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 $13.4B in total; superinvestors ValueAct Capital and ARK Invest hold it.
13F holders, Q3 2023
Institutional positions in Toast, Inc. as of Sep 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
- 416
- +26 vs. Q2 2023
- Shares held
- 346.2M
- +18.6M (+5.7%) vs. Q2 2023
- Total value
- $6.50B
- −$893.3M (−12.1%) vs. Q2 2023
- New holders
- 91
- 174 more added
- Sold out
- 65
- 99 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $13.4B |
| Q1 2026 | 761 | $11.9B |
| Q4 2025 | 804 | $16.1B |
| Q3 2025 | 740 | $16.4B |
| Q2 2025 | 750 | $19.7B |
| Q1 2025 | 659 | $14.1B |
| Q4 2024 | 631 | $15.2B |
| Q3 2024 | 519 | $11.7B |
| Q2 2024 | 505 | $10.1B |
| Q1 2024 | 473 | $9.45B |
| Q4 2023 | 442 | $6.50B |
| Q3 2023 | 416 | $6.51B |
| Q2 2023 | 395 | $7.44B |
| Q1 2023 | 365 | $5.98B |
| Q4 2022 | 345 | $5.47B |
| Q3 2022 | 285 | $4.48B |
| Q2 2022 | 239 | $3.05B |
| Q1 2022 | 183 | $3.63B |
| Q4 2021 | 161 | $4.80B |
| Q3 2021 | 121 | $2.38B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,079,123 | $657.0M | 0.02% | +3,494,579+11.1% | Added |
| Capital International Investors | 26,899,907 | $503.8M | 0.13% | +3,594,770+15.4% | Added |
| FMR LLC | 25,033,847 | $468.9M | 0.04% | −2,456,998−8.9% | Reduced |
| BlackRock Inc. | 19,136,695 | $358.4M | 0.01% | +590,137+3.2% | Added |
| HMI Capital Management, L.P. | 14,381,021 | $269.4M | 10.35% | −1,358,800−8.6% | Reduced |
| Durable Capital Partners LP | 12,758,570 | $239.0M | 2.18% | +831,639+7.0% | Added |
| Morgan Stanley | 12,007,286 | $224.9M | 0.02% | +7,191,595+149.3% | Added |
| Price T Rowe Associates Inc | 11,948,100 | $223.8M | 0.03% | +87,836+0.7% | Added |
| Abdiel Capital Advisors, LP | 10,876,373 | $203.7M | 8.93% | +86,536+0.8% | Added |
| Echo Street Capital Management LLC | 9,441,100 | $176.8M | 1.65% | +3,969,720+72.6% | Added |
| Generation Investment Management LLP | 9,067,122 | $169.8M | 0.89% | −3,960,976−30.4% | Reduced |
| Champlain Investment Partners, LLC | 8,381,365 | $157.0M | 1.02% | +1,315,780+18.6% | Added |
| Greenoaks Capital Partners LLC | 8,025,536 | $150.3M | 18.59% | −1,761,253−18.0% | Reduced |
| State Street Corp | 6,641,991 | $124.4M | 0.01% | +326,412+5.2% | Added |
| Geode Capital Management, LLC | 5,236,728 | $98.0M | 0.01% | +365,442+7.5% | Added |
| Dragoneer Investment Group, LLC | 4,540,985 | $85.1M | 1.96% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,891,780 | $72.9M | 0.06% | +418,319+12.0% | Added |
| 12 West Capital Management LP | 3,771,340 | $70.6M | 6.40% | 00.0% | Unchanged |
| Norges Bank | 3,688,574 | $69.1M | 0.01% | −96,688−2.6% | Reduced |
| Whale Rock Capital Management LLC | 3,683,886 | $69.0M | 1.39% | −1,258,697−25.5% | Reduced |
| Millennium Management LLC | 3,594,381 | $67.3M | 0.07% | +1,853,179+106.4% | Added |
| Granahan Investment Management Inc | 3,387,835 | $63.5M | 2.26% | −688,296−16.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,270,625 | $61.3M | 0.73% | +418,664+14.7% | Added |
| Eagle Asset Management Inc | 3,113,253 | $58.3M | 0.35% | +760.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,061,406 | $57.3M | 0.04% | −260,806−7.9% | Reduced |
