Profile

Industry: Software - infrastructure

Sector: Technology

Theme: Convenience economy

4-Year shareholder growth: +44.7%/year

Fair value estimate: $26

Valuation assumption: 3.0% MFCF yield

Insider ownership: 13.7%

Investors: Henry Ellenbogen (Durable Capital Partners)

Transaction log

  • Feb 12, 2026 - Bought 60 @ $26.24 (0.55% wtg, opportunistic)

Estimated fair value history

  • Jun-25 - $23 (3.0% MFCF yield)

  • Sep-25 - $25

  • Dec-25 - $26

History
Buying Toast amid software selloff
Buying Toast amid software selloff

Investors are betting Toast’s moat is going away with AI. We beg to differ. [trade]

Toast

Location: Boston, Massachusetts