1 tracked superinvestor hold TOAST INC (TOST), worth $393M combined, led by Mason Morfit. Smart money is accumulating TOST as of the latest 13F filings.
Current price
$33.95
-17.4%
1Y
Toast, Inc. delivers a comprehensive cloud-based digital technology platform tailored specifically for the restaurant sector, serving businesses across the United States and Ireland. Its extensive product suite features an array of hardware solutions, including the foundational Toast Point of Sale (POS) system. Toast Flex offers versatile functionality, adaptable as an on-counter order and…
Market cap
$16.9B
P/E
51.98
Div yield
0.0%
Revenue YoY
24.1%
Analyst target
$38
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$393M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating TOST: 1 funds added or opened versus 0 trimming.
TOAST INC (TOST) is held by 1 tracked funds worth $393M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Mason Morfit, who has committed 7% of their portfolio to it.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 7% | $393M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $14M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Vassil Jonathan | Officer | 85,280 | $3M | 2026-08-21 |
| Vassil Jonathan | Officer | 13,931 | $502K | 2026-08-19 |
| Narang Aman | Officer & Director | 119,843 | $4M | 2026-08-10 |
| Narang Aman | Officer & Director | 42,105 | $1M | 2026-08-07 |
| Narang Aman | Officer & Director | 124,542 | $4M | 2026-08-05 |
| Gomez Elena | Officer | 16,176 | $571K | 2026-08-05 |
Which superinvestors own TOST?
1 tracked funds hold TOAST INC (TOST), the largest being Mason Morfit (ValueAct Capital) at 7% 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 0 trimmed it.
How much TOST do tracked funds hold?
Combined disclosed long exposure to TOST across tracked superinvestors is $393M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.