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 $13.3B 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 774 | $13.3B |
| Q1 2026 | 761 | $11.9B |
| Q4 2025 | 804 | $15.9B |
| Q3 2025 | 740 | $16.0B |
| Q2 2025 | 750 | $19.6B |
| Q1 2025 | 658 | $14.1B |
| Q4 2024 | 631 | $15.2B |
| Q3 2024 | 519 | $11.6B |
| Q2 2024 | 505 | $9.92B |
| Q1 2024 | 473 | $9.06B |
| Q4 2023 | 441 | $6.35B |
| Q3 2023 | 416 | $6.50B |
| Q2 2023 | 395 | $7.40B |
| Q1 2023 | 365 | $5.44B |
| Q4 2022 | 345 | $5.41B |
| Q3 2022 | 285 | $4.47B |
| Q2 2022 | 239 | $3.05B |
| Q1 2022 | 183 | $3.63B |
| Q4 2021 | 161 | $4.80B |
| Q3 2021 | 121 | $2.37B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 14 | $0 | 0.00% | −10−41.7% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| CVA Family Office, LLC | 1 | $0 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 15 | $1.00K | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $2.00K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 45 | $2.00K | 0.00% | +45 | New |
| Addison Advisors LLC | 50 | $2.00K | 0.00% | +50 | New |
| The PNC Financial Services Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 96 | $3.00K | 0.00% | +96 | New |
| Rockefeller Capital Management L.P. | 150 | $5.00K | 0.00% | +50+50.0% | Added |
| Snowden Capital Advisors LLC | 150 | $5.00K | 0.00% | +150 | New |
| Stephens Inc | 199 | $7.00K | 0.00% | −10,801−98.2% | Reduced |
| NEXT Financial Group, Inc | 200 | $7.00K | 0.00% | −200−50.0% | Reduced |
| Blume Capital Management, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $7.00K | 0.00% | +200 | New |
| American Portfolios Advisors | 202 | $7.01K | 0.00% | +160+381.0% | Added |
| James Investment Research Inc | 230 | $8.00K | 0.00% | +230 | New |
| Harbour Investments, Inc. | 271 | $9.00K | 0.00% | +260+2,363.6% | Added |
| Strategic Asset Management, LLC | 410 | $14.0K | 0.02% | +410 | New |
| Parallel Advisors, LLC | 425 | $15.0K | 0.00% | +425 | New |
| Tower Research Capital LLC (TRC) | 481 | $17.0K | 0.00% | +481 | New |
| Baystate Wealth Management LLC | 514 | $18.0K | 0.00% | +514 | New |
| Manchester Capital Management LLC | 560 | $19.0K | 0.00% | +560 | New |
| HM Payson & Co | 591 | $21.0K | 0.00% | +591 | New |
| Evoke Wealth, LLC | 921 | $32.0K | 0.00% | +921 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,339 | $47.0K | 0.00% | +755+129.3% | Added |
| FNY Investment Advisers, LLC | 2,500 | $86.0K | 0.05% | +2,230+825.9% | Added |
| Captrust Financial Advisors | 3,361 | $117.0K | 0.00% | +3,202+2,013.8% | Added |
| Group One Trading, L.P. | 3,936 | $137.0K | 0.00% | +3,136+392.0% | Added |
| Quent Capital, LLC | 4,500 | $156.0K | 0.03% | +4,500 | New |
| Macquarie Group Ltd | 4,618 | $160.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,610 | $160.0K | 0.03% | +4,210+1,052.5% | Added |
| Focused Wealth Management, Inc | 4,846 | $168.0K | 0.03% | +3,446+246.1% | Added |
| SG3 Management, LLC | 5,000 | $174.0K | 0.02% | +5,000 | New |
| Stratos Wealth Partners, LTD. | 5,810 | $202.0K | 0.00% | +480+9.0% | Added |
| Clearstead Advisors, LLC | 6,003 | $208.0K | 0.01% | +5,953+11,906.0% | Added |
| Wolverine Trading, LLC | 5,832 | $214.0K | 0.00% | +5,832 | New |
| Cutler Group LP | 6,520 | $226.0K | 0.02% | +6,120+1,530.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,937 | $241.0K | 0.00% | +6,937 | New |
| Bridger Management, LLC | 7,861 | $272.9K | 0.04% | +7,861 | New |
| Trevian Wealth Management LLC | 8,713 | $302.0K | 0.29% | +8,713 | New |
| PEAK6 Investments LLC | 9,043 | $314.0K | 0.01% | +9,043 | New |
| LSP Investment Advisors, LLC | 9,207 | $320.0K | 0.14% | +9,207 | New |
| Seven Eight Capital, LP | 9,304 | $323.0K | 0.06% | +9,304 | New |
| Commonwealth Equity Services, LLC | 9,470 | $328.0K | 0.00% | +9,470 | New |
| Advisor Group Holdings, Inc. | 10,412 | $352.0K | 0.00% | +9,585+1,159.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,705 | $372.0K | 0.00% | −10,712−50.0% | Reduced |
