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, Q4 2023
Institutional positions in Toast, Inc. as of Dec 31, 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
- 441
- +30 vs. Q3 2023
- Shares held
- 353.1M
- +6.90M (+2.0%) vs. Q3 2023
- Total value
- $6.35B
- −$149.6M (−2.3%) vs. Q3 2023
- New holders
- 101
- 160 more added
- Sold out
- 71
- 123 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 36,677,371 | $669.7M | 0.01% | +1,598,248+4.6% | Added |
| Capital International Investors | 29,349,685 | $535.9M | 0.12% | +2,449,778+9.1% | Added |
| BlackRock Inc. | 20,266,075 | $370.1M | 0.01% | +1,129,380+5.9% | Added |
| FMR LLC | 17,170,518 | $313.5M | 0.02% | −7,863,329−31.4% | Reduced |
| Price T Rowe Associates Inc | 16,078,912 | $293.6M | 0.04% | +4,130,812+34.6% | Added |
| HMI Capital Management, L.P. | 15,189,265 | $277.4M | 12.03% | +808,244+5.6% | Added |
| Durable Capital Partners LP | 13,582,931 | $248.0M | 1.96% | +824,361+6.5% | Added |
| Abdiel Capital Advisors, LP | 10,913,464 | $199.3M | 10.37% | +37,091+0.3% | Added |
| Champlain Investment Partners, LLC | 9,142,966 | $167.0M | 0.99% | +761,601+9.1% | Added |
| Generation Investment Management LLP | 9,052,713 | $165.3M | 0.75% | −14,409−0.2% | Reduced |
| Greenoaks Capital Partners LLC | 8,841,611 | $161.4M | 18.78% | +816,075+10.2% | Added |
| State Street Corp | 7,150,732 | $130.6M | 0.01% | +508,741+7.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,600,377 | $120.5M | 0.09% | +2,708,597+69.6% | Added |
| Nikko Asset Management Americas, Inc. | 5,974,664 | $109.1M | 1.05% | +2,704,039+82.7% | Added |
| 12 West Capital Management LP | 5,771,340 | $105.4M | 9.95% | +2,000,000+53.0% | Added |
| Geode Capital Management, LLC | 5,598,803 | $102.1M | 0.01% | +362,075+6.9% | Added |
| JPMorgan Chase & Co | 4,783,365 | $87.3M | 0.01% | +3,713,287+347.0% | Added |
| Dragoneer Investment Group, LLC | 4,540,985 | $82.9M | 1.80% | 00.0% | Unchanged |
| Norges Bank | 4,200,398 | $76.7M | 0.01% | +511,824+13.9% | Added |
| Granahan Investment Management Inc | 3,898,193 | $71.2M | 2.35% | +510,358+15.1% | Added |
| Meritage Group LP | 3,848,317 | $70.3M | 1.62% | +3,848,317 | New |
| Edmond de Rothschild Holding S.A. | 3,705,014 | $67.7M | 1.21% | +1,186,645+47.1% | Added |
| Eventide Asset Management, LLC | 3,650,066 | $66.7M | 1.09% | +723,992+24.7% | Added |
| XN LP | 3,587,886 | $65.5M | 4.34% | +3,587,886 | New |
| Morgan Stanley | 3,386,579 | $61.8M | 0.01% | −8,620,707−71.8% | Reduced |
| Atreides Management, LP | 3,336,752 | $60.9M | 2.19% | +3,336,752 | New |
| T. Rowe Price Investment Management, Inc. | 3,117,709 | $56.9M | 0.04% | +56,303+1.8% | Added |
| Eagle Asset Management Inc | 3,077,573 | $56.2M | 0.30% | −35,680−1.1% | Reduced |
| Two Sigma Investments, LP | 2,949,125 | $53.9M | 0.13% | +41,302+1.4% | Added |
| Lead Edge Capital Management, LLC | 2,774,100 | $50.7M | 13.54% | +2,774,100 | New |
