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TOAST INC

TOST

Holders

1

Combined Value

$114.56M

Combined Shares

4,321,437

Current Price

$24.82

52W High

$49.66

vs 52W High

−50.0%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$13.05$25.20$37.35$49.50Q1'24Q3'24Q1'25Q3'25Q1'26Q4 2023 · implied price $18.26Q2 2024 · implied price $25.77Q3 2024 · implied price $28.31Q4 2024 · implied price $36.45Q1 2025 · implied price $33.17Q2 2025 · implied price $44.29Q3 2025 · implied price $36.51Q4 2025 · implied price $35.51Q1 2026 · implied price $26.51Michael Burry - Scion Asset Management · bought 200,000 shares @ ~$18.26 · Q4 2023 (new position)Michael Burry - Scion Asset Management · sold 200,000 shares @ ~$18.26 · Q1 2024 (sold out)Jim Simons - Renaissance Technologies · bought 111,700 shares @ ~$25.77 · Q2 2024 (new position)Chase Coleman - Tiger Global Management · bought 78,521 shares @ ~$25.77 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 2,517,012 shares @ ~$36.45 · Q4 2024George Soros - Soros Fund Management · bought 77,184 shares @ ~$36.45 · Q4 2024 (new position)Chase Coleman - Tiger Global Management · sold 78,521 shares @ ~$28.31 · Q4 2024 (sold out)Jim Simons - Renaissance Technologies · bought 875,500 shares @ ~$28.31 · Q3 2024Jim Simons - Renaissance Technologies · sold 1,966,606 shares @ ~$33.17 · Q1 2025George Soros - Soros Fund Management · sold 77,184 shares @ ~$36.45 · Q1 2025 (sold out)Jim Simons - Renaissance Technologies · bought 906,206 shares @ ~$44.29 · Q2 2025Jim Simons - Renaissance Technologies · bought 17,000 shares @ ~$36.51 · Q3 2025Jim Simons - Renaissance Technologies · bought 993,116 shares @ ~$35.51 · Q4 2025Jim Simons - Renaissance Technologies · bought 867,509 shares @ ~$26.51 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$114.56M0.18%~$35.04−29.2%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$23.00M~$26.51
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$35.27M~$35.51
Q3 2025Jim Simons - Renaissance TechnologiesBUY+$620.7K~$36.51
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$40.14M~$44.29
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$65.23M~$33.17
Q1 2025George Soros - Soros Fund ManagementSOLD OUT−$2.81M~$36.45
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$91.75M~$36.45
Q4 2024Chase Coleman - Tiger Global ManagementSOLD OUT−$2.22M~$28.31
Q4 2024George Soros - Soros Fund ManagementNEW BUY+$2.81M~$36.45
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$24.79M~$28.31
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$2.88M~$25.77
Q2 2024Chase Coleman - Tiger Global ManagementNEW BUY+$2.02M~$25.77
Q1 2024Michael Burry - Scion Asset ManagementSOLD OUT−$3.65M~$18.26
Q4 2023Michael Burry - Scion Asset ManagementNEW BUY+$3.65M~$18.26

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202614,321,437+25.1%$114.56M$26.51
Q4 202513,453,928+40.4%$122.65M$35.51
Q3 202512,460,812+0.7%$89.84M$36.51
Q2 202512,443,812+58.9%$108.24M$44.29
Q1 202511,537,606-57.1%$51.00M$33.17
Q4 202423,581,396+236.1%$130.54M$36.45
Q3 202421,065,721+460.3%$30.17M$28.31
Q2 20242190,221—$4.90M$25.77