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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $413.14 M.
Top institutional holders include ValueAct Capital (Mason Morfit) and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $223.97 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 189.5%. Conversely, Joel Greenblatt reduced exposure by 70.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Toast, Inc. (TOST)
Major holders include ValueAct Capital (Mason Morfit) ($284.62 M), Renaissance Technologies ($122.65 M), Catherine Wood ($69.83 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 14.97 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $223.97 M, with 7 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TOST. The total reported sell value was $6.52 M.
Yes, 3 managers opened new positions in TOST, and 4 increased their existing holdings. The total reported buy value was $230.5 M.
