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, Q1 2024
Institutional positions in Toast, Inc. as of Mar 31, 2024. 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
- 473
- +40 vs. Q4 2023
- Shares held
- 363.9M
- +11.4M (+3.2%) vs. Q4 2023
- Total value
- $9.06B
- +$2.73B (+43.0%) vs. Q4 2023
- New holders
- 106
- 167 more added
- Sold out
- 66
- 141 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,743,014 | $890.7M | 0.02% | −934,357−2.5% | Reduced |
| Capital International Investors | 32,924,082 | $820.5M | 0.17% | +3,574,397+12.2% | Added |
| BlackRock Inc. | 21,029,100 | $524.0M | 0.01% | +763,025+3.8% | Added |
| Price T Rowe Associates Inc | 19,524,700 | $486.6M | 0.06% | +3,445,788+21.4% | Added |
| Durable Capital Partners LP | 15,943,931 | $397.3M | 3.08% | +2,361,000+17.4% | Added |
| HMI Capital Management, L.P. | 13,369,610 | $333.2M | 12.26% | −1,819,655−12.0% | Reduced |
| FMR LLC | 13,346,581 | $332.6M | 0.02% | −3,823,937−22.3% | Reduced |
| Abdiel Capital Advisors, LP | 10,402,454 | $259.2M | 16.21% | −511,010−4.7% | Reduced |
| Champlain Investment Partners, LLC | 9,976,356 | $248.6M | 1.42% | +833,390+9.1% | Added |
| Greenoaks Capital Partners LLC | 8,441,611 | $210.4M | 17.35% | −400,000−4.5% | Reduced |
| Dragoneer Investment Group, LLC | 7,565,152 | $188.5M | 4.37% | +3,024,167+66.6% | Added |
| State Street Corp | 7,268,884 | $181.1M | 0.01% | +118,152+1.7% | Added |
| Whale Rock Capital Management LLC | 7,187,434 | $179.1M | 2.66% | +7,187,434 | New |
| T. Rowe Price Investment Management, Inc. | 7,099,957 | $176.9M | 0.11% | +3,982,248+127.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,880,795 | $171.5M | 0.12% | +280,418+4.2% | Added |
| JPMorgan Chase & Co | 6,523,321 | $162.6M | 0.01% | +1,739,956+36.4% | Added |
| Nikko Asset Management Americas, Inc. | 6,189,048 | $154.2M | 1.53% | +214,384+3.6% | Added |
| Geode Capital Management, LLC | 5,869,523 | $146.0M | 0.01% | +270,720+4.8% | Added |
| Generation Investment Management LLP | 5,755,568 | $143.4M | 0.65% | −3,297,145−36.4% | Reduced |
| Norges Bank | 5,668,528 | $141.3M | 0.02% | +1,468,130+35.0% | Added |
| Meritage Group LP | 5,284,811 | $131.7M | 3.10% | +1,436,494+37.3% | Added |
| XN LP | 5,055,225 | $126.0M | 6.28% | +1,467,339+40.9% | Added |
| Morgan Stanley | 4,599,961 | $114.6M | 0.01% | +1,213,382+35.8% | Added |
| 12 West Capital Management LP | 3,771,340 | $94.0M | 8.56% | −2,000,000−34.7% | Reduced |
| Eventide Asset Management, LLC | 3,233,915 | $80.6M | 1.26% | −416,151−11.4% | Reduced |
| Granahan Investment Management Inc | 3,046,955 | $75.9M | 2.67% | −851,238−21.8% | Reduced |
| Lead Edge Capital Management, LLC | 2,774,100 | $69.1M | 21.25% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 2,711,164 | $67.6M | 0.84% | −32,497−1.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,624,364 | $65.4M | 0.45% | +278,844+11.9% | Added |
