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 |
|---|---|---|---|---|---|
| Frontier Capital Management Co LLC | 13,015 | $237.7K | 0.00% | −556−4.1% | Reduced |
| Staley Capital Advisers Inc | 12,995 | $237.3K | 0.01% | +12,995 | New |
| Mirabella Financial Services LLP | 12,950 | $236.5K | 0.03% | +12,950 | New |
| Cambridge Investment Research Advisors, Inc. | 12,388 | $226.0K | 0.00% | +12,388 | New |
| Cetera Advisor Networks LLC | 12,350 | $225.5K | 0.00% | +12,350 | New |
| Nebula Research & Development LLC | 12,204 | $222.8K | 0.07% | +12,204 | New |
| APG Asset Management N.V. | 13,301 | $219.9K | 0.00% | +510+4.0% | Added |
| Ar Asset Management Inc | 11,800 | $215.0K | 0.06% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 11,500 | $210.0K | 0.00% | +1,500+15.0% | Added |
| D.A. Davidson & Co. | 11,445 | $209.0K | 0.00% | +312+2.8% | Added |
| Stevens Capital Management LP | 11,351 | $207.0K | 0.05% | +11,351 | New |
| M&T Bank Corp | 11,217 | $204.8K | 0.00% | +829+8.0% | Added |
| Verition Fund Management LLC | 11,182 | $204.2K | 0.00% | −158,306−93.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 11,157 | $203.7K | 0.01% | −400−3.5% | Reduced |
| EPIQ Capital Group, LLC | 11,070 | $202.1K | 0.10% | +351+3.3% | Added |
| Banque Cantonale Vaudoise | 10,987 | $201.0K | 0.01% | +6,922+170.3% | Added |
| Intech Investment Management LLC | 10,805 | $197.3K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,800 | $197.2K | 0.01% | +10,800 | New |
| Janus Henderson Group PLC | 10,700 | $195.4K | 0.00% | −373−3.4% | Reduced |
| Quest Partners LLC | 10,635 | $194.2K | 0.04% | +10,635 | New |
| Wealth Management Partners, LLC | 10,443 | $190.7K | 0.11% | +10,443 | New |
| Cubist Systematic Strategies, LLC | 10,273 | $187.6K | 0.00% | −911,709−98.9% | Reduced |
| Mayflower Financial Advisors, LLC | 10,232 | $186.8K | 0.03% | −14−0.1% | Reduced |
| Integrated Advisors Network LLC | 10,172 | $185.7K | 0.01% | +10,172 | New |
| IFP Advisors, Inc | 9,392 | $171.5K | 0.01% | −267−2.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 8,690 | $158.7K | 0.15% | +8,690 | New |
| HM Payson & Co | 8,250 | $150.6K | 0.00% | +8,050+4,025.0% | Added |
| Rakuten Securities, Inc. | 8,219 | $150.1K | 0.12% | +8,219 | New |
| Intrepid Capital Management Inc | 8,054 | $147.1K | 0.10% | +3,486+76.3% | Added |
| Degroof Petercam Asset Management | 8,000 | $146.1K | 0.00% | +8,000 | New |
| Sands Capital Ventures, LLC | 7,865 | $143.6K | 0.04% | +744+10.4% | Added |
| Brown Brothers Harriman & Co | 7,704 | $140.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $140.6K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 6,197 | $113.2K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 6,140 | $112.1K | 0.00% | −2,456,662−99.8% | Reduced |
| American International Group, Inc. | 5,994 | $109.5K | 0.00% | −163−2.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,903 | $108.0K | 0.00% | +4,617+359.0% | Added |
| Vestcor Inc | 5,746 | $105.0K | 0.00% | −98−1.7% | Reduced |
| Comerica Bank | 5,560 | $101.5K | 0.00% | +2,006+56.4% | Added |
| Parkside Financial Bank & Trust | 5,438 | $99.3K | 0.02% | +468+9.4% | Added |
| Focused Wealth Management, Inc | 5,321 | $97.2K | 0.02% | −175−3.2% | Reduced |
| Advisory Services Network, LLC | 5,039 | $92.0K | 0.00% | +5,039 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,000 | $91.3K | 0.04% | −8,155−62.0% | Reduced |
| St Germain D J Co Inc | 5,000 | $91.3K | 0.00% | +5,000 | New |
| Symmetry Peak Management LLC | 5,000 | $91.3K | 0.35% | +5,000 | New |
