L3VLUP

TOST in the 13F filings

Toast Inc · CUSIP 888787108

Q3 2026: 5 of 95 managers have filed so far; the filing deadline is 16 November 2026. Its figures cover those filers only, so it is not yet a picture of the tracked managers.

Quarter end
30 Sep 2026
the date the book describes
Filed
9 Nov 2026
latest of these filings; the earliest 30 Oct 2026
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
5
filed both Q2 2026 and Q3 2026; 0 listed it in both
Shares listed
163,264
combined, among listed positions
Reported value
$4.7m
combined, at the quarter end

Among the 5 comparable managers: 3 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +161,372.

Managers listing TOST in Q3 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Acadian Asset Management LLC99,957$2.9munder 0.1%Added+98,0659 Nov 2026 (the filing on sec.gov)
Squarepoint Ops LLC36,307$1.1munder 0.1%Newnew9 Nov 2026 (the filing on sec.gov)
Markel Group Inc27,000$783kunder 0.1%Newnew30 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2026 to Q3 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

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

Exited (0)

No exit shown by a manager’s own filing.

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.
18 in Q4 2024 to 1 in Q3 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
Q3 20261$783k30

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 →