TOST in the 13F filings
Toast Inc · CUSIP 888787108
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 30 Jul 2025
- Managers listing it
- 21
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 11 listed it in both
- Shares listed
- 77,391,395
- combined, among listed positions
- Reported value
- $3.4bn
- combined, at the quarter end
Among the 95 comparable managers: 14 buyers (opened or added shares) and 9 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 Q2 2025
21 of 21 holders
Largest increases and reductions, by shares
Increases
- Marshall Wace LLPexisting position · 7,887,409 shares now+4,100,104
- Millennium Management LLCnew position · 2,016,571 shares now+2,016,571
- Renaissance Technologies LLCexisting position · 2,443,812 shares now+906,206
- Arrowstreet Capital LPexisting position · 3,478,148 shares now+458,145
- Holocene Advisors LPnew position · 372,204 shares now+372,204
Reductions
- T. Rowe Price Associates Incexisting position · 12,071,446 shares now-11,382,763
- Balyasny Asset Management LLCexisting position · 892,282 shares now-1,218,373
- Durable Capital Partners LPexisting position · 10,245,724 shares now-590,970
- Fidelity (FMR LLC)existing position · 26,692,429 shares now-247,901
- Bridgewater Associates LPexisting position · 694,076 shares now-237,487
New positions and exits
New (3)
Exited (2)
- ValueAct Holdings LPwas $86m
- Whale Rock Capital Management LLCwas $46m
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 →