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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 26,095 | $476.0K | 0.01% | −2,170−7.7% | Reduced |
| WCG Wealth Advisors LLC | 26,700 | $488.0K | 0.04% | +26,700 | New |
| Brown Advisory Inc | 27,001 | $493.0K | 0.00% | +140+0.5% | Added |
| Silvercrest Asset Management Group LLC | 27,439 | $501.0K | 0.00% | +27,439 | New |
| DekaBank Deutsche Girozentrale | 27,343 | $510.0K | 0.00% | +1,608+6.2% | Added |
| Maryland State Retirement & Pension System | 27,998 | $511.2K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 28,002 | $511.3K | 0.09% | +28,002 | New |
| Nordea Investment Management AB | 28,004 | $512.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 28,192 | $514.8K | 0.00% | +28,192 | New |
| Elo Mutual Pension Insurance Co | 28,696 | $524.0K | 0.01% | +2,826+10.9% | Added |
| Michael & Susan Dell Foundation | 29,395 | $536.8K | 0.03% | +29,395 | New |
| Parallax Volatility Advisers, L.P. | 32,271 | $589.3K | 0.02% | +14,185+78.4% | Added |
| Chicago Partners Investment Group LLC | 37,047 | $603.5K | 0.03% | +5,787+18.5% | Added |
| Hongkou Capital LP | 35,225 | $643.2K | 4.46% | +20,000+131.4% | Added |
| Seven Eight Capital, LP | 35,632 | $650.6K | 0.08% | +16,755+88.8% | Added |
| Principal Financial Group Inc | 36,602 | $668.4K | 0.00% | −7,207−16.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 37,000 | $675.6K | 0.56% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 37,084 | $677.2K | 0.00% | +27+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 37,390 | $682.7K | 0.00% | +160.0% | Added |
| Capital Investment Counsel, Inc | 37,800 | $690.2K | 0.12% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 37,813 | $690.5K | 0.01% | +10,193+36.9% | Added |
| Sachetta, LLC | 38,100 | $695.7K | 0.33% | +38,100 | New |
| Nissay Asset Management Corp | 38,115 | $696.0K | 0.01% | +4,132+12.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,267 | $698.8K | 0.00% | −10,486−21.5% | Reduced |
| Lewis Asset Management, LLC | 38,343 | $700.1K | 0.64% | +38,343 | New |
| Mercer Global Advisors Inc | 38,889 | $710.0K | 0.00% | +20,502+111.5% | Added |
| Public Employees Retirement Association of Colorado | 39,158 | $715.0K | 0.00% | −2,601−6.2% | Reduced |
| Daiwa Securities Group Inc. | 39,372 | $719.0K | 0.00% | −80,728−67.2% | Reduced |
| Mariner, LLC | 39,668 | $724.3K | 0.00% | −2,591−6.1% | Reduced |
| Mirador Capital Partners LP | 39,699 | $724.9K | 0.15% | +39,699 | New |
| Romano Brothers and Company | 40,082 | $731.9K | 0.11% | 00.0% | Unchanged |
| DnB Asset Management AS | 40,532 | $740.1K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 40,915 | $747.1K | 0.01% | +300+0.7% | Added |
| Integrated Wealth Concepts LLC | 41,376 | $755.5K | 0.01% | +41,376 | New |
| Cresset Asset Management, LLC | 41,488 | $757.6K | 0.00% | −1,026−2.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 41,379 | $777.9K | 0.51% | +41,379 | New |
| Toronto Dominion Bank | 42,758 | $780.8K | 0.00% | −16,240−27.5% | Reduced |
| Park Avenue Securities LLC | 42,921 | $784.0K | 0.01% | +42,921 | New |
| HRT Financial LP | 42,940 | $784.0K | 0.01% | +42,940 | New |
| Neuberger Berman Group LLC | 43,422 | $792.9K | 0.00% | −4,082−8.6% | Reduced |
| Wolverine Trading, LLC | 44,528 | $813.1K | 0.01% | +19,874+80.6% | Added |
| Xponance, Inc. | 46,436 | $847.9K | 0.01% | −4,084−8.1% | Reduced |
| Axq Capital, LP | 47,015 | $858.5K | 0.23% | +23,215+97.5% | Added |
| Advisor Group Holdings, Inc. | 47,198 | $861.7K | 0.00% | −11,500−19.6% | Reduced |
| Susquehanna International Group, LLP | 47,428 | $866.0K | 0.00% | −240,119−83.5% | Reduced |
| TBH Global Asset Management, LLC | 47,507 | $867.5K | 0.18% | −1,295−2.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 47,523 | $868.0K | 0.09% | +18,808+65.5% | Added |
| Diversified Trust Co | 47,954 | $875.6K | 0.03% | +5,678+13.4% | Added |
| Northwestern Mutual Wealth Management Co | 48,280 | $881.6K | 0.00% | +15,686+48.1% | Added |
