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 |
|---|---|---|---|---|---|
| Cypress Point Wealth Management, LLC | 15,346 | $257.0K | 0.48% | +15,346 | New |
| Cresset Asset Management, LLC | 15,207 | $254.0K | 0.00% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 14,385 | $244.0K | 0.13% | +1,185+9.0% | Added |
| Triumph Capital Management | 14,373 | $240.0K | 0.13% | +14,373 | New |
| Bank of Montreal | 13,114 | $238.0K | 0.00% | +13,114 | New |
| Raymond James & Associates | 14,164 | $237.0K | 0.00% | +4,143+41.3% | Added |
| Octahedron Capital Management L.P. | 14,000 | $234.0K | 0.19% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 13,930 | $233.0K | 0.00% | −8,903−39.0% | Reduced |
| Bridgewater Advisors Inc. | 13,750 | $230.0K | 0.06% | +90+0.7% | Added |
| CTC Capital Management, LLC | 13,600 | $227.0K | 0.19% | +13,600 | New |
| Legacy Advisors, LLC | 13,351 | $223.0K | 0.05% | +13,351 | New |
| Utah Retirement Systems | 13,200 | $221.0K | 0.00% | +1,400+11.9% | Added |
| Manufacturers Life Insurance Company, The | 13,011 | $217.5K | 0.00% | +1,396+12.0% | Added |
| Gotham Asset Management, LLC | 12,909 | $216.0K | 0.01% | +12,909 | New |
| Alight Capital Management LP | 12,500 | $209.0K | 0.27% | +12,500 | New |
| Alpine Woods Capital Investors, LLC | 12,400 | $207.0K | 0.03% | +12,400 | 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 |
| 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 |
| Ar Asset Management Inc | 11,800 | $197.0K | 0.06% | 00.0% | Unchanged |
| Sonen Capital LLC | 11,527 | $193.0K | 0.31% | −3,295−22.2% | Reduced |
| Aj Wealth Strategies, LLC | 11,444 | $191.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 11,279 | $189.0K | 0.00% | +5,438+93.1% | Added |
| Boston Private Wealth LLC | 10,955 | $183.0K | 0.00% | +10,955 | New |
| Wildcat Capital Management, LLC | 10,887 | $182.0K | 0.07% | +10,887 | New |
| Mirabella Financial Services LLP | 10,177 | $178.0K | 0.02% | −8,330−45.0% | Reduced |
| Avondale Wealth Management | 10,231 | $171.0K | 0.19% | +10,231 | New |
| Chico Wealth RIA | 10,231 | $171.0K | 0.20% | +10,231 | New |
| 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 |
| 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 |
| BIT Capital GmbH | 6,764 | $113.1K | 0.02% | +6,764 | New |
| Focused Wealth Management, Inc | 5,496 | $92.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,988 | $84.0K | 0.00% | −9,604−65.8% | Reduced |
| TD Waterhouse Canada Inc. | 4,355 | $72.3K | 0.00% | +4,355 | New |
| American International Group, Inc. | 3,890 | $65.0K | 0.00% | +360+10.2% | Added |
| Caption Management, LLC | 2,973 | $50.0K | 0.01% | +2,973 | New |
| Ellevest, Inc. | 2,960 | $49.0K | 0.00% | −3,589−54.8% | Reduced |
| 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 |
| 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 |
| Allworth Financial LP | 796 | $13.0K | 0.00% | +796 | New |
| Emfo, LLC | 639 | $11.0K | 0.01% | +178+38.6% | Added |
| Umb Bank N A | 595 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 612 | $10.0K | 0.00% | +612 | 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 |
| 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 |
| The PNC Financial Services Group, Inc. | 453 | $7.00K | 0.00% | +120+36.0% | 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 |
| Parallel Advisors, LLC | 308 | $5.00K | 0.00% | +244+381.3% | Added |
| Huntington National Bank | 311 | $5.00K | 0.00% | +277+814.7% | Added |
| American Portfolios Advisors | 202 | $3.38K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 200 | $3.34K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Addison Advisors LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 6,142 | – | – | +2,003+48.4% | Added |
| Lead Edge Capital Management, LLC | 0 | $0 | 0.00% | −7,759,021−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −2,174,897−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −1,557,756−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,544,292−100.0% | Sold out |
| Alphabet Inc. | 0 | $0 | 0.00% | −1,432,660−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −761,761−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −441,172−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −306,200−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −201,114−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −108,384−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −81,086−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −79,296−100.0% | Sold out |
| Schusterman Interests, LLC | 0 | $0 | 0.00% | −69,797−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −57,323−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −54,500−100.0% | Sold out |