moatshark My

All holdings

Toast

TOST

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$393m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$27.82
+4.9% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+28.8%Q4 ’24
-9.0%Q1 ’25
-2.7%Q4 ’25
-25.3%Q1 ’26
+4.9%Q2 ’26
Q4 ’24: +28.8%; Q1 ’25: -9.0%; Q4 ’25: -2.7%; Q1 ’26: -25.3%; Q2 ’26: +4.9%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
0Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 0; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Toast.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Toast
ValueAct7.0%$393m$393mAdded +9.6%4 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Toast
Bought or soldFiling
5 Oct 2026Vassil JonathanChief Revenue Officer▼ Sold7,623$30.19$230kForm 4
2 Oct 2026Narang AmanCEO▼ Sold14,713$29.35$432kForm 4
2 Oct 2026Gomez ElenaPresident, CFO▼ Sold11,886$29.35$349kForm 4
2 Oct 2026Fredette StephenPresident▼ Sold9,368$29.35$275kForm 4
2 Oct 2026Vassil JonathanChief Revenue Officer▼ Sold6,657$30.03$200kForm 4
2 Oct 2026Vassil JonathanChief Revenue Officer▼ Sold6,808$29.35$200kForm 4
2 Oct 2026Elworthy Brian RGeneral Counsel▼ Sold6,507$29.35$191kForm 4
2 Sep 2026Vassil JonathanChief Revenue Officer▼ Sold9,180$34.09$313kForm 4
2 Sep 2026Vassil JonathanChief Revenue Officer▼ Sold5,100$33.54$171kForm 4
21 Aug 2026Vassil JonathanChief Revenue Officer▼ Sold85,280$36.34$3.1mForm 4
19 Aug 2026Vassil JonathanChief Revenue Officer▼ Sold13,931$36.01$502kForm 4
11 Aug 2026Vassil JonathanChief Revenue Officer▼ Sold13,797$36.01$497kForm 4
10 Aug 2026Narang AmanCEO▼ Sold119,843$35.38$4.2mForm 4
10 Aug 2026Gomez ElenaPresident, CFO▼ Sold5,761$35.37$204kForm 4
7 Aug 2026Narang AmanCEO▼ Sold42,105$35.13$1.5mForm 4
7 Aug 2026Gomez ElenaPresident, CFO▼ Sold2,163$35.10$76kForm 4
6 Aug 2026Narang AmanCEO▼ Sold13,510$35.02$473kForm 4
6 Aug 2026Gomez ElenaPresident, CFO▼ Sold900$35.02$32kForm 4
5 Aug 2026Narang AmanCEO▼ Sold124,458$35.29$4.4mForm 4
5 Aug 2026Gomez ElenaPresident, CFO▼ Sold15,976$35.28$564kForm 4

About the company

Sector
Financials · Services-Computer Processing & Data Preparation
Financial year ends
31 December
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$665m2019
$823m2020
$1.7bn2021
$2.7bn2022
$3.9bn2023
$5.0bn2024
$6.2bn2025
2019: $665m; 2020: $823m; 2021: $1.7bn; 2022: $2.7bn; 2023: $3.9bn; 2024: $5.0bn; 2025: $6.2bn
Toast revenue and net income by year
YearRevenueNet income
2025$6.2bn$342m
2024$5.0bn$19.0m
2023$3.9bn−$246m
2022$2.7bn−$275m
2021$1.7bn−$487m
2020$823m−$248m
2019$665m−$209m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.