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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 28,690 | $517.3K | 0.02% | +28,690 | New |
| Neuberger Berman Group LLC | 28,529 | $514.4K | 0.00% | +28,529 | New |
| Nissay Asset Management Corp | 28,270 | $509.7K | 0.00% | +28,270 | New |
| Advisory Research Inc | 28,138 | $507.3K | 0.05% | +18,135+181.3% | Added |
| Atom Investors LP | 28,017 | $505.1K | 0.25% | +28,017 | New |
| Verition Fund Management LLC | 27,253 | $491.4K | 0.01% | −97,486−78.2% | Reduced |
| Bank of Montreal | 23,841 | $484.2K | 0.00% | +10,727+81.8% | Added |
| Seven Eight Capital, LP | 26,818 | $483.5K | 0.13% | +26,818 | New |
| Teacher Retirement System of Texas | 26,741 | $482.0K | 0.00% | +26,741 | New |
| Commonwealth Equity Services, LLC | 26,118 | $470.0K | 0.00% | −445−1.7% | Reduced |
| Knollwood Investment Advisory, LLC | 26,020 | $469.1K | 0.18% | +26,020 | New |
| JustInvest LLC | 25,806 | $465.3K | 0.02% | −2,996−10.4% | Reduced |
| EPIQ Capital Group, LLC | 25,649 | $462.5K | 0.26% | 00.0% | Unchanged |
| Truist Financial Corp | 24,750 | $446.2K | 0.00% | −1,992−7.4% | Reduced |
| Clearstead Advisors, LLC | 24,335 | $438.8K | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 23,556 | $424.7K | 0.00% | +23,556 | New |
| Jump Financial, LLC | 23,500 | $423.7K | 0.02% | +4,729+25.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,219 | $418.6K | 0.01% | +23,219 | New |
| Alpine Woods Capital Investors, LLC | 23,200 | $418.0K | 0.06% | +10,800+87.1% | Added |
| Trinity Financial Advisors LLC | 22,383 | $403.6K | 0.27% | −310−1.4% | Reduced |
| HSBC Holdings PLC | 22,629 | $402.9K | 0.00% | −6,798−23.1% | Reduced |
| Prana Capital Management, LP | 22,097 | $398.4K | 0.03% | +22,097 | New |
| Stephens Inc | 21,713 | $391.5K | 0.01% | +59+0.3% | Added |
| British Columbia Investment Management Corp | 21,449 | $386.7K | 0.00% | +21,449 | New |
| Nordea Investment Management AB | 20,594 | $366.0K | 0.00% | +20,594 | New |
| Maryland State Retirement & Pension System | 20,042 | $361.4K | 0.01% | +20,042 | New |
| Blueshift Asset Management, LLC | 19,865 | $358.2K | 0.17% | −15,181−43.3% | Reduced |
| Jefferies Financial Group Inc. | 19,399 | $349.8K | 0.01% | +19,399 | New |
| Fred Alger Management, LLC | 19,352 | $348.9K | 0.00% | −639,814−97.1% | Reduced |
| Qsemble Capital Management, LP | 18,800 | $339.0K | 0.24% | +18,800 | New |
| Elo Mutual Pension Insurance Co | 18,709 | $337.0K | 0.01% | +18,709 | New |
| Fifth Third Bancorp | 18,522 | $334.0K | 0.00% | −1,614−8.0% | Reduced |
| American Century Companies Inc | 17,981 | $324.2K | 0.00% | +17,981 | New |
| Westpac Banking Corp | 17,877 | $322.3K | 0.00% | +17,877 | New |
| Apollon Wealth Management, LLC | 17,426 | $314.2K | 0.02% | −4,024−18.8% | Reduced |
| jvl associates llc | 17,420 | $314.1K | 0.18% | −13,272−43.2% | Reduced |
| Clark Capital Management Group, Inc. | 17,400 | $313.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 17,188 | $309.9K | 0.06% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 16,735 | $301.7K | 0.17% | +2,350+16.3% | Added |
| Prudential Financial Inc | 16,650 | $300.2K | 0.00% | −2,800−14.4% | Reduced |
| Diametric Capital, LP | 16,334 | $294.5K | 0.14% | +16,334 | New |
| Marshall Wace, LLP | 16,014 | $288.7K | 0.00% | −1,103,939−98.6% | Reduced |
| MetLife Investment Management | 15,412 | $277.9K | 0.00% | +50.0% | Added |
| Ardsley Advisory Partners LP | 15,400 | $277.7K | 0.07% | +15,400 | New |
| Cypress Point Wealth Management, LLC | 15,346 | $276.7K | 0.43% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 15,264 | $275.2K | 0.01% | +3,118+25.7% | Added |
