TOST
Toast Inc-class A
2 super-investors hold TOST worth a combined $356M. The largest position: Jeffrey Ubben et al at 6.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #267 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own TOST
Jeffrey Ubben is the dominant force behind cohort ownership of TOST, holding a $342M position that represents 6.0% of his portfolio — a meaningful concentration signal. Ubben added to his stake in 2026Q1, reinforcing conviction while Joel Greenblatt holds a token position at roughly $14M. Cohort interest has been notably unstable: owner count has oscillated between 1 and 3 over the past eight quarters, suggesting the broader super-investor universe has struggled to build lasting conviction in the name. With no new entrants this quarter and ownership sitting at just two managers, the TOST thesis currently rests almost entirely on Ubben's continued commitment rather than any broadening cohort enthusiasm.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Jeffrey Ubben et al | 6.0% | 6q | $342M | 12,895,438 |
| 2 | Joel Greenblatt | <0.1% | 19q | $14M | 522,975 |
Owners of TOST also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Jeffrey Ubben et al | ADD | 6.0% | +61% | $342M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 888787108. Not investment advice.