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, Q2 2023
Institutional positions in Toast, Inc. as of Jun 30, 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
- 395
- +31 vs. Q1 2023
- Shares held
- 327.9M
- +22.0M (+7.2%) vs. Q1 2023
- Total value
- $7.40B
- +$1.96B (+36.1%) vs. Q1 2023
- New holders
- 76
- 155 more added
- Sold out
- 45
- 96 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 22 | $0 | 0.00% | +22 | New |
| CVA Family Office, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $158 | 0.00% | +4+133.3% | Added |
| Disciplined Investments, LLC | 7 | $158 | 0.00% | +5+250.0% | Added |
| Glassman Wealth Services | 8 | $181 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11 | $249 | 0.00% | +11 | New |
| Financial Freedom, LLC | 15 | $339 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $339 | 0.00% | +15 | New |
| Larson Financial Group LLC | 22 | $497 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $520 | 0.00% | +11+91.7% | Added |
| Allianz Asset Management GmbH | 23,556 | $532 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 27 | $610 | 0.00% | −57−67.9% | Reduced |
| EverSource Wealth Advisors, LLC | 28 | $632 | 0.00% | +28 | New |
| FinTrust Capital Advisors, LLC | 38 | $686 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $993 | 0.00% | −230−83.9% | Reduced |
| Addison Advisors LLC | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 51 | $1.15K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 75 | $1.69K | 0.00% | +75 | New |
| Quadrant Capital Group LLC | 76 | $1.72K | 0.00% | +17+28.8% | Added |
| Lee Financial Co | 93 | $2.10K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.26K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $2.26K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 164 | $3.70K | 0.00% | −15−8.4% | Reduced |
| GWM Advisors LLC | 171 | $3.86K | 0.00% | +95+125.0% | Added |
| Loomis Sayles & Co L P | 195 | $4.00K | 0.00% | −233−54.4% | Reduced |
| Baldwin Brothers Inc | 200 | $4.51K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $4.51K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $4.51K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $4.51K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 234 | $5.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 242 | $5.46K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 300 | $6.77K | 0.00% | +300 | New |
| Spire Wealth Management | 316 | $7.13K | 0.00% | −1,980−86.2% | Reduced |
| Toth Financial Advisory Corp | 334 | $7.54K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 348 | $7.86K | 0.00% | +24+7.4% | Added |
| Ci Investments Inc. | 449 | $10.0K | 0.00% | +433+2,706.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 504 | $11.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $11.3K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 500 | $11.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 514 | $11.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 528 | $11.9K | 0.00% | +353+201.7% | Added |
| Desjardins Global Asset Management Inc. | 566 | $12.8K | 0.00% | +283+100.0% | Added |
| Emfo, LLC | 639 | $14.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 650 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 747 | $16.9K | 0.00% | +9+1.2% | Added |
| Federated Hermes, Inc. | 775 | $17.5K | 0.00% | −6,477−89.3% | Reduced |
| Signaturefd, LLC | 797 | $18.0K | 0.00% | +4+0.5% | Added |
| Column Capital Advisors, LLC | 1,000 | $22.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,000 | $22.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $22.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $22.6K | 0.00% | +1,000 | New |
| Twin Tree Management, LP | 1,159 | $26.2K | 0.00% | −171,373−99.3% | Reduced |
| Global Retirement Partners, LLC | 1,193 | $26.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,200 | $27.1K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,286 | $29.0K | 0.00% | +1,286 | New |
| Advisors Asset Management, Inc. | 1,428 | $32.2K | 0.00% | +885+163.0% | Added |
| Whittier Trust Co | 1,660 | $37.4K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $38.4K | 0.00% | +1,700 | New |
| Parallax Volatility Advisers, L.P. | 1,923 | $43.4K | 0.00% | −34,221−94.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,965 | $44.3K | 0.00% | +213+12.2% | Added |
| Ostrum Asset Management | 3,287 | $74.2K | 0.01% | +2+0.1% | Added |
| Neo Ivy Capital Management | 3,552 | $80.0K | 0.04% | +3,552 | New |
| CWM, LLC | 3,570 | $81.0K | 0.00% | +929+35.2% | Added |
| Bogart Wealth, LLC | 3,643 | $82.2K | 0.01% | +3,643 | New |
| TD Waterhouse Canada Inc. | 4,355 | $97.2K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 4,566 | $103.1K | 0.07% | +4,566 | New |
| Ossiam | 5,447 | $122.9K | 0.00% | +2,238+69.7% | Added |
| Focused Wealth Management, Inc | 5,496 | $124.0K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 5,695 | $128.5K | 0.12% | +5,695 | New |
| Vestcor Inc | 5,844 | $132.0K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 6,191 | $139.7K | 0.03% | +1,959+46.3% | Added |
| Sands Capital Ventures, LLC | 6,287 | $141.9K | 0.04% | +1,793+39.9% | Added |
| American International Group, Inc. | 6,586 | $148.6K | 0.00% | +2,793+73.6% | Added |
| Delta Asset Management LLC | 7,701 | $173.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,704 | $173.9K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 8,155 | $184.1K | 0.09% | +8,155 | New |
| Hilltop Holdings Inc. | 8,920 | $201.3K | 0.02% | −19,611−68.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 9,037 | $204.0K | 0.01% | +9,037 | New |
| LSP Investment Advisors, LLC | 9,207 | $207.8K | 0.12% | +9,207 | New |
| APG Asset Management N.V. | 10,278 | $212.6K | 0.00% | −221,738−95.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,470 | $213.7K | 0.00% | +9,470 | New |
| Triumph Capital Management | 9,564 | $215.9K | 0.10% | +9,564 | New |
| Clark Capital Management Group, Inc. | 9,800 | $221.2K | 0.00% | −7,600−43.7% | Reduced |
| Penn Mutual Asset Management, LLC | 10,358 | $233.8K | 0.21% | +10,358 | New |
| Mayflower Financial Advisors, LLC | 10,372 | $234.1K | 0.03% | +10,372 | New |
| Boston Private Wealth LLC | 10,586 | $238.9K | 0.00% | −48−0.5% | Reduced |
| EPIQ Capital Group, LLC | 10,719 | $241.9K | 0.13% | −9,930−48.1% | Reduced |
| Janus Henderson Group PLC | 10,778 | $243.2K | 0.00% | +10,778 | New |
| CAPROCK Group, Inc. | 10,795 | $243.6K | 0.02% | +26+0.2% | Added |
| IMC-Chicago, LLC | 11,542 | $260.5K | 0.01% | −59,250−83.7% | Reduced |
| Ar Asset Management Inc | 11,800 | $266.0K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,817 | $266.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,850 | $271.1K | 0.00% | −4,929−29.4% | Reduced |
| BBR Partners, LLC | 12,054 | $272.1K | 0.03% | −2,500−17.2% | Reduced |
| NinePointTwo Capital | 12,107 | $273.0K | 0.11% | +12,107 | New |
| Centiva Capital, LP | 12,135 | $273.9K | 0.01% | +12,135 | New |
| Vetamer Capital Management, L.P. | 12,326 | $278.2K | 0.43% | −26,673−68.4% | Reduced |
| Mercer Global Advisors Inc | 12,492 | $282.0K | 0.00% | +12,492 | New |