| Cresset Asset Management, LLC | 15,207 | $274.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 14,889 | $268.4K | 0.00% | +725+5.1% | Added |
| BBR Partners, LLC | 14,554 | $262.4K | 0.03% | +14,554 | New |
| Prudential PLC | 14,532 | $262.0K | 0.00% | +14,532 | New |
| Leonteq Securities AG | 14,320 | $258.2K | 0.01% | +14,120+7,060.0% | Added |
| Pathstone Family Office, LLC | 14,183 | $255.7K | 0.01% | −14,647−50.8% | Reduced |
| Aj Wealth Strategies, LLC | 14,074 | $254.0K | 0.01% | +2,630+23.0% | Added |
| Bridgewater Advisors Inc. | 13,690 | $246.8K | 0.06% | −60−0.4% | Reduced |
| Legacy Advisors, LLC | 13,351 | $240.7K | 0.04% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 13,300 | $239.8K | 0.00% | +13,300 | New |
| Utah Retirement Systems | 13,200 | $238.0K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 13,085 | $235.9K | 0.00% | +13,085 | New |
| Manufacturers Life Insurance Company, The | 12,835 | $231.4K | 0.00% | −176−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,738 | $229.3K | 0.00% | +530+4.3% | Added |
| Sonen Capital LLC | 11,527 | $207.8K | 0.34% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,489 | $207.1K | 0.00% | +11,489 | New |
| Bessemer Group Inc | 11,279 | $203.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 11,066 | $199.5K | 0.02% | +11,066 | New |
| Clear Street Markets LLC | 10,912 | $197.0K | 0.04% | +10,912 | New |
| Wildcat Capital Management, LLC | 10,887 | $196.3K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,857 | $195.8K | 0.01% | +10,857 | New |
| Boston Private Wealth LLC | 10,797 | $194.7K | 0.00% | −158−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 10,704 | $191.0K | 0.00% | +10,704 | New |
| CAPROCK Group, Inc. | 10,543 | $190.1K | 0.02% | +10,543 | 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 |
| Ethic Inc. | 10,108 | $182.2K | 0.01% | +10,108 | New |
| Storebrand Asset Management AS | 9,792 | $176.6K | 0.00% | +9,792 | New |
| Truvestments Capital LLC | 9,546 | $172.1K | 0.10% | +9,546 | New |
| 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 |
| Brown Brothers Harriman & Co | 7,704 | $138.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $138.8K | 0.02% | +7,701 | New |
| Vestcor Inc | 5,844 | $105.0K | 0.00% | +5,844 | New |
| Focused Wealth Management, Inc | 5,496 | $99.1K | 0.02% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 4,494 | $81.0K | 0.02% | +4,494 | New |
| TD Waterhouse Canada Inc. | 4,355 | $76.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,904 | $70.4K | 0.00% | +14+0.4% | Added |
| Seeyond | 3,117 | $56.2K | 0.01% | +3,117 | New |
| Ellevest, Inc. | 2,922 | $52.7K | 0.00% | −38−1.3% | Reduced |
| Caption Management, LLC | 2,023 | $36.5K | 0.01% | −950−32.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,710 | $30.8K | 0.00% | +1,257+277.5% | Added |
| CWM, LLC | 1,354 | $24.0K | 0.00% | +1,210+840.3% | Added |
| Dark Forest Capital Management LP | 1,208 | $21.8K | 0.01% | +1,208 | New |
| National Bank of Canada | 1,136 | $20.5K | 0.00% | −28,276−96.1% | Reduced |
| 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 |
| Allworth Financial LP | 886 | $16.0K | 0.00% | +90+11.3% | Added |
| Quarry LP | 780 | $14.1K | 0.02% | +780 | New |
| Emfo, LLC | 639 | $11.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 595 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 560 | $10.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $9.02K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 500 | $9.02K | 0.00% | +192+62.3% | Added |