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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 23,573 | $587.4K | 0.04% | +50.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,619 | $588.6K | 0.00% | +4,722+25.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,737 | $591.5K | 0.01% | −39−0.2% | Reduced |
| Amalgamated Bank | 24,135 | $601.0K | 0.01% | −55,148−69.6% | Reduced |
| Susquehanna International Group, LLP | 24,874 | $619.9K | 0.00% | −22,554−47.6% | Reduced |
| Maryland State Retirement & Pension System | 27,998 | $623.0K | 0.01% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 25,387 | $632.6K | 0.00% | +25,387 | New |
| Options Solutions, LLC | 25,397 | $632.9K | 0.36% | +25,397 | New |
| Point72 Hong Kong Ltd | 25,415 | $633.3K | 0.03% | +25,415 | New |
| Verition Fund Management LLC | 25,635 | $638.8K | 0.01% | +14,453+129.3% | Added |
| KBC Group NV | 25,732 | $641.0K | 0.00% | +4,703+22.4% | Added |
| Knollwood Investment Advisory, LLC | 26,020 | $648.4K | 0.12% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 26,095 | $650.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 27,200 | $678.0K | 0.05% | +27,200 | New |
| Bessemer Group Inc | 27,311 | $681.0K | 0.00% | −45,568−62.5% | Reduced |
| Nordea Investment Management AB | 28,004 | $683.9K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 27,776 | $692.2K | 0.00% | −9,308−25.1% | Reduced |
| Sachetta, LLC | 38,100 | $695.7K | 0.33% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 28,023 | $698.3K | 0.23% | +28,023 | New |
| Jefferies Financial Group Inc. | 28,976 | $722.1K | 0.01% | +28,976 | New |
| Michael & Susan Dell Foundation | 29,395 | $732.5K | 0.09% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 30,230 | $754.0K | 0.12% | +30,230 | New |
| Values First Advisors, Inc. | 30,531 | $760.8K | 0.45% | +12,418+68.6% | Added |
| Elo Mutual Pension Insurance Co | 31,086 | $775.0K | 0.02% | +2,390+8.3% | Added |
| Pier 88 Investment Partners LLC | 31,180 | $777.0K | 0.19% | +31,180 | New |
| Savant Capital, LLC | 31,361 | $781.5K | 0.01% | +31,361 | New |
| US Bancorp | 31,373 | $781.8K | 0.00% | −20,769−39.8% | Reduced |
| Toronto Dominion Bank | 32,466 | $809.1K | 0.00% | −10,292−24.1% | Reduced |
| Aviva PLC | 33,599 | $837.3K | 0.00% | +33,599 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 33,727 | $840.5K | 0.00% | −3,663−9.8% | Reduced |
| Daiwa Securities Group Inc. | 33,872 | $844.0K | 0.00% | −5,500−14.0% | Reduced |
| Advisor Group Holdings, Inc. | 33,937 | $845.7K | 0.00% | −13,261−28.1% | Reduced |
| SpiderRock Advisors, LLC | 36,145 | $849.8K | 0.03% | +36,145 | New |
| Mirador Capital Partners LP | 34,564 | $861.3K | 0.16% | −5,135−12.9% | Reduced |
| Gotham Asset Management, LLC | 35,113 | $875.0K | 0.01% | +12,882+57.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 35,258 | $879.0K | 0.02% | +29,355+497.3% | Added |
| DekaBank Deutsche Girozentrale | 36,483 | $880.0K | 0.00% | +9,140+33.4% | Added |
| Northwestern Mutual Wealth Management Co | 35,547 | $885.8K | 0.00% | −12,733−26.4% | Reduced |
| Principal Financial Group Inc | 36,947 | $920.7K | 0.00% | +345+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 37,622 | $937.5K | 0.01% | +34,014+942.7% | Added |
| Capital Investment Counsel, Inc | 37,800 | $942.0K | 0.16% | 00.0% | Unchanged |
| Romano Brothers and Company | 37,882 | $944.0K | 0.13% | −2,200−5.5% | Reduced |
| Silvercrest Asset Management Group LLC | 38,500 | $959.4K | 0.01% | +11,061+40.3% | Added |
| Public Employees Retirement Association of Colorado | 38,663 | $963.0K | 0.00% | −495−1.3% | Reduced |
| Axq Capital, LP | 38,815 | $967.3K | 0.23% | −8,200−17.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 39,396 | $982.0K | 0.10% | −8,127−17.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 39,707 | $989.5K | 0.18% | −173,709−81.4% | Reduced |
| Nissay Asset Management Corp | 40,028 | $997.5K | 0.01% | +1,913+5.0% | Added |
| Seaport Global Advisors, LLC | 40,285 | $1.00M | 2.04% | −60,915−60.2% | Reduced |