| Gilder Gagnon Howe & Co LLC | 2,743,661 | $50.1M | 0.69% | −172,488−5.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,345,520 | $42.8M | 0.25% | +1,181,409+101.5% | Added |
| Charles Schwab Investment Management Inc | 2,310,196 | $42.2M | 0.01% | +150,425+7.0% | Added |
| HarbourVest Partners LLC | 2,282,878 | $41.7M | 13.96% | 00.0% | Unchanged |
| Northern Trust Corp | 2,117,193 | $38.7M | 0.01% | −42,815−2.0% | Reduced |
| Millennium Management LLC | 1,967,917 | $35.9M | 0.03% | −1,626,464−45.3% | Reduced |
| Bank of New York Mellon Corp | 1,891,592 | $34.5M | 0.01% | +26,719+1.4% | Added |
| First Trust Advisors LP | 1,864,989 | $34.1M | 0.04% | −622,462−25.0% | Reduced |
| Stephens Investment Management Group LLC | 1,775,418 | $32.4M | 0.47% | −32,520−1.8% | Reduced |
| Man Group plc | 1,671,353 | $30.5M | 0.09% | – | – |
| Armistice Capital, LLC | 1,662,070 | $30.3M | 0.81% | +424,711+34.3% | Added |
| Worldquant Millennium Advisors LLC | 1,622,012 | $29.6M | 0.41% | +6,914+0.4% | Added |
| Riverbridge Partners LLC | 1,556,814 | $28.4M | 0.36% | −60,930−3.8% | Reduced |
| Zevenbergen Capital Investments LLC | 1,394,703 | $25.5M | 0.59% | +832,393+148.0% | Added |
| Capital Fund Management S.A. | 1,384,460 | $25.3M | 0.32% | +413,060+42.5% | Added |
| Twin Tree Management, LP | 1,317,794 | $24.1M | 0.43% | +176,705+15.5% | Added |
| Marshall Wace, LLP | 1,294,959 | $23.6M | 0.05% | +1,294,959 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,285,731 | $23.5M | 0.06% | +1,513+0.1% | Added |
| Greenhouse Funds LLLP | 1,260,866 | $23.0M | 1.57% | +1,260,866 | New |
| NZS Capital, LLC | 1,144,689 | $20.9M | 1.10% | +507,322+79.6% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,095,761 | $20.0M | 0.14% | −346,393−24.0% | Reduced |
| UBS Asset Management Americas Inc | 1,095,097 | $20.0M | 0.01% | +8,411+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,078,900 | $19.7M | 0.09% | −372,292−25.7% | Reduced |
| Glynn Capital Management LLC | 1,060,257 | $19.4M | 3.62% | −14,217−1.3% | Reduced |
| Nuveen Asset Management, LLC | 1,034,147 | $18.9M | 0.01% | −217,378−17.4% | Reduced |
| Swiss National Bank | 1,027,800 | $18.8M | 0.01% | +33,500+3.4% | Added |
| Dimensional Fund Advisors LP | 1,023,321 | $18.7M | 0.01% | +179,094+21.2% | Added |
| Renaissance Technologies LLC | 1,008,700 | $18.4M | 0.03% | −1,625,400−61.7% | Reduced |
| Aquatic Capital Management LLC | 958,700 | $17.5M | 0.45% | +515,500+116.3% | Added |
| Schonfeld Strategic Advisors LLC | 898,178 | $16.4M | 0.13% | +72,483+8.8% | Added |
| AQR Capital Management LLC | 894,080 | $16.3M | 0.03% | +212,682+31.2% | Added |
| Victory Capital Management Inc | 874,976 | $16.0M | 0.02% | −438,914−33.4% | Reduced |
| Capital International Inc | 851,969 | $15.6M | 0.24% | +64,204+8.2% | Added |
| Alta Park Capital, LP | 802,161 | $14.6M | 1.51% | +802,161 | New |
