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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 5,321 | $97.2K | 0.02% | −175−3.2% | Reduced |
| Parkside Financial Bank & Trust | 5,438 | $99.3K | 0.02% | +468+9.4% | Added |
| Comerica Bank | 5,560 | $101.5K | 0.00% | +2,006+56.4% | Added |
| Vestcor Inc | 5,746 | $105.0K | 0.00% | −98−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,903 | $108.0K | 0.00% | +4,617+359.0% | Added |
| American International Group, Inc. | 5,994 | $109.5K | 0.00% | −163−2.6% | Reduced |
| Fred Alger Management, LLC | 6,140 | $112.1K | 0.00% | −2,456,662−99.8% | Reduced |
| Macquarie Group Ltd | 6,197 | $113.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $140.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,704 | $140.7K | 0.00% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 7,865 | $143.6K | 0.04% | +744+10.4% | Added |
| Degroof Petercam Asset Management | 8,000 | $146.1K | 0.00% | +8,000 | New |
| Intrepid Capital Management Inc | 8,054 | $147.1K | 0.10% | +3,486+76.3% | Added |
| Rakuten Securities, Inc. | 8,219 | $150.1K | 0.12% | +8,219 | New |
| HM Payson & Co | 8,250 | $150.6K | 0.00% | +8,050+4,025.0% | Added |
| MeadowBrook Investment Advisors LLC | 8,690 | $158.7K | 0.15% | +8,690 | New |
| IFP Advisors, Inc | 9,392 | $171.5K | 0.01% | −267−2.8% | Reduced |
| Integrated Advisors Network LLC | 10,172 | $185.7K | 0.01% | +10,172 | New |
| Mayflower Financial Advisors, LLC | 10,232 | $186.8K | 0.03% | −14−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 10,273 | $187.6K | 0.00% | −911,709−98.9% | Reduced |
| Wealth Management Partners, LLC | 10,443 | $190.7K | 0.11% | +10,443 | New |
| Quest Partners LLC | 10,635 | $194.2K | 0.04% | +10,635 | New |
| Janus Henderson Group PLC | 10,700 | $195.4K | 0.00% | −373−3.4% | Reduced |
| Venture Visionary Partners LLC | 10,800 | $197.2K | 0.01% | +10,800 | New |
| Intech Investment Management LLC | 10,805 | $197.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,987 | $201.0K | 0.01% | +6,922+170.3% | Added |
| EPIQ Capital Group, LLC | 11,070 | $202.1K | 0.10% | +351+3.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 11,157 | $203.7K | 0.01% | −400−3.5% | Reduced |
| Verition Fund Management LLC | 11,182 | $204.2K | 0.00% | −158,306−93.4% | Reduced |
| M&T Bank Corp | 11,217 | $204.8K | 0.00% | +829+8.0% | Added |
| Stevens Capital Management LP | 11,351 | $207.0K | 0.05% | +11,351 | New |
| D.A. Davidson & Co. | 11,445 | $209.0K | 0.00% | +312+2.8% | Added |
| Gamco Investors, Inc. Et Al | 11,500 | $210.0K | 0.00% | +1,500+15.0% | Added |
| Ar Asset Management Inc | 11,800 | $215.0K | 0.06% | 00.0% | Unchanged |
| APG Asset Management N.V. | 13,301 | $219.9K | 0.00% | +510+4.0% | Added |
| Nebula Research & Development LLC | 12,204 | $222.8K | 0.07% | +12,204 | New |
| Cetera Advisor Networks LLC | 12,350 | $225.5K | 0.00% | +12,350 | New |
| Cambridge Investment Research Advisors, Inc. | 12,388 | $226.0K | 0.00% | +12,388 | New |
| Mirabella Financial Services LLP | 12,950 | $236.5K | 0.03% | +12,950 | New |
| Staley Capital Advisers Inc | 12,995 | $237.3K | 0.01% | +12,995 | New |
| Frontier Capital Management Co LLC | 13,015 | $237.7K | 0.00% | −556−4.1% | Reduced |
| Whalen Wealth Management Inc. | 13,468 | $245.9K | 0.22% | +13,468 | New |
| Legacy Advisors, LLC | 13,469 | $245.9K | 0.03% | −1,888−12.3% | Reduced |
| Walleye Trading LLC | 13,707 | $250.3K | 0.00% | +4,633+51.1% | Added |
| Prudential Financial Inc | 13,753 | $251.1K | 0.00% | +2,193+19.0% | Added |
| FDx Advisors, Inc. | 13,877 | $253.0K | 0.02% | +797+6.1% | Added |
| Regatta Capital Group, LLC | 13,911 | $254.0K | 0.07% | +13,911 | New |
| Envestnet Portfolio Solutions, Inc. | 13,985 | $255.4K | 0.00% | +774+5.9% | Added |
| NinePointTwo Capital | 14,101 | $257.0K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 14,095 | $257.4K | 0.03% | +14,095 | New |
