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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 150,130 | $417.7 萬 | 0.01% | −770−0.5% | 減碼 |
| Soviero Asset Management, LP | 150,000 | $417.3 萬 | 2.02% | +50,000+50.0% | 加碼 |
| CastleKnight Management LP | 149,442 | $415.7 萬 | 0.15% | +15,100+11.2% | 加碼 |
| Andra AP-fonden | 146,667 | $408.0 萬 | 0.05% | −252,600−63.3% | 減碼 |
| Investment Management Corp of Ontario | 146,272 | $406.9 萬 | 0.05% | −3,100−2.1% | 減碼 |
| OP Asset Management Ltd | 145,927 | $406.0 萬 | 0.04% | +7,307+5.3% | 加碼 |
| Natixis Advisors, L.P. | 142,361 | $396.0 萬 | 0.00% | +10,736+8.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 141,799 | $394.5 萬 | 0.02% | +4,509+3.3% | 加碼 |
| Mercer Global Advisors Inc | 139,321 | $387.6 萬 | 0.00% | −39,194−22.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 137,383 | $382.2 萬 | 0.03% | −31,100−18.5% | 減碼 |
| Louisiana State Employees Retirement System | 137,300 | $382.0 萬 | 0.06% | +137,300 | 新進 |
| Public Employees Retirement System of Ohio | 137,285 | $381.9 萬 | 0.01% | +1,435+1.1% | 加碼 |
| Sea Cliff Partners Management, LP | 136,264 | $379.1 萬 | 1.68% | +136,264 | 新進 |
| Apollon Wealth Management, LLC | 135,683 | $377.5 萬 | 0.05% | +135,683 | 新進 |
| Lido Advisors, LLC | 135,261 | $376.3 萬 | 0.01% | +14,053+11.6% | 加碼 |
| Arizona State Retirement System | 135,213 | $376.2 萬 | 0.02% | +9,269+7.4% | 加碼 |
| Thrivent Financial for Lutherans | 134,550 | $374.3 萬 | 0.01% | −29,031−17.7% | 減碼 |
| Brevan Howard Capital Management LP | 133,921 | $372.6 萬 | 0.05% | +4,853+3.8% | 加碼 |
| Xponance, Inc. | 133,806 | $372.2 萬 | 0.02% | +22,451+20.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 132,686 | $369.1 萬 | 0.24% | +107,727+431.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 131,886 | $367.7 萬 | 0.02% | +310.0% | 加碼 |
| CIBC World Markets Inc. | 132,130 | $367.6 萬 | 0.01% | +132,130 | 新進 |
| Commonwealth Equity Services, LLC | 131,650 | $366.2 萬 | 0.00% | −18,029−12.0% | 減碼 |
| Yousif Capital Management, LLC | 130,130 | $362.0 萬 | 0.04% | +130,130 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 130,000 | $361.7 萬 | 1.45% | +41,000+46.1% | 加碼 |
| Creative Planning | 128,015 | $356.1 萬 | 0.00% | −49,045−27.7% | 減碼 |
| Asio Capital, LLC | 126,948 | $353.2 萬 | 0.45% | +11,264+9.7% | 加碼 |
| Commerce Bank | 125,430 | $348.9 萬 | 0.02% | −106,999−46.0% | 減碼 |
| Ellerson Group Inc | 124,230 | $345.6 萬 | 2.04% | +950+0.8% | 加碼 |
| Vestcor Inc | 124,133 | $345.3 萬 | 0.09% | −8,221−6.2% | 減碼 |
| Odyssean, LLC | 119,775 | $333.2 萬 | 0.54% | +70,700+144.1% | 加碼 |
| Cetera Investment Advisers | 118,619 | $330.0 萬 | 0.00% | +2,828+2.4% | 加碼 |
