Ticker · CUSIP 888787108

TOST

TOAST INC

Technology·Software - Infrastructure

···Share

Holders (tracked)

Combined shares

33,002,486

Combined value

$1.17B

Last close

$29.08

Quarter

2025Q4

Price is -18.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$29.08-5.21 (-15.19%)H $49.30 · L $25.07 · Avg Vol 9.0M

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

SEC event timeline

26 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+107,700 shares · 2025Q4
Position
ValueAct Holdings added2026-02-17
+4,618,077 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+93,328 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+26,780 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−264,934 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−682,860 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+73,990 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+112,900 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−1,807,440 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−181,912 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+737,699 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+993,116 shares · 2025Q4
Position
Cathie Wood (ARK Invest) trimmed2026-02-11
−97,090 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+5,711,282 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2025-11-14
−1,658,139 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+35,556 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+172,207 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+105,513 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−6,849,955 shares · 2025Q3
Position
Wellington Management added2025-11-14
+185,548 shares · 2025Q3
Position
ValueAct Holdings opened position2025-11-14
+3,397,200 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−304,723 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+17,000 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−4,951,990 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−1,001,767 shares · 2024Q3
Position
Cathie Wood (ARK Invest) added2025-11-12
+185,574 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for TOST →

Follow-the-investor returns

If you'd copied each holder of TOST…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
AQR Capital Management	2023Q2	$24.83	+17.1%	$7.4M
Cathie Wood (ARK Invest)	2021Q3	$25.02	+16.2%	$57.2M
T. Rowe Price	2021Q3	$27.46	+5.9%	$99.3M
Paul Tudor Jones (Tudor Investment)	2021Q3	$32.94	-11.7%	$1.5M
Paul Tudor Jones (Tudor Investment)	2021Q3	$32.94	-11.7%	$1.5M
ValueAct Holdings	2024Q3	$33.28	-12.6%	$233.1M
Ray Dalio (Bridgewater Associates)	2024Q2	$35.15	-17.3%	$32.8M
Izzy Englander (Millennium Mgmt)	2021Q3	$35.53	-18.1%	$6.6M
Izzy Englander (Millennium Mgmt)	2021Q3	$35.53	-18.1%	$6.6M
Izzy Englander (Millennium Mgmt)	2021Q3	$35.53	-18.1%	$6.6M
Ken Griffin (Citadel Advisors)	2022Q1	$35.64	-18.4%	$25.0M
Ken Griffin (Citadel Advisors)	2022Q1	$35.64	-18.4%	$25.0M
Ken Griffin (Citadel Advisors)	2022Q1	$35.64	-18.4%	$25.0M
Wellington Management	2022Q4	$35.65	-18.4%	$478K
Steve Cohen (Point72)	2022Q1	$36.46	-20.3%	$442K
Steve Cohen (Point72)	2022Q1	$36.46	-20.3%	$442K
Steve Cohen (Point72)	2022Q1	$36.46	-20.3%	$442K
D.E. Shaw & Co.	2022Q1	$36.54	-20.4%	$9.8M
D.E. Shaw & Co.	2022Q1	$36.54	-20.4%	$9.8M
D.E. Shaw & Co.	2022Q1	$36.54	-20.4%	$9.8M
Renaissance Technologies	2021Q4	$37.09	-21.6%	$100.4M
Two Sigma Investments	2023Q2	$41.05	-29.2%	$35.9M
Norges Bank (Norway SWF)	2021Q3	$1522.22	-98.1%	$166.1M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+5,711,282
$202.8M
Steve Cohen (Point72)
+112,900
$4.0M
Paul Tudor Jones (Tudor Investment)
+107,700
$3.8M

Added to6

ValueAct Holdings
+4,618,077
$164.0M
Renaissance Technologies
+993,116
$35.3M
Ray Dalio (Bridgewater Associates)
+737,699
$26.2M
D.E. Shaw & Co.
+93,328
$3.3M
Izzy Englander (Millennium Mgmt)
+73,990
$2.6M
AQR Capital Management
+26,780
$951K

