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, Q4 2022
Institutional positions in Toast, Inc. as of Dec 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
- 345
- +65 vs. Q3 2022
- Shares held
- 300.2M
- +33.3M (+12.5%) vs. Q3 2022
- Total value
- $5.41B
- +$942.6M (+21.1%) vs. Q3 2022
- New holders
- 112
- 106 more added
- Sold out
- 47
- 68 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $13.4B |
| Q1 2026 | 761 | $11.9B |
| Q4 2025 | 804 | $16.1B |
| Q3 2025 | 740 | $16.4B |
| Q2 2025 | 750 | $19.7B |
| Q1 2025 | 659 | $14.1B |
| Q4 2024 | 631 | $15.2B |
| Q3 2024 | 519 | $11.7B |
| Q2 2024 | 505 | $10.1B |
| Q1 2024 | 473 | $9.45B |
| Q4 2023 | 442 | $6.50B |
| Q3 2023 | 416 | $6.51B |
| Q2 2023 | 395 | $7.44B |
| Q1 2023 | 365 | $5.98B |
| Q4 2022 | 345 | $5.47B |
| Q3 2022 | 285 | $4.48B |
| Q2 2022 | 239 | $3.05B |
| Q1 2022 | 183 | $3.63B |
| Q4 2021 | 161 | $4.80B |
| Q3 2021 | 121 | $2.38B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,594,332 | $515.6M | 0.01% | +1,181,143+4.3% | Added |
| Price T Rowe Associates Inc | 26,766,711 | $482.6M | 0.08% | −8,160,646−23.4% | Reduced |
| FMR LLC | 23,926,735 | $431.4M | 0.04% | +11,319,554+89.8% | Added |
| Generation Investment Management LLP | 20,712,489 | $373.4M | 2.16% | +6,080,658+41.6% | Added |
| HMI Capital Management, L.P. | 15,739,821 | $283.8M | 12.13% | −47,765−0.3% | Reduced |
| BlackRock Inc. | 14,320,103 | $258.2M | 0.01% | +3,513,788+32.5% | Added |
| Capital International Investors | 12,048,435 | $217.2M | 0.06% | +6,376,324+112.4% | Added |
| Durable Capital Partners LP | 9,900,873 | $178.5M | 1.86% | −4,804,441−32.7% | Reduced |
| Greenoaks Capital Partners LLC | 9,598,367 | $173.1M | 29.02% | +335,000+3.6% | Added |
| Capital Research Global Investors | 8,602,170 | $155.1M | 0.05% | +7,591,065+750.8% | Added |
| T. Rowe Price Investment Management, Inc. | 7,583,919 | $136.7M | 0.10% | −366,450−4.6% | Reduced |
| Champlain Investment Partners, LLC | 7,151,270 | $128.9M | 0.83% | +4,404,185+160.3% | Added |
| Granahan Investment Management Inc | 5,134,348 | $92.6M | 2.83% | +362,249+7.6% | Added |
| 12 West Capital Management LP | 4,771,340 | $86.0M | 8.69% | 00.0% | Unchanged |
| State Street Corp | 4,638,859 | $83.6M | 0.00% | +1,255,306+37.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,564,905 | $82.3M | 0.07% | +545,490+13.6% | Added |
| Nikko Asset Management Americas, Inc. | 3,962,871 | $71.5M | 1.03% | −56,544−1.4% | Reduced |
| Geode Capital Management, LLC | 3,910,678 | $70.4M | 0.01% | +356,840+10.0% | Added |
| 1832 Asset Management L.P. | 3,801,500 | $68.5M | 0.14% | +3,399,200+844.9% | Added |
| Lord, Abbett & Co. LLC | 3,102,840 | $55.9M | 0.20% | +2,896,325+1,402.5% | Added |
| Gilder Gagnon Howe & Co LLC | 2,943,191 | $53.1M | 0.99% | −249,798−7.8% | Reduced |
| Whale Rock Capital Management LLC | 2,796,035 | $50.4M | 1.69% | +1,725,160+161.1% | Added |
| Edmond de Rothschild Holding S.A. | 2,731,360 | $49.2M | 1.16% | +437,290+19.1% | Added |
| Citadel Advisors LLC | 2,700,231 | $48.7M | 0.06% | +1,195,514+79.5% | Added |
