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, 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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 11 | $0 | 0.00% | −6,509−99.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| FourThought Financial, LLC | 4 | $0 | 0.00% | +4 | New |
| FNY Investment Advisers, LLC | 75 | $1.00K | 0.00% | −2,425−97.0% | Reduced |
| State of Wyoming | 55 | $1.00K | 0.00% | −41−42.7% | Reduced |
| Addison Advisors LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 49 | $1.00K | 0.00% | +49 | New |
| Heritage Wealth Management, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Tucker Asset Management LLC | 83 | $1.80K | 0.00% | +83 | New |
| HWG Holdings LP | 73 | $2.00K | 0.00% | +73 | New |
| The PNC Financial Services Group, Inc. | 150 | $3.00K | 0.00% | +50+50.0% | Added |
| Blume Capital Management, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 200 | $4.35K | 0.00% | +200 | New |
| American Portfolios Advisors | 202 | $4.39K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 300 | $6.83K | 0.00% | +300 | New |
| Toth Financial Advisory Corp | 334 | $7.00K | 0.00% | +334 | New |
| Signaturefd, LLC | 325 | $7.00K | 0.00% | +325 | New |
| Prospera Financial Services Inc | 300 | $7.00K | 0.00% | +300 | New |
| Strategic Asset Management, LLC | 410 | $9.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $10.0K | 0.00% | +500 | New |
| Baystate Wealth Management LLC | 514 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 489 | $11.0K | 0.00% | +64+15.1% | Added |
| Manchester Capital Management LLC | 560 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 595 | $13.0K | 0.00% | +595 | New |
| Evoke Wealth, LLC | 921 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,333 | $28.0K | 0.00% | −9,079−87.2% | Reduced |
| Walleye Trading LLC | 1,865 | $41.0K | 0.00% | +1,865 | New |
| Rockefeller Capital Management L.P. | 2,050 | $44.0K | 0.00% | +1,900+1,266.7% | Added |
| Tower Research Capital LLC (TRC) | 3,421 | $74.0K | 0.00% | +2,940+611.2% | Added |
| Bessemer Group Inc | 3,790 | $82.0K | 0.00% | −12,807−77.2% | Reduced |
| Macquarie Group Ltd | 4,618 | $100.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,866 | $106.0K | 0.00% | +1,505+44.8% | Added |
| Focused Wealth Management, Inc | 5,196 | $113.0K | 0.02% | +350+7.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,310 | $115.0K | 0.02% | +700+15.2% | Added |
| Ellevest, Inc. | 6,549 | $142.0K | 0.01% | +6,549 | New |
| LSP Investment Advisors, LLC | 9,207 | $200.0K | 0.06% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 9,703 | $211.0K | 0.13% | +9,703 | New |
| Sonen Capital LLC | 9,796 | $213.0K | 0.26% | +9,796 | New |
| Campbell Capital Management Inc | 10,000 | $217.0K | 0.12% | +10,000 | New |
| Stephens Inc | 10,276 | $223.0K | 0.00% | +10,077+5,063.8% | Added |
| Manufacturers Life Insurance Company, The | 10,857 | $235.9K | 0.00% | −3,679−25.3% | Reduced |
| Aj Wealth Strategies, LLC | 11,444 | $249.0K | 0.01% | +11,444 | New |
| Ar Asset Management Inc | 11,800 | $256.0K | 0.06% | +11,800 | New |
| Wolverine Trading, LLC | 11,825 | $259.0K | 0.01% | +5,993+102.8% | Added |
| Wade G W & Inc | 12,281 | $267.0K | 0.01% | +12,281 | New |
| Commonwealth Equity Services, LLC | 13,013 | $282.0K | 0.00% | +3,543+37.4% | Added |
| Susquehanna International Group, LLP | 13,324 | $290.0K | 0.00% | −132,883−90.9% | Reduced |
| Parametric Portfolio Associates LLC | 13,933 | $303.0K | 0.00% | +13,933 | New |
| Blair William & Co | 14,060 | $306.0K | 0.00% | −553−3.8% | Reduced |
