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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, 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.

Institutional holdersQ1 2023: 365 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 heldQ1 2023: $5.44B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2022.

Institutions holding TOST in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp630,148$11.2M0.00%+504,662+402.2%Added
Mane Global Capital Management LP678,689$12.0M1.30%+678,689New
Legal & General Group Plc701,647$12.5M0.00%+14,700+2.1%Added
Grant/GrossMendelsohn, LLC702,318$12.5M7.12%−39,000−5.3%Reduced
Hodges Capital Management Inc.412,699$12.7M1.04%+86,910+26.7%Added
Balyasny Asset Management LLC770,691$13.7M0.04%−238,237−23.6%Reduced
New York State Common Retirement Fund785,385$13.9M0.02%−52,748−6.3%Reduced
Millennium Management LLC846,438$15.0M0.02%+149,160+21.4%Added
UBS Asset Management Americas Inc868,162$15.4M0.01%+206,486+31.2%Added
Kayne Anderson Rudnick Investment Management LLC868,701$15.4M0.05%−477−0.1%Reduced
Squarepoint Ops LLC893,927$15.9M0.11%+710,493+387.3%Added
Echo Street Capital Management LLC950,464$16.9M0.15%+950,464New
Renaissance Technologies LLC960,000$17.0M0.02%−61,620−6.0%Reduced
Swiss National Bank992,800$17.6M0.01%−8,500−0.8%Reduced
Goldman Sachs Group Inc996,643$17.7M0.00%−200,466−16.7%Reduced
ARK Investment Management LLCSuperinvestorARK Invest1,014,184$18.0M0.12%−447,663−30.6%Reduced
Nuveen Asset Management, LLC1,025,173$18.2M0.01%−32,282−3.1%Reduced
Glynn Capital Management LLC1,040,151$18.5M4.40%−251,100−19.4%Reduced
Melqart Asset Management (UK) Ltd1,044,856$18.5M1.66%+1,044,856New
Franklin Resources Inc1,058,831$18.8M0.01%+849,176+405.0%Added
Park West Asset Management LLC1,092,500$19.4M1.80%+102,500+10.4%Added
Temasek Holdings (Private) Ltd1,159,989$20.6M0.12%00.0%Unchanged
Pathway Capital Management, LP1,168,871$20.7M71.33%00.0%Unchanged
Marshall Wace, LLP1,245,765$22.1M0.05%+1,229,751+7,679.2%Added
Victory Capital Management Inc1,280,482$22.7M0.03%+30,566+2.4%Added
Voloridge Investment Management, LLC1,310,526$23.3M0.12%+257,998+24.5%Added
Holocene Advisors, LP1,385,096$24.6M0.12%+499,777+56.5%Added
Lord, Abbett & Co. LLC1,625,833$28.9M0.10%−1,477,007−47.6%Reduced
Northern Trust Corp1,633,789$29.0M0.01%+242,648+17.4%Added
Edmond de Rothschild Holding S.A.1,717,060$30.5M0.70%−1,014,300−37.1%Reduced
Bank of New York Mellon Corp1,720,814$30.5M0.01%−56,796−3.2%Reduced
Stephens Investment Management Group LLC1,758,172$31.2M0.52%+50,986+3.0%Added
Armistice Capital, LLC1,820,370$32.3M0.75%+564,370+44.9%Added
First Trust Advisors LP1,859,846$33.0M0.04%−163,845−8.1%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management1,868,579$33.2M0.30%−553,520−22.9%Reduced
Blair William & Co1,955,702$34.7M0.14%+1,713,236+706.6%Added
Nikko Asset Management Americas, Inc.2,367,756$40.2M0.46%−1,595,115−40.3%Reduced
HarbourVest Partners LLC2,282,878$40.5M13.65%00.0%Unchanged
Charles Schwab Investment Management Inc2,597,450$46.1M0.01%+7,670+0.3%Added
Norges Bank2,804,843$49.8M0.01%+257,796+10.1%Added
Sumitomo Mitsui Trust Holdings, Inc.3,005,737$53.4M0.04%−1,559,168−34.2%Reduced
Gilder Gagnon Howe & Co LLC3,050,727$54.2M0.90%+107,536+3.7%Added
Eagle Asset Management Inc3,166,234$56.2M0.33%+3,166,234New
12 West Capital Management LP3,271,340$58.1M4.99%−1,500,000−31.4%Reduced