| Charles Schwab Investment Management Inc | 2,589,780 | $46.7M | 0.02% | +149,259+6.1% | Added |
| Norges Bank | 2,547,047 | $45.9M | 0.01% | +197,713+8.4% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,422,099 | $43.7M | 0.53% | −7,477,796−75.5% | Reduced |
| Morgan Stanley | 2,374,747 | $42.8M | 0.00% | +132,022+5.9% | Added |
| Foxhaven Asset Management, LP | 2,359,258 | $42.5M | 1.82% | +2,359,258 | New |
| HarbourVest Partners LLC | 2,282,878 | $41.2M | 13.79% | 00.0% | Unchanged |
| Alta Park Capital, LP | 2,228,855 | $40.2M | 5.62% | −1,314,240−37.1% | Reduced |
| First Trust Advisors LP | 2,023,691 | $36.5M | 0.04% | +664,405+48.9% | Added |
| Bank of New York Mellon Corp | 1,777,610 | $32.1M | 0.01% | +468,259+35.8% | Added |
| Stephens Investment Management Group LLC | 1,707,186 | $30.6M | 0.56% | +277,091+19.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,461,847 | $26.4M | 0.23% | −90,176−5.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,415,528 | $25.5M | 0.04% | +578,335+69.1% | Added |
| Northern Trust Corp | 1,391,141 | $25.1M | 0.01% | +407,183+41.4% | Added |
| Glynn Capital Management LLC | 1,291,251 | $23.3M | 5.64% | −8,136−0.6% | Reduced |
| Armistice Capital, LLC | 1,256,000 | $22.6M | 0.61% | +92,000+7.9% | Added |
| Victory Capital Management Inc | 1,249,916 | $22.5M | 0.03% | +551,625+79.0% | Added |
| Goldman Sachs Group Inc | 1,197,109 | $21.6M | 0.01% | −846,158−41.4% | Reduced |
| Pathway Capital Management, LP | 1,168,871 | $21.1M | 37.61% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 1,159,989 | $20.9M | 0.12% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 1,057,455 | $19.1M | 0.01% | +51,236+5.1% | Added |
| Voloridge Investment Management, LLC | 1,052,528 | $19.0M | 0.11% | +48,205+4.8% | Added |
| Renaissance Technologies LLC | 1,021,620 | $18.4M | 0.03% | +618,620+153.5% | Added |
| Balyasny Asset Management LLC | 1,008,928 | $18.2M | 0.06% | −423,356−29.6% | Reduced |
| Swiss National Bank | 1,001,300 | $18.1M | 0.01% | +1,001,300 | New |
| Park West Asset Management LLC | 990,000 | $17.8M | 1.79% | −266,611−21.2% | Reduced |
| Holocene Advisors, LP | 885,319 | $16.0M | 0.10% | +885,319 | New |
| Kayne Anderson Rudnick Investment Management LLC | 869,178 | $15.7M | 0.05% | +869,178 | New |
| New York State Common Retirement Fund | 838,133 | $15.1M | 0.02% | −229,495−21.5% | Reduced |
| Frontier Capital Management Co LLC | 819,526 | $14.8M | 0.16% | −128,097−13.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 741,318 | $12.9M | 6.66% | 00.0% | Unchanged |
| Millennium Management LLC | 697,278 | $12.6M | 0.01% | −308,519−30.7% | Reduced |
| Legal & General Group Plc | 686,947 | $12.4M | 0.00% | +543,042+377.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 681,000 | $12.3M | 0.47% | +681,000 | New |
| UBS Asset Management Americas Inc | 661,676 | $11.9M | 0.01% | +554,845+519.4% | Added |
| Technology Crossover Management X, Ltd. | 625,000 | $11.3M | 2.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 584,315 | $10.5M | 0.09% | −37,865−6.1% | Reduced |
| Capital International Inc | 578,520 | $10.4M | 0.23% | +196,998+51.6% | Added |