| Fifth Third Bancorp | 117,699 | $327.4 萬 | 0.01% | +87,533+290.2% | 加碼 |
| Ieq Capital, LLC | 115,685 | $321.8 萬 | 0.01% | −1,696−1.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 112,414 | $312.7 萬 | 0.02% | +112,414 | 新進 |
| Calamos Advisors LLC | 112,000 | $311.6 萬 | 0.01% | +112,000 | 新進 |
| Optiver Holding B.V. | 109,098 | $303.5 萬 | 0.04% | −57,631−34.6% | 減碼 |
| Nomura Asset Management International Inc. | 108,762 | $302.6 萬 | 0.00% | 00.0% | 不變 |
| Udine Wealth Management, Inc. | 108,293 | $301.3 萬 | 1.26% | +108,293 | 新進 |
| Quent Capital, LLC | 107,370 | $298.7 萬 | 0.18% | +349+0.3% | 加碼 |
| Erste Asset Management GmbH | 105,997 | $298.5 萬 | 0.02% | +3,997+3.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 105,290 | $292.9 萬 | 0.03% | +105,290 | 新進 |
| IFM Investors Pty Ltd | 102,851 | $286.1 萬 | 0.02% | +15,952+18.4% | 加碼 |
| Susquehanna International Group, LLP | 102,139 | $284.2 萬 | 0.00% | −805,653−88.7% | 減碼 |
| Cerity Partners LLC | 101,626 | $282.7 萬 | 0.00% | −4,426−4.2% | 減碼 |
| MML Investors Services, LLC | 101,326 | $281.9 萬 | 0.01% | −114,097−53.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 97,183 | $270.4 萬 | 0.03% | +2,192+2.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 97,000 | $269.9 萬 | 0.03% | +97,000 | 新進 |
| Cary Street Partners Financial LLC | 96,485 | $268.4 萬 | 0.06% | −60−0.1% | 減碼 |
| La Banque Postale Asset Management SA | 96,427 | $268.3 萬 | 0.03% | +1,820+1.9% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 104,667 | $262.4 萬 | 0.05% | +81,455+350.9% | 加碼 |
| Moran Wealth Management, LLC | 93,050 | $258.9 萬 | 0.07% | +48,215+107.5% | 加碼 |
| KBC Group NV | 92,470 | $257.3 萬 | 0.01% | −15,812−14.6% | 減碼 |
| TD Asset Management Inc | 91,194 | $253.7 萬 | 0.00% | +3,537+4.0% | 加碼 |
| MetLife Investment Management | 90,370 | $251.4 萬 | 0.01% | +61,872+217.1% | 加碼 |
| SEB Asset Management AB | 90,155 | $250.8 萬 | 0.01% | +1,423+1.6% | 加碼 |
| DC Investments Management, LLC | 88,457 | $246.1 萬 | 0.84% | +88,457 | 新進 |
| Ameritas Investment Partners, Inc. | 86,400 | $240.5 萬 | 0.06% | +86,400 | 新進 |
| PDT Partners, LLC | 86,356 | $240.2 萬 | 0.13% | 00.0% | 不變 |
| PensionDanmark Pensionsforsikringsaktieselskab | 85,660 | $238.3 萬 | 0.02% | +8,600+11.2% | 加碼 |
| Summit Place Financial Advisors, LLC | 85,070 | $236.7 萬 | 1.04% | +6,520+8.3% | 加碼 |
| Nano Cap New Millennium Growth Fund L P | 84,000 | $233.7 萬 | 1.80% | +16,000+23.5% | 加碼 |
| Scholtz & Company, LLC | 83,417 | $232.1 萬 | 1.16% | +83,417 | 新進 |
| BloombergSen Inc. | 82,479 | $229.5 萬 | 0.26% | +15,041+22.3% | 加碼 |
| D.A. Davidson & Co. | 81,659 | $227.2 萬 | 0.01% | +9,580+13.3% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 80,204 | $223.1 萬 | 1.16% | +12,398+18.3% | 加碼 |
