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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 7,096 | $176.8K | 0.00% | +5,478+338.6% | Added |
| CWM, LLC | 7,172 | $179.0K | 0.00% | +4,785+200.5% | Added |
| Truvestments Capital LLC | 7,238 | $180.4K | 0.07% | −7,827−52.0% | Reduced |
| St Germain D J Co Inc | 7,500 | $186.9K | 0.01% | +2,500+50.0% | Added |
| Banque Cantonale Vaudoise | 7,600 | $189.0K | 0.01% | −3,387−30.8% | Reduced |
| Delta Asset Management LLC | 7,701 | $191.9K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,704 | $192.0K | 0.00% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 8,000 | $199.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 8,050 | $200.6K | 0.00% | −200−2.4% | Reduced |
| Seven Mile Advisory | 8,056 | $200.8K | 0.15% | +8,056 | New |
| Baird Financial Group, Inc. | 8,200 | $204.3K | 0.00% | +8,200 | New |
| MeadowBrook Investment Advisors LLC | 8,230 | $205.1K | 0.19% | −460−5.3% | Reduced |
| Capstone Investment Advisors, LLC | 8,515 | $212.2K | 0.00% | +8,515 | New |
| CIBC Asset Management Inc | 8,576 | $213.7K | 0.00% | +8,576 | New |
| Teacher Retirement System of Texas | 8,649 | $216.0K | 0.00% | −6,393−42.5% | Reduced |
| IFP Advisors, Inc | 8,955 | $223.2K | 0.01% | −437−4.7% | Reduced |
| Sanders Morris Harris LLC | 9,000 | $224.3K | 0.04% | +9,000 | New |
| BBR Partners, LLC | 9,054 | $225.6K | 0.02% | +9,054 | New |
| Wynn Capital, LLC | 9,180 | $228.8K | 0.18% | +9,180 | New |
| LSP Investment Advisors, LLC | 9,207 | $229.4K | 0.12% | +9,207 | New |
| Systematic Portfolios LLC | 9,222 | $229.8K | 0.79% | −13,639−59.7% | Reduced |
| Prudential PLC | 9,504 | $236.8K | 0.00% | −4,917−34.1% | Reduced |
| Harvest Fund Management Co., Ltd | 9,648 | $240.0K | 0.02% | +9,648 | New |
| Aries Wealth Management | 9,660 | $240.7K | 0.08% | +9,660 | New |
| Toroso Investments, LLC | 9,773 | $243.5K | 0.00% | +9,773 | New |
| Keebeck Alpha, LP | 9,777 | $243.6K | 0.16% | +9,777 | New |
| Clark Capital Management Group, Inc. | 9,800 | $244.2K | 0.00% | +9,800 | New |
| Cascade Investment Group, Inc. | 9,877 | $246.1K | 0.18% | +9,877 | New |
| Mayflower Financial Advisors, LLC | 9,920 | $247.2K | 0.04% | −312−3.0% | Reduced |
| Triumph Capital Management | 10,165 | $247.3K | 0.10% | −6,490−39.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $249.2K | 0.00% | −1,500−13.0% | Reduced |
| EJF Capital LLC | 10,000 | $249.2K | 0.17% | +10,000 | New |
| Canton Hathaway, LLC | 10,108 | $252.0K | 0.07% | +6,697+196.3% | Added |
| Leonteq Securities AG | 10,127 | $252.4K | 0.03% | −8,443−45.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 10,235 | $255.0K | 0.12% | −5,314−34.2% | Reduced |
| Trinity Financial Advisors LLC | 10,590 | $263.9K | 0.12% | −10,320−49.4% | Reduced |
| Janus Henderson Group PLC | 10,776 | $268.4K | 0.00% | +76+0.7% | Added |
| Staley Capital Advisers Inc | 11,000 | $274.1K | 0.01% | −1,995−15.4% | Reduced |
| Miracle Mile Advisors, LLC | 11,000 | $274.1K | 0.01% | +11,000 | New |
| XTX Topco Ltd | 11,026 | $274.8K | 0.04% | +11,026 | New |
| Ar Asset Management Inc | 11,800 | $294.0K | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,914 | $296.9K | 0.00% | +11,914 | New |
| Salem Investment Counselors Inc | 12,000 | $299.0K | 0.01% | +12,000 | New |
| Petrus Trust Company, LTA | 12,031 | $299.8K | 0.03% | +12,031 | New |
| Cipher Capital LP | 12,080 | $301.0K | 0.14% | +12,080 | New |
| Toth Financial Advisory Corp | 12,230 | $304.8K | 0.04% | +12,230 | New |
| Pinnacle Associates Ltd | 12,450 | $310.3K | 0.00% | −3,300−21.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,600 | $314.0K | 0.00% | −1,385−9.9% | Reduced |
| Brasada Capital Management, LP | 13,000 | $324.0K | 0.06% | +13,000 | New |
| Macquarie Group Ltd | 13,334 | $332.3K | 0.00% | +7,137+115.2% | Added |
