Follow-The-Filings

Security · featured owners

TOST Toast Inc.

Information Technology CL A Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 7.0%
  • $573M
  • 2 new 3 add 1 exit

TOST (Toast Inc.) is held in 5 featured 13F books as of 2026 Q2. Valueact Capital - Valueact Holdings is the largest tracked holder by portfolio weight (7.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.0% (Valueact Capital - Valueact Holdings) · not free-float ownership

  1. Valueact Capital add 7.0%
  2. Chris James add 3.7%
  3. Glen Kacher new 3.6%
  4. Cathie Wood add 0.34%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Valueact Capital - Valueact Holdings 2026 Q2 7.0% Add +9.6% 14,134,038 $393M history
Chris James - Meritage Group 2026 Q2 3.7% Add +0.6% 3,432,027 $95M history
Cathie Wood - Ark Investment Management 2026 Q2 0.34% Add +2.7% 1,859,887 $52M history
Glen Kacher - Light Street Capital Management 2026 Q2 3.6% New 3.6% 1,167,500 $32M history
Richard Pzena - Pzena Investment Management 2026 Q2 <0.01% New <0.01% 10,945 $304K history
Spencer Waxman - Shannon River Fund Management exited 2026 Q2 last 2026 Q1 3.7% Exit −3.70% 732,027 $19M history

5 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 7, 2026 · 2 forms Filing Doc
4 Period Aug 5, 2026 · 3 forms Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Aug 1, 2026 Filing Doc
4 Period Jul 13, 2026 Filing Doc
4 Period Jul 7, 2026 Filing Doc
4 Period Jul 1, 2026 · 5 forms Filing Doc
4 Period Jun 12, 2026 · 6 forms Filing Doc

Updated 12 days 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 $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

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