Follow-The-Filings

Security

TOST

Toast Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 1 new 1 exit max 6.0% (Valueact Capital - Valuea...)

grid → activity → earnings →
owners 18
max % 6.0%
tracked value $2.8B
qoq N 1 A 10 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Valueact Capital - Valueact Holdings, L.P. 2026 Q1 6.0% Add +60.9% 12,895,438 $342M hist
Chris James - Meritage Group LP 2026 Q1 3.4% New 3.4% 3,410,223 $90M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.4% Reduce -7.9% 1,810,754 $48M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +25.1% 4,321,437 $115M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -45.2% 2,899,621 $77M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -44.9% 2,221,675 $59M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Reduce -35.6% 1,233,041 $44M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +109.3% 4,736,296 $126M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +81.6% 2,411,395 $64M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -70.1% 337,235 $9M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.2% 44,692,350 $1.6B hist
Norges Bank 2025 Q4 stale 0.0% Add +15.3% 5,711,282 $203M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +254.6% 901,879 $24M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +53.1% 172,900 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +228.2% 119,691 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +699.3% 522,975 $14M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -19.6% 131,625 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +116.7% 1,114 $30 hist
Henry Ellenbogen - Durable Capital Partners LP exited 2026 Q1 last 2025 Q4 0.8% Exit -0.77 pp 2,299,023 $82M hist

18 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
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4 4 Filing Doc
8-K 5.07 Filing Doc
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10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
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DEFA14A DEFA14A Filing Doc
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Updated 11 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.86B $4.96B $6.15B
Gross profit $834M $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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders