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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 12,300 | $230.4K | 0.00% | +12,300 | New |
| CAPROCK Group, Inc. | 12,208 | $228.7K | 0.02% | +1,413+13.1% | Added |
| D. E. Shaw & Co., Inc. | 12,192 | $228.4K | 0.00% | −220,808−94.8% | Reduced |
| MML Investors Services, LLC | 11,900 | $223.0K | 0.00% | +11,900 | New |
| Ar Asset Management Inc | 11,800 | $221.0K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,750 | $220.1K | 0.01% | +11,750 | New |
| Prudential Financial Inc | 11,560 | $216.5K | 0.00% | −7,065−37.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 11,557 | $216.5K | 0.01% | +2,520+27.9% | Added |
| D.A. Davidson & Co. | 11,133 | $208.5K | 0.00% | +11,133 | New |
| Janus Henderson Group PLC | 11,073 | $207.4K | 0.00% | +295+2.7% | Added |
| Intech Investment Management LLC | 10,805 | $202.4K | 0.00% | +10,805 | New |
| Manchester Capital Management LLC | 10,752 | $201.4K | 0.03% | +10,005+1,339.4% | Added |
| Boston Private Wealth LLC | 10,730 | $201.0K | 0.00% | +144+1.4% | Added |
| EPIQ Capital Group, LLC | 10,719 | $200.8K | 0.11% | 00.0% | Unchanged |
| Advisory Research Inc | 10,401 | $194.8K | 0.03% | −39,309−79.1% | Reduced |
| M&T Bank Corp | 10,388 | $194.6K | 0.00% | +10,388 | New |
| Mayflower Financial Advisors, LLC | 10,246 | $191.9K | 0.03% | −126−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $187.3K | 0.00% | +10,000 | New |
| Icon Wealth Partners, LLC | 9,904 | $185.5K | 0.02% | +9,904 | New |
| IFP Advisors, Inc | 9,659 | $180.9K | 0.01% | +400+4.3% | Added |
| Walleye Trading LLC | 9,074 | $170.0K | 0.00% | +9,074 | New |
| Brown Brothers Harriman & Co | 7,704 | $144.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $144.2K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 8,196 | $142.4K | 0.00% | −54,628−87.0% | Reduced |
| Sands Capital Ventures, LLC | 7,121 | $133.4K | 0.04% | +834+13.3% | Added |
| Macquarie Group Ltd | 6,197 | $116.1K | 0.00% | −156,875−96.2% | Reduced |
| GWM Advisors LLC | 6,172 | $115.6K | 0.00% | +6,001+3,509.4% | Added |
| American International Group, Inc. | 6,157 | $115.3K | 0.00% | −429−6.5% | Reduced |
| Vestcor Inc | 5,844 | $109.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,496 | $102.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,970 | $93.1K | 0.02% | +4,959+45,081.8% | Added |
| Intrepid Capital Management Inc | 4,568 | $85.6K | 0.06% | +20.0% | Added |
| Banque Cantonale Vaudoise | 4,065 | $76.0K | 0.00% | +4,065 | New |
| Bogart Wealth, LLC | 4,043 | $75.7K | 0.00% | +400+11.0% | Added |
| Comerica Bank | 3,554 | $66.6K | 0.00% | +3,554 | New |
| Orion Capital Management LLC | 3,550 | $66.5K | 0.04% | +3,550 | New |
| CWM, LLC | 3,520 | $66.0K | 0.00% | −50−1.4% | Reduced |
| Canton Hathaway, LLC | 3,411 | $64.0K | 0.02% | +3,411 | New |
| Ostrum Asset Management | 3,265 | $61.2K | 0.01% | −22−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,208 | $60.1K | 0.00% | +2,008+167.3% | Added |
| Desjardins Global Asset Management Inc. | 2,836 | $53.1K | 0.01% | +2,270+401.1% | Added |
| Advisors Asset Management, Inc. | 2,416 | $45.3K | 0.00% | +988+69.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,400 | $45.0K | 0.02% | +2,400 | New |
| The PNC Financial Services Group, Inc. | 2,205 | $41.3K | 0.00% | +240+12.2% | Added |
| Castleview Partners, LLC | 2,136 | $40.0K | 0.04% | +1,936+968.0% | 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 |
| Spire Wealth Management | 1,838 | $34.4K | 0.00% | +1,522+481.6% | Added |
| Larson Financial Group LLC | 1,822 | $34.1K | 0.00% | +1,800+8,181.8% | Added |
| SRS Capital Advisors, Inc. | 1,777 | $33.3K | 0.00% | +1,777 | New |
| UniSuper Management Pty Ltd | 1,700 | $31.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,660 | $31.1K | 0.00% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 1,626 | $30.5K | 0.03% | +1,626 | New |
| Baystate Wealth Management LLC | 1,539 | $28.8K | 0.00% | +1,539 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,286 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,251 | $21.8K | 0.00% | +58+4.9% | Added |
| Park Place Capital Corp | 1,133 | $21.2K | 0.01% | +1,133 | New |
| Quarry LP | 1,105 | $20.7K | 0.01% | +1,105 | New |
| Signaturefd, LLC | 1,062 | $19.9K | 0.00% | +265+33.2% | Added |
| 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 |
| Tower Research Capital LLC (TRC) | 993 | $18.6K | 0.00% | −11,646−92.1% | Reduced |
| GHP Investment Advisors, Inc. | 1,000 | $17.5K | 0.00% | +1,000 | New |
| Robeco Institutional Asset Management B.V. | 847 | $15.9K | 0.00% | +847 | New |
| GPS Wealth Strategies Group, LLC | 753 | $14.1K | 0.00% | +753 | New |
| Huntington National Bank | 734 | $13.7K | 0.00% | +386+110.9% | Added |
| Hollencrest Capital Management | 680 | $12.7K | 0.00% | +680 | New |
| Emfo, LLC | 639 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 596 | $11.2K | 0.00% | +68+12.9% | Added |
| Capital Analysts, LLC | 600 | $11.0K | 0.00% | −50−7.7% | Reduced |
| Macroview Investment Management LLC | 531 | $9.95K | 0.01% | +531 | New |
| Ancora Advisors, LLC | 514 | $9.63K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 514 | $9.63K | 0.00% | +514 | New |
| Harbour Investments, Inc. | 500 | $9.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $9.37K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 498 | $9.00K | 0.01% | −6−1.2% | Reduced |
| Ci Investments Inc. | 495 | $9.00K | 0.00% | +46+10.2% | Added |
| Venturi Wealth Management, LLC | 385 | $7.21K | 0.00% | +385 | New |
| Elkhorn Partners Limited Partnership | 400 | $7.00K | 0.00% | +400 | New |
| First Horizon Advisors, Inc. | 339 | $6.35K | 0.00% | +97+40.1% | Added |
| Toth Financial Advisory Corp | 334 | $6.26K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 309 | $5.79K | 0.00% | +75+32.1% | Added |
| RFP Financial Group LLC | 300 | $5.62K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $5.00K | 0.00% | +300 | New |
| 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 |
| Bell Investment Advisors, Inc | 188 | $3.52K | 0.00% | +24+14.6% | Added |
| EverSource Wealth Advisors, LLC | 175 | $3.28K | 0.00% | +147+525.0% | Added |
| Financial Perspectives, Inc | 125 | $2.34K | 0.00% | +50+66.7% | Added |
| Quadrant Capital Group LLC | 101 | $1.89K | 0.00% | +25+32.9% | Added |
| 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 |
| Lee Financial Co | 93 | $1.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $1.29K | 0.00% | +18+35.3% | Added |