| Icon Wealth Advisors, LLC | 13,544 | $337.5K | 0.03% | −551−3.9% | Reduced |
| FDx Advisors, Inc. | 13,544 | $338.0K | 0.05% | −333−2.4% | Reduced |
| Advisory Services Network, LLC | 13,808 | $344.1K | 0.01% | +8,769+174.0% | Added |
| CIBC World Markets Corp | 13,929 | $347.1K | 0.00% | +13,929 | New |
| Avantax Advisory Services, Inc. | 14,249 | $355.1K | 0.00% | +14,249 | New |
| Aft, Forsyth & Company, Inc. | 14,300 | $356.4K | 0.20% | +14,300 | New |
| Frontier Capital Management Co LLC | 14,452 | $360.1K | 0.00% | +1,437+11.0% | Added |
| Davy Global Fund Management Ltd | 14,584 | $363.4K | 0.04% | −975−6.3% | Reduced |
| RIA Advisory Group LLC | 14,770 | $368.1K | 0.15% | +14,770 | New |
| PDT Partners, LLC | 14,840 | $369.8K | 0.03% | −60,841−80.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,936 | $372.0K | 0.00% | +2,548+20.6% | Added |
| WCG Wealth Advisors LLC | 14,950 | $373.0K | 0.03% | −11,750−44.0% | Reduced |
| GFS Advisors, LLC | 15,000 | $374.0K | 0.06% | +15,000 | New |
| IMC-Chicago, LLC | 15,027 | $374.5K | 0.01% | +15,027 | New |
| Montis Financial, LLC | 15,044 | $374.9K | 0.18% | −372−2.4% | Reduced |
| Winton Group Ltd | 15,175 | $378.2K | 0.03% | +15,175 | New |
| Pathstone Holdings, LLC | 15,257 | $380.2K | 0.00% | +506+3.4% | Added |
| Cary Street Partner Investment Advisory LLC | 15,460 | $385.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 15,460 | $385.3K | 0.06% | 00.0% | Unchanged |
| APG Asset Management N.V. | 16,739 | $386.2K | 0.00% | +3,438+25.8% | Added |
| Raymond James Trust N.A. | 15,500 | $386.3K | 0.01% | +15,500 | New |
| Regatta Capital Group, LLC | 15,820 | $394.2K | 0.09% | +1,909+13.7% | Added |
| Element Pointe Advisors, LLC | 16,291 | $406.0K | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,495 | $410.6K | 0.00% | −98,636−85.7% | Reduced |
| Walleye Capital LLC | 16,677 | $415.6K | 0.00% | −64,976−79.6% | Reduced |
| Wellington Shields & Co., LLC | 16,700 | $416.2K | 0.14% | +500+3.1% | Added |
| HAP Trading, LLC | 16,941 | $422.2K | 0.13% | −2,375−12.3% | Reduced |
| Aigen Investment Management, LP | 17,129 | $426.9K | 0.09% | −49,908−74.4% | Reduced |
| Prelude Capital Management, LLC | 17,485 | $435.7K | 0.03% | +17,485 | New |
| Jump Financial, LLC | 17,507 | $436.3K | 0.01% | −112,592−86.5% | Reduced |
| Venture Visionary Partners LLC | 18,210 | $453.8K | 0.02% | +7,410+68.6% | Added |
| Intrepid Capital Management Inc | 18,355 | $457.4K | 0.30% | +10,301+127.9% | Added |
| La Banque Postale Asset Management SA | 18,681 | $465.5K | 0.02% | +18,681 | New |
| Clearstead Advisors, LLC | 17,531 | $473.7K | 0.02% | −3,870−18.1% | Reduced |
| JustInvest LLC | 19,312 | $481.3K | 0.01% | +1,801+10.3% | Added |
| M&T Bank Corp | 19,386 | $483.1K | 0.00% | +8,169+72.8% | Added |
| Utah Retirement Systems | 20,300 | $505.9K | 0.01% | −20,615−50.4% | Reduced |
| Bank of Nova Scotia | 20,398 | $508.3K | 0.00% | +2,208+12.1% | Added |
| Yarbrough Capital, LLC | 20,787 | $518.0K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 20,920 | $521.3K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 21,246 | $529.5K | 0.00% | +9,801+85.6% | Added |
| Intech Investment Management LLC | 21,477 | $535.2K | 0.01% | +10,672+98.8% | Added |
| Brown Advisory Inc | 21,715 | $541.1K | 0.00% | −5,286−19.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 21,900 | $545.7K | 0.01% | −1,000−4.4% | Reduced |
| Allianz Asset Management GmbH | 22,164 | $552.3K | 0.00% | +6,829+44.5% | Added |
| American Century Companies Inc | 22,193 | $553.0K | 0.00% | +126+0.6% | Added |
| MetLife Investment Management | 22,302 | $555.8K | 0.00% | +823+3.8% | Added |
| Cetera Investment Advisers | 22,593 | $563.0K | 0.00% | +22,593 | New |
| IHT Wealth Management, LLC | 23,218 | $578.6K | 0.02% | +8,579+58.6% | Added |
| Legacy Advisors, LLC | 23,469 | $584.8K | 0.07% | +10,000+74.2% | Added |