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TOST Toast Inc.

Information Technology, filed as TOAST INC (CL A), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.0%
  • $783K
  • 1 new 1 exit

In 2026 Q3 Thomas Gayner opened a position in Toast, while Richard Pzena sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Thomas Gayner, Markel Group). Not free-float ownership.

  1. Thomas Gayner New 0.01%

Who owns TOST

Sorted by value, long equity only, as of 2026 Q3.

History
Thomas Gayner, Markel Group 0.01% New 0.01% 27,000 $783K History
Richard Pzena, Pzena Investment Management exited 2026 Q3 Last 2026 Q2 <0.01% Exit 0.00% 10,945 $304K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by TOST's executives, directors and 10% owners in the last 12 months, from their Form 4s

All TOST insider trades
  • None no insider bought on the open market
  • $246K sold by 1 insider outside a trading plan
  • $22.7M sold by 4 insiders under 10b5-1 plans
  1. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $230K 7,623 shares at $30.19 9% of stake
    Traded Oct 5 Filed Oct 6
  2. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $200K 6,657 shares at $30.03 7.9% of stake
    Traded Oct 2 Filed Oct 5
  3. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $484K 14,280 shares at $33.90 17% of stake
    Traded Sep 2 Filed Sep 4
  4. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $3.1M 85,280 shares at $36.34 55% of stake
    Traded Aug 21 Filed Aug 25
  5. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $502K 13,931 shares at $36.01 17% of stake
    Traded Aug 19 Filed Aug 21
  6. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $497K 13,797 shares at $36.01 17% of stake
    Traded Aug 11 Filed Aug 13
  7. Aman Narang CEO
    Planned sale
    $5.7M 161,948 shares at $35.31 100% of stake
    Traded Aug 7–10 Filed Aug 11
  8. Elena Gomez CFO
    Planned sale
    $280K 7,924 shares at $35.30 4.7% of stake
    Traded Aug 7–10 Filed Aug 11
  9. Aman Narang CEO
    Planned sale
    $4.9M 138,052 shares at $35.27 46% of stake
    Traded Aug 5–6 Filed Aug 7
  10. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $169K 4,700 shares at $36.02 6.3% of stake
    Traded Aug 5 Filed Aug 7
  11. Elena Gomez CFO
    Planned sale
    $602K 17,076 shares at $35.28 9.2% of stake
    Traded Aug 5–6 Filed Aug 7
  12. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $470K 14,280 shares at $32.89 17% of stake
    Traded Aug 3 Filed Aug 4
  13. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $337K 11,170 shares at $30.16 14% of stake
    Traded Jul 13–14 Filed Jul 15
  14. Jonathan Vassil Chief Revenue Officer
    Planned sale
    $95K 3,150 shares at $30.03 4.3% of stake
    Traded Jul 7 Filed Jul 9
  15. Brian R Elworthy General Counsel
    Planned sale
    $2.8M 108,000 shares at $25.89 36% of stake
    Traded May 29 Filed Jun 2

Also filed in the last 12 months, not counted as buying or selling: 105 option exercises, 31 sales to cover taxes, 6 gifts, and 1 conversion.

Congress

1 member of Congress traded TOST in the last three years: 1 buy and 0 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Thomas H. Kean, Jr. R-NJ-7 Buy $1K–$15K Jul 8 filed Aug 18

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
SCHEDULE 13G —
SCHEDULE 13G/A —
8-K 5.02
10-Q
8-K 2.02,9.01
SCHEDULE 13G —
8-K 5.07

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.86B $4.96B $6.15B
Gross profit $0.834B $1.19B $1.59B
Gross margin * 21.6% 24.0% 25.9%
Net income -$246M $19M $342M
Net margin * -6.4% 0.4% 5.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.57B $1.98B $2.67B
Total non-current assets $388M $433M $476M
Total assets $1.96B $2.41B $3.14B
Total current liabilities $663M $811M $969M
Total non-current liabilities * $101M $52M $52M
Total equity $1.19B $1.54B $2.12B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $135M $360M $661M
Cash from investing -$86M -$39M -$172M
Cash from financing $63M $18M $7M
Net change in cash * $112M $338M $498M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.