Profile
Industry: Software - infrastructure
Sector: Technology
Theme: Convenience economy
4 1/4-Year shareholder growth: +44.2%/year
Fair value estimate: $28
Valuation assumption: 3.0% MFCF yield
Operating income/gross profit: 21.5%
Insider ownership: 13.2%
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
Mar-26 - $28
History
Toast
Location: Boston, Massachusetts