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, Q1 2023
Institutional positions in Toast, Inc. as of Mar 31, 2023. 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
- 365
- +23 vs. Q4 2022
- Shares held
- 306.0M
- +5.82M (+1.9%) vs. Q4 2022
- Total value
- $5.44B
- +$25.4M (+0.5%) vs. Q4 2022
- New holders
- 71
- 129 more added
- Sold out
- 48
- 98 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 9 | $0 | 0.00% | −291−97.0% | Reduced |
| Ci Investments Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $18 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 2 | $36 | 0.00% | +2 | New |
| Financial Avengers, Inc. | 3 | $53 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $54 | 0.00% | +3 | New |
| Schubert & Co | 3 | $54 | 0.00% | +3 | New |
| Glassman Wealth Services | 8 | $142 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $178 | 0.00% | +5+100.0% | Added |
| JFS Wealth Advisors, LLC | 12 | $213 | 0.00% | +12 | New |
| Financial Freedom, LLC | 15 | $266 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $391 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 25 | $444 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 38 | $686 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $888 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 51 | $905 | 0.00% | −109−68.1% | Reduced |
| Quadrant Capital Group LLC | 59 | $1.05K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 76 | $1.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $1.49K | 0.00% | −802−90.5% | Reduced |
| Lee Financial Co | 93 | $1.65K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $1.77K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 175 | $3.11K | 0.00% | −325−65.0% | Reduced |
| Bell Investment Advisors, Inc | 179 | $3.18K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $3.55K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $3.55K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 200 | $3.55K | 0.00% | +200 | New |
| Castleview Partners, LLC | 200 | $3.55K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 234 | $4.15K | 0.00% | +199+568.6% | Added |
| First Horizon Advisors, Inc. | 242 | $4.29K | 0.00% | +242 | New |
| Private Trust Co NA | 250 | $4.44K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 274 | $4.86K | 0.00% | +274 | New |
| Desjardins Global Asset Management Inc. | 283 | $5.00K | 0.00% | +283 | New |
| Huntington National Bank | 324 | $5.75K | 0.00% | +14+4.5% | Added |
| Toth Financial Advisory Corp | 334 | $5.93K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 428 | $8.00K | 0.00% | +275+179.7% | Added |
| Geneos Wealth Management Inc. | 500 | $8.88K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $8.88K | 0.00% | +250+100.0% | Added |
| NVWM, LLC | 500 | $8.88K | 0.00% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 504 | $9.00K | 0.01% | −3−0.6% | Reduced |
| Ancora Advisors, LLC | 514 | $9.12K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 543 | $9.64K | 0.00% | +293+117.2% | Added |
| Umb Bank N A | 595 | $10.6K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 639 | $11.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 650 | $12.0K | 0.00% | +150+30.0% | Added |
| Manchester Capital Management LLC | 738 | $13.1K | 0.00% | +178+31.8% | Added |
| Signaturefd, LLC | 793 | $14.1K | 0.00% | +521+191.5% | Added |
| Tower Research Capital LLC (TRC) | 842 | $15.0K | 0.00% | −7,310−89.7% | Reduced |
| Column Capital Advisors, LLC | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,000 | $17.8K | 0.01% | +1,000 | New |
| Avalon Trust Co | 1,000 | $17.8K | 0.00% | +1,000 | New |
| National Bank of Canada | 1,127 | $20.0K | 0.00% | −9−0.8% | Reduced |
| Global Retirement Partners, LLC | 1,193 | $20.9K | 0.00% | +1,178+7,853.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,200 | $21.3K | 0.00% | +200+20.0% | Added |
| Whittier Trust Co | 1,660 | $29.5K | 0.00% | +1,303+365.0% | Added |
| The PNC Financial Services Group, Inc. | 1,752 | $31.1K | 0.00% | +42+2.5% | Added |
| Spire Wealth Management | 2,296 | $40.8K | 0.00% | +2,196+2,196.0% | Added |
| CWM, LLC | 2,641 | $47.0K | 0.00% | +1,287+95.1% | Added |
| Ellevest, Inc. | 2,709 | $48.1K | 0.00% | −213−7.3% | Reduced |
| Ossiam | 3,209 | $57.0K | 0.00% | +3,209 | New |
| Ostrum Asset Management | 3,285 | $58.3K | 0.01% | +3,285 | New |
| American International Group, Inc. | 3,793 | $67.3K | 0.00% | −111−2.8% | Reduced |
| SRS Capital Advisors, Inc. | 3,807 | $67.6K | 0.01% | +3,807 | New |
| Kapitalo Investimentos Ltda | 4,232 | $75.1K | 0.02% | +4,232 | New |
| TD Waterhouse Canada Inc. | 4,355 | $77.7K | 0.00% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 4,494 | $79.8K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 4,646 | $82.5K | 0.00% | −131,126−96.6% | Reduced |
| Slow Capital, Inc. | 5,261 | $93.4K | 0.02% | +5,261 | New |
| Focused Wealth Management, Inc | 5,496 | $97.6K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 5,844 | $104.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 6,000 | $106.5K | 0.00% | −157,100−96.3% | Reduced |
| Federated Hermes, Inc. | 7,252 | $128.7K | 0.00% | +6,787+1,459.6% | Added |
| SG Americas Securities, LLC | 7,275 | $129.0K | 0.00% | −31,816−81.4% | Reduced |
| Delta Asset Management LLC | 7,701 | $136.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,704 | $136.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 8,738 | $155.0K | 0.02% | +8,738 | New |
| Avondale Wealth Management | 10,231 | $181.6K | 0.16% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,634 | $188.8K | 0.00% | −163−1.5% | Reduced |
| Montis Financial, LLC | 10,728 | $190.4K | 0.15% | +10,728 | New |
| Ocean Capital Management, LLC | 10,750 | $190.8K | 0.10% | −5,985−35.8% | Reduced |
| CAPROCK Group, Inc. | 10,769 | $191.2K | 0.01% | +226+2.1% | Added |
| International Assets Investment Management, LLC | 10,944 | $194.3K | 0.03% | +10,944 | New |
| Simplex Trading, LLC | 11,366 | $201.0K | 0.01% | +11,366 | New |
| Ar Asset Management Inc | 11,800 | $209.0K | 0.06% | +11,800 | New |
| Natixis Advisors, L.P. | 12,148 | $216.0K | 0.00% | +12,148 | New |
| Janney Montgomery Scott LLC | 12,375 | $220.0K | 0.00% | +12,375 | New |
| Graham Capital Management, L.P. | 12,762 | $226.5K | 0.01% | −41,345−76.4% | Reduced |
| Diametric Capital, LP | 13,014 | $231.0K | 0.11% | −3,320−20.3% | Reduced |
| Manufacturers Life Insurance Company, The | 13,155 | $233.5K | 0.00% | +320+2.5% | Added |
| Truvestments Capital LLC | 13,279 | $235.7K | 0.13% | +3,733+39.1% | Added |
| Bridgewater Advisors Inc. | 13,660 | $242.5K | 0.05% | −30−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,750 | $244.1K | 0.00% | +13,750 | New |
| Utah Retirement Systems | 13,800 | $244.9K | 0.00% | +600+4.5% | Added |
| jvl associates llc | 13,820 | $245.3K | 0.13% | −3,600−20.7% | Reduced |
| Aj Wealth Strategies, LLC | 14,074 | $249.8K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,099 | $250.3K | 0.00% | −84−0.6% | Reduced |
| Leonteq Securities AG | 14,320 | $254.2K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 14,532 | $257.9K | 0.00% | 00.0% | Unchanged |