| Blueshift Asset Management, LLC | 49,988 | $912.8K | 0.49% | −1,216−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,700 | $926.0K | 0.01% | +17,100+50.9% | Added |
| IFM Investors Pty Ltd | 51,183 | $935.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 52,142 | $952.1K | 0.00% | +14,221+37.5% | Added |
| Bridger Management, LLC | 52,692 | $962.2K | 0.37% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 52,847 | $965.0K | 0.35% | +52,847 | New |
| Harbor Capital Advisors, Inc. | 53,165 | $970.8K | 0.19% | +23,850+81.4% | Added |
| Korea Investment CORP | 54,086 | $987.6K | 0.00% | +4,697+9.5% | Added |
| Great Valley Advisor Group, Inc. | 54,300 | $991.5K | 0.03% | −4,000−6.9% | Reduced |
| RSM US Wealth Management LLC | 55,590 | $1.02M | 0.03% | +55,590 | New |
| Caisse de Depot Et Placement du Quebec | 55,770 | $1.02M | 0.00% | −121,830−68.6% | Reduced |
| Washington Harbour Partners LP | 57,600 | $1.05M | 2.02% | −5,600−8.9% | Reduced |
| Trevian Wealth Management LLC | 58,090 | $1.06M | 0.83% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,210 | $1.08M | 0.00% | +2,577+4.6% | Added |
| Captrust Financial Advisors | 59,824 | $1.09M | 0.00% | +15,492+34.9% | Added |
| Cerity Partners LLC | 60,580 | $1.11M | 0.00% | +40,068+195.3% | Added |
| Group One Trading, L.P. | 61,114 | $1.12M | 0.04% | +22,998+60.3% | Added |
| Bank of Montreal | 59,561 | $1.13M | 0.00% | +34,149+134.4% | Added |
| Crestone Asset Management LLC | 62,255 | $1.14M | 0.26% | −5,848−8.6% | Reduced |
| Handelsbanken Fonder AB | 62,400 | $1.14M | 0.01% | +9,700+18.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 62,969 | $1.15M | 0.01% | +3,603+6.1% | Added |
| Creative Planning | 63,356 | $1.16M | 0.00% | −884−1.4% | Reduced |
| QRG Capital Management, Inc. | 63,768 | $1.16M | 0.02% | +34,504+117.9% | Added |
| Manufacturers Life Insurance Company, The | 64,726 | $1.18M | 0.00% | +3,304+5.4% | Added |
| Empowered Funds, LLC | 64,737 | $1.18M | 0.03% | +8,939+16.0% | Added |
| Teza Capital Management LLC | 64,904 | $1.19M | 0.20% | +51,273+376.1% | Added |
| Ieq Capital, LLC | 66,645 | $1.22M | 0.02% | +11,435+20.7% | Added |
| Aigen Investment Management, LP | 67,037 | $1.22M | 0.22% | −73,412−52.3% | Reduced |
| IPG Investment Advisors LLC | 72,500 | $1.32M | 0.26% | +35,000+93.3% | Added |
| Bessemer Group Inc | 72,879 | $1.33M | 0.00% | +5,528+8.2% | Added |
| Oppenheimer Asset Management Inc. | 73,929 | $1.35M | 0.02% | −21,316−22.4% | Reduced |
| PDT Partners, LLC | 75,681 | $1.38M | 0.15% | +37,700+99.3% | Added |
| ClariVest Asset Management LLC | 75,934 | $1.39M | 0.08% | −64−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 76,100 | $1.39M | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 78,300 | $1.43M | 0.15% | 00.0% | Unchanged |
| Amalgamated Bank | 79,283 | $1.45M | 0.01% | −16,026−16.8% | Reduced |
| Walleye Capital LLC | 81,653 | $1.49M | 0.02% | +81,653 | New |
| Gsa Capital Partners LLP | 84,969 | $1.55M | 0.13% | +84,969 | New |
| Bradley Foster & Sargent Inc | 85,905 | $1.57M | 0.03% | −143,465−62.5% | Reduced |
| Arizona State Retirement System | 90,333 | $1.65M | 0.01% | +6,006+7.1% | Added |
| HSBC Holdings PLC | 90,222 | $1.65M | 0.00% | +39,166+76.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 99,162 | $1.81M | 0.07% | −366−0.4% | Reduced |
| Summit Trail Advisors, LLC | 100,638 | $1.84M | 0.06% | −444−0.4% | Reduced |
| Seaport Global Advisors, LLC | 101,200 | $1.85M | 4.43% | +101,200 | New |
| Beaumont Financial Advisors, LLC | 103,026 | $1.88M | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 106,616 | $1.95M | 0.00% | −16,595−13.5% | Reduced |
| Pictet Asset Management Holding SA | 109,506 | $2.00M | 0.00% | +19,782+22.0% | Added |
| Rockefeller Capital Management L.P. | 109,919 | $2.01M | 0.01% | +66,095+150.8% | Added |
| Edgestream Partners, L.P. | 112,255 | $2.05M | 0.15% | +112,255 | New |
| Ameriprise Financial Inc | 115,131 | $2.10M | 0.00% | −610,451−84.1% | Reduced |
| Russell Investments Group, Ltd. | 115,144 | $2.10M | 0.00% | −6,094−5.0% | Reduced |