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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 11,850 | $271.1K | 0.00% | −4,929−29.4% | Reduced |
| CIBC Private Wealth Group, LLC | 11,817 | $266.7K | 0.00% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,800 | $266.0K | 0.07% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 11,542 | $260.5K | 0.01% | −59,250−83.7% | Reduced |
| CAPROCK Group, Inc. | 10,795 | $243.6K | 0.02% | +26+0.2% | Added |
| Janus Henderson Group PLC | 10,778 | $243.2K | 0.00% | +10,778 | New |
| EPIQ Capital Group, LLC | 10,719 | $241.9K | 0.13% | −9,930−48.1% | Reduced |
| Boston Private Wealth LLC | 10,586 | $238.9K | 0.00% | −48−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 10,372 | $234.1K | 0.03% | +10,372 | New |
| Penn Mutual Asset Management, LLC | 10,358 | $233.8K | 0.21% | +10,358 | New |
| Clark Capital Management Group, Inc. | 9,800 | $221.2K | 0.00% | −7,600−43.7% | Reduced |
| Triumph Capital Management | 9,564 | $215.9K | 0.10% | +9,564 | New |
| O'Shaughnessy Asset Management, LLC | 9,470 | $213.7K | 0.00% | +9,470 | New |
| APG Asset Management N.V. | 10,278 | $212.6K | 0.00% | −221,738−95.6% | Reduced |
| LSP Investment Advisors, LLC | 9,207 | $207.8K | 0.12% | +9,207 | New |
| Gerber Kawasaki Wealth & Investment Management | 9,037 | $204.0K | 0.01% | +9,037 | New |
| Hilltop Holdings Inc. | 8,920 | $201.3K | 0.02% | −19,611−68.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 8,155 | $184.1K | 0.09% | +8,155 | New |
| Brown Brothers Harriman & Co | 7,704 | $173.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $173.8K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 6,586 | $148.6K | 0.00% | +2,793+73.6% | Added |
| Sands Capital Ventures, LLC | 6,287 | $141.9K | 0.04% | +1,793+39.9% | Added |
| Kapitalo Investimentos Ltda | 6,191 | $139.7K | 0.03% | +1,959+46.3% | Added |
| Vestcor Inc | 5,844 | $132.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 5,695 | $128.5K | 0.12% | +5,695 | New |
| Focused Wealth Management, Inc | 5,496 | $124.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 5,447 | $122.9K | 0.00% | +2,238+69.7% | Added |
| Intrepid Capital Management Inc | 4,566 | $103.1K | 0.07% | +4,566 | New |
| TD Waterhouse Canada Inc. | 4,355 | $97.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,643 | $82.2K | 0.01% | +3,643 | New |
| CWM, LLC | 3,570 | $81.0K | 0.00% | +929+35.2% | Added |
| Neo Ivy Capital Management | 3,552 | $80.0K | 0.04% | +3,552 | New |
| Ostrum Asset Management | 3,287 | $74.2K | 0.01% | +2+0.1% | Added |
| The PNC Financial Services Group, Inc. | 1,965 | $44.3K | 0.00% | +213+12.2% | Added |
| Parallax Volatility Advisers, L.P. | 1,923 | $43.4K | 0.00% | −34,221−94.7% | Reduced |
| UniSuper Management Pty Ltd | 1,700 | $38.4K | 0.00% | +1,700 | New |
| Whittier Trust Co | 1,660 | $37.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,428 | $32.2K | 0.00% | +885+163.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,286 | $29.0K | 0.00% | +1,286 | New |
| Steward Partners Investment Advisory, LLC | 1,200 | $27.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,193 | $26.9K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,159 | $26.2K | 0.00% | −171,373−99.3% | Reduced |
| 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 |
| Signaturefd, LLC | 797 | $18.0K | 0.00% | +4+0.5% | Added |
| Federated Hermes, Inc. | 775 | $17.5K | 0.00% | −6,477−89.3% | Reduced |
| Manchester Capital Management LLC | 747 | $16.9K | 0.00% | +9+1.2% | Added |
| Capital Analysts, LLC | 650 | $15.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 639 | $14.4K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 566 | $12.8K | 0.00% | +283+100.0% | Added |
| Parallel Advisors, LLC | 528 | $11.9K | 0.00% | +353+201.7% | Added |
| Ancora Advisors, LLC | 514 | $11.6K | 0.00% | 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 |
| Benjamin F. Edwards & Company, Inc. | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 504 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 449 | $10.0K | 0.00% | +433+2,706.3% | Added |
| Huntington National Bank | 348 | $7.86K | 0.00% | +24+7.4% | Added |
| Toth Financial Advisory Corp | 334 | $7.54K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 316 | $7.13K | 0.00% | −1,980−86.2% | Reduced |
| RFP Financial Group LLC | 300 | $6.77K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 242 | $5.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 234 | $5.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| Loomis Sayles & Co L P | 195 | $4.00K | 0.00% | −233−54.4% | Reduced |
| GWM Advisors LLC | 171 | $3.86K | 0.00% | +95+125.0% | Added |
| Bell Investment Advisors, Inc | 164 | $3.70K | 0.00% | −15−8.4% | Reduced |
| Glen Eagle Advisors, LLC | 100 | $2.26K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $2.26K | 0.00% | +100 | New |
| Lee Financial Co | 93 | $2.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 76 | $1.72K | 0.00% | +17+28.8% | Added |
| Financial Perspectives, Inc | 75 | $1.69K | 0.00% | +75 | New |
| Lindbrook Capital, LLC | 51 | $1.15K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $993 | 0.00% | −230−83.9% | Reduced |
| FinTrust Capital Advisors, LLC | 38 | $686 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $632 | 0.00% | +28 | New |
| Allworth Financial LP | 27 | $610 | 0.00% | −57−67.9% | Reduced |
| Allianz Asset Management GmbH | 23,556 | $532 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $520 | 0.00% | +11+91.7% | Added |
| Larson Financial Group LLC | 22 | $497 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 15 | $339 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $339 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 11 | $249 | 0.00% | +11 | New |
| Glassman Wealth Services | 8 | $181 | 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 |
| CVA Family Office, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 22 | $0 | 0.00% | +22 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,385,096−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −1,044,856−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −770,691−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −678,689−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −606,865−100.0% | Sold out |