Toast, Inc.
TOST- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001650164
In the last 90 days, Toast, Inc. insiders filed 0 open-market purchases and 12 sales; 778 institutions reported holding it in 13F filings for Q2 2026, worth $13.3B in total; superinvestors ValueAct Capital and ARK Invest hold it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $6.65M in total
- 12
- 13F holdersQ2 2026, +17 vs. previous quarter
- 778
- 13F valueReported value at the end of Q2 2026
- $13.3B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $6.15B
- +24.1% year over year
- Net income, FY2025
- $342.0M
- +1,700.0% year over year
- Free cash flow, FY2025
- $608.0M
- +98.7% year over year
- Revenue, Q3 FY2026
- $1.98B
- +21.3% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 34.7M
- Shares sold short
- Change
- −1.94M
- −5.3% vs. previous
- Days to cover
- 4.50
- At average daily volume
Superinvestors holding TOST, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Toast, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Toast, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2026 (view filing)4:28 PM ET | Nov 4 | 2 days | Vassil JonathanChief Revenue Officer | SSaleClass A Common Stock | −4.60K | $36.00 | −$165.6K | −5.6%77.4K after | 10b5-1 |
| Nov 4, 2026 (view filing)4:35 PM ET | Nov 2 | 2 days | Vassil JonathanChief Revenue Officer | SSaleClass A Common Stock | −14.3K | $33.70 | −$481.2K | −15.6%77.4K after | 3 lots10b5-1 |
| Nov 4, 2026 (view filing)4:34 PM ET | Nov 3 | 1 day | Niola RossanaPrincipal Accounting Officer | SSaleClass A Common Stock | −1.13K | $33.46 | −$37.7K | −14.8%6.48K after | |
| Oct 6, 2026 (view filing)4:50 PM ET | Oct 5 | 1 day | Vassil JonathanChief Revenue Officer | SSaleClass A Common Stock | −7.62K | $30.19 | −$230.2K | −9.0%77.4K after | 10b5-1 |
| Oct 5, 2026 (view filing)4:34 PM ET | Oct 2 | 3 days | Gomez ElenaPresident, CFO | SSaleClass A Common Stock | −11.9K | $29.35 | −$348.9K | −6.5%172.0K after | |
| Oct 5, 2026 (view filing)4:34 PM ET | Oct 2 | 3 days | Fredette StephenPresident | SSaleClass A Common Stock | −9.37K | $29.35 | −$275.0K | −1.0%941.7K after | |
| Oct 5, 2026 (view filing)4:32 PM ET | Oct 2 | 3 days | Narang AmanCEO | SSaleClass A Common Stock | −14.7K | $29.35 | −$431.9K | −14.5%86.5K after | |
| Oct 5, 2026 (view filing)4:32 PM ET | Oct 2 | 3 days | Elworthy Brian RGeneral Counsel | SSaleClass A Common Stock | −6.51K | $29.35 | −$191.0K | −3.1%204.0K after | |
| Oct 5, 2026 (view filing)4:31 PM ET | Oct 2 | 3 days | Vassil JonathanChief Revenue Officer | SSaleClass A Common Stock | −13.5K | $29.69 | −$399.8K | −14.8%77.4K after | 2 lots10b5-1 |
| Sep 4, 2026 (view filing)4:15 PM ET | Sep 2 | 2 days | Vassil JonathanChief Revenue Officer | SSaleClass A Common Stock | −14.3K | $33.90 | −$484.1K | −17.0%70.0K after | 2 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 778 holdersThe largest institutional positions in Toast, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 48,745,880 | $1.36B | 0.02% | +21,581,067+79.4% | Added |
| FMR LLC | 33,528,155 | $932.8M | 0.04% | +1,796,951+5.7% | Added |
| Capital International Investors | 26,744,340 | $744.0M | 0.15% | −3,858,933−12.6% | Reduced |
| Vanguard Portfolio Management LLC | 22,085,011 | $614.4M | 0.03% | +1,826,454+9.0% | Added |
| Vanguard Capital Management LLC | 21,905,520 | $609.4M | 0.01% | −157,576−0.7% | Reduced |
| JPMorgan Chase & Co | 16,843,519 | $475.0M | 0.03% | +59,620+0.4% | Added |
| State Street Corp | 16,888,718 | $469.8M | 0.01% | +6,741,485+66.4% | Added |
| Principal Financial Group Inc | 15,164,024 | $421.9M | 0.21% | +7,186,780+90.1% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 14,134,038 | $393.2M | 6.98% | +1,238,600+9.6% | Added |
| Morgan Stanley | 11,392,209 | $316.9M | 0.02% | −266,929−2.3% | Reduced |
Holders of 5% or more of TOST
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Toast, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 10.00%51.5M shares | +0.70 ppfrom 9.30% | Oct 22, 20247 filings | Oct 5, 2026 | SEC |
| FMR LLC | 13G/A | 7.70%39.7M shares | +1.20 ppfrom 6.50% | Oct 5, 202112 filings | Nov 5, 2026 | SEC |
| Capital International Investors | 13G/A | 5.90%30.7M shares | – | Dec 10, 20217 filings | May 14, 2026 | SEC |
| Fredette Stephen | 13G/A | 5.90%30.6M shares | – | Feb 14, 20224 filings | Feb 13, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 5.07%26.1M shares | New | Oct 30, 20261 filing | Oct 30, 2026 | SEC |
Politician trades
All politician trades in TOST1 member of Congress reported 1 trade in Toast, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 18, 2026 |  Thomas H. Kean, Jr. House · NJ | Buy | $1K-$15K |
House · NJ · Aug 18, 2026
Buy$1K-$15K