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TOST

Toast, Inc.

Services-Computer Processing & Data Preparation · SIC 7374CIK 1650164Held by 13 tracked managersEDGAR filings ↗10-K/10-Q ↗

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12 of 12 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Kensico Capital Management

Q2 2026Position history →

New+1,659,800—0.79%$46.2M

Light Street Capital Management

Q2 2026Position history →

New+1,167,500—3.8%$32.5M

Pzena Investment Management

Q2 2026Position history →

New+10,945—<0.01%$0.3M

ValueAct Capital

Q2 2026Position history →

Add+1,238,600+9.6%7.0%$393.2M

Q2 2026Position history →

Add+21,804+0.6%3.7%$95.5M

Zevenbergen Capital Investments

Q2 2026Position history →

Add+217,445+12.3%1.3%$55.4M

ARK Investment Management

Q2 2026Position history →

Add+49,133+2.7%0.34%$51.7M

Bridgewater Associates

Q2 2026Position history →

Add+1,091,740+323.7%0.16%$39.8M

WCM Investment Management

Q2 2026Position history →

Add+11,381+20.7%<0.01%$1.9M

Renaissance Technologies

Q2 2026Position history →

Trim(2,386,309)(55.2%)0.07%$53.8M

Glynn Capital Management

Q2 2026Position history →

Trim(178,264)(41.4%)1.9%$7.0M

Motley Fool Asset Management

Q2 2026Position history →

Trim(25,747)(9.4%)0.27%$6.9M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.