Morgan Stanley3,397,991$60.3M0.01%+1,023,244+43.1%Added
Granahan Investment Management Inc3,524,638$62.6M1.90%−1,609,710−31.4%Reduced
Foxhaven Asset Management, LP3,756,265$66.7M2.41%+1,397,007+59.2%Added
Geode Capital Management, LLC4,059,462$72.0M0.01%+148,784+3.8%Added
T. Rowe Price Investment Management, Inc.4,607,591$81.8M0.06%−2,976,328−39.2%Reduced
State Street Corp5,039,774$89.5M0.01%+400,915+8.6%Added
Champlain Investment Partners, LLC7,052,955$125.2M0.79%−98,315−1.4%Reduced
Citadel Advisors LLC7,196,663$127.7M0.14%+4,496,432+166.5%Added
Capital Research Global Investors8,627,260$153.1M0.04%+25,090+0.3%Added
Greenoaks Capital Partners LLC9,688,367$172.0M25.03%+90,000+0.9%Added
Abdiel Capital Advisors, LP11,003,462$195.3M8.56%+11,003,462New
Durable Capital Partners LP11,841,610$210.2M1.97%+1,940,737+19.6%Added
BlackRock Inc.14,639,339$259.8M0.01%+319,236+2.2%Added
Price T Rowe Associates Inc14,875,697$264.0M0.04%−11,891,014−44.4%Reduced
Generation Investment Management LLP15,505,402$275.2M1.47%−5,207,087−25.1%Reduced
HMI Capital Management, L.P.15,739,821$279.4M10.91%00.0%Unchanged
Capital International Investors16,649,728$295.5M0.08%+4,601,293+38.2%Added
FMR LLC28,883,270$512.7M0.05%+4,956,535+20.7%Added
Vanguard Group Inc29,867,746$530.2M0.01%+1,273,414+4.5%Added
CIBC Private Wealth Group, LLC11,817––+328+2.9%Added
IFP Advisors, Inc9,139––+2,997+48.8%Added
1832 Asset Management L.P.0$00.00%−3,801,500−100.0%Sold out
Whale Rock Capital Management LLC0$00.00%−2,796,035−100.0%Sold out
Alta Park Capital, LP0$00.00%−2,228,855−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−378,317−100.0%Sold out
Honeycomb Asset Management LP0$00.00%−300,000−100.0%Sold out
Governors Lane LP0$00.00%−275,300−100.0%Sold out
Erste Asset Management GmbH0$00.00%−200,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−161,800−100.0%Sold out
Resolute Capital Asset Partners LLC0$00.00%−160,000−100.0%Sold out
Quantbot Technologies LP0$00.00%−152,278−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−133,091−100.0%Sold out
PDT Partners, LLC0$00.00%−129,485−100.0%Sold out
Darrow Company, Inc.0$00.00%−121,386−100.0%Sold out
Tiger Management L.L.C.0$00.00%−96,313−100.0%Sold out
Andra AP-fonden0$00.00%−93,100−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−73,127−100.0%Sold out
Quadrature Capital Ltd0$00.00%−72,401−100.0%Sold out
Berylson Capital Partners, LLC0$00.00%−62,000−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−60,963−100.0%Sold out
Wellington Management Group LLP0$00.00%−44,652−100.0%Sold out
Crestline Management, LP0$00.00%−38,198−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−37,905−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−28,529−100.0%Sold out
Atom Investors LP0$00.00%−28,017−100.0%Sold out
Alpine Woods Capital Investors, LLC0$00.00%−23,200−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−19,399−100.0%Sold out
Fred Alger Management, LLC0$00.00%−19,352−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−18,800−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−15,400−100.0%Sold out
Calamos Advisors LLC0$00.00%−13,085−100.0%Sold out
Sonen Capital LLC0$00.00%−11,527−100.0%Sold out
Versor Investments LP0$00.00%−11,066−100.0%Sold out
Clear Street Markets LLC0$00.00%−10,912−100.0%Sold out
Wildcat Capital Management, LLC0$00.00%−10,887−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−10,857−100.0%Sold out