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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 12 listed it in both
Shares listed
100,666,000
combined, among listed positions
Reported value
$2.8bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +15,888,845.

Managers listing TOST in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Fidelity (FMR LLC)31,731,204$841munder 0.1%Added+1,926,18515 May 2026 (the filing on sec.gov)
AllianceBernstein LP18,173,374$645m0.21%Added+8,842,10815 May 2026 (the filing on sec.gov)
ValueAct Holdings LP12,895,438$342m5.98%Added+4,880,16115 May 2026 (the filing on sec.gov)
Millennium Management LLC4,736,296$126m0.05%Added+2,473,52815 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc4,509,903$120munder 0.1%Added+1,095,85215 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC4,321,437$115m0.18%Added+867,50914 May 2026 (the filing on sec.gov)
Jane Street Group LLC3,972,585$105munder 0.1%Added+3,945,47712 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP3,461,654$92munder 0.1%Trimmed-1,117,39214 May 2026 (the filing on sec.gov)
Marshall Wace LLP2,899,621$77m0.08%Trimmed-2,392,94715 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,411,395$64munder 0.1%Added+1,083,20015 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC2,221,675$59m0.08%Trimmed-1,810,03015 May 2026 (the filing on sec.gov)
ARK Investment Management LLC1,810,754$48m0.37%Trimmed-155,61212 May 2026 (the filing on sec.gov)
Man Group PLC1,079,486$29m0.05%Added+664,81215 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,059,093$28munder 0.1%Added+1,042,64015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP907,792$24munder 0.1%Added+209,72915 May 2026 (the filing on sec.gov)
AQR Capital Management LLC901,879$24munder 0.1%Added+647,53515 May 2026 (the filing on sec.gov)
Two Sigma Investments LP831,864$22munder 0.1%Trimmed-401,17715 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd674,792$18munder 0.1%Trimmed-61,41318 May 2026 (the filing on sec.gov)
Invesco Ltd656,368$17munder 0.1%Added+8,86012 May 2026 (the filing on sec.gov)
Citadel Advisors LLC522,975$14munder 0.1%Added+457,54615 May 2026 (the filing on sec.gov)
Bridgewater Associates LP337,235$8.9munder 0.1%Trimmed-789,81715 May 2026 (the filing on sec.gov)
Point72 Asset Management LP172,900$4.6munder 0.1%Added+60,00015 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP129,068$3.4munder 0.1%Added+75,87915 May 2026 (the filing on sec.gov)
PDT Partners LLC86,356$2.3m0.14%Trimmed-104,06615 May 2026 (the filing on sec.gov)
Winton Group Ltd76,500$2.0m0.07%Trimmed-95,68012 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (0)

No new position among listed positions.

Exited (6)

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 →