| Chicago Capital, LLC | 14,323 | $261.5K | 0.01% | +14,323 | New |
| Prudential PLC | 14,421 | $263.3K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,639 | $267.3K | 0.01% | +14,639 | New |
| Pathstone Holdings, LLC | 14,751 | $269.4K | 0.00% | +14,751 | New |
| Teacher Retirement System of Texas | 15,042 | $275.0K | 0.00% | −8,896−37.2% | Reduced |
| Truvestments Capital LLC | 15,065 | $275.1K | 0.12% | +1,625+12.1% | Added |
| Allianz Asset Management GmbH | 15,335 | $280.0K | 0.00% | −6,034−28.2% | Reduced |
| Montis Financial, LLC | 15,416 | $281.5K | 0.17% | +15,416 | New |
| Cary Street Partner Investment Advisory LLC | 15,460 | $282.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 15,460 | $282.3K | 0.05% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 15,549 | $284.0K | 0.12% | +15,549 | New |
| Davy Global Fund Management Ltd | 15,559 | $284.1K | 0.03% | +15,559 | New |
| Pinnacle Associates Ltd | 15,750 | $287.6K | 0.00% | +3,450+28.0% | Added |
| Brevan Howard Capital Management LP | 15,889 | $290.1K | 0.03% | +15,889 | New |
| Wellington Shields & Co., LLC | 16,200 | $295.8K | 0.11% | +16,200 | New |
| Element Pointe Advisors, LLC | 16,291 | $297.5K | 0.09% | +16,291 | New |
| Graham Capital Management, L.P. | 16,319 | $298.0K | 0.01% | −50,985−75.8% | Reduced |
| AtonRa Partners | 16,569 | $302.6K | 0.60% | −3,547−17.6% | Reduced |
| Triumph Capital Management | 16,655 | $304.1K | 0.13% | +2,980+21.8% | Added |
| Woodline Partners LP | 17,233 | $314.7K | 0.00% | −12,367−41.8% | Reduced |
| Oak Thistle LLC | 17,260 | $315.2K | 0.09% | −36,065−67.6% | Reduced |
| JustInvest LLC | 17,511 | $319.8K | 0.01% | −1,311−7.0% | Reduced |
| Virtu Financial LLC | 17,669 | $323.0K | 0.03% | −19,927−53.0% | Reduced |
| Values First Advisors, Inc. | 18,113 | $330.7K | 0.20% | −14,506−44.5% | Reduced |
| Bank of Nova Scotia | 18,190 | $332.1K | 0.00% | +18,190 | New |
| Leonteq Securities AG | 18,570 | $339.1K | 0.04% | +18,370+9,185.0% | Added |
| Simplex Trading, LLC | 18,623 | $340.0K | 0.01% | +18,623 | New |
| SG Americas Securities, LLC | 18,907 | $345.0K | 0.00% | −89,988−82.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,897 | $345.1K | 0.00% | −2,758−12.7% | Reduced |
| HAP Trading, LLC | 19,316 | $352.7K | 0.10% | +19,316 | New |
| Yarbrough Capital, LLC | 20,787 | $379.6K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 20,910 | $381.8K | 0.19% | −225−1.1% | Reduced |
| Beck Mack & Oliver LLC | 20,920 | $382.0K | 0.01% | +5,000+31.4% | Added |
| KBC Group NV | 21,029 | $384.0K | 0.00% | +897+4.5% | Added |
| Fox Run Management, L.L.C. | 21,045 | $384.3K | 0.10% | +21,045 | New |
| Clearstead Advisors, LLC | 21,401 | $390.8K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 21,479 | $392.2K | 0.00% | −59,350−73.4% | Reduced |
| Apollon Wealth Management, LLC | 21,544 | $393.4K | 0.01% | −2,158−9.1% | Reduced |
| MML Investors Services, LLC | 21,995 | $402.0K | 0.00% | +10,095+84.8% | Added |
| American Century Companies Inc | 22,067 | $402.9K | 0.00% | +1,043+5.0% | Added |
| Royal Fund Management, LLC | 22,100 | $403.5K | 0.05% | +22,100 | New |
| Gotham Asset Management, LLC | 22,231 | $405.9K | 0.01% | +22,231 | New |
| Systematic Portfolios LLC | 22,861 | $417.4K | 1.26% | +22,861 | New |
| Meiji Yasuda Life Insurance Co | 22,900 | $418.2K | 0.01% | 00.0% | Unchanged |
| Ceera Investments, LLC | 23,000 | $420.0K | 0.20% | +23,000 | New |
| Ellevest, Inc. | 23,568 | $430.4K | 0.03% | −3,851−14.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,776 | $434.1K | 0.01% | +175+0.7% | Added |
| Picton Mahoney Asset Management | 23,836 | $435.0K | 0.02% | +23,836 | New |
| Bridgefront Capital, LLC | 25,375 | $463.3K | 0.35% | +25,375 | New |
| Knollwood Investment Advisory, LLC | 26,020 | $475.1K | 0.10% | 00.0% | Unchanged |