| Ameriprise Financial Inc | 544,141 | $9.81M | 0.00% | −149,936−21.6% | Reduced |
| California State Teachers Retirement System | 445,763 | $8.04M | 0.01% | +319,237+252.3% | Added |
| California Public Employees Retirement System | 429,912 | $7.75M | 0.01% | −21,906−4.8% | Reduced |
| Independent Family Office, LLC | 420,060 | $7.57M | 4.55% | −418,000−49.9% | Reduced |
| TD Asset Management Inc | 385,118 | $6.94M | 0.01% | +6,998+1.9% | Added |
| Susquehanna Fundamental Investments, LLC | 378,317 | $6.82M | 0.12% | +378,317 | New |
| Mirae Asset Global Investments Co., Ltd. | 377,724 | $6.81M | 0.02% | −60,308−13.8% | Reduced |
| Hillman Co | 369,766 | $6.67M | 3.47% | 00.0% | Unchanged |
| Crestwood Capital Management, L.P. | 366,562 | $6.61M | 5.68% | +72,349+24.6% | Added |
| Flight Deck Capital, LP | 361,553 | $6.52M | 6.21% | 00.0% | Unchanged |
| Untitled Investments LP | 335,670 | $6.05M | 2.59% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 325,789 | $5.87M | 0.51% | +170,789+110.2% | Added |
| NZS Capital, LLC | 323,132 | $5.83M | 0.50% | +87,436+37.1% | Added |
| Blue Owl Capital Holdings LP | 322,578 | $5.82M | 2.47% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 316,614 | $5.71M | 0.13% | +316,614 | New |
| Great West Life Assurance Co | 312,848 | $5.65M | 0.01% | +41,191+15.2% | Added |
| Honeycomb Asset Management LP | 300,000 | $5.41M | 1.64% | −7,000−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 290,724 | $5.24M | 0.04% | −2,125,760−88.0% | Reduced |
| Aquatic Capital Management LLC | 287,300 | $5.20M | 0.38% | +287,300 | New |
| Governors Lane LP | 275,300 | $4.96M | 0.54% | +275,300 | New |
| Vista Equity Partners Management, LLC | 273,385 | $4.93M | 0.08% | −49,157−15.2% | Reduced |
| Rhumbline Advisers | 272,000 | $4.90M | 0.01% | +25,899+10.5% | Added |
| Granite Investment Partners, LLC | 267,072 | $4.82M | 0.20% | −535−0.2% | Reduced |
| APG Asset Management N.V. | 257,110 | $4.64M | 0.01% | +257,110 | New |
| SEI Investments Co | 252,226 | $4.55M | 0.01% | +129,654+105.8% | Added |
| Blair William & Co | 242,466 | $4.37M | 0.02% | +129,835+115.3% | Added |
| JPMorgan Chase & Co | 216,339 | $3.90M | 0.00% | −2,134,358−90.8% | Reduced |
| Franklin Resources Inc | 209,655 | $3.78M | 0.00% | +209,655 | New |
| Deutsche Bank AG | 206,090 | $3.72M | 0.00% | +206,090 | New |
| Stifel Financial Corp | 203,959 | $3.68M | 0.01% | −181−0.1% | Reduced |
| Principal Financial Group Inc | 201,246 | $3.63M | 0.00% | +172,502+600.1% | Added |
| Erste Asset Management GmbH | 200,000 | $3.59M | 0.08% | +200,000 | New |
| Twin Tree Management, LP | 198,685 | $3.58M | 0.11% | +88,390+80.1% | Added |
| Daiwa Securities Group Inc. | 195,900 | $3.53M | 0.03% | +4,400+2.3% | Added |
| Invesco Ltd. | 190,046 | $3.43M | 0.00% | +61,210+47.5% | Added |
| Marsico Capital Management LLC | 189,531 | $3.42M | 0.18% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 186,383 | $3.36M | 0.00% | +186,383 | New |
| Putnam Investments LLC | 184,432 | $3.33M | 0.01% | −38,704−17.3% | Reduced |
| Barclays PLC | 184,134 | $3.32M | 0.00% | +98,924+116.1% | Added |