| Eventide Asset Management, LLC | 2,926,074 | $54.8M | 0.99% | +1,322,208+82.4% | Added |
| Gilder Gagnon Howe & Co LLC | 2,916,149 | $54.6M | 0.83% | −71,810−2.4% | Reduced |
| Two Sigma Investments, LP | 2,907,823 | $54.5M | 0.15% | +1,947,801+202.9% | Added |
| Renaissance Technologies LLC | 2,634,100 | $49.3M | 0.08% | +960,700+57.4% | Added |
| Edmond de Rothschild Holding S.A. | 2,518,369 | $47.2M | 0.95% | +356,465+16.5% | Added |
| First Trust Advisors LP | 2,487,451 | $46.6M | 0.06% | +714,408+40.3% | Added |
| Fred Alger Management, LLC | 2,462,802 | $46.1M | 0.27% | −1,002,734−28.9% | Reduced |
| HarbourVest Partners LLC | 2,282,878 | $42.8M | 14.52% | 00.0% | Unchanged |
| Northern Trust Corp | 2,160,008 | $40.5M | 0.01% | +247,484+12.9% | Added |
| Charles Schwab Investment Management Inc | 2,159,771 | $40.5M | 0.01% | −662,910−23.5% | Reduced |
| Goldman Sachs Group Inc | 1,987,576 | $37.2M | 0.01% | −1,772,901−47.1% | Reduced |
| Bank of New York Mellon Corp | 1,864,873 | $34.9M | 0.01% | −118,903−6.0% | Reduced |
| Stephens Investment Management Group LLC | 1,807,938 | $33.9M | 0.56% | +16,257+0.9% | Added |
| Blair William & Co | 1,753,111 | $32.8M | 0.13% | −338,052−16.2% | Reduced |
| Riverbridge Partners LLC | 1,617,744 | $30.3M | 0.41% | +1,617,744 | New |
| Worldquant Millennium Advisors LLC | 1,615,098 | $30.3M | 0.47% | +1,050,141+185.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,451,192 | $27.2M | 0.14% | +832,648+134.6% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,442,154 | $27.0M | 0.20% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,338,163 | $25.1M | 0.01% | −171,415−11.4% | Reduced |
| Victory Capital Management Inc | 1,313,890 | $24.6M | 0.03% | −146,585−10.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,284,218 | $24.1M | 0.07% | −42,236−3.2% | Reduced |
| 1832 Asset Management L.P. | 1,264,400 | $23.7M | 0.05% | +872,600+222.7% | Added |
| Nuveen Asset Management, LLC | 1,251,525 | $23.4M | 0.01% | −127,347−9.2% | Reduced |
| Armistice Capital, LLC | 1,237,359 | $23.2M | 0.69% | +273,359+28.4% | Added |
| Squarepoint Ops LLC | 1,191,580 | $22.3M | 0.11% | +924,400+346.0% | Added |
| Pathway Capital Management, LP | 1,168,871 | $21.9M | 52.16% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,164,111 | $21.8M | 0.17% | +48,636+4.4% | Added |
| Twin Tree Management, LP | 1,141,089 | $21.4M | 0.72% | +1,139,930+98,354.6% | Added |
| Employees Retirement System of Texas | 1,103,000 | $20.7M | 0.31% | +1,103,000 | New |
| UBS Asset Management Americas Inc | 1,086,686 | $20.4M | 0.01% | +218,524+25.2% | Added |
| Glynn Capital Management LLC | 1,074,474 | $20.1M | 4.37% | +34,998+3.4% | Added |
| JPMorgan Chase & Co | 1,070,078 | $20.0M | 0.00% | +6,214+0.6% | Added |
| Citadel Advisors LLC | 1,021,889 | $19.1M | 0.02% | +608,961+147.5% | Added |
| Swiss National Bank | 994,300 | $18.6M | 0.01% | −106,100−9.6% | Reduced |
| Capital Fund Management S.A. | 971,400 | $18.2M | 0.24% | +450,710+86.6% | Added |
| Cubist Systematic Strategies, LLC | 921,982 | $17.3M | 0.21% | +568,610+160.9% | Added |
| Man Group plc | – | $15.8M | 0.05% | – | – |
