Guru Ownership Over Time
Guru Analysis for Toast, Inc. (TOST)
Toast, Inc. (TOST), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $301.33 M.
Top institutional holders include ValueAct Capital and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $78.71 M net inflow during the quarter.
Recent activity highlights ValueAct Capital who opened a new position. Conversely, Ray Dalio reduced exposure by 43.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.09% | New Buy | 3,397,200 | $124.03 M | Q3 2025 | |
| 0.12% | Add 0.7% | 2,460,812 | $89.84 M | Q3 2025 | |
| 0.45% | Add 9.9% | 2,063,456 | $75.34 M | Q3 2025 | |
| 0.06% | Reduce -43.9% | 389,353 | $14.22 M | Q3 2025 | |
| 0.01% | Add 18.5% | 227,564 | $8.29 M | Q3 2025 | |
| 0.02% | Reduce -18.3% | 123,059 | $4.49 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Toast, Inc. (TOST)
Top Guru holders include ValueAct Capital ($124.03 M), Renaissance Technologies ($89.84 M), Catherine Wood ($75.34 M). Collectively, tracked Gurus hold 8.66 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $78.71 M, with 4 Gurus buying and 5 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 3 Gurus sold out of TOST completely. Total sell value was $54.02 M.
Yes, 1 Gurus opened new positions in TOST, and 3 added to their existing holdings. Total buy value was $132.72 M.