| Charles Schwab Investment Management Inc | 2,400,836 | $59.8M | 0.01% | +90,640+3.9% | Added |
| HarbourVest Partners LLC | 2,282,878 | $56.9M | 25.94% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,265,401 | $56.5M | 0.94% | −1,439,613−38.9% | Reduced |
| Millennium Management LLC | 1,980,069 | $49.3M | 0.04% | +12,152+0.6% | Added |
| Northern Trust Corp | 1,972,357 | $49.2M | 0.01% | −144,836−6.8% | Reduced |
| Bank of New York Mellon Corp | 1,829,517 | $45.6M | 0.01% | −62,075−3.3% | Reduced |
| Stephens Investment Management Group LLC | 1,781,609 | $44.4M | 0.59% | +6,191+0.3% | Added |
| UBS Group AG | 1,740,473 | $43.4M | 0.01% | +1,410,543+427.5% | Added |
| Man Group plc | 1,736,124 | $43.3M | 0.12% | +64,771+3.9% | Added |
| Bank of America Corp | 1,626,304 | $40.5M | 0.00% | +1,028,552+172.1% | Added |
| Riverbridge Partners LLC | 1,618,260 | $40.3M | 0.49% | +61,446+3.9% | Added |
| Federated Hermes, Inc. | 1,607,194 | $40.1M | 0.09% | +1,607,194 | New |
| Two Sigma Investments, LP | 1,532,480 | $38.2M | 0.09% | −1,416,645−48.0% | Reduced |
| Zevenbergen Capital Investments LLC | 1,487,959 | $37.1M | 0.79% | +93,256+6.7% | Added |
| Goldman Sachs Group Inc | 1,460,951 | $36.4M | 0.01% | +1,194,033+447.3% | Added |
| Nuveen Asset Management, LLC | 1,445,174 | $36.0M | 0.01% | +411,027+39.7% | Added |
| Greenhouse Funds LLLP | 1,415,906 | $35.3M | 2.23% | +155,040+12.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,267,865 | $31.6M | 0.07% | −17,866−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,246,325 | $31.1M | 0.13% | +167,425+15.5% | Added |
| Voloridge Investment Management, LLC | 1,222,653 | $30.5M | 0.11% | +1,222,653 | New |
| Colony Group, LLC | 1,176,919 | $29.3M | 0.24% | +1,176,919 | New |
| NZS Capital, LLC | 1,172,880 | $29.2M | 1.21% | +28,191+2.5% | Added |
| AQR Capital Management LLC | 1,163,474 | $28.7M | 0.05% | +269,394+30.1% | Added |
| First Trust Advisors LP | 1,121,944 | $28.0M | 0.03% | −743,045−39.8% | Reduced |
| Dimensional Fund Advisors LP | 1,092,697 | $27.2M | 0.01% | +69,376+6.8% | Added |
| Capital Fund Management S.A. | 1,080,239 | $26.9M | 0.33% | −304,221−22.0% | Reduced |
| Glynn Capital Management LLC | 1,062,149 | $26.5M | 4.96% | +1,892+0.2% | Added |
| Blair William & Co | 1,045,745 | $26.1M | 0.08% | +587,788+128.4% | Added |
| UBS Asset Management Americas Inc | 1,031,804 | $25.7M | 0.01% | −63,293−5.8% | Reduced |
| Citadel Advisors LLC | 1,030,736 | $25.7M | 0.02% | +413,846+67.1% | Added |
| Swiss National Bank | 1,018,800 | $25.4M | 0.02% | −9,000−0.9% | Reduced |
| Alkeon Capital Management LLC | 1,000,000 | $24.9M | 0.14% | +1,000,000 | New |
| Armistice Capital, LLC | 934,687 | $23.3M | 0.62% | −727,383−43.8% | Reduced |
| Cubist Systematic Strategies, LLC | 930,418 | $23.2M | 0.26% | +920,145+8,956.9% | Added |
| Deutsche Bank AG | 916,463 | $22.8M | 0.01% | +577,042+170.0% | Added |
