 |
| Aristides Capital LLC | 201,480 | $560.5 萬 | 1.43% | +56,480+39.0% | 加碼 |
| Edgestream Partners, L.P. | 197,727 | $550.1 萬 | 0.16% | +8,361+4.4% | 加碼 |
| Empowered Funds, LLC | 197,023 | $548.1 萬 | 0.03% | −826−0.4% | 減碼 |
| Ensign Peak Advisors, Inc | 196,854 | $547.6 萬 | 0.01% | −83,580−29.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 195,645 | $544.3 萬 | 0.01% | +72,453+58.8% | 加碼 |
| Miracle Mile Advisors, LLC | 193,794 | $539.1 萬 | 0.06% | +1,751+0.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 188,658 | $524.8 萬 | 0.03% | +188,658 | 新進 |
| Gotham Asset Management, LLC | 184,453 | $513.1 萬 | 0.01% | +64,762+54.1% | 加碼 |
| Aquatic Capital Management LLC | 183,195 | $509.6 萬 | 0.18% | +183,195 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 182,406 | $507.6 萬 | 0.01% | −15,678−7.9% | 減碼 |
| Vanguard Global Advisers, LLC | 181,896 | $506.0 萬 | 0.00% | −11,732−6.1% | 減碼 |
| Nomura Holdings Inc | 179,076 | $498.2 萬 | 0.02% | −127,817−41.6% | 減碼 |
| Jones Financial Companies LLLP | 181,595 | $491.8 萬 | 0.00% | +32,269+21.6% | 加碼 |
| Macquarie Group Ltd | 176,502 | $491.0 萬 | 0.02% | +3,629+2.1% | 加碼 |
| McGowan Group Asset Management, Inc. | 176,307 | $490.5 萬 | 0.60% | +143+0.1% | 加碼 |
| Asset Management One Co.,Ltd. | 175,150 | $487.3 萬 | 0.01% | −1,948−1.1% | 減碼 |
| Mutual of America Capital Management LLC | 174,421 | $485.2 萬 | 0.05% | +174,421 | 新進 |
| Peak Retirement Planning, Inc. | 173,678 | $483.2 萬 | 0.76% | +60,205+53.1% | 加碼 |
| KLP Kapitalforvaltning AS | 171,400 | $476.8 萬 | 0.02% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 171,397 | $476.8 萬 | 0.00% | −7,170−4.0% | 減碼 |
| HighTower Advisors, LLC | 170,716 | $474.9 萬 | 0.00% | −11,121−6.1% | 減碼 |
| Advisor Group Holdings, Inc. | 165,939 | $461.6 萬 | 0.01% | −21,903−11.7% | 減碼 |
| Nykredit A/S | 165,723 | $461.0 萬 | 0.02% | +165,723 | 新進 |
| Citizens Business Bank | 165,425 | $460.2 萬 | 0.69% | +165,425 | 新進 |
| Two Sigma Investments, LP | 164,179 | $456.7 萬 | 0.00% | −667,685−80.3% | 減碼 |
| Globeflex Capital L P | 162,676 | $452.6 萬 | 0.58% | +425+0.3% | 加碼 |
| Thrive Capital Management, LLC | 157,397 | $437.9 萬 | 0.83% | +25,786+19.6% | 加碼 |
| Sora Investors LLC | 157,139 | $437.2 萬 | 0.34% | +14,282+10.0% | 加碼 |
| Meeder Asset Management Inc | 155,103 | $431.5 萬 | 0.22% | +135,868+706.4% | 加碼 |
| LB Partners LLC | 155,000 | $431.2 萬 | 2.94% | +155,000 | 新進 |
| State of New Jersey Common Pension Fund D | 154,043 | $428.5 萬 | 0.01% | −7,550−4.7% | 減碼 |
| Handelsbanken Fonder AB | 151,500 | $421.5 萬 | 0.01% | +16,200+12.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 151,300 | $420.9 萬 | 0.02% | −50,600−25.1% | 減碼 |