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, 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 | $13.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 48 | $0 | 0.00% | +24+100.0% | Added |
| CVA Family Office, LLC | 1 | $18 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 9 | $165 | 0.00% | −2−18.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $165 | 0.00% | +9 | New |
| Lee Financial Co | 14 | $256 | 0.00% | −79−84.9% | Reduced |
| Financial Freedom, LLC | 15 | $274 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16 | $293 | 0.00% | −85−84.2% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $366 | 0.00% | −1,757−98.9% | Reduced |
| Massmutual Trust Co FSB | 33 | $603 | 0.00% | +33 | New |
| Vima LLC | 35 | $639 | 0.00% | +35 | New |
| Lindbrook Capital, LLC | 37 | $676 | 0.00% | −32−46.4% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $676 | 0.00% | −15−28.8% | Reduced |
| Rise Advisors, LLC | 50 | $913 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $913 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | +45+150.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| Ronald Blue Trust, Inc. | 48 | $1.00K | 0.00% | +48 | New |
| Northwest Financial Advisors | 69 | $1.26K | 0.00% | +69 | New |
| Smartleaf Asset Management LLC | 78 | $1.48K | 0.00% | +78 | New |
| Able Wealth Management LLC | 83 | $1.52K | 0.00% | +83 | New |
| Bell Investment Advisors, Inc | 96 | $1.75K | 0.00% | −92−48.9% | Reduced |
| Westside Investment Management, Inc. | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $1.83K | 0.00% | +100 | New |
| Winthrop Capital Management, LLC | 100 | $1.83K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 104 | $1.90K | 0.00% | +88+550.0% | Added |
| Cutler Group LP | 121 | $2.00K | 0.00% | −15,153−99.2% | Reduced |
| Financial Perspectives, Inc | 125 | $2.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 131 | $2.39K | 0.00% | +77+142.6% | Added |
| Macroview Investment Management LLC | 146 | $2.67K | 0.00% | −385−72.5% | Reduced |
| Atticus Wealth Management, LLC | 165 | $3.01K | 0.00% | +65+65.0% | Added |
| Plato Investment Management Ltd | 171 | $3.12K | 0.00% | +171 | New |
| Castleview Partners, LLC | 200 | $3.65K | 0.00% | −1,936−90.6% | Reduced |
| Baldwin Brothers Inc | 200 | $3.65K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $3.65K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 245 | $4.47K | 0.00% | +245 | New |
| Coston, McIsaac & Partners | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $5.00K | 0.00% | +200+200.0% | Added |
| RFP Financial Group LLC | 300 | $5.48K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 309 | $5.64K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 350 | $6.39K | 0.00% | +350 | New |
| Global Wealth Management Investment Advisory, Inc. | 350 | $6.39K | 0.00% | +350 | New |
| Venturi Wealth Management, LLC | 385 | $7.03K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 396 | $7.23K | 0.00% | −118−23.0% | Reduced |
| BKM Wealth Management, LLC | 400 | $7.30K | 0.00% | +400 | New |
| EverSource Wealth Advisors, LLC | 431 | $7.87K | 0.00% | +256+146.3% | Added |
| Stephens Inc | 491 | $8.97K | 0.00% | −51,668−99.1% | Reduced |
| Covestor Ltd | 511 | $9.00K | 0.01% | +13+2.6% | Added |
| Harbour Investments, Inc. | 500 | $9.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $9.13K | 0.00% | +500 | New |
| Ancora Advisors, LLC | 514 | $9.39K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 540 | $9.86K | 0.00% | +201+59.3% | Added |
| Parallel Advisors, LLC | 542 | $9.90K | 0.00% | −54−9.1% | Reduced |
| Ci Investments Inc. | 534 | $10.0K | 0.00% | +39+7.9% | Added |
| Manchester Capital Management LLC | 569 | $10.4K | 0.00% | −10,183−94.7% | Reduced |
| Geneos Wealth Management Inc. | 600 | $11.0K | 0.00% | +100+20.0% | Added |
| Capital Analysts, LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 639 | $11.7K | 0.01% | 00.0% | Unchanged |
| First Beijing Investment Ltd | 642 | $11.7K | 0.00% | +642 | New |
| Global Retirement Partners, LLC | 723 | $12.5K | 0.00% | −528−42.2% | Reduced |
| GAMMA Investing LLC | 759 | $13.5K | 0.00% | +759 | New |
| Caitlin John, LLC | 750 | $13.7K | 0.01% | +750 | New |
| GWM Advisors LLC | 940 | $17.2K | 0.00% | −5,232−84.8% | Reduced |
| Park Place Capital Corp | 999 | $18.2K | 0.01% | −134−11.8% | Reduced |
| Avalon Trust Co | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,100 | $20.1K | 0.00% | +1,100 | New |
| Coppell Advisory Solutions LLC | 1,106 | $20.2K | 0.00% | +1,106 | New |
| Quarry LP | 1,139 | $20.8K | 0.01% | +34+3.1% | Added |
| Whittier Trust Co | 1,392 | $25.4K | 0.00% | −268−16.1% | Reduced |
| Huntington National Bank | 1,406 | $25.7K | 0.00% | +672+91.6% | Added |
| The PNC Financial Services Group, Inc. | 1,517 | $27.7K | 0.00% | −688−31.2% | Reduced |
| Spire Wealth Management | 1,618 | $28.1K | 0.00% | −220−12.0% | Reduced |
| Principal Securities, Inc. | 1,616 | $29.5K | 0.00% | +1,616 | New |
| Cape Investment Advisory, Inc. | 1,692 | $30.9K | 0.02% | +1,692 | New |
| UniSuper Management Pty Ltd | 1,700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,822 | $33.3K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,000 | $36.5K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,059 | $38.0K | 0.08% | −15,817−88.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,400 | $43.8K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,387 | $44.0K | 0.00% | −1,133−32.2% | Reduced |
| Baystate Wealth Management LLC | 2,435 | $44.5K | 0.00% | +896+58.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,565 | $46.8K | 0.00% | −418,567−99.4% | Reduced |
| Garner Asset Management Corp | 2,440 | $46.9K | 0.02% | +2,440 | New |
| EntryPoint Capital, LLC | 2,858 | $52.2K | 0.05% | +2,858 | New |
| Desjardins Global Asset Management Inc. | 2,869 | $52.4K | 0.01% | +33+1.2% | Added |
| Advisors Asset Management, Inc. | 2,956 | $54.0K | 0.00% | +540+22.4% | Added |
| Ostrum Asset Management | 3,279 | $59.9K | 0.01% | +14+0.4% | Added |
| Canton Hathaway, LLC | 3,411 | $62.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,608 | $65.9K | 0.00% | +400+12.5% | Added |
| Bogart Wealth, LLC | 4,043 | $73.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,085 | $74.6K | 0.00% | +3,092+311.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,105 | $75.0K | 0.03% | +2,105+105.3% | Added |
| Orion Capital Management LLC | 4,350 | $79.4K | 0.05% | +800+22.5% | Added |
| GPS Wealth Strategies Group, LLC | 4,983 | $91.0K | 0.02% | +4,230+561.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,000 | $91.3K | 0.04% | −8,155−62.0% | Reduced |
| St Germain D J Co Inc | 5,000 | $91.3K | 0.00% | +5,000 | New |
| Symmetry Peak Management LLC | 5,000 | $91.3K | 0.35% | +5,000 | New |
| Advisory Services Network, LLC | 5,039 | $92.0K | 0.00% | +5,039 | New |