NYSE · Technology

TOAST INC TOST

Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally. It offers a platform of software-as-a-service for restaurant operations and point of sale, such as Toast POS; Toast IQ, a conversational artificial intelligence; vendor management; multi-location management; kitchen display system; online ordering and delivery.

EDP Services

Company profile

Business mix

  • It offers a platform of software-as-a-service for restaurant operations and point of sale.
  • It offers payroll and team management; inventory and supply chain tools; xtraCHEF by toast, a set of back-office tools for restaurants.
  • The company was formerly known as Opti Systems, Inc. and changed its name to Toast, Inc. in May 2012.
  • Toast, Inc. was incorporated in 2011 and is headquartered in Boston, Massachusetts.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 37.01 FCF 4.58% Buyback -0.29%
2026-06-07

Current firm holders

Firm Weight Value Filing period
ValueAct Holdings 6.0% $341.9M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $129.4M Estimated from net added shares
Reduction amount $149.0M Estimated from net reduced shares
Net share change / base shares +3.1% +392,812 / 12,839,861
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -70.1% 13F value change -$31.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,127,052 Last 1 periods -789,817 (-70.1%) Total shares 337,235 Value $8.9M
ValueAct Holdings 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 60.9% 13F value change +$57.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 8,015,277 Last 1 periods +4,880,161 (+60.9%) Total shares 12,895,438 Value $341.9M
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$81.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,299,023 Last 1 periods -2,299,023 (-100.0%) Total shares 0 Value $0
Whale Rock Capital Management Alex Sacerdote 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$46.4M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 1,398,509 Last 1 periods -1,398,509 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.