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TOAST INC (TOST) — Hedge Fund Ownership Q1 2026

TOST
Q1 2026Q4 2025Q3 2025Q2 2025
  • TOAST INC (TOST) is held by 1 of 84 tracked hedge funds, with ValueAct Capital (6%) holding the largest stake, indicating limited hedge fund interest relative to peers.
  • The biggest increases in TOST holdings came from ValueAct Capital (+61%), highlighting conviction.
  • 1 hedge fund exited TOST.
  • Overall, hedge funds increased exposure to TOAST INC (TOST) by +25% vs the prior quarter and -4% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
ValueAct Capital
5.98% 12.9M +60.89% +396.51% $341.9M $26.51
Durable Capital Partners
Henry Ellenbogen
EXITED
1 Total 12.9M +25.02% -4.01% $341.9M
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.