Trimmed5

Two Sigma Investments
−682,860
$24.2M
Ken Griffin (Citadel Advisors)
−264,934
$9.4M
Wellington Management
−181,912
$6.5M
Cathie Wood (ARK Invest)
−97,090
$3.4M
T. Rowe Price
−1,807,440
$64K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	17	64,618,321	$29.50B	—
2022Q2	14	79,993,861	$10.09B	-3
2022Q3	13	65,233,306	$1.09B	-1
2022Q4	14	57,200,451	$1.03B	+1
2023Q1	13	45,845,383	$813.8M	-1
2023Q2	19	48,541,292	$1.10B	+6
2023Q3	20	54,041,000	$1.01B	+1
2023Q4	18	53,663,478	$979.9M	-2
2024Q1	16	65,359,091	$1.63B	-2
2024Q2	21	76,301,951	$1.97B	+5
2024Q3	22	67,562,018	$1.91B	+1
2024Q4	23	61,730,616	$2.25B	+1
2025Q1	22	40,987,314	$1.36B	-1
2025Q2	21	33,164,368	$1.47B	-1
2025Q3	19	23,339,050	$852.1M	-2
2025Q4	23	33,002,486	$1.17B	+4

Who owns TOST

23 super-investors · 2025Q4

Tracked stake

33.00M

Combined value

$1.17B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New6Added10Trim7

#	Manager	Shares	Value	% of book	Last action
1	ValueAct Holdings	8.02M	$285M	4.1%	Added+4.62M
2	Norges Bank Norway SWF	5.71M	$203M	0.0%	New+5.71M
3	Renaissance Technologies	3.45M	$123M	0.2%	Added+993.1K
4	T. Rowe Price	3.41M	$121M	0.0%	Trim−1.81M
5	Izzy Englander Millennium Mgmt	2.26M	$80M	0.0%	Added+74.0K
6	Cathie Wood ARK Invest	1.97M	$70M	0.5%	Trim−97.1K
7	Ken Griffin Citadel Advisors	1.87M	$66M	0.0%	Trim−264.9K
8	D.E. Shaw & Co.	1.33M	$47M	0.0%	Added+93.3K
9	Two Sigma Investments	1.23M	$44M	0.1%	Trim−682.9K
10	Ray Dalio Bridgewater Associates	1.13M	$40M	0.1%	Added+737.7K
11	Ken Griffin Citadel Advisors	858.0K	$30M	0.0%	Trim−264.9K
12	D.E. Shaw & Co.	529.5K	$19M	0.0%	Added+93.3K
13	D.E. Shaw & Co.	336.1K	$12M	0.0%	Added+93.3K
14	AQR Capital Management	254.3K	$9M	0.0%	Added+26.8K
15	Izzy Englander Millennium Mgmt	227.0K	$8M	0.0%	Added+74.0K
16	Steve Cohen Point72	112.9K	$4M	0.0%	New+112.9K
17	Ken Griffin Citadel Advisors	65.4K	$2M	0.0%	Trim−264.9K
18	Steve Cohen Point72	64.5K	$2M	0.0%	New+112.9K
19	Paul Tudor Jones Tudor Investment	55.6K	$2M	0.0%	New+107.7K
20	Paul Tudor Jones Tudor Investment	52.1K	$2M	0.0%	New+107.7K
21	Izzy Englander Millennium Mgmt	36.8K	$1M	0.0%	Added+74.0K
22	Wellington Management	16.5K	$584K	0.0%	Trim−181.9K
23	Steve Cohen Point72	15.2K	$540K	0.0%	New+112.9K

Recent moves

20 transactions

TRIMTwo Sigma Investments
−682,860 · 2025Q4
ADDValueAct Holdings
+4,618,077 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+107,700 · 2025Q4
TRIMT. Rowe Price
−1,807,440 · 2025Q4
ADDD.E. Shaw & Co.
+93,328 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+73,990 · 2025Q4
NEWSteve Cohen (Point72)
+112,900 · 2025Q4
ADDAQR Capital Management
+26,780 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−264,934 · 2025Q4
TRIMWellington Management
−181,912 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+737,699 · 2025Q4
ADDRenaissance Technologies
+993,116 · 2025Q4
TRIMCathie Wood (ARK Invest)
−97,090 · 2025Q4
NEWNorges Bank (Norway SWF)
+5,711,282 · 2025Q4
ADDTwo Sigma Investments
+105,513 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+172,207 · 2025Q3
TRIMD.E. Shaw & Co.
−1,658,139 · 2025Q3
TRIMT. Rowe Price
−6,849,955 · 2025Q3
ADDWellington Management
+185,548 · 2025Q3
NEWValueAct Holdings
+3,397,200 · 2025Q3

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