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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 14,717 | $258.2K | 0.00% | −7,912−35.0% | Reduced |
| BBR Partners, LLC | 14,554 | $258.3K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 14,657 | $260.2K | 0.06% | +14,657 | New |
| Public Sector Pension Investment Board | 14,999 | $266.2K | 0.00% | +1,699+12.8% | Added |
| Legacy Advisors, LLC | 15,191 | $269.6K | 0.05% | +1,840+13.8% | Added |
| Cypress Point Wealth Management, LLC | 15,346 | $272.4K | 0.38% | 00.0% | Unchanged |
| MetLife Investment Management | 15,448 | $274.2K | 0.00% | +36+0.2% | Added |
| Thrivent Financial for Lutherans | 15,950 | $283.0K | 0.00% | +15,950 | New |
| Winton Group Ltd | 16,016 | $284.3K | 0.02% | +16,016 | New |
| Wolverine Trading, LLC | 16,779 | $286.0K | 0.01% | +16,779 | New |
| Captrust Financial Advisors | 16,446 | $291.9K | 0.00% | +16,446 | New |
| Boothbay Fund Management, LLC | 16,618 | $295.0K | 0.01% | +1,354+8.9% | Added |
| Prudential Financial Inc | 16,650 | $295.5K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 16,713 | $296.7K | 0.05% | +16,713 | New |
| Verition Fund Management LLC | 17,028 | $302.2K | 0.00% | −10,225−37.5% | Reduced |
| Cary Street Partners Asset Management LLC | 17,188 | $305.1K | 0.06% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 17,400 | $308.9K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,728 | $314.7K | 0.00% | +17,728 | New |
| Westpac Banking Corp | 17,877 | $317.3K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 18,476 | $327.9K | 0.01% | −7,330−28.4% | Reduced |
| Advisor Group Holdings, Inc. | 18,697 | $329.1K | 0.00% | +5,959+46.8% | Added |
| Fifth Third Bancorp | 18,666 | $331.3K | 0.00% | +144+0.8% | Added |
| American Century Companies Inc | 20,075 | $341.7K | 0.00% | +2,094+11.6% | Added |
| Elo Mutual Pension Insurance Co | 19,683 | $349.0K | 0.01% | +974+5.2% | Added |
| Brookfield Asset Management Inc. | 19,710 | $349.9K | 0.00% | −118,480−85.7% | Reduced |
| Cresset Asset Management, LLC | 19,727 | $350.2K | 0.01% | +4,520+29.7% | Added |
| Maryland State Retirement & Pension System | 20,042 | $355.7K | 0.01% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 20,649 | $366.5K | 0.19% | −5,000−19.5% | Reduced |
| Apollon Wealth Management, LLC | 20,701 | $367.4K | 0.02% | +3,275+18.8% | Added |
| Trinity Financial Advisors LLC | 21,863 | $388.1K | 0.24% | −520−2.3% | Reduced |
| AE Wealth Management LLC | 22,105 | $392.4K | 0.00% | +22,105 | New |
| Clearstead Advisors, LLC | 22,126 | $392.7K | 0.03% | −2,209−9.1% | Reduced |
| Stephens Inc | 22,216 | $394.3K | 0.01% | +503+2.3% | Added |
| British Columbia Investment Management Corp | 22,377 | $397.2K | 0.00% | +928+4.3% | Added |
| Oak Thistle LLC | 22,528 | $399.9K | 0.24% | +22,528 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,597 | $401.1K | 0.00% | +22,597 | New |
| Truist Financial Corp | 22,886 | $406.2K | 0.00% | −1,864−7.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,280 | $413.2K | 0.01% | +61+0.3% | Added |
| Allianz Asset Management GmbH | 23,556 | $418.1K | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 24,852 | $425.6K | 0.00% | +4,258+20.7% | Added |
| Knollwood Investment Advisory, LLC | 26,020 | $461.9K | 0.16% | 00.0% | Unchanged |
| US Bancorp | 26,490 | $470.2K | 0.00% | −2,329−8.1% | Reduced |
| KBC Group NV | 26,569 | $472.0K | 0.00% | +26,569 | New |
| Nissay Asset Management Corp | 27,763 | $492.8K | 0.00% | −507−1.8% | Reduced |
| Teacher Retirement System of Texas | 27,897 | $495.0K | 0.00% | +1,156+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 28,332 | $502.9K | 0.00% | −39,801−58.4% | Reduced |
| Hilltop Holdings Inc. | 28,531 | $506.4K | 0.07% | −13,750−32.5% | Reduced |
| Advisory Services Network, LLC | 28,583 | $507.3K | 0.01% | −107−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 29,190 | $518.1K | 0.07% | +29,190 | New |
