Wallsti
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TOST

Toast, Inc. · Technology · Software - Infrastructure
R500#12 today EARNINGStoday AMC
$33.42 +5.49% today · +4.01% 1W
Nov 2 close or latest
After hours $32.93 -1.38% ·
Why it movedReddit attention is surgingReadout ›

Holders' trades in the past 90 days

Selling: ≈$24.3M sold, nothing bought. Net of both sides: 0.16% of the float.

WhoDoing≈ ValueOf the floatOf market capTheir stakePublicPrice sincePrice vs theirs
ARK Invest · ARK daily Sold · 3 sessions, Oct 13 – Oct 15 $24.3M 0.16% 0.13% 0.20% of shares Oct 15 +3.7% +9.4%

In Wallsti's check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys and did about as well as QQQ after its sales.

The chart beside it

Price +4.5% vs its 50-day average, +13.9% vs its 200-day, -14.4% from its 52-week high. Next 5 sessions: bargain $31.60 (-5.4%), stretch $35.34 (+5.8%). Technical · Pricing

Everyone we follow who traded the stock in the past 90 days, the runs still going first. Public: the day the trade became known (ARK's the evening of each session, a Form 4 or 13F on its filing day, Congress's on its report); price since: from that day's close to the latest. Price vs theirs: the latest price against the average they paid or got (a 13F's is the quarter-end price). Of the float: the shares traded over the shares the public can trade; their stake: shares held over all shares outstanding (a manager's: its last 13F plus its Form 4 runs since, ≈). Insiders: unplanned trades only (open-market buys, sales outside a 10b5-1 plan). 13F values are at the quarter's end and the trades happened some time in the quarter. The technical rating and bargain / stretch prices are the Technical and Pricing tabs' own. These describe the flow, not a forecast.

Insiders · 1 month
none
no open-market trades
Insiders · 3 months
none
no open-market trades
Congress · 3 months
none
no reported trades
Congress · 1 year
≈+$8K
1 buy · 0 sells · 1 member
Fund moves · 3 months
≈−$24.3M
0 buys · 3 sells · 1 investor
Held by funds · now
≈$464.8M
3 investors · largest: ValueAct

Insiders

No insider buys or sales on record for TOST.

Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.

Congress

Trade dateMemberChamberSideAmountDisclosed
Jul 8, 2026 Thomas H. Kean House Buy $1K–$15K Aug 18

Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.

Funds

Who holds it
InvestorSharesValueOf its portfolioVs quarter beforeAs of
ValueAct (Mason Morfit) 14,134,038 $393.2M 7.0% +10% Q2 2026
Bridgewater (Ray Dalio's firm) 1,428,975 $39.8M 0.16% +324% Q2 2026
ARK Invest (Cathie Wood) 1,005,806 $31.9M ARKF 4.4% — Nov 2
ARK's position

ARK is cutting TOST: 0.35% → 0.24% of its portfolio in a month, −0.17 points from selling (≈$24.3M).

OverShare of ARK then → nowNet bought or soldFrom tradingFrom price and other
1M since Oct 2 0.35% → 0.24% −$24.3M −0.17+0.06
3M since Aug 3 0.49% → 0.24% −$24.3M −0.17−0.08
1Y since Oct 31 0.43% → 0.24% −$16.3M −0.12−0.08
ARK's buying and selling runs
SideTradedSessions tradedShares≈ ValueOf each session's volumePrice over it
Selling Oct 13 – Oct 15, 2026 3 796,837 $24.3M 3.3% +4.3%
Buying May 8, 2026 1 212,330 $5.3M 0.6%
Selling Mar 26, 2026 1 52,735 $1.4M 0.5%

Share of ARK: the stock's value over all of ARK's ETFs added up, from their daily holdings. From trading: the net dollars ARK bought (+) or sold (−) over the window's average assets, in points; from price and other: the rest of the change, mostly the stock's price against ARK's other holdings. A run: ARK trading the stock the same way with at most two sessions between trades (ARK spreads large orders out). This describes ARK's flow, not the price: in our check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys, and did about as well as QQQ after its sales.

Their moves
DateInvestorMoveSourceShares≈ ValueNow heldFiled
Oct 15, 2026 ARK Invest (Cathie Wood) Sold ARKW, ARKF 53,344 $1.7M source
Oct 14, 2026 ARK Invest (Cathie Wood) Sold ARKW, ARKF 337,473 $10.1M source
Oct 13, 2026 ARK Invest (Cathie Wood) Sold ARKW, ARKF 406,020 $12.5M source
May 15, 2026 ValueAct (Mason Morfit) Added 13F, Q1 2026 4,880,161 $129.4M 6.0% May 15
May 8, 2026 ARK Invest (Cathie Wood) Bought ARKW, ARKF 212,330 $5.3M source
Mar 26, 2026 ARK Invest (Cathie Wood) Sold ARKW, ARKF 52,735 $1.4M source
Feb 17, 2026 ValueAct (Mason Morfit) Added 13F, Q4 2025 4,618,077 $164M 4.1% Feb 17
Feb 12, 2026 ARK Invest (Cathie Wood) Bought ARKW, ARKF 156,974 $4.1M source
Nov 14, 2025 ValueAct (Mason Morfit) New stake 13F, Q3 2025 3,397,200 $124M 2.1% Nov 14

Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves