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, Q3 2022
Institutional positions in Toast, Inc. as of Sep 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
- 285
- +49 vs. Q2 2022
- Shares held
- 267.1M
- +31.4M (+13.3%) vs. Q2 2022
- Total value
- $4.47B
- +$1.42B (+46.5%) vs. Q2 2022
- New holders
- 94
- 105 more added
- Sold out
- 45
- 49 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 15 | $0 | 0.00% | −6−28.6% | Reduced |
| Ci Investments Inc. | 14 | $0 | 0.00% | +5+55.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| HWG Holdings LP | 25 | $0 | 0.00% | +25 | New |
| Sargent Bickham Lagudis LLC | 20 | $0 | 0.00% | +20 | New |
| Glassman Wealth Services | 8 | $0 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 20 | $0 | 0.00% | +20 | New |
| Larson Financial Group LLC | 22 | $0 | 0.00% | +22 | New |
| Addison Advisors LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 144 | $2.00K | 0.00% | +74+105.7% | Added |
| Spire Wealth Management | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 93 | $2.00K | 0.00% | +93 | New |
| Harbour Investments, Inc. | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $3.00K | 0.00% | +54+52.9% | Added |
| Leonteq Securities AG | 200 | $3.34K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 202 | $3.38K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 308 | $5.00K | 0.00% | +244+381.3% | Added |
| Huntington National Bank | 311 | $5.00K | 0.00% | +277+814.7% | Added |
| Strategic Asset Management, LLC | 352 | $6.00K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 334 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 355 | $6.00K | 0.00% | +30+9.2% | Added |
| Iron Horse Wealth Management, LLC | 340 | $6.00K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 453 | $7.00K | 0.00% | +120+36.0% | Added |
| Capital Analysts, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 489 | $8.00K | 0.01% | +489 | New |
| Cutler Group LP | 598 | $9.00K | 0.00% | −13,765−95.8% | Reduced |
| Manchester Capital Management LLC | 560 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 514 | $9.00K | 0.00% | +514 | New |
| Umb Bank N A | 595 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 612 | $10.0K | 0.00% | +612 | New |
| Emfo, LLC | 639 | $11.0K | 0.01% | +178+38.6% | Added |
| Allworth Financial LP | 796 | $13.0K | 0.00% | +796 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $17.0K | 0.00% | +1,000 | New |
| State of Wyoming | 2,667 | $45.0K | 0.02% | +2,042+326.7% | Added |
| Neo Ivy Capital Management | 2,696 | $45.0K | 0.12% | +2,696 | New |
| Ellevest, Inc. | 2,960 | $49.0K | 0.00% | −3,589−54.8% | Reduced |
| Caption Management, LLC | 2,973 | $50.0K | 0.01% | +2,973 | New |
| American International Group, Inc. | 3,890 | $65.0K | 0.00% | +360+10.2% | Added |
| TD Waterhouse Canada Inc. | 4,355 | $72.3K | 0.00% | +4,355 | New |
| Tower Research Capital LLC (TRC) | 4,988 | $84.0K | 0.00% | −9,604−65.8% | Reduced |
| Focused Wealth Management, Inc | 5,496 | $92.0K | 0.02% | 00.0% | Unchanged |
| BIT Capital GmbH | 6,764 | $113.1K | 0.02% | +6,764 | New |
| Brown Brothers Harriman & Co | 7,704 | $129.0K | 0.00% | +2,157+38.9% | Added |
| Rockefeller Capital Management L.P. | 7,754 | $129.0K | 0.00% | +2,157+38.5% | Added |
| Hongkou Capital LP | 10,000 | $167.0K | 0.41% | −85,000−89.5% | Reduced |
| Advisory Research Inc | 10,003 | $167.0K | 0.02% | +10,003 | New |
| Marathon Capital Management | 10,000 | $167.0K | 0.05% | +10,000 | New |
