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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 18 sales; 774 institutions reported holding it in 13F filings for Q2 2026, worth $13.4B in total; superinvestors ValueAct Capital and ARK Invest hold it.

13F holders, Q4 2021

Institutional positions in Toast, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
161
+41 vs. Q3 2021
Shares held
140.9M
+90.9M (+181.9%) vs. Q3 2021
Total value
$4.80B
+$2.43B (+102.4%) vs. Q3 2021
New holders
79
55 more added
Sold out
38
17 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TOST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 161 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 121 institutionsQ4 2021: 161 institutionsQ1 2022: 183 institutionsQ2 2022: 239 institutionsQ3 2022: 285 institutionsQ4 2022: 345 institutionsQ1 2023: 365 institutionsQ2 2023: 395 institutionsQ3 2023: 416 institutionsQ4 2023: 442 institutionsQ1 2024: 473 institutionsQ2 2024: 505 institutionsQ3 2024: 519 institutionsQ4 2024: 631 institutionsQ1 2025: 659 institutionsQ2 2025: 750 institutionsQ3 2025: 740 institutionsQ4 2025: 804 institutionsQ1 2026: 761 institutionsQ2 2026: 774 institutions
Value heldQ4 2021: $4.80B
Q1 2021: $0Q2 2021: $0Q3 2021: $2.38BQ4 2021: $4.80BQ1 2022: $3.63BQ2 2022: $3.05BQ3 2022: $4.48BQ4 2022: $5.47BQ1 2023: $5.98BQ2 2023: $7.44BQ3 2023: $6.51BQ4 2023: $6.50BQ1 2024: $9.45BQ2 2024: $10.1BQ3 2024: $11.7BQ4 2024: $15.2BQ1 2025: $14.1BQ2 2025: $19.7BQ3 2025: $16.4BQ4 2025: $16.1BQ1 2026: $11.9BQ2 2026: $13.4B
Institutions holding TOST and their total value by quarter
QuarterHoldersValue
Q2 2026774$13.4B
Q1 2026761$11.9B
Q4 2025804$16.1B
Q3 2025740$16.4B
Q2 2025750$19.7B
Q1 2025659$14.1B
Q4 2024631$15.2B
Q3 2024519$11.7B
Q2 2024505$10.1B
Q1 2024473$9.45B
Q4 2023442$6.50B
Q3 2023416$6.51B
Q2 2023395$7.44B
Q1 2023365$5.98B
Q4 2022345$5.47B
Q3 2022285$4.48B
Q2 2022239$3.05B
Q1 2022183$3.63B
Q4 2021161$4.80B
Q3 2021121$2.38B
Q2 20210$0
Q1 20210$0

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2021.

