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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, Q2 2022

Institutional positions in Toast, Inc. as of Jun 30, 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
239
+58 vs. Q1 2022
Shares held
235.8M
+68.7M (+41.1%) vs. Q1 2022
Total value
$3.05B
−$575.1M (−15.8%) vs. Q1 2022
New holders
91
70 more added
Sold out
33
44 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 239 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 heldQ2 2022: $3.05B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q1 2022.

Institutions holding TOST in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Temasek Holdings (Private) Ltd1,159,989$15.0M0.08%00.0%Unchanged
Pathway Capital Management, LP1,168,871$15.1M50.78%+1,168,871New
Charles Schwab Investment Management Inc1,220,834$15.8M0.01%+850,311+229.5%Added
D. E. Shaw & Co., Inc.1,259,722$16.3M0.03%+307,710+32.3%Added
First Trust Advisors LP1,378,749$17.8M0.02%−156,269−10.2%Reduced
Stephens Investment Management Group LLC1,413,794$18.3M0.34%+453,280+47.2%Added
Whale Rock Capital Management LLC1,422,403$18.4M0.55%+99,359+7.5%Added
Alphabet Inc.1,432,660$18.5M1.01%00.0%Unchanged
Armistice Capital, LLC1,472,000$19.0M0.49%+148,000+11.2%Added
Deutsche Bank AG1,544,292$20.0M0.01%+1,544,292New
Senvest Management, LLC1,557,756$20.2M0.69%+1,375,756+755.9%Added
Park West Asset Management LLC1,641,611$21.2M1.28%+1,641,611New
Renaissance Technologies LLC1,684,400$21.8M0.03%+933,500+124.3%Added
ARK Investment Management LLCSuperinvestorARK Invest1,447,890$23.5M0.14%−22,396−1.5%Reduced
FIL Ltd2,174,897$28.1M0.03%+2,174,897New
Edmond de Rothschild Holding S.A.2,252,070$29.1M0.71%+2,252,070New
HarbourVest Partners LLC2,282,878$29.5M9.69%00.0%Unchanged
Morgan Stanley2,586,156$33.5M0.00%−576,256−18.2%Reduced
Geode Capital Management, LLC2,907,713$37.6M0.01%+2,275,732+360.1%Added
Gilder Gagnon Howe & Co LLC3,015,192$39.0M0.70%−923,523−23.4%Reduced
State Street Corp3,070,960$39.7M0.00%+2,745,261+842.9%Added
12 West Capital Management LP3,313,471$42.9M3.65%00.0%Unchanged
Alta Park Capital, LP3,366,899$43.6M9.88%+836,244+33.0%Added
Granahan Investment Management Inc3,468,530$44.9M1.53%+3,468,530New
Nikko Asset Management Americas, Inc.4,027,657$49.0M0.60%+1,192,245+42.0%Added
Sumitomo Mitsui Trust Holdings, Inc.4,027,657$52.1M0.04%+4,027,657New
Capital International Investors4,272,591$55.3M0.02%−4,759,718−52.7%Reduced
FMR LLC6,012,834$77.8M0.01%+173,943+3.0%Added
Citadel Advisors LLC6,182,536$80.0M0.11%+5,321,481+618.0%Added
Lead Edge Capital Management, LLC7,759,021$100.4M27.86%00.0%Unchanged
Durable Capital Partners LP7,943,291$102.8M1.18%+6,894,027+657.0%Added
Greenoaks Capital Partners LLC9,109,204$117.9M11.05%+1,245,837+15.8%Added
Generation Investment Management LLP10,082,517$130.5M0.71%+3,763,977+59.6%Added
BlackRock Inc.10,333,930$133.7M0.00%+7,449,509+258.3%Added
Tiger Global Management LLCSuperinvestorTiger Global Management14,693,414$190.1M1.59%+2,020,951+15.9%Added
HMI Capital Management, L.P.15,787,586$204.3M8.20%+2,513,950+18.9%Added
Vanguard Group Inc22,180,331$287.0M0.01%+19,674,245+785.1%Added
Price T Rowe Associates Inc40,755,189$527.4M0.07%+110,917+0.3%Added
IFP Advisors, Inc4,139––−1,839−30.8%Reduced
Contour Asset Management LLC0$00.00%−3,998,084−100.0%Sold out
HRT Financial LP0$00.00%−729,923−100.0%Sold out
Luxor Capital Group, LP0$00.00%−602,404−100.0%Sold out
Altimeter Capital Management, LPSuperinvestorAltimeter Capital0$00.00%−500,000−100.0%Sold out
Portsea Asset Management LLP0$00.00%−334,713−100.0%Sold out
Endeavour Capital Advisors Inc0$00.00%−314,614−100.0%Sold out
Blackstone Group Inc.0$00.00%−188,397−100.0%Sold out
Marshall Wace, LLP0$00.00%−177,440−100.0%Sold out
Divisadero Street Capital Management, LP0$00.00%−170,000−100.0%Sold out
Hitchwood Capital Management LP0$00.00%−165,000−100.0%Sold out
D L Carlson Investment Group Inc0$00.00%−154,194−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−152,130−100.0%Sold out
Ergoteles LLC0$00.00%−111,700−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−84,313−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−68,706−100.0%Sold out
Alight Capital Management LP0$00.00%−60,000−100.0%Sold out
Kent Lake Capital LLC0$00.00%−60,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−50,546−100.0%Sold out
Seven Grand Managers, LLC0$00.00%−40,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−32,743−100.0%Sold out
Penn Mutual Asset Management, LLC0$00.00%−32,718−100.0%Sold out
Gainplan LLC0$00.00%−25,000−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−20,115−100.0%Sold out
Aigen Investment Management, LP0$00.00%−16,552−100.0%Sold out
Advisory Research Inc0$00.00%−15,518−100.0%Sold out
Belvedere Trading LLC0$00.00%−16,154−100.0%Sold out
Campbell Capital Management Inc0$00.00%−10,000−100.0%Sold out
LSP Investment Advisors, LLC0$00.00%−9,207−100.0%Sold out
Macquarie Group Ltd0$00.00%−4,618−100.0%Sold out
Evoke Wealth, LLC0$00.00%−921−100.0%Sold out
Prospera Financial Services Inc0$00.00%−300−100.0%Sold out
Lazard Asset Management LLC0$00.00%−4−100.0%Sold out
FourThought Financial, LLC0$00.00%−4−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
HWG Holdings LP––––Not filed