TOST in the 13F filings
Toast Inc · CUSIP 888787108
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 7 May 2025
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 14 listed it in both
- Shares listed
- 80,690,708
- combined, among listed positions
- Reported value
- $2.7bn
- combined, at the quarter end
Among the 95 comparable managers: 4 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing TOST in Q1 2025
16 of 16 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 23,454,209 shares now+3,490,686
- Balyasny Asset Management LLCnew position · 2,110,655 shares now+2,110,655
- Marshall Wace LLPexisting position · 3,787,305 shares now+302,878
Reductions
- ValueAct Holdings LPexisting position · 2,597,200 shares now-5,951,400
- Whale Rock Capital Management LLCexisting position · 1,398,509 shares now-5,865,201
- Arrowstreet Capital LPexisting position · 3,020,003 shares now-4,716,908
- Durable Capital Partners LPexisting position · 10,836,694 shares now-4,607,464
- Fidelity (FMR LLC)existing position · 26,940,330 shares now-2,913,309
New positions and exits
New (1)
Exited (1)
- Soros Fund Management LLCwas $2.8m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2021 | 13 | $376m | n.a. | n.a. |
| Q4 2021 | 12 | $1.6bn | n.a. | n.a. |
| Q1 2022 | 8 | $1.3bn | n.a. | n.a. |
| Q2 2022 | 10 | $889m | n.a. | n.a. |
| Q3 2022 | 13 | $1.2bn | n.a. | n.a. |
| Q4 2022 | 12 | $1.4bn | n.a. | n.a. |
| Q1 2023 | 12 | $1.3bn | n.a. | n.a. |
| Q2 2023 | 14 | $1.5bn | n.a. | n.a. |
| Q3 2023 | 15 | $1.3bn | n.a. | n.a. |
| Q4 2023 | 13 | $820m | 10 | 4 |
| Q1 2024 | 12 | $1.5bn | 9 | 4 |
| Q2 2024 | 14 | $1.8bn | 8 | 5 |
| Q3 2024 | 11 | $2.8bn | 6 | 5 |
| Q4 2024 | 18 | $4.1bn | 13 | 6 |
| Q1 2025 | 16 | $2.7bn | 4 | 13 |
| Q2 2025 | 21 | $3.4bn | 14 | 9 |
| Q3 2025 | 18 | $2.6bn | 13 | 4 |
| Q4 2025 | 17 | $2.6bn | 21 | 16 |
| Q1 2026 | 14 | $2.4bn | 17 | 18 |
| Q2 2026 | 13 | $2.2bn | 20 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TOST and GOOGL →TOST and META →TOST and SPCX →Choose a stock to compare with TOST →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TOST, latest filings →Back to the 13F Explorer →