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 |
|---|---|---|---|---|---|
| RE Dickinson Investment Advisors, LLC | 20 | $0 | 0.00% | +20 | New |
| CVA Family Office, LLC | 1 | $25 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $25 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $75 | 0.00% | −6−66.7% | Reduced |
| SJS Investment Consulting Inc. | 7 | $175 | 0.00% | −2−22.2% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $200 | 0.00% | −29−78.4% | Reduced |
| Financial Freedom, LLC | 15 | $374 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 25 | $623 | 0.00% | +9+56.3% | Added |
| Lindbrook Capital, LLC | 32 | $797 | 0.00% | −5−13.5% | Reduced |
| Lazard Asset Management LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 50 | $1.25K | 0.00% | −700−93.3% | Reduced |
| Rise Advisors, LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $1.25K | 0.00% | +50 | New |
| Opal Wealth Advisors, LLC | 60 | $1.50K | 0.00% | +60 | New |
| Financial Perspectives, Inc | 75 | $1.87K | 0.00% | −50−40.0% | Reduced |
| Valley National Advisers Inc | 100 | $2.00K | 0.00% | +25+33.3% | Added |
| Smartleaf Asset Management LLC | 86 | $2.09K | 0.00% | +8+10.3% | Added |
| Bell Investment Advisors, Inc | 96 | $2.39K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $2.49K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $2.49K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 116 | $2.89K | 0.00% | +83+251.5% | Added |
| Glen Eagle Advisors, LLC | 118 | $2.94K | 0.00% | +18+18.0% | Added |
| Mather Group, LLC. | 162 | $2.96K | 0.00% | +162 | New |
| Meeder Asset Management Inc | 135 | $3.36K | 0.00% | +135 | New |
| Quarry LP | 136 | $3.39K | 0.00% | −1,003−88.1% | Reduced |
| Macroview Investment Management LLC | 146 | $3.64K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 150 | $3.74K | 0.00% | +19+14.5% | Added |
| Smithfield Trust Co | 171 | $4.00K | 0.00% | +171 | New |
| First PREMIER Bank | 153 | $4.00K | 0.00% | +153 | New |
| Plato Investment Management Ltd | 171 | $4.26K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $4.98K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $4.98K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 209 | $5.21K | 0.00% | +209 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 274 | $6.83K | 0.00% | −35−11.3% | Reduced |
| NBC Securities, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 284 | $7.08K | 0.00% | −1,332−82.4% | Reduced |
| First Horizon Advisors, Inc. | 298 | $7.42K | 0.00% | −242−44.8% | Reduced |
| Venturi Wealth Management, LLC | 318 | $7.92K | 0.00% | −67−17.4% | Reduced |
| Proequities, Inc. | 396 | $9.87K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 450 | $11.2K | 0.00% | +450 | New |
| Geneos Wealth Management Inc. | 500 | $12.5K | 0.00% | −100−16.7% | Reduced |
| Harbour Investments, Inc. | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $12.5K | 0.00% | +500 | New |
| Ancora Advisors, LLC | 514 | $12.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 546 | $13.3K | 0.00% | +442+425.0% | Added |
| Manchester Capital Management LLC | 569 | $14.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 639 | $15.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 700 | $17.4K | 0.00% | +700 | New |
| Parallel Advisors, LLC | 705 | $17.6K | 0.00% | +163+30.1% | Added |
| Ci Investments Inc. | 723 | $18.0K | 0.00% | +189+35.4% | Added |
| EverSource Wealth Advisors, LLC | 769 | $18.2K | 0.00% | +338+78.4% | Added |
| GAMMA Investing LLC | 876 | $21.8K | 0.00% | +117+15.4% | Added |
| Tower Research Capital LLC (TRC) | 886 | $22.1K | 0.00% | −3,199−78.3% | Reduced |
| GWM Advisors LLC | 940 | $23.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,057 | $26.3K | 0.01% | +58+5.8% | Added |
| Signaturefd, LLC | 1,128 | $28.1K | 0.00% | +1,128 | New |
| Huntington National Bank | 1,175 | $29.3K | 0.00% | −231−16.4% | Reduced |
| Pinnacle Holdings, LLC | 1,241 | $30.9K | 0.01% | +1,241 | New |
| Whittier Trust Co | 1,392 | $34.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $37.4K | 0.00% | +1,500 | New |
| The PNC Financial Services Group, Inc. | 1,570 | $39.1K | 0.00% | +53+3.5% | Added |
| Stephens Inc | 1,861 | $46.4K | 0.00% | +1,370+279.0% | Added |
| Your Advocates Ltd., LLP | 2,000 | $49.8K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,000 | $49.8K | 0.12% | +2,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,193 | $54.6K | 0.01% | +2,193 | New |
| Larson Financial Group LLC | 2,222 | $55.4K | 0.00% | +400+22.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,400 | $59.8K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,500 | $62.3K | 0.00% | +2,500 | New |
| CIBC Private Wealth Group, LLC | 2,965 | $72.1K | 0.00% | +2,965 | New |
| West Tower Group, LLC | 3,000 | $74.8K | 0.23% | +3,000 | New |
| Covestor Ltd | 3,003 | $75.0K | 0.05% | +2,492+487.7% | Added |
| Cutler Group LP | 3,154 | $78.0K | 0.04% | +3,033+2,506.6% | Added |
| Ostrum Asset Management | 3,279 | $81.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 3,297 | $82.2K | 0.01% | −7,338−69.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,910 | $97.4K | 0.00% | +1,345+52.4% | Added |
| Bogart Wealth, LLC | 4,043 | $100.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,086 | $101.8K | 0.00% | +1,130+38.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,105 | $102.3K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4,350 | $108.4K | 0.06% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,000 | $119.5K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,900 | $122.1K | 0.00% | +3,200+188.2% | Added |
| Crewe Advisors LLC | 5,000 | $124.6K | 0.01% | +5,000 | New |
| Globeflex Capital L P | 5,300 | $132.1K | 0.01% | +5,300 | New |
| Focused Wealth Management, Inc | 5,321 | $132.6K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 5,710 | $142.0K | 0.00% | −36−0.6% | Reduced |
| Rakuten Securities, Inc. | 5,703 | $142.1K | 0.06% | −2,516−30.6% | Reduced |
| Sands Capital Ventures, LLC | 5,947 | $148.2K | 0.04% | −1,918−24.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,040 | $150.5K | 0.00% | +4,940+449.1% | Added |
| American International Group, Inc. | 6,116 | $152.4K | 0.00% | +122+2.0% | Added |
| Comerica Bank | 6,167 | $153.7K | 0.00% | +607+10.9% | Added |
| Parkside Financial Bank & Trust | 6,222 | $155.1K | 0.02% | +784+14.4% | Added |
| Royal Fund Management, LLC | 6,900 | $171.9K | 0.02% | −15,200−68.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,044 | $175.5K | 0.03% | +2,061+41.4% | Added |