| Yarbrough Capital, LLC | 29,987 | $532.3K | 0.04% | +29,987 | New |
| Principal Financial Group Inc | 30,321 | $538.2K | 0.00% | −170,925−84.9% | Reduced |
| Jane Street Group, LLC | 30,459 | $540.6K | 0.00% | −99,169−76.5% | Reduced |
| Cerity Partners LLC | 30,584 | $542.9K | 0.00% | −5,605−15.5% | Reduced |
| Ieq Capital, LLC | 30,871 | $548.0K | 0.01% | −50,335−62.0% | Reduced |
| Brighton Jones LLC | 31,433 | $557.9K | 0.03% | +31,433 | New |
| Envestnet Asset Management Inc | 31,512 | $559.3K | 0.00% | −43,432−58.0% | Reduced |
| Storebrand Asset Management AS | 31,935 | $566.8K | 0.00% | +22,143+226.1% | Added |
| DnB Asset Management AS | 31,939 | $566.9K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 33,284 | $590.0K | 0.01% | −19,266−36.7% | Reduced |
| DekaBank Deutsche Girozentrale | 35,278 | $594.0K | 0.00% | +24,574+229.6% | Added |
| Brown Advisory Inc | 33,482 | $594.3K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 34,680 | $615.6K | 0.01% | +338+1.0% | Added |
| STRS Ohio | 36,106 | $640.0K | 0.00% | +36,106 | New |
| Harbor Capital Advisors, Inc. | 36,110 | $641.0K | 0.18% | +36,110 | New |
| Advisory Research Inc | 36,131 | $641.3K | 0.11% | +7,993+28.4% | Added |
| Parallax Volatility Advisers, L.P. | 36,144 | $641.6K | 0.02% | −55,254−60.5% | Reduced |
| Romano Brothers and Company | 36,299 | $644.3K | 0.10% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 36,547 | $649.0K | 0.00% | +361+1.0% | Added |
| Mount Capital Ltd | 36,688 | $651.0K | 0.26% | −10.0% | Reduced |
| Diversified Trust Co | 36,763 | $652.5K | 0.03% | +50.0% | Added |
| Mariner, LLC | 37,312 | $662.0K | 0.00% | +37,312 | New |
| Vetamer Capital Management, L.P. | 38,999 | $692.2K | 0.95% | −11,795−23.2% | Reduced |
| PEAK6 Investments LLC | 39,336 | $698.2K | 0.04% | +39,336 | New |
| IPG Investment Advisors LLC | 39,950 | $709.1K | 0.16% | +39,950 | New |
| SYSTM Wealth Solutions LLC | 40,028 | $710.5K | 0.11% | +40,028 | New |
| Hongkou Capital LP | 40,735 | $723.0K | 2.37% | +40,735 | New |
| Aigen Investment Management, LP | 41,280 | $732.7K | 0.10% | −138,096−77.0% | Reduced |
| Public Employees Retirement Association of Colorado | 42,847 | $761.0K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 44,148 | $783.6K | 0.01% | −10,424−19.1% | Reduced |
| Kula Investments, LLC | 45,037 | $799.4K | 0.20% | +5,356+13.5% | Added |
| Empowered Funds, LLC | 46,626 | $827.6K | 0.05% | −789−1.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 47,316 | $840.0K | 0.01% | +177+0.4% | Added |
| Commonwealth Equity Services, LLC | 47,578 | $844.0K | 0.00% | +21,460+82.2% | Added |
| Bessemer Group Inc | 48,067 | $853.0K | 0.00% | +36,788+326.2% | Added |
| Beck Mack & Oliver LLC | 48,225 | $856.0K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 49,482 | $878.3K | 0.19% | +49,482 | New |
| Murchinson Ltd. | 50,000 | $887.5K | 0.17% | +50,000 | New |
| Korea Investment CORP | 50,044 | $888.3K | 0.00% | −49,599−49.8% | Reduced |
| Raymond James & Associates | 51,011 | $905.4K | 0.00% | +36,122+242.6% | Added |
| McAdam, LLC | 51,549 | $915.0K | 0.08% | +51,549 | New |
| Bridger Management, LLC | 52,692 | $935.3K | 0.35% | 00.0% | Unchanged |
| Bank of Montreal | 52,961 | $941.1K | 0.00% | +29,120+122.1% | Added |
| Tredje AP-fonden | 53,185 | $944.0K | 0.01% | +3,384+6.8% | Added |
| Amalgamated Bank | 53,321 | $946.0K | 0.01% | −4,742−8.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 54,400 | $965.6K | 0.01% | +54,400 | New |
| Blueshift Asset Management, LLC | 54,460 | $966.7K | 0.40% | +34,595+174.2% | Added |
| Nomura Asset Management Co Ltd | 56,100 | $995.8K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 56,505 | $1.00M | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 57,845 | $1.03M | 0.00% | +15,507+36.6% | Added |
| Trevian Wealth Management LLC | 58,090 | $1.03M | 0.96% | −50−0.1% | Reduced |