Geopolitics Alpha

8-K - Toast, Inc. (0001650164) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Toast filed an 8-K with the SEC on Nov 3 (a notice of a material company event).
  • Exposed: TOST, XLK, ADP, WDAY, RDDT
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA8-K - Toast, Inc. (0001650164)(Filer)TOSTGEOPOLITICS ALPHA

8-K - Toast filed an 8-K with the SEC on Nov 3 (a notice of a material company event).

Directly affected

  • TOST Toast-3.4% 14d

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR+9.2% 14d

    Technology Select Sector SPDR holds the technology sector that Toast belongs to, so it often moves with news about it.

  • ADP Automatic Data Processing+10.8% 30d

    Automatic Data Processing is a peer of Toast in computer processing and data preparation; rivals often move on the same news.

  • WDAY Workday+5.3% 30d

    Workday is a peer of Toast in computer processing and data preparation; rivals often move on the same news.

  • RDDT Reddit-42.3% 17d

    Reddit is a peer of Toast in computer processing and data preparation; rivals often move on the same news.

  • VRSK Verisk Analytics

    Verisk Analytics is a peer of Toast in computer processing and data preparation; rivals often move on the same news.

  • HNGE Hinge Health

    Hinge Health is a peer of Toast in computer processing and data preparation; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TOST-4.64%-5.46%baseafter closeafter closeafter closeafter close
XLK+8.28%+1.71%baseafter closeafter closeafter closeafter close
ADP-3.60%-0.74%baseafter closeafter closeafter closeafter close
WDAY+3.27%-0.09%baseafter closeafter closeafter closeafter close
RDDT+40.08%-4.69%baseafter closeafter closeafter closeafter close
VRSK-3.68%-0.34%baseafter closeafter closeafter closeafter close
HNGE-1.44%-2.25%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-03 AccNo: 0001650164-26-000214 Size: 595 KB Item 2.02: Results of Operations and Financial Condition Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory…

Source: sec-edgar

The price since 3 Nov 2026: Toast (TOST) versus the S&P 500

CompanyWhenMoveStatus
Automatic Data Processing (ADP)three days earlier-0.74%final price
Automatic Data Processing (ADP)five days earlier-3.60%final price
Hinge Health (HNGE)three days earlier-2.25%final price
Hinge Health (HNGE)five days earlier-1.44%final price
Reddit (RDDT)three days earlier-4.69%final price
Reddit (RDDT)five days earlier+40.08%final price
Toast (TOST)three days earlier-5.46%final price
Toast (TOST)five days earlier-4.64%final price
Verisk Analytics (VRSK)three days earlier-0.34%final price
Verisk Analytics (VRSK)five days earlier-3.68%final price
Workday (WDAY)three days earlier-0.09%final price
Workday (WDAY)five days earlier+3.27%final price
Select Sector Spdr Tr (XLK)three days earlier+1.71%final price
Select Sector Spdr Tr (XLK)five days earlier+8.28%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - Toast, Inc. (0001650164) (Filer)”

Companies carried with this story

  • TOST Toast

    Toast (TOST) is linked, with no stored direction, high confidence in the 3 Nov 2026 story “8-K - Toast, Inc. (0001650164) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> TOST

  • XLK Select Sector Spdr Tr

    In “8-K - Toast, Inc. (0001650164) (Filer),” Select Sector Spdr Tr (XLK) is linked, with no stored direction, medium confidence. Reason on file: Technology Select Sector SPDR holds the technology sector that Toast belongs to, so it often moves with news about it

  • ADP Automatic Data Processing

    In “8-K - Toast, Inc. (0001650164) (Filer),” Automatic Data Processing (ADP) is linked, with no stored direction, medium confidence. Reason on file: Automatic Data Processing is a peer of Toast in computer processing and data preparation; rivals often move on the same news

  • WDAY Workday

    In “8-K - Toast, Inc. (0001650164) (Filer),” Workday (WDAY) is linked, with no stored direction, medium confidence. Reason on file: Workday is a peer of Toast in computer processing and data preparation; rivals often move on the same news

  • RDDT Reddit

    In “8-K - Toast, Inc. (0001650164) (Filer),” Reddit (RDDT) is linked, with no stored direction, medium confidence. Reason on file: Reddit is a peer of Toast in computer processing and data preparation; rivals often move on the same news

  • VRSK Verisk Analytics

    In “8-K - Toast, Inc. (0001650164) (Filer),” Verisk Analytics (VRSK) is linked, with no stored direction, medium confidence. Reason on file: Verisk Analytics is a peer of Toast in computer processing and data preparation; rivals often move on the same news

  • HNGE Hinge Health

    In “8-K - Toast, Inc. (0001650164) (Filer),” Hinge Health (HNGE) is linked, with no stored direction, medium confidence. Reason on file: Hinge Health is a peer of Toast in computer processing and data preparation; rivals often move on the same news

How “8-K - Toast, Inc. (0001650164) (Filer)” reaches Toast (TOST)

“8-K - Toast, Inc. (0001650164) (Filer)” (3 Nov 2026) reaches Toast (TOST) through this story.

What ties Toast (TOST) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> TOST

Also listed, Select Sector Spdr Tr (XLK): Technology Select Sector SPDR holds the technology sector that Toast belongs to, so it often moves with news about it

Dates in the story, and the Toast (TOST) price range

ADP traded between 258.85 and 309.71 across 20 sessions. The latest close on file is 298.77. TOST traded between 28.70 and 30.94 across 11 sessions. The latest close on file is 30.06. XLK traded between 190.99 and 201.38 across 11 sessions. The latest close on file is 201.01.

A simple score for Toast (TOST)

46 out of 100

“8-K - Toast, Inc. (0001650164) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.