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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, 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.

Institutional holdersQ2 2023: 395 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 heldQ2 2023: $7.40B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q1 2023.

Institutions holding TOST in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Zevenbergen Capital Investments LLC12,525$282.7K0.01%+12,525New
Tower Research Capital LLC (TRC)12,639$285.3K0.01%+11,797+1,401.1%Added
Wealthfront Advisers LLC13,079$295.2K0.00%+13,079New
Truvestments Capital LLC13,249$299.0K0.15%−30−0.2%Reduced
Legacy Advisors, LLC13,391$302.2K0.04%−1,800−11.8%Reduced
Manufacturers Life Insurance Company, The13,548$305.8K0.00%+393+3.0%Added
Bridgewater Advisors Inc.13,600$307.0K0.06%−60−0.4%Reduced
jvl associates llc13,820$311.9K0.15%00.0%Unchanged
Frontier Capital Management Co LLC14,041$316.9K0.00%−324,922−95.9%Reduced
Pathstone Family Office, LLC14,099$318.2K0.00%00.0%Unchanged
Natixis Advisors, L.P.14,232$321.0K0.00%+2,084+17.2%Added
Oppenheimer & Co Inc14,283$322.4K0.01%+14,283New
Leonteq Securities AG14,320$323.2K0.03%00.0%Unchanged
Prudential PLC14,532$328.0K0.00%00.0%Unchanged
Lazard Asset Management LLC14,938$337.0K0.00%+14,929+165,877.8%Added
Maverick Capital LtdSuperinvestorMaverick Capital14,987$338.3K0.01%−50,053−77.0%Reduced
Cypress Point Wealth Management, LLC15,346$346.4K0.37%00.0%Unchanged
Edgestream Partners, L.P.15,372$346.9K0.03%+15,372New
Meiji Yasuda Life Insurance Co15,400$348.0K0.01%+15,400New
Vinva Investment Management Ltd15,332$350.8K0.03%+15,332New
Qsemble Capital Management, LP15,800$356.6K0.25%+15,800New
Raymond James Financial Services Advisors, Inc.17,084$385.6K0.00%+3,334+24.2%Added
Cary Street Partners Asset Management LLC17,188$387.9K0.07%00.0%Unchanged
Petrus Trust Company, LTA17,348$391.5K0.04%+17,348New
Fifth Third Bancorp17,699$399.5K0.00%−967−5.2%Reduced
O'Neil Global Advisors, Inc.17,953$405.0K0.08%+17,953New
Captrust Financial Advisors18,204$410.9K0.00%+1,758+10.7%Added
Natixis18,323$413.6K0.00%+18,323New
Prudential Financial Inc18,625$420.4K0.00%+1,975+11.9%Added
JustInvest LLC18,958$427.9K0.01%+482+2.6%Added
Public Sector Pension Investment Board18,999$428.8K0.00%+4,000+26.7%Added
Utah Retirement Systems19,100$431.1K0.01%+5,300+38.4%Added
XTX Topco Ltd19,333$436.3K0.08%+19,333New
American Century Companies Inc19,976$450.9K0.00%−99−0.5%Reduced
Brasada Capital Management, LP20,000$451.4K0.10%+20,000New
KBC Group NV20,132$454.0K0.00%−6,437−24.2%Reduced
Hongkou Capital LP20,225$456.5K1.44%−20,510−50.3%Reduced
Trinity Financial Advisors LLC20,388$460.2K0.25%−1,475−6.7%Reduced
Apollon Wealth Management, LLC20,704$467.3K0.02%+30.0%Added
AE Wealth Management LLC21,043$474.9K0.00%−1,062−4.8%Reduced
Aj Wealth Strategies, LLC21,369$482.3K0.02%+7,295+51.8%Added
Clearstead Advisors, LLC22,126$499.4K0.03%00.0%Unchanged
Stephens Inc22,216$501.4K0.01%00.0%Unchanged
Teacher Retirement System of Texas23,136$522.0K0.00%−4,761−17.1%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd23,405$528.3K0.01%+125+0.5%Added
US Bancorp25,010$564.5K0.00%−1,480−5.6%Reduced
Elo Mutual Pension Insurance Co25,264$570.0K0.02%+5,581+28.4%Added