| British Columbia Investment Management Corp | 40,565 | $1.01M | 0.01% | +2,752+7.3% | Added |
| Captrust Financial Advisors | 41,683 | $1.04M | 0.00% | −18,141−30.3% | Reduced |
| Nomura Holdings Inc | 42,000 | $1.05M | 0.01% | +42,000 | New |
| Blueshift Asset Management, LLC | 42,135 | $1.05M | 0.55% | −7,853−15.7% | Reduced |
| Integrated Wealth Concepts LLC | 42,373 | $1.06M | 0.02% | +997+2.4% | Added |
| Park Avenue Securities LLC | 43,357 | $1.08M | 0.01% | +436+1.0% | Added |
| Simplex Trading, LLC | 43,988 | $1.10M | 0.03% | +25,365+136.2% | Added |
| Neuberger Berman Group LLC | 44,444 | $1.11M | 0.00% | +1,022+2.4% | Added |
| Lewis Asset Management, LLC | 44,998 | $1.12M | 0.92% | +6,655+17.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 46,362 | $1.16M | 0.00% | +8,095+21.2% | Added |
| Cresset Asset Management, LLC | 46,442 | $1.16M | 0.01% | +4,954+11.9% | Added |
| Diversified Trust Co | 46,493 | $1.16M | 0.03% | −1,461−3.0% | Reduced |
| DnB Asset Management AS | 46,721 | $1.16M | 0.01% | +6,189+15.3% | Added |
| Duality Advisers, LP | 47,041 | $1.17M | 0.12% | +47,041 | New |
| Victory Capital Management Inc | 47,391 | $1.18M | 0.00% | −827,585−94.6% | Reduced |
| TBH Global Asset Management, LLC | 47,507 | $1.18M | 0.24% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 51,095 | $1.18M | 0.05% | +14,048+37.9% | Added |
| Cerity Partners LLC | 48,020 | $1.20M | 0.00% | −12,560−20.7% | Reduced |
| Mercer Global Advisors Inc | 48,403 | $1.21M | 0.00% | +9,514+24.5% | Added |
| Fred Alger Management, LLC | 49,605 | $1.24M | 0.01% | +43,465+707.9% | Added |
| Group One Trading, L.P. | 49,895 | $1.24M | 0.04% | −11,219−18.4% | Reduced |
| Capital International Sarl | 50,100 | $1.25M | 0.04% | +50,100 | New |
| McGowan Group Asset Management, Inc. | 50,479 | $1.26M | 0.18% | +50,479 | New |
| Creative Planning | 51,555 | $1.28M | 0.00% | −11,801−18.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 52,000 | $1.30M | 0.89% | +15,000+40.5% | Added |
| Bridger Management, LLC | 52,692 | $1.31M | 0.59% | 00.0% | Unchanged |
| Ceera Investments, LLC | 55,000 | $1.37M | 0.60% | +32,000+139.1% | Added |
| RSM US Wealth Management LLC | 55,406 | $1.38M | 0.04% | −184−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 55,489 | $1.38M | 0.00% | −297,043−84.3% | Reduced |
| Berylson Capital Partners, LLC | 56,000 | $1.40M | 2.79% | −153,600−73.3% | Reduced |
| Mariner, LLC | 56,434 | $1.41M | 0.00% | +16,766+42.3% | Added |
| Korea Investment CORP | 57,668 | $1.44M | 0.00% | +3,582+6.6% | Added |
| Trevian Wealth Management LLC | 58,090 | $1.45M | 0.99% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 58,600 | $1.46M | 0.03% | +58,600 | New |
| Teza Capital Management LLC | 59,240 | $1.48M | 0.20% | −5,664−8.7% | Reduced |
| QRG Capital Management, Inc. | 60,803 | $1.52M | 0.02% | −2,965−4.6% | Reduced |
| Point72 (DIFC) Ltd | 61,634 | $1.54M | 0.12% | +61,634 | New |
| Crestone Asset Management LLC | 61,820 | $1.54M | 0.31% | −435−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,028 | $1.55M | 0.01% | +2,818+4.8% | Added |
| IFM Investors Pty Ltd | 62,839 | $1.57M | 0.02% | +11,656+22.8% | Added |
| Xponance, Inc. | 63,267 | $1.58M | 0.02% | +16,831+36.2% | Added |
| Quadrature Capital Ltd | 63,827 | $1.59M | 0.03% | +63,827 | New |
| Wolverine Trading, LLC | 63,968 | $1.59M | 0.02% | +19,440+43.7% | Added |
| Bank of Montreal | 65,860 | $1.66M | 0.00% | +6,299+10.6% | Added |
| Harbor Capital Advisors, Inc. | 69,164 | $1.72M | 0.23% | +15,999+30.1% | Added |
| Exchange Traded Concepts, LLC | 69,294 | $1.73M | 0.04% | +69,294 | New |
| Prudential Financial Inc | 69,464 | $1.73M | 0.00% | +55,711+405.1% | Added |
| Qsemble Capital Management, LP | 70,755 | $1.76M | 0.39% | +70,755 | New |
| Skandinaviska Enskilda Banken AB (publ) | 70,909 | $1.77M | 0.01% | +7,940+12.6% | Added |
| Forsta Ap-Fonden | 72,600 | $1.81M | 0.02% | +72,600 | New |
| Empowered Funds, LLC | 75,100 | $1.87M | 0.03% | +10,363+16.0% | Added |