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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 44,528 | $813.1K | 0.01% | +19,874+80.6% | Added |
| Neuberger Berman Group LLC | 43,422 | $792.9K | 0.00% | −4,082−8.6% | 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 |
| Toronto Dominion Bank | 42,758 | $780.8K | 0.00% | −16,240−27.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 41,379 | $777.9K | 0.51% | +41,379 | New |
| Cresset Asset Management, LLC | 41,488 | $757.6K | 0.00% | −1,026−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 41,376 | $755.5K | 0.01% | +41,376 | New |
| Utah Retirement Systems | 40,915 | $747.1K | 0.01% | +300+0.7% | Added |
| DnB Asset Management AS | 40,532 | $740.1K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 40,082 | $731.9K | 0.11% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 39,699 | $724.9K | 0.15% | +39,699 | New |
| Mariner, LLC | 39,668 | $724.3K | 0.00% | −2,591−6.1% | Reduced |
| Daiwa Securities Group Inc. | 39,372 | $719.0K | 0.00% | −80,728−67.2% | Reduced |
| Public Employees Retirement Association of Colorado | 39,158 | $715.0K | 0.00% | −2,601−6.2% | Reduced |
| Mercer Global Advisors Inc | 38,889 | $710.0K | 0.00% | +20,502+111.5% | Added |
| Lewis Asset Management, LLC | 38,343 | $700.1K | 0.64% | +38,343 | New |
| Wealth Enhancement Advisory Services, LLC | 38,267 | $698.8K | 0.00% | −10,486−21.5% | Reduced |
| Nissay Asset Management Corp | 38,115 | $696.0K | 0.01% | +4,132+12.2% | Added |
| Sachetta, LLC | 38,100 | $695.7K | 0.33% | +38,100 | New |
| British Columbia Investment Management Corp | 37,813 | $690.5K | 0.01% | +10,193+36.9% | Added |
| Capital Investment Counsel, Inc | 37,800 | $690.2K | 0.12% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 37,390 | $682.7K | 0.00% | +160.0% | Added |
| Storebrand Asset Management AS | 37,084 | $677.2K | 0.00% | +27+0.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 37,000 | $675.6K | 0.56% | 00.0% | Unchanged |
| Principal Financial Group Inc | 36,602 | $668.4K | 0.00% | −7,207−16.5% | Reduced |
| Seven Eight Capital, LP | 35,632 | $650.6K | 0.08% | +16,755+88.8% | Added |
| Hongkou Capital LP | 35,225 | $643.2K | 4.46% | +20,000+131.4% | Added |
| Chicago Partners Investment Group LLC | 37,047 | $603.5K | 0.03% | +5,787+18.5% | Added |
| Parallax Volatility Advisers, L.P. | 32,271 | $589.3K | 0.02% | +14,185+78.4% | Added |
| Michael & Susan Dell Foundation | 29,395 | $536.8K | 0.03% | +29,395 | New |
| Elo Mutual Pension Insurance Co | 28,696 | $524.0K | 0.01% | +2,826+10.9% | Added |
| Qube Research & Technologies Ltd | 28,192 | $514.8K | 0.00% | +28,192 | New |
| Nordea Investment Management AB | 28,004 | $512.8K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 28,002 | $511.3K | 0.09% | +28,002 | New |
| Maryland State Retirement & Pension System | 27,998 | $511.2K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 27,343 | $510.0K | 0.00% | +1,608+6.2% | Added |
| Silvercrest Asset Management Group LLC | 27,439 | $501.0K | 0.00% | +27,439 | New |
| Brown Advisory Inc | 27,001 | $493.0K | 0.00% | +140+0.5% | Added |
| WCG Wealth Advisors LLC | 26,700 | $488.0K | 0.04% | +26,700 | New |
| Gulf International Bank (UK) Ltd | 26,095 | $476.0K | 0.01% | −2,170−7.7% | Reduced |
| Knollwood Investment Advisory, LLC | 26,020 | $475.1K | 0.10% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 25,375 | $463.3K | 0.35% | +25,375 | New |
| Picton Mahoney Asset Management | 23,836 | $435.0K | 0.02% | +23,836 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,776 | $434.1K | 0.01% | +175+0.7% | Added |
| Ellevest, Inc. | 23,568 | $430.4K | 0.03% | −3,851−14.0% | Reduced |
| Ceera Investments, LLC | 23,000 | $420.0K | 0.20% | +23,000 | New |
| Meiji Yasuda Life Insurance Co | 22,900 | $418.2K | 0.01% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 22,861 | $417.4K | 1.26% | +22,861 | New |
