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 |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 1,662,070 | $30.3M | 0.81% | +424,711+34.3% | Added |
| Man Group plc | 1,671,353 | $30.5M | 0.09% | – | – |
| Stephens Investment Management Group LLC | 1,775,418 | $32.4M | 0.47% | −32,520−1.8% | Reduced |
| First Trust Advisors LP | 1,864,989 | $34.1M | 0.04% | −622,462−25.0% | Reduced |
| Bank of New York Mellon Corp | 1,891,592 | $34.5M | 0.01% | +26,719+1.4% | Added |
| Millennium Management LLC | 1,967,917 | $35.9M | 0.03% | −1,626,464−45.3% | Reduced |
| Northern Trust Corp | 2,117,193 | $38.7M | 0.01% | −42,815−2.0% | Reduced |
| HarbourVest Partners LLC | 2,282,878 | $41.7M | 13.96% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 2,310,196 | $42.2M | 0.01% | +150,425+7.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,345,520 | $42.8M | 0.25% | +1,181,409+101.5% | Added |
| Gilder Gagnon Howe & Co LLC | 2,743,661 | $50.1M | 0.69% | −172,488−5.9% | Reduced |
| Lead Edge Capital Management, LLC | 2,774,100 | $50.7M | 13.54% | +2,774,100 | New |
| Two Sigma Investments, LP | 2,949,125 | $53.9M | 0.13% | +41,302+1.4% | Added |
| Eagle Asset Management Inc | 3,077,573 | $56.2M | 0.30% | −35,680−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,117,709 | $56.9M | 0.04% | +56,303+1.8% | Added |
| Atreides Management, LP | 3,336,752 | $60.9M | 2.19% | +3,336,752 | New |
| Morgan Stanley | 3,386,579 | $61.8M | 0.01% | −8,620,707−71.8% | Reduced |
| XN LP | 3,587,886 | $65.5M | 4.34% | +3,587,886 | New |
| Eventide Asset Management, LLC | 3,650,066 | $66.7M | 1.09% | +723,992+24.7% | Added |
| Edmond de Rothschild Holding S.A. | 3,705,014 | $67.7M | 1.22% | +1,186,645+47.1% | Added |
| Meritage Group LP | 3,848,317 | $70.3M | 1.62% | +3,848,317 | New |
| Granahan Investment Management Inc | 3,898,193 | $71.2M | 2.35% | +510,358+15.1% | Added |
| Norges Bank | 4,200,398 | $76.7M | 0.01% | +511,824+13.9% | Added |
| Dragoneer Investment Group, LLC | 4,540,985 | $82.9M | 1.80% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,783,365 | $87.3M | 0.01% | +3,713,287+347.0% | Added |
| Geode Capital Management, LLC | 5,598,803 | $102.1M | 0.01% | +362,075+6.9% | Added |
| 12 West Capital Management LP | 5,771,340 | $105.4M | 9.95% | +2,000,000+53.0% | Added |
| Nikko Asset Management Americas, Inc. | 5,974,664 | $109.1M | 1.05% | +2,704,039+82.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,600,377 | $120.5M | 0.09% | +2,708,597+69.6% | Added |
| State Street Corp | 7,150,732 | $130.6M | 0.01% | +508,741+7.7% | Added |
| Greenoaks Capital Partners LLC | 8,841,611 | $161.4M | 18.78% | +816,075+10.2% | Added |
| Generation Investment Management LLP | 9,052,713 | $165.3M | 0.75% | −14,409−0.2% | Reduced |
| Champlain Investment Partners, LLC | 9,142,966 | $167.0M | 0.99% | +761,601+9.1% | Added |
| Abdiel Capital Advisors, LP | 10,913,464 | $199.3M | 10.37% | +37,091+0.3% | Added |
| Durable Capital Partners LP | 13,582,931 | $248.0M | 1.96% | +824,361+6.5% | Added |
| HMI Capital Management, L.P. | 15,189,265 | $277.4M | 12.03% | +808,244+5.6% | Added |
| Price T Rowe Associates Inc | 16,078,912 | $293.6M | 0.04% | +4,130,812+34.6% | Added |
| FMR LLC | 17,170,518 | $313.5M | 0.02% | −7,863,329−31.4% | Reduced |
| BlackRock Inc. | 20,266,075 | $370.1M | 0.01% | +1,129,380+5.9% | Added |
| Capital International Investors | 29,349,685 | $535.9M | 0.12% | +2,449,778+9.1% | Added |
| Vanguard Group Inc | 36,677,371 | $669.7M | 0.01% | +1,598,248+4.6% | Added |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,441,100−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −3,683,886−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,338,163−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,264,400−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,191,580−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −1,168,871−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −1,103,000−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −702,318−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −436,697−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −394,159−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −360,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −342,817−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −314,000−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −283,100−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −272,482−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −270,405−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −269,552−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −227,068−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −189,531−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −158,917−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −93,927−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −83,404−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −77,034−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −73,425−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −68,274−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −51,958−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −51,746−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −51,018−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −42,726−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −41,748−100.0% | Sold out |
| StepStone Group LP | 0 | $0 | 0.00% | −39,369−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −39,145−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −35,864−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −34,037−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −29,788−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −29,247−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −28,461−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −27,255−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −27,120−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −25,987−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −25,894−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,297−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −19,990−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −19,684−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −18,006−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −17,649−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −14,495−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −12,889−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,707−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −12,208−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,730−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −8,196−100.0% | Sold out |