| Twinbeech Capital LP | 14,665 | $319.0K | 0.01% | +14,665 | New |
| Belvedere Trading LLC | 16,154 | $326.0K | 0.23% | +16,154 | New |
| Cresset Asset Management, LLC | 15,207 | $330.0K | 0.00% | +15,207 | New |
| Advisory Research Inc | 15,518 | $337.0K | 0.03% | +15,518 | New |
| Wells Fargo & Company | 15,614 | $340.0K | 0.00% | −3,269−17.3% | Reduced |
| Aigen Investment Management, LP | 16,552 | $360.0K | 0.06% | +16,552 | New |
| Bridgewater Advisors Inc. | 16,660 | $362.0K | 0.09% | +1,060+6.8% | Added |
| Beck Mack & Oliver LLC | 16,771 | $364.0K | 0.01% | +5,000+42.5% | Added |
| Ocean Capital Management, LLC | 16,819 | $374.0K | 0.15% | +3,903+30.2% | Added |
| IFP Advisors, Inc | 5,978 | $375.0K | 0.00% | +4,639+346.5% | Added |
| Paloma Partners Management Co | 17,297 | $376.0K | 0.03% | +17,297 | New |
| Dynamic Technology Lab Private Ltd | 17,730 | $385.0K | 0.05% | +17,730 | New |
| ExodusPoint Capital Management, LP | 19,239 | $418.0K | 0.01% | +19,239 | New |
| Spouting Rock Asset Management, LLC | 20,115 | $437.0K | 0.37% | +20,115 | New |
| Citigroup Inc | 20,165 | $438.0K | 0.00% | +20,165 | New |
| CIBC Asset Management Inc | 20,747 | $451.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 24,946 | $542.0K | 0.00% | +13,364+115.4% | Added |
| Brookfield Asset Management Inc. | 25,000 | $543.0K | 0.00% | −75,000−75.0% | Reduced |
| Gainplan LLC | 25,000 | $543.0K | 0.41% | +25,000 | New |
| Millennium Management LLC | 25,199 | $548.0K | 0.00% | −600,735−96.0% | Reduced |
| Quent Capital, LLC | 26,700 | $580.0K | 0.11% | +22,200+493.3% | Added |
| Royal Bank of Canada | 27,065 | $589.0K | 0.00% | +15,811+140.5% | Added |
| HighTower Advisors, LLC | 28,356 | $616.0K | 0.00% | +12,446+78.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 30,000 | $652.0K | 0.06% | +30,000 | New |
| First Republic Investment Management, Inc. | 30,738 | $668.0K | 0.00% | +30,738 | New |
| Schonfeld Strategic Advisors LLC | 31,013 | $673.0K | 0.01% | +31,013 | New |
| Advisory Services Network, LLC | 31,466 | $684.0K | 0.02% | +31,466 | New |
| Simplex Trading, LLC | 32,713 | $710.0K | 0.02% | +32,713 | New |
| Penn Mutual Asset Management, LLC | 32,718 | $711.0K | 0.82% | +32,718 | New |
| Squarepoint Ops LLC | 32,743 | $712.0K | 0.01% | +32,743 | New |
| Bank of New York Mellon Corp | 32,873 | $714.0K | 0.00% | −613−1.8% | Reduced |
| Ieq Capital, LLC | 38,275 | $832.0K | 0.02% | +15,118+65.3% | Added |
| Seven Grand Managers, LLC | 40,000 | $869.0K | 0.76% | +40,000 | New |
| Creative Planning | 45,561 | $990.0K | 0.00% | +45,561 | New |
| Jane Street Group, LLC | 50,546 | $1.10M | 0.00% | +8,297+19.6% | Added |
| Bank of America Corp | 51,208 | $1.11M | 0.00% | −163,383−76.1% | Reduced |
| Credit Suisse AG | 54,000 | $1.17M | 0.00% | +54,000 | New |
| Clearstead Advisors, LLC | 55,153 | $1.20M | 0.08% | +49,150+818.8% | Added |
| US Bancorp | 55,707 | $1.21M | 0.00% | +33,705+153.2% | Added |
| Vetamer Capital Management, L.P. | 56,778 | $1.23M | 0.86% | +56,778 | New |
| Trevian Wealth Management LLC | 58,140 | $1.26M | 1.22% | +49,427+567.3% | Added |
| Dark Forest Capital Management LP | 59,409 | $1.29M | 0.30% | +59,409 | New |
| Alight Capital Management LP | 60,000 | $1.30M | 0.61% | +60,000 | New |
| Kent Lake Capital LLC | 60,000 | $1.30M | 0.81% | +60,000 | New |
| Stifel Financial Corp | 60,322 | $1.31M | 0.00% | +18,110+42.9% | Added |
| Group One Trading, L.P. | 65,626 | $1.43M | 0.03% | +61,690+1,567.3% | Added |
| BlueMar Capital Management, LLC | 66,654 | $1.45M | 0.61% | +47,941+256.2% | Added |