| SCS Capital Management LLC | 791,544 | $14.5M | 0.33% | +791,544 | New |
| Park West Asset Management LLC | 741,141 | $13.5M | 1.33% | +245,500+49.5% | Added |
| Legal & General Group Plc | 665,287 | $12.1M | 0.00% | −107,440−13.9% | Reduced |
| Technology Crossover Management X, Ltd. | 625,000 | $11.4M | 1.34% | 00.0% | Unchanged |
| SEI Investments Co | 619,681 | $11.3M | 0.02% | −71,337−10.3% | Reduced |
| Citadel Advisors LLC | 616,890 | $11.3M | 0.01% | −404,999−39.6% | Reduced |
| Bank of America Corp | 597,752 | $10.9M | 0.00% | −29,852−4.8% | Reduced |
| Flight Deck Capital, LP | 543,774 | $9.93M | 12.13% | +94,900+21.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 271,523 | $9.64M | 0.13% | +271,523 | New |
| New York State Common Retirement Fund | 517,261 | $9.45M | 0.01% | −36,015−6.5% | Reduced |
| California Public Employees Retirement System | 501,887 | $9.16M | 0.01% | −16,902−3.3% | Reduced |
| Invesco Ltd. | 496,780 | $9.07M | 0.00% | −207,841−29.5% | Reduced |
| Hillman Co | 487,003 | $8.89M | 4.18% | 00.0% | Unchanged |
| Trexquant Investment LP | 471,574 | $8.61M | 0.19% | +319,134+209.4% | Added |
| California State Teachers Retirement System | 471,570 | $8.61M | 0.01% | −4,205−0.9% | Reduced |
| Rhumbline Advisers | 459,087 | $8.38M | 0.01% | −374−0.1% | Reduced |
| Blair William & Co | 457,957 | $8.36M | 0.03% | −1,295,154−73.9% | Reduced |
| Barclays PLC | 455,820 | $8.32M | 0.00% | +244,149+115.3% | Added |
| Wildcat Capital Management, LLC | 445,903 | $8.14M | 2.82% | +445,903 | New |
| Mirae Asset Global Investments Co., Ltd. | 417,486 | $7.62M | 0.02% | −18,128−4.2% | Reduced |
| Two Sigma Advisers, LP | 390,800 | $7.14M | 0.02% | +284,100+266.3% | Added |
| Ensign Peak Advisors, Inc | 379,305 | $6.93M | 0.01% | +155,968+69.8% | Added |
| Independent Family Office, LLC | 375,000 | $6.85M | 3.87% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 352,532 | $6.44M | 0.01% | +340,340+2,791.5% | Added |
| Citigroup Inc | 351,375 | $6.42M | 0.01% | −13,339−3.7% | Reduced |
| Ghisallo Capital Management LLC | 347,222 | $6.34M | 0.66% | +347,222 | New |
| Deutsche Bank AG | 339,421 | $6.20M | 0.00% | +75,845+28.8% | Added |
| Whetstone Capital Advisors, LLC | 335,856 | $6.13M | 3.08% | +21,891+7.0% | Added |
| Blue Owl Capital Holdings LP | 5,890,274 | $6.04M | 1.44% | +5,567,696+1,726.0% | Added |
| Sora Investors LLC | 330,000 | $6.03M | 1.02% | +330,000 | New |
| UBS Group AG | 329,930 | $6.02M | 0.00% | +81,706+32.9% | Added |
| GTS Securities LLC | 311,609 | $5.69M | 0.12% | +236,550+315.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 308,444 | $5.63M | 1.39% | +308,444 | New |
| Jane Street Group, LLC | 307,270 | $5.61M | 0.01% | +108,182+54.3% | Added |
| Gillson Capital LP | 301,646 | $5.51M | 0.58% | +301,646 | New |
| Wells Fargo & Company | 300,157 | $5.48M | 0.00% | −332,662−52.6% | Reduced |