TOST — TOAST INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying TOST?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 2 selling last quarter
12
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their TOST position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +6 tracked investors reported holding TOST at their latest filing
Contradicting evidence — always shown
  • 2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • 13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About TOAST INC (TOST)

TOAST INC (TOST) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $135M. Across recent filings, tracked investors recorded 3 new positions, 1 increased, 3 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TOST

57
/100
Mixed Activity
Added / Increased4
Reduced3
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track TOST

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

TOST Ownership Composition

How TOAST INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
80% of tracked value
Institutions
6
tracked investors
Total Reported
$263M
combined 13F value
Sectors3
  • Other80.0%
  • Growth Funds18.2%
  • Hedge Funds1.7%
Other(4)
80.0%
Growth Funds(1)
18.2%
Hedge Funds(1)
1.7%

Tracked investors reporting TOST

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    5.1M
    Value
    $134.5M
    % Portfolio
    0.06%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    2.3M
    Value
    $61.9M
    % Portfolio
    0.01%
  • Cathie WoodMar 31, 2026
    ARK Investment Management
    Shares
    1.8M
    Value
    $48M
    % Portfolio
    0.37%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    337.2K
    Value
    $8.9M
    % Portfolio
    0.04%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    172.9K
    Value
    $4.6M
    % Portfolio
    0.01%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    190.8K
    Value
    $5.1M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold TOST?
6 tracked institutional investors disclosed a position in TOST (TOAST INC) in their most recent 13F filing.
Who is the largest institutional holder of TOST?
Izzy Englander, Millennium Management, holds the largest disclosed position in TOST, valued at $135M.
Did institutional ownership of TOST increase or decrease?
Across recent 13F filings, tracked investors recorded 3 new positions, 1 increased, 3 reduced, and 0 fully exited TOST.
Where does this TOST ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
TOST (TOAST INC) — Institutional Holders & 13F History — InvestorLens