| Dimensional Fund Advisors LP | 844,227 | $15.8M | 0.01% | +171,648+25.5% | Added |
| Schonfeld Strategic Advisors LLC | 825,695 | $15.5M | 0.14% | +755,195+1,071.2% | Added |
| Capital International Inc | 787,765 | $14.8M | 0.28% | +102,621+15.0% | Added |
| Legal & General Group Plc | 772,727 | $14.5M | 0.01% | +63,876+9.0% | Added |
| Ameriprise Financial Inc | 725,582 | $13.6M | 0.00% | +683,747+1,634.4% | Added |
| Invesco Ltd. | 704,621 | $13.2M | 0.00% | +397,490+129.4% | Added |
| Grant/GrossMendelsohn, LLC | 702,318 | $13.2M | 5.69% | 00.0% | Unchanged |
| SEI Investments Co | 691,018 | $12.9M | 0.02% | +353,903+105.0% | Added |
| AQR Capital Management LLC | 681,398 | $12.8M | 0.03% | +651,733+2,197.0% | Added |
| Voya Investment Management LLC | 648,188 | $12.1M | 0.01% | +483,540+293.7% | Added |
| NZS Capital, LLC | 637,367 | $11.9M | 0.64% | −66,201−9.4% | Reduced |
| Wells Fargo & Company | 632,819 | $11.9M | 0.00% | +220,600+53.5% | Added |
| Bank of America Corp | 627,604 | $11.8M | 0.00% | +190,685+43.6% | Added |
| Technology Crossover Management X, Ltd. | 625,000 | $11.7M | 1.63% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 562,310 | $10.5M | 0.27% | +549,785+4,389.5% | Added |
| New York State Common Retirement Fund | 553,276 | $10.4M | 0.01% | −208,848−27.4% | Reduced |
| California Public Employees Retirement System | 518,789 | $9.72M | 0.01% | +25,052+5.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 514,562 | $9.64M | 0.63% | −52,311−9.2% | Reduced |
| Park West Asset Management LLC | 495,641 | $9.28M | 0.85% | −114,568−18.8% | Reduced |
| Hillman Co | 487,003 | $9.12M | 5.46% | +117,237+31.7% | Added |
| California State Teachers Retirement System | 475,775 | $8.91M | 0.01% | −26,276−5.2% | Reduced |
| Rhumbline Advisers | 459,461 | $8.61M | 0.01% | −16,483−3.5% | Reduced |
| Flight Deck Capital, LP | 448,874 | $8.41M | 10.27% | −172,579−27.8% | Reduced |
| Aquatic Capital Management LLC | 443,200 | $8.30M | 0.35% | +187,800+73.5% | Added |
| Voloridge Investment Management, LLC | 436,697 | $8.18M | 0.04% | −221,560−33.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 435,614 | $8.16M | 0.02% | −7,723−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 421,132 | $7.89M | 0.01% | −47,947−10.2% | Reduced |
| Vista Equity Partners Management, LLC | 420,240 | $7.87M | 0.20% | +155,413+58.7% | Added |
| Amundi | 445,610 | $7.78M | 0.00% | −79,979−15.2% | Reduced |
| Twinbeech Capital LP | 394,159 | $7.38M | 0.14% | +394,159 | New |
| Independent Family Office, LLC | 375,000 | $7.02M | 4.39% | 00.0% | Unchanged |
| Citigroup Inc | 364,714 | $6.83M | 0.01% | +148,944+69.0% | Added |
| Liontrust Investment Partners LLP | 360,000 | $6.74M | 0.11% | +360,000 | New |
| Quantbot Technologies LP | 342,817 | $6.42M | 0.43% | +110,785+47.7% | Added |
| Royal Bank of Canada | 326,152 | $6.11M | 0.00% | +79,104+32.0% | Added |
| Blue Owl Capital Holdings LP | 322,578 | $6.04M | 4.67% | 00.0% | Unchanged |
| Engle Capital Management, L.P. | 314,000 | $5.88M | 2.13% | +314,000 | New |
| Whetstone Capital Advisors, LLC | 313,965 | $5.88M | 3.25% | +313,965 | New |