| Taylor Frigon Capital Management LLC | 79,581 | $221.4 萬 | 1.04% | +63+0.1% | 加碼 |
| Crestwood Capital Management, L.P. | 74,212 | $206.5 萬 | 1.35% | −788−1.1% | 減碼 |
| National Pension Service | 73,446 | $204.3 萬 | 0.00% | −8,667−10.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 73,189 | $203.6 萬 | 0.02% | +3,301+4.7% | 加碼 |
| Allianz Asset Management GmbH | 72,915 | $202.8 萬 | 0.00% | −53,284−42.2% | 減碼 |
| Dnca Finance | 72,600 | $202.0 萬 | 0.10% | +5,600+8.4% | 加碼 |
| Baxter Bros Inc | 72,110 | $200.6 萬 | 0.23% | +34,720+92.9% | 加碼 |
| Emmett Investment Management, LP | 68,800 | $197.5 萬 | 1.39% | +68,800 | 新進 |
| British Columbia Investment Management Corp | 70,690 | $196.7 萬 | 0.01% | +6,793+10.6% | 加碼 |
| Bouvel Investment Partners, LLC | 69,623 | $193.7 萬 | 0.44% | +69,623 | 新進 |
| Redmond Asset Management, LLC | 68,406 | $190.3 萬 | 0.47% | +68,406 | 新進 |
| Vident Advisory, LLC | 68,211 | $189.8 萬 | 0.01% | +7,565+12.5% | 加碼 |
| Colony Group, LLC | 67,611 | $188.1 萬 | 0.00% | −28,528−29.7% | 減碼 |
| WCM Investment Management, LLC | 66,440 | $187.1 萬 | 0.00% | +11,381+20.7% | 加碼 |
| Capricorn Fund Managers Ltd | 66,800 | $185.8 萬 | 0.15% | +66,800 | 新進 |
| Toronto Dominion Bank | 66,323 | $184.5 萬 | 0.00% | +4,835+7.9% | 加碼 |
| Mediolanum International Funds Ltd | 65,511 | $184.5 萬 | 0.02% | −50,234−43.4% | 減碼 |
| Waterloo Capital, L.P. | 65,572 | $182.4 萬 | 0.10% | +65,572 | 新進 |
| Beaumont Financial Advisors, LLC | 65,005 | $180.8 萬 | 0.12% | +50.0% | 加碼 |
| Nissay Asset Management Corp | 63,900 | $177.8 萬 | 0.01% | +3,826+6.4% | 加碼 |
| Quantitative Investment Management, LLC | 63,823 | $177.5 萬 | 0.19% | +34,831+120.1% | 加碼 |
| RSM US Wealth Management LLC | 63,354 | $176.3 萬 | 0.02% | +39+0.1% | 加碼 |
| SRS Capital Advisors, Inc. | 63,176 | $175.8 萬 | 0.01% | +63,176 | 新進 |
| Axq Capital, LP | 62,778 | $174.6 萬 | 0.19% | +62,778 | 新進 |
| Mirador Capital Partners LP | 62,578 | $174.1 萬 | 0.21% | +750+1.2% | 加碼 |
| Omers Administration Corp | 62,574 | $174.1 萬 | 0.01% | +35,884+134.4% | 加碼 |
| Pathstone Holdings, LLC | 62,461 | $173.8 萬 | 0.01% | −13,423−17.7% | 減碼 |
| Catalyst Funds Management Pty Ltd | 62,158 | $172.9 萬 | 0.10% | −81,342−56.7% | 減碼 |
| Davenport & Co LLC | 61,282 | $170.5 萬 | 0.01% | +61,282 | 新進 |
| US Bancorp | 61,237 | $170.4 萬 | 0.00% | −6,385−9.4% | 減碼 |
| Change Path, LLC | 60,565 | $168.5 萬 | 0.04% | +14,006+30.1% | 加碼 |
| Jefferies Financial Group Inc. | 60,273 | $167.7 萬 | 0.02% | +60,273 | 新進 |
| Federation des caisses Desjardins du Quebec | 60,157 | $167.4 萬 | 0.01% | +31,023+106.5% | 加碼 |
| Entropy Technologies, LP | 59,990 | $166.9 萬 | 0.07% | +59,990 | 新進 |