Guru Ownership Trend
Guru Analysis for Toast, Inc. (TOST)
Toast, Inc. (TOST), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $510.28 M.
Top institutional holders include ValueAct Capital (Mason Morfit) and Renaissance Technologies (RenTech).
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 5.98% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $148.05 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 254.6%. Conversely, Ray Dalio reduced exposure by 70.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Toast, Inc. (TOST)
Major holders include ValueAct Capital (Mason Morfit) ($341.86 M), Renaissance Technologies (RenTech) ($114.56 M), Catherine Wood ($48 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 20.56 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $148.05 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited TOST. The total reported sell value was $25.15 M.
Yes, 0 managers opened new positions in TOST, and 5 increased their existing holdings. The total reported buy value was $173.2 M.
