2 tracked superinvestors hold TOAST INC (TOST), worth $390M combined, led by Mason Morfit. Smart money is holding TOST as of the latest 13F filings.
Current price
$28.85
Toast, Inc. operates a cloud-based and digital technology platform for the restaurant industry in the United States and Ireland. The company offers Toast Point of Sale (POS), a hardware product; Toast Order & Pay, which allows guests to order and pay from their mobile devices; Toast Flex that is used for on-counter order and pay, as well as used as a server station, guest kiosk, kitchen display…
Market cap
$16.9B
P/E
51.98
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$390M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding TOST steady this quarter — buys and sells are balanced.
TOAST INC (TOST) is held by 2 tracked funds worth $390M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Mason Morfit, who has committed 6% of their portfolio to it.
No tracked fund opened a new position this quarter; 1 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 6% | $342M | |
| Trimmed | 0.4% | $48M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own TOST?
2 tracked funds hold TOAST INC (TOST), the largest being Mason Morfit (ValueAct Capital) at 6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TOST?
In the most recent 13F quarter, 1 tracked fund added or opened TOST and 1 trimmed it.
How much TOST do tracked funds hold?
Combined disclosed long exposure to TOST across tracked superinvestors is $390M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.