| Marshall Wace, LLP | 912,572 | $22.7M | 0.04% | −382,387−29.5% | Reduced |
| Capital International Inc | 833,555 | $20.8M | 0.28% | −18,414−2.2% | Reduced |
| SCS Capital Management LLC | 791,544 | $19.7M | 0.42% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 740,735 | $18.5M | 0.19% | +740,735 | New |
| Legal & General Group Plc | 688,601 | $17.2M | 0.00% | +23,314+3.5% | Added |
| SEI Investments Co | 642,672 | $16.0M | 0.02% | +22,991+3.7% | Added |
| Azora Capital LP | 640,795 | $16.0M | 1.16% | +640,795 | New |
| Technology Crossover Management X, Ltd. | 625,000 | $15.6M | 1.63% | 00.0% | Unchanged |
| Pathway Capital Management, LP | 616,449 | $15.4M | 14.32% | +616,449 | New |
| Penserra Capital Management LLC | 606,877 | $15.1M | 0.19% | +606,877 | New |
| Tudor Investment Corp Et Al | 602,985 | $15.0M | 0.18% | +602,985 | New |
| Ieq Capital, LLC | 559,936 | $14.0M | 0.20% | +493,291+740.2% | Added |
| Canada Pension Plan Investment Board | 552,700 | $13.8M | 0.01% | +552,700 | New |
| Danske Bank A/S | 539,800 | $13.5M | 0.04% | +539,800 | New |
| Trexquant Investment LP | 508,275 | $12.7M | 0.25% | +36,701+7.8% | Added |
| California Public Employees Retirement System | 500,197 | $12.5M | 0.01% | −1,690−0.3% | Reduced |
| Kodai Capital Management LP | 481,390 | $12.0M | 0.28% | +481,390 | New |
| Rhumbline Advisers | 473,612 | $11.8M | 0.01% | +14,525+3.2% | Added |
| California State Teachers Retirement System | 472,501 | $11.8M | 0.01% | +931+0.2% | Added |
| Motley Fool Wealth Management, LLC | 472,003 | $11.8M | 0.61% | +472,003 | New |
| Motley Fool Asset Management LLC | 413,971 | $10.3M | 0.67% | +278,007+204.5% | Added |
| Park West Asset Management LLC | 409,379 | $10.2M | 0.76% | −331,762−44.8% | Reduced |
| TD Asset Management Inc | 404,148 | $10.1M | 0.01% | +289,000+251.0% | Added |
| Invesco Ltd. | 398,345 | $9.93M | 0.00% | −98,435−19.8% | Reduced |
| Ensign Peak Advisors, Inc | 392,635 | $9.78M | 0.02% | +13,330+3.5% | Added |
| Raymond James & Associates | 384,837 | $9.59M | 0.01% | +182,831+90.5% | Added |
| Citigroup Inc | 371,171 | $9.25M | 0.01% | +19,796+5.6% | Added |
| Wells Fargo & Company | 350,109 | $8.72M | 0.00% | +49,952+16.6% | Added |
| Whetstone Capital Advisors, LLC | 338,311 | $8.43M | 3.69% | +2,455+0.7% | Added |
| Flight Deck Capital, LP | 336,174 | $8.38M | 10.82% | −207,600−38.2% | Reduced |
| Independent Family Office, LLC | 334,275 | $8.33M | 4.47% | −40,725−10.9% | Reduced |
| Blue Owl Capital Holdings LP | 322,578 | $8.04M | 1.61% | −5,567,696−94.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 483,140 | $7.90M | 0.02% | +65,654+15.7% | Added |
| Great West Life Assurance Co | 314,519 | $7.83M | 0.02% | +38,031+13.8% | Added |
| SG Americas Securities, LLC | 312,844 | $7.80M | 0.04% | +293,937+1,554.6% | Added |
| New York State Common Retirement Fund | 308,450 | $7.69M | 0.01% | −208,811−40.4% | Reduced |