Bank of Montreal25,159$576.9K0.00%−27,802−52.5%Reduced
IFP Advisors, Inc9,259$578.8K0.03%+120+1.3%Added
Seven Eight Capital, LP25,701$580.1K0.10%−190,614−88.1%Reduced
Boothbay Fund Management, LLC25,735$580.8K0.02%+9,117+54.9%Added
Knollwood Investment Advisory, LLC26,020$587.3K0.20%00.0%Unchanged
Brown Advisory Inc26,186$591.0K0.00%−7,296−21.8%Reduced
J. Goldman & Co LP26,284$593.2K0.03%+26,284New
Next Century Growth Investors LLC26,518$598.5K0.06%+26,518New
Advisor Group Holdings, Inc.26,674$603.7K0.00%+7,977+42.7%Added
Ieq Capital, LLC27,109$611.8K0.01%−3,762−12.2%Reduced
Ellevest, Inc.27,415$618.8K0.05%+24,706+912.0%Added
DekaBank Deutsche Girozentrale27,271$621.0K0.00%−8,007−22.7%Reduced
British Columbia Investment Management Corp27,620$623.4K0.01%+5,243+23.4%Added
Landscape Capital Management, L.L.C.27,886$629.4K0.08%−1,304−4.5%Reduced
Maryland State Retirement & Pension System27,998$631.9K0.01%+7,956+39.7%Added
Northwestern Mutual Wealth Management Co28,263$637.9K0.00%−69−0.2%Reduced
Nordea Investment Management AB28,004$642.4K0.00%+3,152+12.7%Added
Symmetry Peak Management LLC28,500$643.2K1.36%+28,500New
Chicago Partners Investment Group LLC32,338$659.4K0.03%+32,338New
AQR Capital Management LLC29,665$669.5K0.00%+29,665New
Truist Financial Corp29,677$669.8K0.00%+6,791+29.7%Added
Yarbrough Capital, LLC29,987$676.8K0.04%00.0%Unchanged
Cerity Partners LLC30,524$688.9K0.00%−60−0.2%Reduced
Gulf International Bank (UK) Ltd30,660$691.0K0.02%−2,624−7.9%Reduced
Friedenthal Financial30,834$695.9K0.46%+30,834New
IPG Investment Advisors LLC31,300$706.4K0.15%−8,650−21.7%Reduced
Teza Capital Management LLC31,560$712.3K0.12%−31,679−50.1%Reduced
DnB Asset Management AS31,939$720.9K0.00%00.0%Unchanged
Nissay Asset Management Corp32,614$736.1K0.01%+4,851+17.5%Added
Storebrand Asset Management AS32,794$740.2K0.00%+859+2.7%Added
Baker Avenue Asset Management, LP33,040$745.7K0.04%+33,040New
Great Valley Advisor Group, Inc.33,400$753.8K0.03%+33,400New
Fox Run Management, L.L.C.33,651$759.5K0.21%+33,651New
CI Private Wealth, LLC34,065$768.8K0.00%+16,337+92.2%Added
Cresset Asset Management, LLC34,467$777.9K0.01%+14,740+74.7%Added
Mariner, LLC35,237$795.3K0.00%−2,075−5.6%Reduced
Brighton Jones LLC35,866$809.5K0.04%+4,433+14.1%Added
STRS Ohio36,187$816.0K0.00%+81+0.2%Added
Diversified Trust Co36,233$817.8K0.03%−530−1.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich36,462$823.0K0.00%−85−0.2%Reduced
Mount Capital Ltd36,689$828.0K0.32%+10.0%Added
Graham Capital Management, L.P.38,239$863.1K0.03%+25,477+199.6%Added
Harbor Capital Advisors, Inc.39,071$881.8K0.18%+2,961+8.2%Added
Romano Brothers and Company40,082$904.7K0.13%+3,783+10.4%Added
Ameriprise Financial Inc41,835$944.2K0.00%−39,075−48.3%Reduced
Korea Investment CORP41,839$944.3K0.00%−8,205−16.4%Reduced
Gsa Capital Partners LLP42,261$954.0K0.10%−51,815−55.1%Reduced
Public Employees Retirement Association of Colorado42,847$967.0K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC43,649$985.2K0.13%+3,621+9.0%Added
Beck Mack & Oliver LLC43,725$986.9K0.03%−4,500−9.3%Reduced
Blueshift Asset Management, LLC43,737$987.1K0.38%−10,723−19.7%Reduced
Cinctive Capital Management LP45,000$1.02M0.04%+45,000New
Neuberger Berman Group LLC46,672$1.05M0.00%+46,672New