| GPS Wealth Strategies Group, LLC | 4,983 | $91.0K | 0.02% | +4,230+561.8% | Added |
| Orion Capital Management LLC | 4,350 | $79.4K | 0.05% | +800+22.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,105 | $75.0K | 0.03% | +2,105+105.3% | Added |
| Tower Research Capital LLC (TRC) | 4,085 | $74.6K | 0.00% | +3,092+311.4% | Added |
| Bogart Wealth, LLC | 4,043 | $73.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,608 | $65.9K | 0.00% | +400+12.5% | Added |
| Canton Hathaway, LLC | 3,411 | $62.0K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,279 | $59.9K | 0.01% | +14+0.4% | Added |
| Advisors Asset Management, Inc. | 2,956 | $54.0K | 0.00% | +540+22.4% | Added |
| Desjardins Global Asset Management Inc. | 2,869 | $52.4K | 0.01% | +33+1.2% | Added |
| EntryPoint Capital, LLC | 2,858 | $52.2K | 0.05% | +2,858 | New |
| Garner Asset Management Corp | 2,440 | $46.9K | 0.02% | +2,440 | New |
| Allspring Global Investments Holdings, LLC | 2,565 | $46.8K | 0.00% | −418,567−99.4% | Reduced |
| Baystate Wealth Management LLC | 2,435 | $44.5K | 0.00% | +896+58.2% | Added |
| CWM, LLC | 2,387 | $44.0K | 0.00% | −1,133−32.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,400 | $43.8K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,059 | $38.0K | 0.08% | −15,817−88.5% | Reduced |
| Your Advocates Ltd., LLP | 2,000 | $36.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,822 | $33.3K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,692 | $30.9K | 0.02% | +1,692 | New |
| Principal Securities, Inc. | 1,616 | $29.5K | 0.00% | +1,616 | New |
| Spire Wealth Management | 1,618 | $28.1K | 0.00% | −220−12.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,517 | $27.7K | 0.00% | −688−31.2% | Reduced |
| Huntington National Bank | 1,406 | $25.7K | 0.00% | +672+91.6% | Added |
| Whittier Trust Co | 1,392 | $25.4K | 0.00% | −268−16.1% | Reduced |
| Quarry LP | 1,139 | $20.8K | 0.01% | +34+3.1% | Added |
| Coppell Advisory Solutions LLC | 1,106 | $20.2K | 0.00% | +1,106 | New |
| Federation des caisses Desjardins du Quebec | 1,100 | $20.1K | 0.00% | +1,100 | New |
| Avalon Trust Co | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 999 | $18.2K | 0.01% | −134−11.8% | Reduced |
| GWM Advisors LLC | 940 | $17.2K | 0.00% | −5,232−84.8% | Reduced |
| Caitlin John, LLC | 750 | $13.7K | 0.01% | +750 | New |
| GAMMA Investing LLC | 759 | $13.5K | 0.00% | +759 | New |
| Global Retirement Partners, LLC | 723 | $12.5K | 0.00% | −528−42.2% | Reduced |
| First Beijing Investment Ltd | 642 | $11.7K | 0.00% | +642 | New |
| Emfo, LLC | 639 | $11.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $11.0K | 0.00% | +100+20.0% | Added |
| Manchester Capital Management LLC | 569 | $10.4K | 0.00% | −10,183−94.7% | Reduced |
| Ci Investments Inc. | 534 | $10.0K | 0.00% | +39+7.9% | Added |
| Parallel Advisors, LLC | 542 | $9.90K | 0.00% | −54−9.1% | Reduced |
| First Horizon Advisors, Inc. | 540 | $9.86K | 0.00% | +201+59.3% | Added |
| Ancora Advisors, LLC | 514 | $9.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $9.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $9.13K | 0.00% | +500 | New |
| Covestor Ltd | 511 | $9.00K | 0.01% | +13+2.6% | Added |
| Stephens Inc | 491 | $8.97K | 0.00% | −51,668−99.1% | Reduced |
| EverSource Wealth Advisors, LLC | 431 | $7.87K | 0.00% | +256+146.3% | Added |
| BKM Wealth Management, LLC | 400 | $7.30K | 0.00% | +400 | New |
| Proequities, Inc. | 396 | $7.23K | 0.00% | −118−23.0% | Reduced |
| Venturi Wealth Management, LLC | 385 | $7.03K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 350 | $6.39K | 0.00% | +350 | New |