Toast (TOST) Superinvestor holders
27 of the superinvestors we track hold Toast (TOST) in their latest 13F filings, $1.0B in total.
Summary
The largest holder is Mason Morfit (ValueAct Holdings L.P.), with $393M, 7.0% of the portfolio.
In their latest quarter: 6 opened a new position, 10 added, 8 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Mason Morfit ValueAct Holdings L.P. |
Added | 14,134,038 | $393M | 7.0% | Q2 2026 |
| Arrowstreet Capital | Added | 4,053,255 | $113M | 0.1% | Q2 2026 |
| Jennison Associates | Trimmed | 2,730,780 | $76M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Trimmed | 1,935,128 | $54M | 0.1% | Q2 2026 |
| Cathie Wood ARK Investment Management |
Added | 1,859,887 | $52M | 0.3% | Q2 2026 |
| Michael Lowenstein Kensico Capital Management |
New position | 1,659,800 | $46M | 0.8% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 1,470,827 | $41M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Added | 1,428,975 | $40M | 0.2% | Q2 2026 |
| Takis Sparaggis Alkeon Capital Management |
Held | 1,238,096 | $34M | 0.1% | Q2 2026 |
| Glen Kacher Light Street Capital Management |
New position | 1,167,500 | $32M | 3.8% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 1,039,379 | $29M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 1,034,339 | $29M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 1,029,079 | $29M | 0.0% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Added | 674,300 | $19M | 0.0% | Q2 2026 |
| Wasatch Wasatch Global Investors |
New position | 291,776 | $8M | 0.1% | Q3 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 196,854 | $5M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 184,453 | $5M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 164,179 | $5M | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Added | 133,921 | $4M | 0.1% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 99,957 | $3M | 0.0% | Q3 2026 |
| Peter Muller PDT Partners |
Held | 86,356 | $2M | 0.1% | Q2 2026 |
| WCM Investment Management | Added | 66,440 | $2M | 0.0% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
New position | 27,000 | $782,730 | 0.0% | Q3 2026 |
| Ken Tropin Graham Capital Management |
New position | 14,100 | $392,262 | 0.0% | Q2 2026 |
| Mark Donovan Boston Partners |
New position | 11,877 | $330,420 | 0.0% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Trimmed | 10,952 | $304,685 | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Held | 1,114 | $30,991 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 26 |
| Q1 2026 | 21 |
| Q4 2025 | 24 |
| Q3 2025 | 22 |
| Q2 2025 | 26 |
| Q1 2025 | 24 |
| Q4 2024 | 24 |
| Q3 2024 | 19 |
Questions about Toast
Which superinvestors own Toast?
27 of the superinvestors we track hold Toast (TOST) in their latest 13F filings, $1.0B in total. Mason Morfit, Arrowstreet Capital, Jennison Associates, Jim Simons, Cathie Wood, Michael Lowenstein.
Who is the largest superinvestor holder of TOST?
The largest holder is Mason Morfit (ValueAct Holdings L.P.), with $393M, 7.0% of the portfolio.
From Toast's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.