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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
Nomura Holdings Inc320,169$7.23M0.07%+320,169New
Blue Owl Capital Holdings LP322,578$7.28M4.49%00.0%Unchanged
UBS Group AG326,589$7.37M0.00%+106,349+48.3%Added
SEI Investments Co337,115$7.61M0.01%+76,078+29.1%Added
Gillson Capital LP338,237$7.63M0.67%−39,231−10.4%Reduced
Trexquant Investment LP343,206$7.75M0.20%+211,882+161.3%Added
Alyeska Investment Group, L.P.350,000$7.90M0.06%+100,000+40.0%Added
Cubist Systematic Strategies, LLC353,372$7.98M0.09%−36,989−9.5%Reduced
Hillman Co369,766$8.35M4.70%00.0%Unchanged
Independent Family Office, LLC375,000$8.46M5.13%−45,060−10.7%Reduced
1832 Asset Management L.P.391,800$8.84M0.02%+391,800New
Driehaus Capital Management LLC404,867$9.14M0.12%+83,038+25.8%Added
Wells Fargo & Company412,219$9.30M0.00%+171,079+70.9%Added
Citadel Advisors LLC412,928$9.32M0.01%−6,783,735−94.3%Reduced
Bank of America Corp436,919$9.86M0.00%−193,229−30.7%Reduced
Mirae Asset Global Investments Co., Ltd.443,337$10.0M0.02%−38,347−8.0%Reduced
Allspring Global Investments Holdings, LLC469,079$10.6M0.02%+469,079New
Rhumbline Advisers475,944$10.7M0.01%+179,282+60.4%Added
California Public Employees Retirement System493,737$11.1M0.01%+107,039+27.7%Added
California State Teachers Retirement System502,051$11.3M0.02%+54,896+12.3%Added
Amundi525,589$11.7M0.01%+446,951+568.4%Added
Capital Fund Management S.A.520,690$11.8M0.18%−28,949−5.3%Reduced
Worldquant Millennium Advisors LLC564,957$12.8M0.22%+564,957New
Capital Group Investment Management Pte. Ltd.566,873$12.8M0.64%+129,257+29.5%Added
Hodges Capital Management Inc.423,794$13.4M0.78%+11,095+2.7%Added
Park West Asset Management LLC610,209$13.8M1.21%−482,291−44.1%Reduced
Jane Street Group, LLC616,373$13.9M0.02%+585,914+1,923.6%Added
Connor, Clark & Lunn Investment Management Ltd.618,544$14.0M0.07%+595,947+2,637.3%Added
Flight Deck Capital, LP621,453$14.0M12.44%+174,900+39.2%Added
Technology Crossover Management X, Ltd.625,000$14.1M1.39%00.0%Unchanged
Voloridge Investment Management, LLC658,257$14.9M0.07%−652,269−49.8%Reduced
Dimensional Fund Advisors LP672,579$15.2M0.00%+130,031+24.0%Added
UBS Asset Management Americas Inc868,162$15.4M0.01%00.0%Unchanged
Capital International Inc685,144$15.5M0.28%+106,624+18.4%Added
NZS Capital, LLC703,568$15.9M0.79%+115,086+19.6%Added
Legal & General Group Plc708,851$16.0M0.01%+7,204+1.0%Added
Grant/GrossMendelsohn, LLC702,318$16.5M6.69%00.0%Unchanged
Capital Research Global Investors739,506$16.7M0.00%−7,887,754−91.4%Reduced
New York State Common Retirement Fund762,124$17.2M0.02%−23,261−3.0%Reduced
Cowbird Capital LP895,523$20.2M8.37%+895,523New
Honeycomb Asset Management LP900,000$20.3M3.73%+900,000New
Two Sigma Investments, LP960,022$21.7M0.06%+960,022New
Armistice Capital, LLC964,000$21.8M0.55%−856,370−47.0%Reduced
Glynn Capital Management LLC1,039,476$23.5M5.21%−675−0.1%Reduced
JPMorgan Chase & Co1,063,864$24.0M0.00%+727,134+215.9%Added
Swiss National Bank1,100,400$24.8M0.02%+107,600+10.8%Added
ARK Investment Management LLCSuperinvestorARK Invest1,115,475$25.2M0.17%+101,291+10.0%Added
Temasek Holdings (Private) Ltd1,159,989$26.2M0.15%00.0%Unchanged
Pathway Capital Management, LP1,168,871$26.4M47.20%00.0%Unchanged
Alta Park Capital, LP1,281,052$28.9M3.26%+1,281,052New
