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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 276,488 | $5.04M | 0.01% | −9,197−3.2% | Reduced |
| Vista Equity Partners Management, LLC | 273,644 | $5.00M | 0.12% | −146,596−34.9% | Reduced |
| State of Wisconsin Investment Board | 271,930 | $4.97M | 0.01% | −4,134−1.5% | Reduced |
| Goldman Sachs Group Inc | 266,918 | $4.87M | 0.00% | −1,720,658−86.6% | Reduced |
| HighTower Advisors, LLC | 256,848 | $4.69M | 0.01% | −9,615−3.6% | Reduced |
| Landscape Capital Management, L.L.C. | 240,021 | $4.38M | 0.39% | +215,167+865.7% | Added |
| State Board of Administration of Florida Retirement System | 230,722 | $4.21M | 0.01% | +570.0% | Added |
| Wade G W & Inc | 226,847 | $4.14M | 0.13% | −5,107−2.2% | Reduced |
| Voya Investment Management LLC | 225,607 | $4.12M | 0.00% | −422,581−65.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 223,427 | $4.08M | 1.63% | +30,873+16.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 213,416 | $3.90M | 0.41% | −301,146−58.5% | Reduced |
| Credit Suisse AG | 213,366 | $3.90M | 0.00% | +6,683+3.2% | Added |
| Berylson Capital Partners, LLC | 209,600 | $3.83M | 7.11% | +96,900+86.0% | Added |
| Envestnet Asset Management Inc | 208,038 | $3.80M | 0.00% | −54,930−20.9% | Reduced |
| Raymond James & Associates | 202,006 | $3.69M | 0.00% | +28,743+16.6% | Added |
| Scion Asset Management, LLC | 200,000 | $3.65M | 3.86% | +200,000 | New |
| State of New Jersey Common Pension Fund D | 199,223 | $3.64M | 0.01% | +11,929+6.4% | Added |
| Royal Bank of Canada | 181,431 | $3.31M | 0.00% | −144,721−44.4% | Reduced |
| Amundi | 173,536 | $3.26M | 0.00% | −272,074−61.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 170,582 | $3.11M | 0.01% | +4,121+2.5% | Added |
| Wisconsin Capital Management LLC | 170,077 | $3.11M | 1.84% | +53,375+45.7% | Added |
| Alliancebernstein L.P. | 165,557 | $3.02M | 0.00% | +53,294+47.5% | Added |
| Robeco Institutional Asset Management B.V. | 164,756 | $3.01M | 0.01% | +163,909+19,351.7% | Added |
| Stifel Financial Corp | 161,805 | $2.95M | 0.00% | −26,010−13.8% | Reduced |
| Moody National Bank Trust Division | 159,152 | $2.91M | 0.23% | +23,518+17.3% | Added |
| ExodusPoint Capital Management, LP | 157,317 | $2.87M | 0.04% | +41,535+35.9% | Added |
| Treasurer of the State of North Carolina | 157,138 | $2.87M | 0.01% | +1,540+1.0% | Added |
| Terril Brothers, Inc. | 148,875 | $2.72M | 0.96% | +55,800+60.0% | Added |
| Public Employees Retirement System of Ohio | 148,371 | $2.71M | 0.01% | +4,054+2.8% | Added |
| Mn Services Vermogensbeheer B.V. | 147,800 | $2.70M | 0.02% | +2,000+1.4% | Added |
| Quent Capital, LLC | 142,394 | $2.60M | 0.35% | +50.0% | Added |
| Motley Fool Asset Management LLC | 135,964 | $2.48M | 0.18% | +135,964 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 139,347 | $2.40M | 0.00% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 130,757 | $2.39M | 0.17% | +130,757 | New |
| Jump Financial, LLC | 130,099 | $2.38M | 0.08% | −102,742−44.1% | Reduced |
| One Fin Capital Management LP | 130,000 | $2.37M | 0.90% | +130,000 | New |
| Asset Management One Co.,Ltd. | 120,711 | $2.28M | 0.01% | +4,593+4.0% | Added |
| LPL Financial LLC | 121,643 | $2.22M | 0.00% | +14,563+13.6% | Added |
| CIBC World Markets Inc. | 120,946 | $2.21M | 0.01% | −218−0.2% | Reduced |
| Capital Impact Advisors, LLC | 120,029 | $2.19M | 2.88% | +120,029 | New |
| TD Asset Management Inc | 115,148 | $2.10M | 0.00% | +7,500+7.0% | Added |
| Russell Investments Group, Ltd. | 115,144 | $2.10M | 0.00% | −6,094−5.0% | Reduced |
| Ameriprise Financial Inc | 115,131 | $2.10M | 0.00% | −610,451−84.1% | Reduced |
| Edgestream Partners, L.P. | 112,255 | $2.05M | 0.15% | +112,255 | New |
| Rockefeller Capital Management L.P. | 109,919 | $2.01M | 0.01% | +66,095+150.8% | Added |
| Pictet Asset Management Holding SA | 109,506 | $2.00M | 0.00% | +19,782+22.0% | Added |
| Commonwealth Equity Services, LLC | 106,616 | $1.95M | 0.00% | −16,595−13.5% | Reduced |
| Beaumont Financial Advisors, LLC | 103,026 | $1.88M | 0.17% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 101,200 | $1.85M | 4.43% | +101,200 | New |
