WhaleCreep

Which hedge funds own TOST? TOAST INC, Q2 2026 13F holders

TechnologySoftware - Infrastructure

86 tracked hedge funds disclosed a position in TOST (TOAST INC) in their Q2 2026 13F filings, worth $2.2bn in total. The largest holder by portfolio weight is Lead Edge Capital Management, LLC at 15.3% of its book. 27 opened a new position this quarter: Keenan Capital, LLC, Triavera Capital LLC, Light Street Capital Management, LLC, Philosophy Capital Management LLC. 21 exited: Greenvale Capital LLP, Alta Fox Capital Management, LLC, Shannon River Fund Management LLC.

86
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
27
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
21
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$250m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$294m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$2.2bn
Combined value
Sum of the holders' reported positions in the security.
6.9%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

86 rows
Lead Edge Capital Management, LLC Hedge fund15.3%$84.1m3.02m+131%added
HMI Capital Management, L.P. Hedge fund14.2%$97.5m3.50m−8.1%reduced
ValueAct Holdings, L.P. Hedge fund7.0%$393m14.13m+9.6%added
Crawford Fund Management, LLC Hedge fund6.6%$21.6m775,836+48%added
12 West Capital Management LP Hedge fund6.5%$34.7m1.25m0.0%held
TFJ Management, LLC Hedge fund6.4%$9.8m350,565+455%added
Keenan Capital, LLC Hedge fund6.1%$31.0m1.12m–new
Triavera Capital LLC Hedge fund4.2%$7.8m280,000–new
Arohi Asset Management PTE Ltd. Hedge fund4.2%$11.6m415,737−21%reduced
Light Street Capital Management, LLC Hedge fund3.8%$32.5m1.17m–new
Meritage Group LP Hedge fund3.7%$95.5m3.43m+0.6%added
XN LP Hedge fund3.2%$122m4.39m−33%reduced
Flight Deck Capital, LP Hedge fund3.2%$6.6m236,062+51%added
Park West Asset Management LLC Hedge fund3.1%$45.7m1.64m+121%added
Philosophy Capital Management LLC Hedge fund3.1%$32.0m1.15m–new
LB Partners LLC Hedge fund2.9%$4.3m155,000–new
Caden Capital Partners, LP Hedge fund2.6%$218k7,8410.0%held
Whetstone Capital Advisors, LLC Hedge fund2.5%$9.4m336,853+0.2%held
Soviero Asset Management, LP Hedge fund2.0%$4.2m150,000+50%added
Glynn Capital Management LLC Hedge fund1.9%$7.0m252,629−41%reduced
Delta Global Management LP Hedge fund1.9%$17.8m638,477−32%reduced
Apis Capital Advisors, LLC Hedge fund1.8%$18.4m662,000+5.1%added
Sea Cliff Partners Management, LP Hedge fund1.7%$3.8m136,264–new
Aristides Capital LLC Hedge fund1.4%$5.6m201,480+39%added
Night Squared LP Hedge fund1.4%$13.3m477,191−10%reduced
Emmett Investment Management, LP Hedge fund1.4%$2.0m68,800–new
Crestwood Capital Management, L.P. Hedge fund1.4%$2.1m74,212−1.1%reduced
NZS Capital, LLC Hedge fund1.2%$44.8m1.61m+9.1%added
Junto Capital Management LP Hedge fund1.0%$54.3m1.95m–new
Mork Capital Management, LLC Hedge fund0.9%$1.4m50,000–new
Gillson Capital LP Hedge fund0.8%$13.8m495,752–new
Kensico Capital Management Corp Hedge fund0.8%$46.2m1.66m–new
Bridger Management, LLC Hedge fund0.7%$1.1m40,3920.0%held
Armistice Capital, LLC Hedge fund0.6%$22.6m810,830+40%added
Cygnus Capital Advisors, LLC Hedge fund0.4%$640k23,000–new
Balyasny Asset Management L.P. Hedge fund0.4%$198m7.13m+221%added
Dockside LLC Hedge fund0.3%$1.3m46,480–new
BloombergSen Inc. Hedge fund0.3%$2.3m82,479+22%added
Landscape Capital Management, L.L.C. Hedge fund0.2%$3.7m132,686+432%added
Quantitative Investment Management, LLC Hedge fund0.2%$1.8m63,823+120%added
Capital Fund Management S.A. Hedge fund0.2%$26.4m949,098−3.4%reduced
Aquatic Capital Management LLC Hedge fund0.2%$5.1m183,195–new
Trexquant Investment LP Hedge fund0.2%$26.6m956,738−49%reduced
Edgestream Partners, L.P. Hedge fund0.2%$5.5m197,727+4.4%added
Bridgewater Associates, LP Hedge fund0.2%$39.8m1.43m+324%added
CastleKnight Management LP Hedge fund0.2%$4.2m149,442+11%added
Capricorn Fund Managers Ltd Hedge fund0.1%$1.9m66,800–new
Alkeon Capital Management LLC Hedge fund0.1%$34.4m1.24m0.0%held
PDT Partners, LLC Hedge fund0.1%$2.4m86,3560.0%held
Militia Capital Management LLC Hedge fund0.1%$659k23,679–new