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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, Q1 2022

Institutional positions in Toast, Inc. as of Mar 31, 2022. 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
183
+24 vs. Q4 2021
Shares held
167.1M
+26.2M (+18.6%) vs. Q4 2021
Total value
$3.63B
−$1.17B (−24.3%) vs. Q4 2021
New holders
70
68 more added
Sold out
46
25 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 183 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 heldQ1 2022: $3.63B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2021.

Institutions holding TOST in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc40,644,272$883.2M0.09%+13,110,549+47.6%Added
HMI Capital Management, L.P.13,273,636$288.4M8.41%+6,819,286+105.7%Added
Tiger Global Management LLCSuperinvestorTiger Global Management12,672,463$275.4M1.03%+8,172,463+181.6%Added
Capital International Investors9,032,309$196.3M0.04%+1,081,510+13.6%Added
Greenoaks Capital Partners LLC7,863,367$170.9M10.59%+1,048,866+15.4%Added
Lead Edge Capital Management, LLC7,759,021$168.6M36.91%−5,244,386−40.3%Reduced
Generation Investment Management LLP6,318,540$137.3M0.63%+3,047,848+93.2%Added
FMR LLC5,838,891$126.9M0.01%+5,527,773+1,776.7%Added
Contour Asset Management LLC3,998,084$86.9M3.53%+3,047,819+320.7%Added
Gilder Gagnon Howe & Co LLC3,938,715$85.6M0.79%+96,294+2.5%Added
12 West Capital Management LP3,313,471$72.0M4.38%+2,730,091+468.0%Added
Morgan Stanley3,162,412$68.7M0.01%+2,060,668+187.0%Added
BlackRock Inc.2,884,421$62.7M0.00%−944,879−24.7%Reduced
Nikko Asset Management Americas, Inc.2,835,412$61.3M0.45%+1,193,507+72.7%Added
Alta Park Capital, LP2,530,655$55.0M6.82%−326,900−11.4%Reduced
Vanguard Group Inc2,506,086$54.5M0.00%−33,988−1.3%Reduced
JPMorgan Chase & Co2,400,851$52.2M0.01%−1,765,538−42.4%Reduced
HarbourVest Partners LLC2,282,878$49.6M10.13%−426,732−15.7%Reduced
First Trust Advisors LP1,535,018$33.4M0.03%+1,535,018New
Glynn Capital Management LLC1,530,467$33.3M4.47%+1,034,412+208.5%Added
ARK Investment Management LLCSuperinvestorARK Invest1,470,286$31.9M0.13%+377,666+34.6%Added
Alphabet Inc.1,432,660$31.1M1.01%−8,064,224−84.9%Reduced
Armistice Capital, LLC1,324,000$28.8M0.82%+1,324,000New
Whale Rock Capital Management LLC1,323,044$28.8M0.36%+1,036,452+361.6%Added
Norges Bank1,294,200$28.1M0.01%+1,294,200New
Temasek Holdings (Private) Ltd1,159,989$25.2M0.11%+780,100+205.3%Added
Durable Capital Partners LP1,049,264$22.8M0.20%−2,106,038−66.7%Reduced
Janus Henderson Group PLC1,041,223$22.6M0.01%−193,574−15.7%Reduced
Honeycomb Asset Management LP1,000,000$21.7M3.10%+1,000,000New
Stephens Investment Management Group LLC960,514$20.9M0.31%+371,923+63.2%Added
D. E. Shaw & Co., Inc.952,012$20.7M0.03%+952,012New
Citadel Advisors LLC861,055$18.7M0.02%+828,470+2,542.5%Added
Renaissance Technologies LLC750,900$16.3M0.02%+641,900+588.9%Added
HRT Financial LP729,923$15.9M0.11%+729,923New
Capital International Inc694,264$15.1M0.17%+48,605+7.5%Added
Grant/GrossMendelsohn, LLC741,318$15.0M7.50%+661,921+833.7%Added
Ameriprise Financial Inc641,691$14.0M0.00%+274,905+74.9%Added
Geode Capital Management, LLC631,981$13.7M0.00%+10,703+1.7%Added
Technology Crossover Management X, Ltd.625,000$13.6M1.86%00.0%Unchanged
Luxor Capital Group, LP602,404$13.1M0.75%00.0%Unchanged
TD Asset Management Inc580,098$12.6M0.01%+172,738+42.4%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital500,000$10.9M0.16%00.0%Unchanged
