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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 $13.3B 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.

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: 441 institutionsQ1 2024: 473 institutionsQ2 2024: 505 institutionsQ3 2024: 519 institutionsQ4 2024: 631 institutionsQ1 2025: 658 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: $2.37BQ4 2021: $4.80BQ1 2022: $3.63BQ2 2022: $3.05BQ3 2022: $4.47BQ4 2022: $5.41BQ1 2023: $5.44BQ2 2023: $7.40BQ3 2023: $6.50BQ4 2023: $6.35BQ1 2024: $9.06BQ2 2024: $9.92BQ3 2024: $11.6BQ4 2024: $15.2BQ1 2025: $14.1BQ2 2025: $19.6BQ3 2025: $16.0BQ4 2025: $15.9BQ1 2026: $11.9BQ2 2026: $13.3B
Institutions holding TOST and their total value by quarter
QuarterHoldersValue
Q2 2026774$13.3B
Q1 2026761$11.9B
Q4 2025804$15.9B
Q3 2025740$16.0B
Q2 2025750$19.6B
Q1 2025658$14.1B
Q4 2024631$15.2B
Q3 2024519$11.6B
Q2 2024505$9.92B
Q1 2024473$9.06B
Q4 2023441$6.35B
Q3 2023416$6.50B
Q2 2023395$7.40B
Q1 2023365$5.44B
Q4 2022345$5.41B
Q3 2022285$4.47B
Q2 2022239$3.05B
Q1 2022183$3.63B
Q4 2021161$4.80B
Q3 2021121$2.37B
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
Soros Fund Management LLCSuperinvestorSoros Fund Management152,130$5.28M0.08%+152,130New
Flight Deck Capital, LP157,105$5.45M2.56%+157,105New
Berylson Capital Partners, LLC161,500$5.61M6.18%+161,500New
Cubist Systematic Strategies, LLC172,093$5.97M0.06%+171,493+28,582.2%Added
Light Street Capital Management, LLC172,100$5.97M0.36%−427,900−71.3%Reduced
WCM Investment Management, LLC172,992$6.00M0.01%+9,866+6.0%Added
Edmond de Rothschild Holding S.A.183,670$6.38M0.14%+183,670New
Bank of America Corp214,591$7.45M0.00%+214,591New
State Street Corp233,300$8.10M0.00%+233,300New
Alliancebernstein L.P.242,026$8.40M0.00%+237,699+5,493.4%Added
Endeavour Capital Advisors Inc266,861$9.26M1.30%+246,206+1,192.0%Added
Vista Equity Partners Management, LLC271,000$9.41M0.07%+203,480+301.4%Added
Whale Rock Capital Management LLC286,592$9.95M0.08%+183,007+176.7%Added
Crestwood Capital Management, L.P.294,468$10.2M4.58%+234,468+390.8%Added
FMR LLC311,118$10.8M0.00%−1,081,852−77.7%Reduced
Coatue Management LLCSuperinvestorCoatue Management341,949$11.9M0.05%−10,051−2.9%Reduced
Blackstone Group Inc.345,054$12.0M0.03%+69,054+25.0%Added
Massachusetts Financial Services Co352,211$12.2M0.00%+4,177+1.2%Added
Charles Schwab Investment Management Inc362,046$12.6M0.00%+362,046New
Ameriprise Financial Inc366,786$12.7M0.00%+192,195+110.1%Added
Temasek Holdings (Private) Ltd379,889$13.2M0.05%+379,889New
Cowbird Capital LP384,610$13.3M4.68%00.0%Unchanged
Untitled Investments LP394,905$13.7M2.93%+324,905+464.2%Added
TD Asset Management Inc407,360$14.1M0.01%+252,559+163.2%Added
Melqart Asset Management (UK) Ltd419,238$14.6M0.82%+419,238New
Capital Research Global Investors487,305$16.9M0.00%−212,521−30.4%Reduced
Glynn Capital Management LLC496,055$17.2M1.83%+96,055+24.0%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital500,000$17.4M0.17%00.0%Unchanged
Luxor Capital Group, LP602,404$20.0M0.58%00.0%Unchanged
12 West Capital Management LP583,380$20.2M0.90%+583,380New
Stephens Investment Management Group LLC588,591$20.4M0.26%+588,091+117,618.2%Added
Geode Capital Management, LLC621,278$21.6M0.00%+621,278New
Technology Crossover Management X, Ltd.625,000$21.7M2.34%00.0%Unchanged
Millennium Management LLC625,934$21.7M0.02%+184,525+41.8%Added
Capital International Inc645,659$22.4M0.21%+623,159+2,769.6%Added
Allspring Global Investments Holdings, LLC697,727$24.2M0.03%+697,727New
Contour Asset Management LLC950,265$33.0M1.19%+286,261+43.1%Added
ARK Investment Management LLCSuperinvestorARK Invest1,092,620$37.9M0.11%+1,077,939+7,342.4%Added
Lord, Abbett & Co. LLC1,100,000$38.2M0.09%+1,000,000+1,000.0%Added
