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, 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 | $13.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 16 | $0 | 0.00% | +2+14.3% | Added |
| HWG Holdings LP | 25 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 76 | $1 | 0.00% | +76 | New |
| Sargent Bickham Lagudis LLC | 1 | $18 | 0.00% | −19−95.0% | Reduced |
| CVA Family Office, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 3 | $54 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 5 | $90 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $144 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $162 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 15 | $270 | 0.00% | +15 | New |
| Financial Freedom, LLC | 15 | $270 | 0.00% | +15 | New |
| My Personal CFO, LLC | 18 | $325 | 0.00% | +18 | New |
| Larson Financial Group LLC | 22 | $397 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $631 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $631 | 0.00% | +35 | New |
| FinTrust Capital Advisors, LLC | 38 | $685 | 0.00% | +38 | New |
| McElhenny Sheffield Capital Management, LLC | 40 | $721 | 0.00% | +40 | New |
| Addison Advisors LLC | 50 | $902 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 59 | $1.06K | 0.00% | +59 | New |
| Paragon Wealth Strategies, LLC | 85 | $1.53K | 0.00% | +85 | New |
| Lee Financial Co | 93 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $1.80K | 0.00% | +100 | New |
| Spire Wealth Management | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 133 | $2.00K | 0.00% | +133 | New |
| Lindbrook Capital, LLC | 160 | $2.88K | 0.00% | +160 | New |
| Loomis Sayles & Co L P | 153 | $3.00K | 0.00% | +153 | New |
| Bell Investment Advisors, Inc | 179 | $3.23K | 0.00% | +23+14.7% | Added |
| Baldwin Brothers Inc | 200 | $3.61K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $3.61K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 200 | $3.61K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 250 | $4.51K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 250 | $4.51K | 0.00% | +250 | New |
| EverSource Wealth Advisors, LLC | 254 | $4.58K | 0.00% | +254 | New |
| Signaturefd, LLC | 272 | $4.90K | 0.00% | −83−23.4% | Reduced |
| Lazard Asset Management LLC | 300 | $5.00K | 0.00% | +300 | New |
| Private Trust Co NA | 250 | $5.00K | 0.00% | +250 | New |
| Huntington National Bank | 310 | $5.59K | 0.00% | −1−0.3% | Reduced |
| Toth Financial Advisory Corp | 334 | $6.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 357 | $6.43K | 0.00% | +357 | New |
| Federated Hermes, Inc. | 465 | $8.38K | 0.00% | +465 | New |
| Ancora Advisors, LLC | 514 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 507 | $9.00K | 0.01% | +18+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 500 | $9.00K | 0.00% | +500 | New |
| Geneos Wealth Management Inc. | 500 | $9.02K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 500 | $9.02K | 0.00% | +192+62.3% | Added |
| Manchester Capital Management LLC | 560 | $10.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 595 | $11.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 639 | $11.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 780 | $14.1K | 0.02% | +780 | New |
| Allworth Financial LP | 886 | $16.0K | 0.00% | +90+11.3% | Added |
| Column Capital Advisors, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,136 | $20.5K | 0.00% | −28,276−96.1% | Reduced |
| Dark Forest Capital Management LP | 1,208 | $21.8K | 0.01% | +1,208 | New |
| CWM, LLC | 1,354 | $24.0K | 0.00% | +1,210+840.3% | Added |
| The PNC Financial Services Group, Inc. | 1,710 | $30.8K | 0.00% | +1,257+277.5% | Added |
| Caption Management, LLC | 2,023 | $36.5K | 0.01% | −950−32.0% | Reduced |
| Ellevest, Inc. | 2,922 | $52.7K | 0.00% | −38−1.3% | Reduced |
| Seeyond | 3,117 | $56.2K | 0.01% | +3,117 | New |
| American International Group, Inc. | 3,904 | $70.4K | 0.00% | +14+0.4% | Added |
| TD Waterhouse Canada Inc. | 4,355 | $76.4K | 0.00% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 4,494 | $81.0K | 0.02% | +4,494 | New |
| Focused Wealth Management, Inc | 5,496 | $99.1K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 5,844 | $105.0K | 0.00% | +5,844 | New |
| Delta Asset Management LLC | 7,701 | $138.8K | 0.02% | +7,701 | New |
| Brown Brothers Harriman & Co | 7,704 | $138.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,204 | $147.0K | 0.00% | +450+5.8% | Added |
| Tower Research Capital LLC (TRC) | 8,152 | $147.0K | 0.01% | +3,164+63.4% | Added |
| Truvestments Capital LLC | 9,546 | $172.1K | 0.10% | +9,546 | New |
| Storebrand Asset Management AS | 9,792 | $176.6K | 0.00% | +9,792 | New |
| Ethic Inc. | 10,108 | $182.2K | 0.01% | +10,108 | New |
| Avondale Wealth Management | 10,231 | $184.5K | 0.16% | 00.0% | Unchanged |
| Chico Wealth RIA | 10,231 | $184.5K | 0.21% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,543 | $190.1K | 0.02% | +10,543 | New |
| DekaBank Deutsche Girozentrale | 10,704 | $191.0K | 0.00% | +10,704 | New |
| Boston Private Wealth LLC | 10,797 | $194.7K | 0.00% | −158−1.4% | Reduced |
| Prelude Capital Management, LLC | 10,857 | $195.8K | 0.01% | +10,857 | New |
| Wildcat Capital Management, LLC | 10,887 | $196.3K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10,912 | $197.0K | 0.04% | +10,912 | New |
| Versor Investments LP | 11,066 | $199.5K | 0.02% | +11,066 | New |
| Bessemer Group Inc | 11,279 | $203.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,489 | $207.1K | 0.00% | +11,489 | New |
| Sonen Capital LLC | 11,527 | $207.8K | 0.34% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,738 | $229.3K | 0.00% | +530+4.3% | Added |
| Manufacturers Life Insurance Company, The | 12,835 | $231.4K | 0.00% | −176−1.4% | Reduced |
| Calamos Advisors LLC | 13,085 | $235.9K | 0.00% | +13,085 | New |
| Utah Retirement Systems | 13,200 | $238.0K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 13,300 | $239.8K | 0.00% | +13,300 | New |
| Legacy Advisors, LLC | 13,351 | $240.7K | 0.04% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 13,690 | $246.8K | 0.06% | −60−0.4% | Reduced |
| Aj Wealth Strategies, LLC | 14,074 | $254.0K | 0.01% | +2,630+23.0% | Added |
| Pathstone Family Office, LLC | 14,183 | $255.7K | 0.01% | −14,647−50.8% | Reduced |
| Leonteq Securities AG | 14,320 | $258.2K | 0.01% | +14,120+7,060.0% | Added |
| Prudential PLC | 14,532 | $262.0K | 0.00% | +14,532 | New |
| BBR Partners, LLC | 14,554 | $262.4K | 0.03% | +14,554 | New |
| Raymond James & Associates | 14,889 | $268.4K | 0.00% | +725+5.1% | Added |
| Cresset Asset Management, LLC | 15,207 | $274.2K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 15,264 | $275.2K | 0.01% | +3,118+25.7% | Added |
| Cypress Point Wealth Management, LLC | 15,346 | $276.7K | 0.43% | 00.0% | Unchanged |