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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $663.05 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 6.98% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $2.55 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 55.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Toast, Inc. (TOST)
Major holders include ValueAct Capital (Mason Morfit) ($393.21 M), Renaissance Technologies (RenTech) ($53.84 M), Catherine Wood ($51.74 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 20.64 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.55 M, with 8 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited TOST. The total reported sell value was $70.97 M.
Yes, 2 managers opened new positions in TOST, and 6 increased their existing holdings. The total reported buy value was $73.52 M.