Morgan Stanley1,101,744$38.2M0.00%+1,086,627+7,188.1%Added
Janus Henderson Group PLC1,234,797$42.9M0.02%+734,797+147.0%Added
Sumitomo Mitsui Trust Holdings, Inc.1,641,905$57.0M0.03%+1,641,905New
Nikko Asset Management Americas, Inc.1,641,905$57.3M0.30%+1,641,905New
Artisan Partners Limited Partnership1,966,303$68.3M0.08%+1,966,303New
Vanguard Group Inc2,540,074$88.2M0.00%+1,052,714+70.8%Added
HarbourVest Partners LLC2,709,610$94.1M12.02%+2,709,610New
Alta Park Capital, LP2,857,555$99.2M7.67%+1,648,700+136.4%Added
Durable Capital Partners LP3,155,302$104.5M0.82%−495,053−13.6%Reduced
Generation Investment Management LLP3,270,692$113.5M0.47%+2,395,692+273.8%Added
BlackRock Inc.3,829,300$132.9M0.00%+1,913,023+99.8%Added
Gilder Gagnon Howe & Co LLC3,842,421$133.4M0.76%+1,306,300+51.5%Added
JPMorgan Chase & Co4,166,389$144.6M0.02%+1,406,094+50.9%Added
Tiger Global Management LLCSuperinvestorTiger Global Management4,500,000$156.2M0.34%+3,250,000+260.0%Added
TPG GP A, LLC5,469,143$189.8M1.89%+5,469,143New
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners6,383,040$221.6M1.34%+6,383,040New
HMI Capital Management, L.P.6,454,350$224.0M6.12%+6,054,350+1,513.6%Added
Greenoaks Capital Partners LLC6,814,501$236.5M5.84%+6,814,501New
Capital International Investors7,950,799$276.0M0.06%+7,223,299+992.9%Added
Alphabet Inc.9,496,884$329.6M7.96%+9,496,884New
Lead Edge Capital Management, LLC13,003,407$406.2M60.69%−2,344,718−15.3%Reduced
Price T Rowe Associates Inc27,533,723$913.6M0.08%+25,328,120+1,148.4%Added
AllSquare Wealth Management LLC0$00.00%−727−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−1,648,586−100.0%Sold out
Castle Hook Partners LP0$00.00%−347,904−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−310,600−100.0%Sold out
Norges Bank0$00.00%−284,645−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−254,850−100.0%Sold out
Jennison Associates LLC0$00.00%−250,000−100.0%Sold out
Islet Management, LP0$00.00%−225,000−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−167,500−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−157,103−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−123,762−100.0%Sold out
LMR Partners LLP0$00.00%−108,700−100.0%Sold out
Carmignac Gestion0$00.00%−100,000−100.0%Sold out
Honeycomb Asset Management LP0$00.00%−100,000−100.0%Sold out
Caas Capital Management LP0$00.00%−100,000−100.0%Sold out
Pinz Capital Management, LP0$00.00%−60,000−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−52,200−100.0%Sold out
Discovery Capital Management, LLC0$00.00%−50,000−100.0%Sold out
FIL Ltd0$00.00%−34,460−100.0%Sold out
Laurion Capital Management LP0$00.00%−30,000−100.0%Sold out
Zimmer Partners, LP0$00.00%−23,000−100.0%Sold out
Maplelane Capital, LLC0$00.00%−22,500−100.0%Sold out
Insight Holdings Group, LLC0$00.00%−20,000−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−14,406−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−13,000−100.0%Sold out
Hickory Lane Capital Management LP0$00.00%−12,000−100.0%Sold out
Rokos Capital Management LLP0$00.00%−10,000−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−10,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−10,000−100.0%Sold out
Pictet Asset Management SA0$00.00%−9,066−100.0%Sold out
Cinctive Capital Management LP0$00.00%−8,100−100.0%Sold out
Connacht Asset Management LP0$00.00%−7,732−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−7,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−6,100−100.0%Sold out
Simplify Asset Management Inc.0$00.00%−3,999−100.0%Sold out
Fred Alger Management, LLC0$00.00%−1,767−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−694−100.0%Sold out
Danda Trouve Investment Management, Inc.0$00.00%−382−100.0%Sold out
Marshall Wace North America L.P.––––Not filed