Toast, Inc. (NYSE:TOST) Q4 2025 Earnings Call Transcript
Operator: Good afternoon. My name is Tiffany, and I will be your conference operator today.
Toast Inc. (TOST)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | XN Exponent Advisors Gaurav Kapadia | 8,988,386 | $319,177,587 | +51% | 8.94% |
| 2. | ValueAct Capital Jeffrey Ubben | 8,015,277 | $284,622,486 | +136% | 4.05% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 5,292,568 | $187,939,090 | +4% | 0.17% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,579,046 | $162,601,923 | +6% | 0.1% |
| 5. | HMI Capital Mick Hellman | 4,303,483 | $152,816,681 | +29% | 12.54% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.44 | 4,969 | $96,597.36 | 23,373 | 2023-05-15 | Filing | |
| $19.44 | 47,412 | $921,689.28 | 223,013 | 2023-05-15 | Filing | |
| $19.44 | 82,619 | $1,606,113.36 | 388,614 | 2023-05-15 | Filing | |
| $19.82 | 18,404 | $364,767.28 | 18,404 | 2023-05-12 | Filing | |
| $19.82 | 175,601 | $3,480,411.82 | 175,601 | 2023-05-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.35 | 1,454 | $44,121.63 | 139,893 | 2026-02-03 | Filing | |
| $30.35 | 1,648 | $50,008.56 | 340,723 | 2026-02-03 | Filing | |
| $30.35 | 1,437 | $43,605.77 | 164,629 | 2026-02-03 | Filing | |
| $30.35 | 1,060 | $32,165.70 | 913,067 | 2026-02-03 | Filing | |
| $30.35 | 648 | $19,663.56 | 237,261 | 2026-02-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 45,391,459 | $1,612,038,182 | 0.25% | |
| 2. | 44,692,350 | $1,587,025,348 | 0.02% | |
| 3. | 29,805,019 | $1,058,376,209 | 0.05% | |
| 4. | 26,900,052 | $955,220,851 | 0.02% | |
| 5. | 15,157,955 | $538,258,990 | 0.32% |
News See All
Truist Lowered Toast (TOST) PT as Part of a Broad FinTech Sector Preview Ahead of Q4 2025 Earnings
Toast Inc. (NYSE:TOST) is one of the most promising low-cost stocks to buy now. On January 20, Truist lowered the price target on Toast to $42 from $43 while keeping a Buy rating.
11 Most Promising Low-Cost Stocks to Buy Now
On February 7, Richard Bernstein, CEO of Richard Bernstein Advisors, joined 'The Exchange' on CNBC to discuss the state of equity markets, assessing which stocks are growing fast and trading cheaply.
Jim Cramer on Toast (TOST): “They’ve Got a Great Device, But You Know What, That’s Not Enough”
Yeah, you know what, boy, that stock has just really come down. They’ve got a great device, but you know what, that’s not enough.
Jim Cramer Looked at These 19 Stocks Recently
Over the last two weeks, we've heard from six of the seven mega-cap tech stocks that we formerly called the Magnificent Seven. We don't do that anymore here.
Toast, Inc. (TOST) Price Target Cut at DA Davidson as Growth Expected to Normalize
On February 2, DA Davidson analyst Peter Heckmann lowered the firm’s price target on Toast, Inc.
13 High Growth Cloud Stocks to Buy
Investing in cloud computing stocks offers exposure to one of the most important and fastest-growing pillars of the modern digital economy.
Toast, Inc. (TOST): A Bull Case Theory
We came across a bullish thesis on Toast, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on TOST.
Does Toast (TOST) Have Profitable Growth Potential?
Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here.
JPMorgan Sees Regulatory Upside, Keeps $43 Target on Toast (TOST)
On December 4, JPMorgan analyst Tien-tsin Huang upgraded Toast, Inc. (NYSE:TOST) to Overweight from Neutral and kept the price target at $43.
Hedge Fund Resource Center Billionaire Hedge Funds