Kayne Anderson Rudnick Investment Management LLC1,326,454$29.9M0.08%+457,753+52.7%Added
Nuveen Asset Management, LLC1,378,872$31.1M0.01%+353,699+34.5%Added
Tiger Global Management LLCSuperinvestorTiger Global Management1,442,154$32.5M0.27%−426,425−22.8%Reduced
Victory Capital Management Inc1,460,475$33.0M0.04%+179,993+14.1%Added
Franklin Resources Inc1,509,578$34.1M0.02%+450,747+42.6%Added
Eventide Asset Management, LLC1,603,866$36.2M0.61%+1,603,866New
Lord, Abbett & Co. LLC1,668,104$37.6M0.13%+42,271+2.6%Added
Renaissance Technologies LLC1,673,400$37.8M0.05%+713,400+74.3%Added
Millennium Management LLC1,741,202$39.3M0.04%+894,764+105.7%Added
First Trust Advisors LP1,773,043$40.0M0.05%−86,803−4.7%Reduced
Stephens Investment Management Group LLC1,791,681$40.4M0.63%+33,509+1.9%Added
Northern Trust Corp1,912,524$43.2M0.01%+278,735+17.1%Added
Bank of New York Mellon Corp1,983,776$44.8M0.01%+262,962+15.3%Added
Blair William & Co2,091,163$47.2M0.17%+135,461+6.9%Added
Edmond de Rothschild Holding S.A.2,161,904$48.8M0.97%+444,844+25.9%Added
HarbourVest Partners LLC2,282,878$51.5M14.63%00.0%Unchanged
Charles Schwab Investment Management Inc2,822,681$63.7M0.02%+225,231+8.7%Added
Nikko Asset Management Americas, Inc.2,851,961$64.3M0.68%+484,205+20.4%Added
Gilder Gagnon Howe & Co LLC2,987,959$67.4M0.92%−62,768−2.1%Reduced
Eagle Asset Management Inc3,113,177$70.3M0.39%−53,057−1.7%Reduced
Foxhaven Asset Management, LP3,255,265$73.5M2.41%−501,000−13.3%Reduced
T. Rowe Price Investment Management, Inc.3,322,212$75.0M0.05%−1,285,379−27.9%Reduced
Fred Alger Management, LLC3,465,536$78.2M0.40%+3,465,536New
Sumitomo Mitsui Trust Holdings, Inc.3,473,461$78.4M0.06%+467,724+15.6%Added
Goldman Sachs Group Inc3,760,477$84.9M0.02%+2,763,834+277.3%Added
12 West Capital Management LP3,771,340$85.1M7.31%+500,000+15.3%Added
Norges Bank3,785,262$85.4M0.02%+980,419+35.0%Added
Granahan Investment Management Inc4,076,131$92.0M2.83%+551,493+15.6%Added
Dragoneer Investment Group, LLC4,540,985$102.5M2.12%+4,540,985New
Morgan Stanley4,815,691$108.7M0.01%+1,417,700+41.7%Added
Geode Capital Management, LLC4,871,286$109.8M0.01%+811,824+20.0%Added
Whale Rock Capital Management LLC4,942,583$111.6M1.92%+4,942,583New
Echo Street Capital Management LLC5,471,380$123.5M1.06%+4,520,916+475.7%Added
State Street Corp6,315,579$142.5M0.01%+1,275,805+25.3%Added
Champlain Investment Partners, LLC7,065,585$159.5M0.98%+12,630+0.2%Added
Greenoaks Capital Partners LLC9,786,789$220.9M26.75%+98,422+1.0%Added
Abdiel Capital Advisors, LP10,789,837$243.5M9.25%−213,625−1.9%Reduced
Price T Rowe Associates Inc11,860,264$267.7M0.04%−3,015,433−20.3%Reduced
Durable Capital Partners LP11,926,931$269.2M2.36%+85,321+0.7%Added
Generation Investment Management LLP13,028,098$294.0M1.42%−2,477,304−16.0%Reduced
HMI Capital Management, L.P.15,739,821$355.2M12.62%00.0%Unchanged
BlackRock Inc.18,546,558$418.6M0.01%+3,907,219+26.7%Added
Capital International Investors23,305,137$526.0M0.13%+6,655,409+40.0%Added
FMR LLC27,490,845$620.5M0.05%−1,392,425−4.8%Reduced
Vanguard Group Inc31,584,544$712.9M0.02%+1,716,798+5.7%Added
Holocene Advisors, LP0$00.00%−1,385,096−100.0%Sold out
Melqart Asset Management (UK) Ltd0$00.00%−1,044,856−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−770,691−100.0%Sold out
Mane Global Capital Management LP0$00.00%−678,689−100.0%Sold out
Twinbeech Capital LP0$00.00%−606,865−100.0%Sold out