Capital Research Global Investors487,305$10.6M0.00%00.0%Unchanged
Crestwood Capital Management, L.P.454,106$9.87M5.94%+159,638+54.2%Added
Flight Deck Capital, LP416,153$9.04M5.88%+259,048+164.9%Added
Untitled Investments LP394,905$8.58M1.98%00.0%Unchanged
Point72 Asset Management, L.P.392,039$8.52M0.04%+392,039New
Charles Schwab Investment Management Inc370,523$8.05M0.00%+8,477+2.3%Added
Berylson Capital Partners, LLC352,848$7.67M8.99%+191,348+118.5%Added
Permanens Capital L.P.342,154$7.43M1.15%+286,876+519.0%Added
New York State Common Retirement Fund338,300$7.35M0.01%+264,202+356.6%Added
Portsea Asset Management LLP334,713$7.27M5.38%+334,713New
State Street Corp325,699$7.08M0.00%+92,399+39.6%Added
Blue Owl Capital Holdings LP322,578$7.01M3.08%+322,578New
Endeavour Capital Advisors Inc314,614$6.84M1.09%+47,753+17.9%Added
Voloridge Investment Management, LLC273,579$5.95M0.03%+273,579New
Seven Eight Capital, LP197,393$4.29M0.57%+188,089+2,021.6%Added
Blackstone Group Inc.188,397$4.09M0.01%−156,657−45.4%Reduced
Senvest Management, LLC182,000$3.96M0.11%+182,000New
Goldman Sachs Group Inc179,345$3.90M0.00%+101,134+129.3%Added
Cubist Systematic Strategies, LLC178,000$3.87M0.03%+5,907+3.4%Added
Marshall Wace, LLP177,440$3.86M0.01%+177,440New
Divisadero Street Capital Management, LP170,000$3.69M3.11%+170,000New
Hitchwood Capital Management LP165,000$3.58M0.40%+165,000New
D L Carlson Investment Group Inc154,194$3.35M0.56%+154,194New
Soros Fund Management LLCSuperinvestorSoros Fund Management152,130$3.31M0.06%00.0%Unchanged
Hongkou Capital LP142,152$3.09M4.33%−9,737−6.4%Reduced
Parkwood LLC133,384$2.90M0.48%+116,116+672.4%Added
Northern Trust Corp132,392$2.88M0.00%−2,456−1.8%Reduced
Mirae Asset Global Investments Co., Ltd.131,137$2.85M0.01%+131,137New
Balyasny Asset Management LLC129,855$2.82M0.01%+129,855New
Kore Private Wealth LLC118,712$2.58M0.32%+42,291+55.3%Added
Ergoteles LLC111,700$2.43M0.09%+111,700New
Weiss Multi-Strategy Advisers LLC102,639$2.23M0.05%+102,639New
Beaumont Financial Partners, LLC100,000$2.17M0.17%+85,000+566.7%Added
UBS Group AG97,532$2.12M0.00%+50,994+109.6%Added
Pinnacle Private Wealth, LLC96,600$2.10M0.65%+96,600New
Blueshift Asset Management, LLC84,313$1.83M0.17%+66,567+375.1%Added
Trexquant Investment LP81,622$1.77M0.08%+81,622New
Greenwood Gearhart Inc74,300$1.61M0.22%+74,300New
Barclays PLC72,344$1.57M0.00%+72,344New
Tudor Investment Corp Et Al72,300$1.57M0.04%+6,659+10.1%Added
Mission Creek Capital Partners, Inc.68,706$1.49M0.40%+27,889+68.3%Added
BlueMar Capital Management, LLC66,654$1.45M0.61%+47,941+256.2%Added
Group One Trading, L.P.65,626$1.43M0.03%+61,690+1,567.3%Added
Stifel Financial Corp60,322$1.31M0.00%+18,110+42.9%Added
Alight Capital Management LP60,000$1.30M0.61%+60,000New
Kent Lake Capital LLC60,000$1.30M0.81%+60,000New
Dark Forest Capital Management LP59,409$1.29M0.30%+59,409New
Trevian Wealth Management LLC58,140$1.26M1.22%+49,427+567.3%Added
Vetamer Capital Management, L.P.56,778$1.23M0.86%+56,778New
US Bancorp55,707$1.21M0.00%+33,705+153.2%Added
Clearstead Advisors, LLC55,153$1.20M0.08%+49,150+818.8%Added
Credit Suisse AG54,000$1.17M0.00%+54,000New
Bank of America Corp51,208$1.11M0.00%−163,383−76.1%Reduced
Jane Street Group, LLC50,546$1.10M0.00%+8,297+19.6%Added
Creative Planning45,561$990.0K0.00%+45,561New
Seven Grand Managers, LLC40,000$869.0K0.76%+40,000New
Ieq Capital, LLC38,275$832.0K0.02%+15,118+65.3%Added
Bank of New York Mellon Corp32,873$714.0K0.00%−613−1.8%Reduced