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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, 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.

Institutional holdersQ4 2022: 345 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 heldQ4 2022: $5.41B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2022.

Institutions holding TOST in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ardsley Advisory Partners LP15,400$277.7K0.07%+15,400New
MetLife Investment Management15,412$277.9K0.00%+50.0%Added
Marshall Wace, LLP16,014$288.7K0.00%−1,103,939−98.6%Reduced
Diametric Capital, LP16,334$294.5K0.14%+16,334New
Prudential Financial Inc16,650$300.2K0.00%−2,800−14.4%Reduced
Ocean Capital Management, LLC16,735$301.7K0.17%+2,350+16.3%Added
Cary Street Partners Asset Management LLC17,188$309.9K0.06%00.0%Unchanged
Clark Capital Management Group, Inc.17,400$313.7K0.00%00.0%Unchanged
jvl associates llc17,420$314.1K0.18%−13,272−43.2%Reduced
Apollon Wealth Management, LLC17,426$314.2K0.02%−4,024−18.8%Reduced
Westpac Banking Corp17,877$322.3K0.00%+17,877New
American Century Companies Inc17,981$324.2K0.00%+17,981New
Fifth Third Bancorp18,522$334.0K0.00%−1,614−8.0%Reduced
Elo Mutual Pension Insurance Co18,709$337.0K0.01%+18,709New
Qsemble Capital Management, LP18,800$339.0K0.24%+18,800New
Fred Alger Management, LLC19,352$348.9K0.00%−639,814−97.1%Reduced
Jefferies Financial Group Inc.19,399$349.8K0.01%+19,399New
Blueshift Asset Management, LLC19,865$358.2K0.17%−15,181−43.3%Reduced
Maryland State Retirement & Pension System20,042$361.4K0.01%+20,042New
Nordea Investment Management AB20,594$366.0K0.00%+20,594New
British Columbia Investment Management Corp21,449$386.7K0.00%+21,449New
Stephens Inc21,713$391.5K0.01%+59+0.3%Added
Prana Capital Management, LP22,097$398.4K0.03%+22,097New
HSBC Holdings PLC22,629$402.9K0.00%−6,798−23.1%Reduced
Trinity Financial Advisors LLC22,383$403.6K0.27%−310−1.4%Reduced
Alpine Woods Capital Investors, LLC23,200$418.0K0.06%+10,800+87.1%Added
Sumitomo Mitsui DS Asset Management Company, Ltd23,219$418.6K0.01%+23,219New
Jump Financial, LLC23,500$423.7K0.02%+4,729+25.2%Added
Allianz Asset Management GmbH23,556$424.7K0.00%+23,556New
Clearstead Advisors, LLC24,335$438.8K0.03%00.0%Unchanged
Truist Financial Corp24,750$446.2K0.00%−1,992−7.4%Reduced
EPIQ Capital Group, LLC25,649$462.5K0.26%00.0%Unchanged
JustInvest LLC25,806$465.3K0.02%−2,996−10.4%Reduced
Knollwood Investment Advisory, LLC26,020$469.1K0.18%+26,020New
Commonwealth Equity Services, LLC26,118$470.0K0.00%−445−1.7%Reduced
Teacher Retirement System of Texas26,741$482.0K0.00%+26,741New
Seven Eight Capital, LP26,818$483.5K0.13%+26,818New
Bank of Montreal23,841$484.2K0.00%+10,727+81.8%Added
Verition Fund Management LLC27,253$491.4K0.01%−97,486−78.2%Reduced
Atom Investors LP28,017$505.1K0.25%+28,017New
Advisory Research Inc28,138$507.3K0.05%+18,135+181.3%Added
Nissay Asset Management Corp28,270$509.7K0.00%+28,270New
Neuberger Berman Group LLC28,529$514.4K0.00%+28,529New
Advisory Services Network, LLC28,690$517.3K0.02%+28,690New
US Bancorp28,819$519.6K0.00%+158+0.6%Added
DnB Asset Management AS31,939$575.9K0.00%+31,939New
IMC-Chicago, LLC32,027$577.4K0.13%+32,027New
