TOST in the 13F filings
Toast Inc · CUSIP 888787108
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 4 Feb 2025
- Managers listing it
- 18
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 9 listed it in both
- Shares listed
- 112,128,307
- combined, among listed positions
- Reported value
- $4.1bn
- combined, at the quarter end
Among the 94 comparable managers: 13 buyers (opened or added shares) and 6 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 Q4 2024
18 of 18 holders
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPnew position · 7,736,911 shares now+7,736,911
- Fidelity (FMR LLC)existing position · 29,853,639 shares now+5,403,896
- D. E. Shaw & Co.new position · 2,830,621 shares now+2,830,621
- Two Sigma Advisers LPnew position · 2,392,000 shares now+2,392,000
- Bridgewater Associates LPexisting position · 2,367,909 shares now+1,807,180
Reductions
- T. Rowe Price Associates Incexisting position · 19,963,523 shares now-8,359,048
- ValueAct Holdings LPexisting position · 8,548,600 shares now-6,933,600
- Durable Capital Partners LPexisting position · 15,444,158 shares now-819,737
- Whale Rock Capital Management LLCexisting position · 7,263,710 shares now-138,294
- ARK Investment Management LLCexisting position · 1,931,812 shares now-28,066
New positions and exits
New (4)
Exited (1)
- Tiger Global Management LLCwas $2.2m
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 →