Institutions holding TOST in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc27,533,723$913.6M0.08%+25,328,120+1,148.4%Added
Lead Edge Capital Management, LLC13,003,407$406.2M60.69%−2,344,718−15.3%Reduced
Alphabet Inc.9,496,884$329.6M7.96%+9,496,884New
Capital International Investors7,950,799$276.0M0.06%+7,223,299+992.9%Added
Greenoaks Capital Partners LLC6,814,501$236.5M5.84%+6,814,501New
HMI Capital Management, L.P.6,454,350$224.0M6.12%+6,054,350+1,513.6%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners6,383,040$221.6M1.34%+6,383,040New
TPG GP A, LLC5,469,143$189.8M1.89%+5,469,143New
Tiger Global Management LLCSuperinvestorTiger Global Management4,500,000$156.2M0.34%+3,250,000+260.0%Added
JPMorgan Chase & Co4,166,389$144.6M0.02%+1,406,094+50.9%Added
Gilder Gagnon Howe & Co LLC3,842,421$133.4M0.76%+1,306,300+51.5%Added
BlackRock Inc.3,829,300$132.9M0.00%+1,913,023+99.8%Added
Generation Investment Management LLP3,270,692$113.5M0.47%+2,395,692+273.8%Added
Durable Capital Partners LP3,155,302$104.5M0.82%−495,053−13.6%Reduced
Alta Park Capital, LP2,857,555$99.2M7.67%+1,648,700+136.4%Added
HarbourVest Partners LLC2,709,610$94.1M12.02%+2,709,610New
Vanguard Group Inc2,540,074$88.2M0.00%+1,052,714+70.8%Added
Artisan Partners Limited Partnership1,966,303$68.3M0.08%+1,966,303New
Nikko Asset Management Americas, Inc.1,641,905$57.3M0.30%+1,641,905New
Sumitomo Mitsui Trust Holdings, Inc.1,641,905$57.0M0.03%+1,641,905New
Janus Henderson Group PLC1,234,797$42.9M0.02%+734,797+147.0%Added
Morgan Stanley1,101,744$38.2M0.00%+1,086,627+7,188.1%Added
Lord, Abbett & Co. LLC1,100,000$38.2M0.09%+1,000,000+1,000.0%Added
ARK Investment Management LLCSuperinvestorARK Invest1,092,620$37.9M0.11%+1,077,939+7,342.4%Added
Contour Asset Management LLC950,265$33.0M1.19%+286,261+43.1%Added
Allspring Global Investments Holdings, LLC697,727$24.2M0.03%+697,727New
Capital International Inc645,659$22.4M0.21%+623,159+2,769.6%Added
Millennium Management LLC625,934$21.7M0.02%+184,525+41.8%Added
Technology Crossover Management X, Ltd.625,000$21.7M2.34%00.0%Unchanged
Geode Capital Management, LLC621,278$21.6M0.00%+621,278New
Stephens Investment Management Group LLC588,591$20.4M0.26%+588,091+117,618.2%Added
12 West Capital Management LP583,380$20.2M0.90%+583,380New
Luxor Capital Group, LP602,404$20.0M0.58%00.0%Unchanged
Altimeter Capital Management, LPSuperinvestorAltimeter Capital500,000$17.4M0.17%00.0%Unchanged
Glynn Capital Management LLC496,055$17.2M1.83%+96,055+24.0%Added
Capital Research Global Investors487,305$16.9M0.00%−212,521−30.4%Reduced
Melqart Asset Management (UK) Ltd419,238$14.6M0.82%+419,238New
TD Asset Management Inc407,360$14.1M0.01%+252,559+163.2%Added
Untitled Investments LP394,905$13.7M2.93%+324,905+464.2%Added
Cowbird Capital LP384,610$13.3M4.68%00.0%Unchanged
Temasek Holdings (Private) Ltd379,889$13.2M0.05%+379,889New
Ameriprise Financial Inc366,786$12.7M0.00%+192,195+110.1%Added
Charles Schwab Investment Management Inc362,046$12.6M0.00%+362,046New
Massachusetts Financial Services Co352,211$12.2M0.00%+4,177+1.2%Added
Blackstone Group Inc.345,054$12.0M0.03%+69,054+25.0%Added
Coatue Management LLCSuperinvestorCoatue Management341,949$11.9M0.05%−10,051−2.9%Reduced
FMR LLC311,118$10.8M0.00%−1,081,852−77.7%Reduced
Crestwood Capital Management, L.P.294,468$10.2M4.58%+234,468+390.8%Added
Whale Rock Capital Management LLC286,592$9.95M0.08%+183,007+176.7%Added
Vista Equity Partners Management, LLC271,000$9.41M0.07%+203,480+301.4%Added
Endeavour Capital Advisors Inc266,861$9.26M1.30%+246,206+1,192.0%Added
Alliancebernstein L.P.242,026$8.40M0.00%+237,699+5,493.4%Added
State Street Corp233,300$8.10M0.00%+233,300New
Bank of America Corp214,591$7.45M0.00%+214,591New
Edmond de Rothschild Holding S.A.183,670$6.38M0.14%+183,670New
WCM Investment Management, LLC172,992$6.00M0.01%+9,866+6.0%Added
Light Street Capital Management, LLC172,100$5.97M0.36%−427,900−71.3%Reduced
Cubist Systematic Strategies, LLC172,093$5.97M0.06%+171,493+28,582.2%Added
Berylson Capital Partners, LLC161,500$5.61M6.18%+161,500New
Flight Deck Capital, LP157,105$5.45M2.56%+157,105New
Soros Fund Management LLCSuperinvestorSoros Fund Management152,130$5.28M0.08%+152,130New
Hongkou Capital LP151,889$5.27M5.22%+151,889New
Susquehanna International Group, LLP146,207$5.08M0.01%+138,994+1,927.0%Added
Northern Trust Corp134,848$4.68M0.00%+134,848New
Bamco Inc114,485$3.97M0.01%−185,769−61.9%Reduced
Franklin Resources Inc112,826$3.92M0.00%−287,174−71.8%Reduced
Renaissance Technologies LLC109,000$3.78M0.00%+109,000New
Ghisallo Capital Management LLC101,000$3.51M0.17%00.0%Unchanged
SEI Investments Co100,968$3.50M0.01%+100,968New
Brookfield Asset Management Inc.100,000$3.47M0.01%−68,404−40.6%Reduced
Crestline Management, LP93,698$3.25M0.24%+93,698New
UBS Oconnor LLC80,000$2.78M0.03%+45,000+128.6%Added
Goldman Sachs Group Inc78,211$2.71M0.00%−166,475−68.0%Reduced
Kore Private Wealth LLC76,421$2.65M0.32%+76,421New
New York State Common Retirement Fund74,098$2.57M0.00%00.0%Unchanged
Grant/GrossMendelsohn, LLC79,397$2.36M1.87%+79,397New
Tudor Investment Corp Et Al65,641$2.28M0.04%+8,183+14.2%Added
Summit Trail Advisors, LLC61,206$2.12M0.14%+61,206New
Permanens Capital L.P.55,278$1.92M0.30%+55,278New
National Bank of Canada53,500$1.86M0.01%+53,500New
UBS Group AG46,538$1.62M0.00%+46,211+14,131.8%Added
Jane Street Group, LLC42,249$1.47M0.00%−785−1.8%Reduced
Stifel Financial Corp42,212$1.47M0.00%+42,212New
Mission Creek Capital Partners, Inc.40,817$1.42M0.28%+40,817New
StepStone Group LP38,874$1.35M0.08%+38,874New
Bank of New York Mellon Corp33,486$1.16M0.00%+33,486New
Citadel Advisors LLC32,585$1.13M0.00%−679,194−95.4%Reduced
Tiger Management L.L.C.24,966$867.0K0.17%+24,966New
Ieq Capital, LLC23,157$804.0K0.02%+23,157New
US Bancorp22,002$764.0K0.00%+22,002New
CIBC Asset Management Inc20,747$720.0K0.00%+20,747New
Vista Finance, LLC20,084$697.0K0.72%+20,084New
Sculptor Capital LP20,000$694.0K0.01%+20,000New
Levin Capital Strategies, L.P.19,000$659.0K0.06%+8,018+73.0%Added
Wells Fargo & Company18,883$655.0K0.00%+18,432+4,086.9%Added
BlueMar Capital Management, LLC18,713$650.0K0.18%+1,313+7.5%Added
Blueshift Asset Management, LLC17,746$616.0K0.05%+17,746New
Parkwood LLC17,268$599.0K0.10%+17,268New
Bessemer Group Inc16,597$576.0K0.00%+16,597New
Virtu Financial LLC16,109$559.0K0.06%−1,411−8.1%Reduced