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, 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 | $13.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 24 | $0 | 0.00% | −14,914−99.8% | Reduced |
| Steward Financial Group LLC | 37 | $0 | 0.00% | +37 | New |
| Bokf, NA | 6 | $96 | 0.00% | +6 | New |
| Glassman Wealth Services | 8 | $150 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 10 | $187 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $207 | 0.00% | +4+57.1% | Added |
| Financial Freedom, LLC | 15 | $281 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 16 | $300 | 0.00% | −28−63.6% | Reduced |
| Federated Hermes, Inc. | 41 | $768 | 0.00% | −734−94.7% | Reduced |
| Addison Advisors LLC | 50 | $937 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $937 | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 52 | $974 | 0.00% | +29+126.1% | Added |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| NBC Securities, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Strengthening Families & Communities, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Allworth Financial LP | 54 | $1.01K | 0.00% | +27+100.0% | Added |
| Lindbrook Capital, LLC | 69 | $1.29K | 0.00% | +18+35.3% | Added |
| Lee Financial Co | 93 | $1.74K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.87K | 0.00% | −100−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $1.87K | 0.00% | +100 | New |
| Atticus Wealth Management, LLC | 100 | $1.87K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 101 | $1.89K | 0.00% | +25+32.9% | Added |
| Financial Perspectives, Inc | 125 | $2.34K | 0.00% | +50+66.7% | Added |
| EverSource Wealth Advisors, LLC | 175 | $3.28K | 0.00% | +147+525.0% | Added |
| Bell Investment Advisors, Inc | 188 | $3.52K | 0.00% | +24+14.6% | Added |
| Leonteq Securities AG | 200 | $3.75K | 0.00% | −14,120−98.6% | Reduced |
| Baldwin Brothers Inc | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $3.75K | 0.00% | +200 | New |
| Coston, McIsaac & Partners | 300 | $5.00K | 0.00% | +300 | New |
| RFP Financial Group LLC | 300 | $5.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 309 | $5.79K | 0.00% | +75+32.1% | Added |
| Toth Financial Advisory Corp | 334 | $6.26K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 339 | $6.35K | 0.00% | +97+40.1% | Added |
| Elkhorn Partners Limited Partnership | 400 | $7.00K | 0.00% | +400 | New |
| Venturi Wealth Management, LLC | 385 | $7.21K | 0.00% | +385 | New |
| Covestor Ltd | 498 | $9.00K | 0.01% | −6−1.2% | Reduced |
| Ci Investments Inc. | 495 | $9.00K | 0.00% | +46+10.2% | Added |
| Harbour Investments, Inc. | 500 | $9.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $9.37K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 514 | $9.63K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 514 | $9.63K | 0.00% | +514 | New |
| Macroview Investment Management LLC | 531 | $9.95K | 0.01% | +531 | New |
| Capital Analysts, LLC | 600 | $11.0K | 0.00% | −50−7.7% | Reduced |
| Parallel Advisors, LLC | 596 | $11.2K | 0.00% | +68+12.9% | Added |
| Emfo, LLC | 639 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 680 | $12.7K | 0.00% | +680 | New |
| Huntington National Bank | 734 | $13.7K | 0.00% | +386+110.9% | Added |
| GPS Wealth Strategies Group, LLC | 753 | $14.1K | 0.00% | +753 | New |
| Robeco Institutional Asset Management B.V. | 847 | $15.9K | 0.00% | +847 | New |
| GHP Investment Advisors, Inc. | 1,000 | $17.5K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 993 | $18.6K | 0.00% | −11,646−92.1% | Reduced |
| Column Capital Advisors, LLC | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,000 | $18.7K | 0.01% | +1,000 | New |
| Signaturefd, LLC | 1,062 | $19.9K | 0.00% | +265+33.2% | Added |
| Quarry LP | 1,105 | $20.7K | 0.01% | +1,105 | New |
| Park Place Capital Corp | 1,133 | $21.2K | 0.01% | +1,133 | New |
| Global Retirement Partners, LLC | 1,251 | $21.8K | 0.00% | +58+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,286 | $24.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,539 | $28.8K | 0.00% | +1,539 | New |
| BluePath Capital Management, LLC | 1,626 | $30.5K | 0.03% | +1,626 | New |
| Whittier Trust Co | 1,660 | $31.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $31.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,777 | $33.3K | 0.00% | +1,777 | New |
| Larson Financial Group LLC | 1,822 | $34.1K | 0.00% | +1,800+8,181.8% | Added |
| Spire Wealth Management | 1,838 | $34.4K | 0.00% | +1,522+481.6% | Added |
| Your Advocates Ltd., LLP | 2,000 | $37.5K | 0.02% | +2,000 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,000 | $37.5K | 0.02% | +2,000 | New |
| Castleview Partners, LLC | 2,136 | $40.0K | 0.04% | +1,936+968.0% | Added |
| The PNC Financial Services Group, Inc. | 2,205 | $41.3K | 0.00% | +240+12.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,400 | $45.0K | 0.02% | +2,400 | New |
| Advisors Asset Management, Inc. | 2,416 | $45.3K | 0.00% | +988+69.2% | Added |
| Desjardins Global Asset Management Inc. | 2,836 | $53.1K | 0.01% | +2,270+401.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,208 | $60.1K | 0.00% | +2,008+167.3% | Added |
| Ostrum Asset Management | 3,265 | $61.2K | 0.01% | −22−0.7% | Reduced |
| Canton Hathaway, LLC | 3,411 | $64.0K | 0.02% | +3,411 | New |
| CWM, LLC | 3,520 | $66.0K | 0.00% | −50−1.4% | Reduced |
| Orion Capital Management LLC | 3,550 | $66.5K | 0.04% | +3,550 | New |
| Comerica Bank | 3,554 | $66.6K | 0.00% | +3,554 | New |
| Bogart Wealth, LLC | 4,043 | $75.7K | 0.00% | +400+11.0% | Added |
| Banque Cantonale Vaudoise | 4,065 | $76.0K | 0.00% | +4,065 | New |
| Intrepid Capital Management Inc | 4,568 | $85.6K | 0.06% | +20.0% | Added |
| Parkside Financial Bank & Trust | 4,970 | $93.1K | 0.02% | +4,959+45,081.8% | Added |
| Focused Wealth Management, Inc | 5,496 | $102.9K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 5,844 | $109.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,157 | $115.3K | 0.00% | −429−6.5% | Reduced |
| GWM Advisors LLC | 6,172 | $115.6K | 0.00% | +6,001+3,509.4% | Added |
| Macquarie Group Ltd | 6,197 | $116.1K | 0.00% | −156,875−96.2% | Reduced |
| Sands Capital Ventures, LLC | 7,121 | $133.4K | 0.04% | +834+13.3% | Added |
| National Bank of Canada | 8,196 | $142.4K | 0.00% | −54,628−87.0% | Reduced |
| Delta Asset Management LLC | 7,701 | $144.2K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,704 | $144.3K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,074 | $170.0K | 0.00% | +9,074 | New |
| IFP Advisors, Inc | 9,659 | $180.9K | 0.01% | +400+4.3% | Added |
| Icon Wealth Partners, LLC | 9,904 | $185.5K | 0.02% | +9,904 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $187.3K | 0.00% | +10,000 | New |
| Mayflower Financial Advisors, LLC | 10,246 | $191.9K | 0.03% | −126−1.2% | Reduced |