Brown Advisory Inc33,482$603.7K0.00%−1,896−5.4%Reduced
Xponance, Inc.34,342$619.2K0.01%+5,250+18.0%Added
Wisconsin Capital Management LLC34,553$623.0K0.47%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich36,186$652.0K0.00%+2,317+6.8%Added
Cerity Partners LLC36,189$652.5K0.00%+36,189New
Romano Brothers and Company36,299$654.5K0.10%−10,518−22.5%Reduced
Mount Capital Ltd36,689$662.0K0.26%00.0%Unchanged
Diversified Trust Co36,758$663.0K0.03%+24,730+205.6%Added
Mercer Global Advisors Inc37,905$683.0K0.00%+1,324+3.6%Added
Crestline Management, LP38,198$688.7K0.10%+38,198New
SG Americas Securities, LLC39,091$705.0K0.01%+10,417+36.3%Added
Kula Investments, LLC39,681$715.4K0.25%+39,681New
Hilltop Holdings Inc.42,281$762.2K0.10%+2,431+6.1%Added
LPL Financial LLC42,338$763.4K0.00%+12,440+41.6%Added
ExodusPoint Capital Management, LP42,591$768.0K0.01%+10,229+31.6%Added
Public Employees Retirement Association of Colorado42,847$773.0K0.00%+42,847New
Wellington Management Group LLP44,652$805.1K0.00%+44,652New
Skandinaviska Enskilda Banken AB (publ)47,139$850.0K0.01%+47,139New
Empowered Funds, LLC47,415$854.9K0.06%+26+0.1%Added
Beck Mack & Oliver LLC48,225$869.5K0.03%−3,500−6.8%Reduced
Tredje AP-fonden49,801$897.9K0.02%+49,801New
Vetamer Capital Management, L.P.50,794$915.8K1.27%−100,137−66.3%Reduced
Engineers Gate Manager LP52,064$938.7K0.06%+11,637+28.8%Added
Gulf International Bank (UK) Ltd52,550$947.0K0.02%+52,550New
Bridger Management, LLC52,692$950.0K0.38%00.0%Unchanged
Graham Capital Management, L.P.54,107$975.5K0.04%+54,107New
Zurcher Kantonalbank (Zurich Cantonalbank)54,409$981.0K0.01%+54,409New
IFM Investors Pty Ltd54,572$983.9K0.02%+54,572New
Nomura Asset Management Co Ltd56,100$1.01M0.01%+56,100New
Wade G W & Inc56,505$1.02M0.04%+41,129+267.5%Added
Amalgamated Bank58,063$1.05M0.01%+2,305+4.1%Added
Trevian Wealth Management LLC58,140$1.05M1.15%00.0%Unchanged
UBS Group AG58,312$1.05M0.00%−39,028−40.1%Reduced
Dynamic Technology Lab Private Ltd59,032$1.06M0.11%−28,827−32.8%Reduced
Mirabella Financial Services LLP60,963$1.10M0.10%+50,786+499.0%Added
Berylson Capital Partners, LLC62,000$1.12M3.26%−218,000−77.9%Reduced
Gsa Capital Partners LLP62,098$1.12M0.14%+17,973+40.7%Added
Northwestern Mutual Wealth Management Co68,133$1.23M0.00%−306,692−81.8%Reduced
Toronto Dominion Bank69,275$1.25M0.00%+69,275New
Arizona State Retirement System69,731$1.26M0.01%+69,731New
Amundi65,366$1.26M0.00%+65,366New
Quadrature Capital Ltd72,401$1.31M0.04%+72,401New
Bayesian Capital Management, LP73,127$1.32M0.19%+31,500+75.7%Added
First Republic Investment Management, Inc.74,417$1.34M0.00%−2,354−3.1%Reduced
Envestnet Asset Management Inc74,944$1.35M0.00%+18,009+31.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.77,121$1.35M0.00%+77,121New
Allen Investment Management LLC77,034$1.39M0.02%00.0%Unchanged
Ensign Peak Advisors, Inc77,250$1.39M0.00%+77,250New
Greenwood Gearhart Inc78,300$1.41M0.20%00.0%Unchanged
Russell Investments Group, Ltd.81,028$1.46M0.00%−48,117−37.3%Reduced
Ieq Capital, LLC81,206$1.46M0.04%+170.0%Added
Crestone Asset Management LLC81,226$1.46M0.31%−5,942−6.8%Reduced
Pictet Asset Management SA83,578$1.51M0.00%+83,578New