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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 3,285 | $58.3K | 0.01% | +3,285 | New |
| Ossiam | 3,209 | $57.0K | 0.00% | +3,209 | New |
| Ellevest, Inc. | 2,709 | $48.1K | 0.00% | −213−7.3% | Reduced |
| CWM, LLC | 2,641 | $47.0K | 0.00% | +1,287+95.1% | Added |
| Spire Wealth Management | 2,296 | $40.8K | 0.00% | +2,196+2,196.0% | Added |
| The PNC Financial Services Group, Inc. | 1,752 | $31.1K | 0.00% | +42+2.5% | Added |
| Whittier Trust Co | 1,660 | $29.5K | 0.00% | +1,303+365.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,200 | $21.3K | 0.00% | +200+20.0% | Added |
| Global Retirement Partners, LLC | 1,193 | $20.9K | 0.00% | +1,178+7,853.3% | Added |
| National Bank of Canada | 1,127 | $20.0K | 0.00% | −9−0.8% | 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 |
| Tower Research Capital LLC (TRC) | 842 | $15.0K | 0.00% | −7,310−89.7% | Reduced |
| Signaturefd, LLC | 793 | $14.1K | 0.00% | +521+191.5% | Added |
| Manchester Capital Management LLC | 738 | $13.1K | 0.00% | +178+31.8% | Added |
| Capital Analysts, LLC | 650 | $12.0K | 0.00% | +150+30.0% | Added |
| Emfo, LLC | 639 | $11.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 595 | $10.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 543 | $9.64K | 0.00% | +293+117.2% | Added |
| Ancora Advisors, LLC | 514 | $9.12K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 504 | $9.00K | 0.01% | −3−0.6% | Reduced |
| 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 |
| Loomis Sayles & Co L P | 428 | $8.00K | 0.00% | +275+179.7% | Added |
| Toth Financial Advisory Corp | 334 | $5.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 324 | $5.75K | 0.00% | +14+4.5% | Added |
| Desjardins Global Asset Management Inc. | 283 | $5.00K | 0.00% | +283 | New |
| Farther Finance Advisors, LLC | 274 | $4.86K | 0.00% | +274 | New |
| Private Trust Co NA | 250 | $4.44K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 242 | $4.29K | 0.00% | +242 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 234 | $4.15K | 0.00% | +199+568.6% | Added |
| 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 |
| Bell Investment Advisors, Inc | 179 | $3.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 175 | $3.11K | 0.00% | −325−65.0% | Reduced |
| Private Ocean, LLC | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $1.77K | 0.00% | +100 | New |
| Lee Financial Co | 93 | $1.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $1.49K | 0.00% | −802−90.5% | Reduced |
| GWM Advisors LLC | 76 | $1.35K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 59 | $1.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 51 | $905 | 0.00% | −109−68.1% | Reduced |
| Addison Advisors LLC | 50 | $888 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 38 | $686 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 25 | $444 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $391 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 15 | $266 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $213 | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 10 | $178 | 0.00% | +5+100.0% | Added |
| Glassman Wealth Services | 8 | $142 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $54 | 0.00% | +3 | New |
| Schubert & Co | 3 | $54 | 0.00% | +3 | New |
| Financial Avengers, Inc. | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $36 | 0.00% | +2 | New |
| CVA Family Office, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $18 | 0.00% | +1 | New |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | −291−97.0% | Reduced |
| Ci Investments Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,817 | – | – | +328+2.9% | Added |
| IFP Advisors, Inc | 9,139 | – | – | +2,997+48.8% | Added |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,801,500−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −2,796,035−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −2,228,855−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −378,317−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −275,300−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −161,800−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −152,278−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −133,091−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −129,485−100.0% | Sold out |
| Darrow Company, Inc. | 0 | $0 | 0.00% | −121,386−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −96,313−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −93,100−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −73,127−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −72,401−100.0% | Sold out |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −60,963−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −44,652−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −38,198−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −37,905−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −28,529−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −28,017−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −19,399−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −19,352−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −13,085−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −11,527−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,066−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −10,912−100.0% | Sold out |
| Wildcat Capital Management, LLC | 0 | $0 | 0.00% | −10,887−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |