TOST
Toast, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +7.1% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +6.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 153 | -2 | 364.50M | $10.15B | +3 | −4 |
| Q1 2026 | 157 | 0 | 329.37M | $8.89B | +1 | −2 |
| Q4 2025 | 156 | +1 | 351.65M | $12.49B | +2 | — |
| Q3 2025 | 23 | +2 | 177.88M | $6.49B | +2 | −1 |
| Q2 2025 | 19 | -2 | 154.83M | $6.86B | — | −2 |
| Q1 2025 | 18 | 0 | 65.67M | $2.18B | +1 | −1 |
| Q4 2024 | 18 | +2 | 77.23M | $2.81B | +3 | −1 |
| Q3 2024 | 15 | +1 | 67.13M | $1.90B | +1 | — |
| Q2 2024 | 14 | — | 49.82M | $1.28B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 28.32M | -0.1% | $801.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 28.32M | -0.1% | $801.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | ValueAct Capital ✦ | 15.48M | Nuevo | $438.30M | 5.3% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 6.87M | +2.3% | $193.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 6.87M | +2.3% | $193.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 5.46M | -15.5% | $154.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 2.85M | +13.4% | $80.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 2.85M | +13.4% | $80.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 2.51M | +484.5% | $71.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | ARK Investment Management ✦ | 1.96M | -12.7% | $55.48M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 1.53M | +75.6% | $43.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 987.20K | +783.8% | $27.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 560.73K | +1027.5% | $15.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 280.57K | -66.2% | $7.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 190.62K | -82.6% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 190.62K | -82.6% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 190.62K | -82.6% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Tiger Global Management ✦ | 78.52K | 0.0% | $2.22M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 32.32K | -27.6% | $914,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 32.32K | -27.6% | $914,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 16.64K | -55.7% | $471,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| ValueAct Capital | $438.30M | 5.3% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 242.60K acciones, $6,431 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 85.28K acc. · $3.10M
Officer · 13.80K acc. · $496,858
Officer, Director · 119.84K acc. · $4.24M
Officer · 5.76K acc. · $203,772
Officer, Director · 42.10K acc. · $1.48M
Officer · 2.16K acc. · $75,926
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología