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TOST in the 13F filings

Toast Inc · CUSIP 888787108

Sector · Software and IT servicesTheme · Internet, programming and data services
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
36
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 18 listed it in both
Shares listed
85,031,255
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 92 comparable managers: 21 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,836,004.

Managers listing TOST in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

36 of 36 holders

ActionFiling
Fidelity (FMR LLC)29,805,019$1.1bn0.05%Added+2,455,84017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP9,331,266$331m0.10%Added+1,115,50817 Feb 2026 (the filing on sec.gov)
ValueAct Holdings LP8,015,277$285m4.05%Added+4,618,07717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP5,292,568$188m0.17%Added+198,78313 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP4,579,046$163m0.10%Added+235,57213 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC4,031,705$143m0.18%Added+4,021,92317 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC3,453,928$123m0.19%Added+993,11612 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,414,051$121munder 0.1%Trimmed-1,807,44017 Feb 2026 (the filing on sec.gov)
Durable Capital Partners LP2,299,023$82m0.77%Trimmed-4,061,87517 Feb 2026 (the filing on sec.gov)
Millennium Management LLC2,262,768$80munder 0.1%Added+73,99017 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC1,966,366$70m0.46%Trimmed-97,09011 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,328,195$47munder 0.1%Added+93,32817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,233,041$44m0.06%Trimmed-682,86017 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP1,127,052$40m0.15%Added+737,69913 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP1,102,638$39m0.28%Newnew17 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC809,331$29m0.13%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd736,205$26munder 0.1%Added+14,05717 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP698,063$25munder 0.1%Trimmed-291,92317 Feb 2026 (the filing on sec.gov)
Invesco Ltd647,508$23munder 0.1%Trimmed-1,962,14719 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC497,476$18munder 0.1%Trimmed-1,172,70927 Oct 2026 (the filing on sec.gov)
Man Group PLC414,674$15munder 0.1%Trimmed-361,90317 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP264,785$9.4m0.07%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC254,344$9.0munder 0.1%Added+26,78017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP254,100$9.0munder 0.1%Trimmed-223,60017 Feb 2026 (the filing on sec.gov)
PDT Partners LLC190,422$6.8m0.44%Added+53,36617 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

010203020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TOST by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202113$376mn.a.n.a.
Q4 202112$1.6bnn.a.n.a.
Q1 20228$1.3bnn.a.n.a.
Q2 202210$889mn.a.n.a.
Q3 202213$1.2bnn.a.n.a.
Q4 202212$1.4bnn.a.n.a.
Q1 202312$1.3bnn.a.n.a.
Q2 202314$1.5bnn.a.n.a.
Q3 202315$1.3bnn.a.n.a.
Q4 202313$820m104
Q1 202412$1.5bn94
Q2 202414$1.8bn85
Q3 202411$2.8bn65
Q4 202418$4.1bn136
Q1 202516$2.7bn413
Q2 202521$3.4bn149
Q3 202518$2.6bn134
Q4 202517$2.6bn2116
Q1 202614$2.4bn1718
Q2 202613$2.2bn2012

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 →