ValueAct Capital adds positions in RKT, TOST, while cutting DIS and NSIT, among other Q4 moves

ValueAct Capital, a San Francisco-based investment management firm with about $10 billion in assets under management, made ...

Toast, Inc. (TOST) Q4 2025 Earnings Call Transcript

Thank you, operator. Welcome to Toast's Earnings Conference Call for the Fourth Quarter and Full Year ended December 31, 2025. On today's call are CEO, Aman Narang; and CFO, Elena Gomez, who will open ...