| Summit Trail Advisors, LLC | 100,638 | $1.84M | 0.06% | −444−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 99,162 | $1.81M | 0.07% | −366−0.4% | Reduced |
| HSBC Holdings PLC | 90,222 | $1.65M | 0.00% | +39,166+76.7% | Added |
| Arizona State Retirement System | 90,333 | $1.65M | 0.01% | +6,006+7.1% | Added |
| Bradley Foster & Sargent Inc | 85,905 | $1.57M | 0.03% | −143,465−62.5% | Reduced |
| Gsa Capital Partners LLP | 84,969 | $1.55M | 0.13% | +84,969 | New |
| Walleye Capital LLC | 81,653 | $1.49M | 0.02% | +81,653 | New |
| Amalgamated Bank | 79,283 | $1.45M | 0.01% | −16,026−16.8% | Reduced |
| Greenwood Gearhart Inc | 78,300 | $1.43M | 0.15% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 76,100 | $1.39M | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 75,934 | $1.39M | 0.08% | −64−0.1% | Reduced |
| PDT Partners, LLC | 75,681 | $1.38M | 0.15% | +37,700+99.3% | Added |
| Oppenheimer Asset Management Inc. | 73,929 | $1.35M | 0.02% | −21,316−22.4% | Reduced |
| Bessemer Group Inc | 72,879 | $1.33M | 0.00% | +5,528+8.2% | Added |
| IPG Investment Advisors LLC | 72,500 | $1.32M | 0.26% | +35,000+93.3% | Added |
| Aigen Investment Management, LP | 67,037 | $1.22M | 0.22% | −73,412−52.3% | Reduced |
| Ieq Capital, LLC | 66,645 | $1.22M | 0.02% | +11,435+20.7% | Added |
| Teza Capital Management LLC | 64,904 | $1.19M | 0.20% | +51,273+376.1% | Added |
| Empowered Funds, LLC | 64,737 | $1.18M | 0.03% | +8,939+16.0% | Added |
| Manufacturers Life Insurance Company, The | 64,726 | $1.18M | 0.00% | +3,304+5.4% | Added |
| QRG Capital Management, Inc. | 63,768 | $1.16M | 0.02% | +34,504+117.9% | Added |
| Creative Planning | 63,356 | $1.16M | 0.00% | −884−1.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 62,969 | $1.15M | 0.01% | +3,603+6.1% | Added |
| Handelsbanken Fonder AB | 62,400 | $1.14M | 0.01% | +9,700+18.4% | Added |
| Crestone Asset Management LLC | 62,255 | $1.14M | 0.26% | −5,848−8.6% | Reduced |
| Bank of Montreal | 59,561 | $1.13M | 0.00% | +34,149+134.4% | Added |
| Group One Trading, L.P. | 61,114 | $1.12M | 0.04% | +22,998+60.3% | Added |
| Cerity Partners LLC | 60,580 | $1.11M | 0.00% | +40,068+195.3% | Added |
| Captrust Financial Advisors | 59,824 | $1.09M | 0.00% | +15,492+34.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,210 | $1.08M | 0.00% | +2,577+4.6% | Added |
| Trevian Wealth Management LLC | 58,090 | $1.06M | 0.83% | 00.0% | Unchanged |
| Washington Harbour Partners LP | 57,600 | $1.05M | 2.02% | −5,600−8.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 55,770 | $1.02M | 0.00% | −121,830−68.6% | Reduced |
| RSM US Wealth Management LLC | 55,590 | $1.02M | 0.03% | +55,590 | New |
| Great Valley Advisor Group, Inc. | 54,300 | $991.5K | 0.03% | −4,000−6.9% | Reduced |
| Korea Investment CORP | 54,086 | $987.6K | 0.00% | +4,697+9.5% | Added |
| Harbor Capital Advisors, Inc. | 53,165 | $970.8K | 0.19% | +23,850+81.4% | Added |
| Lecap Asset Management Ltd | 52,847 | $965.0K | 0.35% | +52,847 | New |
| Bridger Management, LLC | 52,692 | $962.2K | 0.37% | 00.0% | Unchanged |
| US Bancorp | 52,142 | $952.1K | 0.00% | +14,221+37.5% | Added |
| IFM Investors Pty Ltd | 51,183 | $935.0K | 0.01% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,700 | $926.0K | 0.01% | +17,100+50.9% | Added |
| Blueshift Asset Management, LLC | 49,988 | $912.8K | 0.49% | −1,216−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 48,280 | $881.6K | 0.00% | +15,686+48.1% | Added |
| Diversified Trust Co | 47,954 | $875.6K | 0.03% | +5,678+13.4% | Added |
| Dynamic Technology Lab Private Ltd | 47,523 | $868.0K | 0.09% | +18,808+65.5% | Added |
| TBH Global Asset Management, LLC | 47,507 | $867.5K | 0.18% | −1,295−2.7% | Reduced |
| Susquehanna International Group, LLP | 47,428 | $866.0K | 0.00% | −240,119−83.5% | Reduced |
| Advisor Group Holdings, Inc. | 47,198 | $861.7K | 0.00% | −11,500−19.6% | Reduced |
| Axq Capital, LP | 47,015 | $858.5K | 0.23% | +23,215+97.5% | Added |
| Xponance, Inc. | 46,436 | $847.9K | 0.01% | −4,084−8.1% | Reduced |