| Gotham Asset Management, LLC | 22,231 | $405.9K | 0.01% | +22,231 | New |
| Royal Fund Management, LLC | 22,100 | $403.5K | 0.05% | +22,100 | New |
| American Century Companies Inc | 22,067 | $402.9K | 0.00% | +1,043+5.0% | Added |
| MML Investors Services, LLC | 21,995 | $402.0K | 0.00% | +10,095+84.8% | Added |
| Apollon Wealth Management, LLC | 21,544 | $393.4K | 0.01% | −2,158−9.1% | Reduced |
| MetLife Investment Management | 21,479 | $392.2K | 0.00% | −59,350−73.4% | Reduced |
| Clearstead Advisors, LLC | 21,401 | $390.8K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 21,045 | $384.3K | 0.10% | +21,045 | New |
| KBC Group NV | 21,029 | $384.0K | 0.00% | +897+4.5% | Added |
| Beck Mack & Oliver LLC | 20,920 | $382.0K | 0.01% | +5,000+31.4% | Added |
| Trinity Financial Advisors LLC | 20,910 | $381.8K | 0.19% | −225−1.1% | Reduced |
| Yarbrough Capital, LLC | 20,787 | $379.6K | 0.02% | 00.0% | Unchanged |
| HAP Trading, LLC | 19,316 | $352.7K | 0.10% | +19,316 | New |
| Raymond James Financial Services Advisors, Inc. | 18,897 | $345.1K | 0.00% | −2,758−12.7% | Reduced |
| SG Americas Securities, LLC | 18,907 | $345.0K | 0.00% | −89,988−82.6% | Reduced |
| Simplex Trading, LLC | 18,623 | $340.0K | 0.01% | +18,623 | New |
| Leonteq Securities AG | 18,570 | $339.1K | 0.04% | +18,370+9,185.0% | Added |
| Bank of Nova Scotia | 18,190 | $332.1K | 0.00% | +18,190 | New |
| Values First Advisors, Inc. | 18,113 | $330.7K | 0.20% | −14,506−44.5% | Reduced |
| Virtu Financial LLC | 17,669 | $323.0K | 0.03% | −19,927−53.0% | Reduced |
| JustInvest LLC | 17,511 | $319.8K | 0.01% | −1,311−7.0% | Reduced |
| Oak Thistle LLC | 17,260 | $315.2K | 0.09% | −36,065−67.6% | Reduced |
| Woodline Partners LP | 17,233 | $314.7K | 0.00% | −12,367−41.8% | Reduced |
| Triumph Capital Management | 16,655 | $304.1K | 0.13% | +2,980+21.8% | Added |
| AtonRa Partners | 16,569 | $302.6K | 0.60% | −3,547−17.6% | Reduced |
| Graham Capital Management, L.P. | 16,319 | $298.0K | 0.01% | −50,985−75.8% | Reduced |
| Element Pointe Advisors, LLC | 16,291 | $297.5K | 0.09% | +16,291 | New |
| Wellington Shields & Co., LLC | 16,200 | $295.8K | 0.11% | +16,200 | New |
| Brevan Howard Capital Management LP | 15,889 | $290.1K | 0.03% | +15,889 | New |
| Pinnacle Associates Ltd | 15,750 | $287.6K | 0.00% | +3,450+28.0% | Added |
| Davy Global Fund Management Ltd | 15,559 | $284.1K | 0.03% | +15,559 | New |
| Handelsinvest Investeringsforvaltning | 15,549 | $284.0K | 0.12% | +15,549 | 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 |
| Montis Financial, LLC | 15,416 | $281.5K | 0.17% | +15,416 | New |
| Allianz Asset Management GmbH | 15,335 | $280.0K | 0.00% | −6,034−28.2% | Reduced |
| Truvestments Capital LLC | 15,065 | $275.1K | 0.12% | +1,625+12.1% | Added |
| Teacher Retirement System of Texas | 15,042 | $275.0K | 0.00% | −8,896−37.2% | Reduced |
| Pathstone Holdings, LLC | 14,751 | $269.4K | 0.00% | +14,751 | New |
| IHT Wealth Management, LLC | 14,639 | $267.3K | 0.01% | +14,639 | New |
| Prudential PLC | 14,421 | $263.3K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 14,323 | $261.5K | 0.01% | +14,323 | New |
| Icon Wealth Advisors, LLC | 14,095 | $257.4K | 0.03% | +14,095 | New |
| NinePointTwo Capital | 14,101 | $257.0K | 0.10% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 13,985 | $255.4K | 0.00% | +774+5.9% | Added |
| Regatta Capital Group, LLC | 13,911 | $254.0K | 0.07% | +13,911 | New |
| FDx Advisors, Inc. | 13,877 | $253.0K | 0.02% | +797+6.1% | Added |
| Prudential Financial Inc | 13,753 | $251.1K | 0.00% | +2,193+19.0% | Added |
| Walleye Trading LLC | 13,707 | $250.3K | 0.00% | +4,633+51.1% | Added |
| Legacy Advisors, LLC | 13,469 | $245.9K | 0.03% | −1,888−12.3% | Reduced |
| Whalen Wealth Management Inc. | 13,468 | $245.9K | 0.22% | +13,468 | New |