| Royal Bank of Canada | 11,254 | $391.0K | 0.00% | +10,970+3,862.7% | Added |
| Raymond James & Associates | 11,582 | $402.0K | 0.00% | +4,293+58.9% | Added |
| Beck Mack & Oliver LLC | 11,771 | $409.0K | 0.01% | +11,771 | New |
| Ocean Capital Management, LLC | 12,916 | $448.0K | 0.17% | +12,916 | New |
| Lombard Odier Asset Management (USA) Corp | 13,689 | $475.0K | 0.07% | +13,689 | New |
| Manufacturers Life Insurance Company, The | 14,536 | $505.0K | 0.00% | +9,536+190.7% | Added |
| Blair William & Co | 14,613 | $507.0K | 0.00% | +14,613 | New |
| LPL Financial LLC | 14,770 | $513.0K | 0.00% | +2,979+25.3% | Added |
| Darrow Company, Inc. | 15,000 | $520.0K | 0.46% | +15,000 | New |
| Beaumont Financial Partners, LLC | 15,000 | $521.0K | 0.04% | +15,000 | New |
| Bridgewater Advisors Inc. | 15,600 | $541.0K | 0.12% | +15,600 | New |
| HighTower Advisors, LLC | 15,910 | $552.0K | 0.00% | +15,910 | New |
| Virtu Financial LLC | 16,109 | $559.0K | 0.06% | −1,411−8.1% | Reduced |
| Bessemer Group Inc | 16,597 | $576.0K | 0.00% | +16,597 | New |
| Parkwood LLC | 17,268 | $599.0K | 0.11% | +17,268 | New |
| Blueshift Asset Management, LLC | 17,746 | $616.0K | 0.05% | +17,746 | New |
| BlueMar Capital Management, LLC | 18,713 | $650.0K | 0.18% | +1,313+7.5% | Added |
| Wells Fargo & Company | 18,883 | $655.0K | 0.00% | +18,432+4,086.9% | Added |
| Levin Capital Strategies, L.P. | 19,000 | $659.0K | 0.06% | +8,018+73.0% | Added |
| Sculptor Capital LP | 20,000 | $694.0K | 0.01% | +20,000 | New |
| Vista Finance, LLC | 20,084 | $697.0K | 0.72% | +20,084 | New |
| CIBC Asset Management Inc | 20,747 | $720.0K | 0.00% | +20,747 | New |
| US Bancorp | 22,002 | $764.0K | 0.00% | +22,002 | New |
| Ieq Capital, LLC | 23,157 | $804.0K | 0.02% | +23,157 | New |
| Tiger Management L.L.C. | 24,966 | $867.0K | 0.17% | +24,966 | New |
| Citadel Advisors LLC | 32,585 | $1.13M | 0.00% | −679,194−95.4% | Reduced |
| Bank of New York Mellon Corp | 33,486 | $1.16M | 0.00% | +33,486 | New |
| StepStone Group LP | 38,874 | $1.35M | 0.08% | +38,874 | New |
| Mission Creek Capital Partners, Inc. | 40,817 | $1.42M | 0.28% | +40,817 | New |
| Stifel Financial Corp | 42,212 | $1.47M | 0.00% | +42,212 | New |
| Jane Street Group, LLC | 42,249 | $1.47M | 0.00% | −785−1.8% | Reduced |
| UBS Group AG | 46,538 | $1.62M | 0.00% | +46,211+14,131.8% | Added |
| National Bank of Canada | 53,500 | $1.86M | 0.01% | +53,500 | New |
| Permanens Capital L.P. | 55,278 | $1.92M | 0.30% | +55,278 | New |
| Summit Trail Advisors, LLC | 61,206 | $2.12M | 0.14% | +61,206 | New |
| Tudor Investment Corp Et Al | 65,641 | $2.28M | 0.04% | +8,183+14.2% | Added |
| Grant/GrossMendelsohn, LLC | 79,397 | $2.36M | 1.87% | +79,397 | New |
| New York State Common Retirement Fund | 74,098 | $2.57M | 0.00% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 76,421 | $2.65M | 0.32% | +76,421 | New |
| Goldman Sachs Group Inc | 78,211 | $2.71M | 0.00% | −166,475−68.0% | Reduced |
| UBS Oconnor LLC | 80,000 | $2.78M | 0.03% | +45,000+128.6% | Added |
| Crestline Management, LP | 93,698 | $3.25M | 0.24% | +93,698 | New |
| Brookfield Asset Management Inc. | 100,000 | $3.47M | 0.01% | −68,404−40.6% | Reduced |
| SEI Investments Co | 100,968 | $3.50M | 0.01% | +100,968 | New |
| Ghisallo Capital Management LLC | 101,000 | $3.51M | 0.17% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 109,000 | $3.78M | 0.00% | +109,000 | New |
| Franklin Resources Inc | 112,826 | $3.92M | 0.00% | −287,174−71.8% | Reduced |
| Bamco Inc | 114,485 | $3.97M | 0.01% | −185,769−61.9% | Reduced |
| Northern Trust Corp | 134,848 | $4.68M | 0.00% | +134,848 | New |
| Susquehanna International Group, LLP | 146,207 | $5.08M | 0.01% | +138,994+1,927.0% | Added |
| Hongkou Capital LP | 151,889 | $5.27M | 5.22% | +151,889 | New |