| Avondale Wealth Management | 10,231 | $171.0K | 0.19% | +10,231 | New |
| Chico Wealth RIA | 10,231 | $171.0K | 0.20% | +10,231 | New |
| Mirabella Financial Services LLP | 10,177 | $178.0K | 0.02% | −8,330−45.0% | Reduced |
| Wildcat Capital Management, LLC | 10,887 | $182.0K | 0.07% | +10,887 | New |
| Boston Private Wealth LLC | 10,955 | $183.0K | 0.00% | +10,955 | New |
| Bessemer Group Inc | 11,279 | $189.0K | 0.00% | +5,438+93.1% | Added |
| Aj Wealth Strategies, LLC | 11,444 | $191.0K | 0.01% | 00.0% | Unchanged |
| Sonen Capital LLC | 11,527 | $193.0K | 0.31% | −3,295−22.2% | Reduced |
| Ar Asset Management Inc | 11,800 | $197.0K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 12,028 | $201.0K | 0.01% | +12,028 | New |
| GM Advisory Group, Inc. | 12,042 | $201.0K | 0.03% | +12,042 | New |
| Boothbay Fund Management, LLC | 12,146 | $203.0K | 0.01% | −13,838−53.3% | Reduced |
| Advisor Group Holdings, Inc. | 12,208 | $203.0K | 0.00% | +2,053+20.2% | Added |
| Oak Thistle LLC | 12,146 | $203.0K | 0.73% | +12,146 | New |
| Alpine Woods Capital Investors, LLC | 12,400 | $207.0K | 0.03% | +12,400 | New |
| Alight Capital Management LP | 12,500 | $209.0K | 0.27% | +12,500 | New |
| Gotham Asset Management, LLC | 12,909 | $216.0K | 0.01% | +12,909 | New |
| Manufacturers Life Insurance Company, The | 13,011 | $217.5K | 0.00% | +1,396+12.0% | Added |
| Utah Retirement Systems | 13,200 | $221.0K | 0.00% | +1,400+11.9% | Added |
| Legacy Advisors, LLC | 13,351 | $223.0K | 0.05% | +13,351 | New |
| CTC Capital Management, LLC | 13,600 | $227.0K | 0.19% | +13,600 | New |
| Bridgewater Advisors Inc. | 13,750 | $230.0K | 0.06% | +90+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,930 | $233.0K | 0.00% | −8,903−39.0% | Reduced |
| Octahedron Capital Management L.P. | 14,000 | $234.0K | 0.19% | 00.0% | Unchanged |
| Raymond James & Associates | 14,164 | $237.0K | 0.00% | +4,143+41.3% | Added |
| Bank of Montreal | 13,114 | $238.0K | 0.00% | +13,114 | New |
| Triumph Capital Management | 14,373 | $240.0K | 0.13% | +14,373 | New |
| Ocean Capital Management, LLC | 14,385 | $244.0K | 0.13% | +1,185+9.0% | Added |
| Cresset Asset Management, LLC | 15,207 | $254.0K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 15,376 | $257.0K | 0.01% | +400+2.7% | Added |
| Cypress Point Wealth Management, LLC | 15,346 | $257.0K | 0.48% | +15,346 | New |
| MetLife Investment Management | 15,407 | $257.6K | 0.00% | +1,391+9.9% | Added |
| Wolverine Trading, LLC | 16,150 | $282.0K | 0.01% | −7,639−32.1% | Reduced |
| Cary Street Partners Asset Management LLC | 17,188 | $287.0K | 0.07% | −3,000−14.9% | Reduced |
| Aigen Investment Management, LP | 17,292 | $289.0K | 0.04% | +17,292 | New |
| Clark Capital Management Group, Inc. | 17,400 | $291.0K | 0.00% | +17,400 | New |
| Allspring Global Investments Holdings, LLC | 18,086 | $302.0K | 0.00% | +18,086 | New |
| Jump Financial, LLC | 18,771 | $314.0K | 0.01% | +18,771 | New |
| CIBC Asset Management Inc | 19,332 | $323.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 19,450 | $325.0K | 0.00% | −7,700−28.4% | Reduced |
| Fifth Third Bancorp | 20,136 | $337.0K | 0.00% | +20,136 | New |
| Apollon Wealth Management, LLC | 21,450 | $359.0K | 0.03% | +21,450 | New |
| Stephens Inc | 21,654 | $362.0K | 0.01% | +1,378+6.8% | Added |
| Citigroup Inc | 22,007 | $368.0K | 0.00% | −416,096−95.0% | Reduced |
| Trinity Financial Advisors LLC | 22,693 | $379.0K | 0.27% | +1,365+6.4% | Added |
| Jennison Associates LLC | 22,858 | $382.0K | 0.00% | +22,858 | New |