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 |
|---|---|---|---|---|---|
| Pathway Capital Management, LP | 616,449 | $15.4M | 14.32% | +616,449 | New |
| Technology Crossover Management X, Ltd. | 625,000 | $15.6M | 1.63% | 00.0% | Unchanged |
| Azora Capital LP | 640,795 | $16.0M | 1.16% | +640,795 | New |
| SEI Investments Co | 642,672 | $16.0M | 0.02% | +22,991+3.7% | Added |
| Legal & General Group Plc | 688,601 | $17.2M | 0.00% | +23,314+3.5% | Added |
| Capital Group Private Client Services, Inc. | 740,735 | $18.5M | 0.19% | +740,735 | New |
| SCS Capital Management LLC | 791,544 | $19.7M | 0.42% | 00.0% | Unchanged |
| Capital International Inc | 833,555 | $20.8M | 0.28% | −18,414−2.2% | Reduced |
| Marshall Wace, LLP | 912,572 | $22.7M | 0.04% | −382,387−29.5% | Reduced |
| Deutsche Bank AG | 916,463 | $22.8M | 0.01% | +577,042+170.0% | Added |
| Cubist Systematic Strategies, LLC | 930,418 | $23.2M | 0.26% | +920,145+8,956.9% | Added |
| Armistice Capital, LLC | 934,687 | $23.3M | 0.62% | −727,383−43.8% | Reduced |
| Alkeon Capital Management LLC | 1,000,000 | $24.9M | 0.14% | +1,000,000 | New |
| Swiss National Bank | 1,018,800 | $25.4M | 0.02% | −9,000−0.9% | Reduced |
| Citadel Advisors LLC | 1,030,736 | $25.7M | 0.02% | +413,846+67.1% | Added |
| UBS Asset Management Americas Inc | 1,031,804 | $25.7M | 0.01% | −63,293−5.8% | Reduced |
| Blair William & Co | 1,045,745 | $26.1M | 0.08% | +587,788+128.4% | Added |
| Glynn Capital Management LLC | 1,062,149 | $26.5M | 4.96% | +1,892+0.2% | Added |
| Capital Fund Management S.A. | 1,080,239 | $26.9M | 0.33% | −304,221−22.0% | Reduced |
| Dimensional Fund Advisors LP | 1,092,697 | $27.2M | 0.01% | +69,376+6.8% | Added |
| First Trust Advisors LP | 1,121,944 | $28.0M | 0.03% | −743,045−39.8% | Reduced |
| AQR Capital Management LLC | 1,163,474 | $28.7M | 0.05% | +269,394+30.1% | Added |
| NZS Capital, LLC | 1,172,880 | $29.2M | 1.21% | +28,191+2.5% | Added |
| Colony Group, LLC | 1,176,919 | $29.3M | 0.24% | +1,176,919 | New |
| Voloridge Investment Management, LLC | 1,222,653 | $30.5M | 0.11% | +1,222,653 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,246,325 | $31.1M | 0.13% | +167,425+15.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,267,865 | $31.6M | 0.07% | −17,866−1.4% | Reduced |
| Greenhouse Funds LLLP | 1,415,906 | $35.3M | 2.23% | +155,040+12.3% | Added |
| Nuveen Asset Management, LLC | 1,445,174 | $36.0M | 0.01% | +411,027+39.7% | Added |
| Goldman Sachs Group Inc | 1,460,951 | $36.4M | 0.01% | +1,194,033+447.3% | Added |
| Zevenbergen Capital Investments LLC | 1,487,959 | $37.1M | 0.79% | +93,256+6.7% | Added |
| Two Sigma Investments, LP | 1,532,480 | $38.2M | 0.09% | −1,416,645−48.0% | Reduced |
| Federated Hermes, Inc. | 1,607,194 | $40.1M | 0.09% | +1,607,194 | New |
| Riverbridge Partners LLC | 1,618,260 | $40.3M | 0.49% | +61,446+3.9% | Added |
| Bank of America Corp | 1,626,304 | $40.5M | 0.00% | +1,028,552+172.1% | Added |
| Man Group plc | 1,736,124 | $43.3M | 0.12% | +64,771+3.9% | Added |
| UBS Group AG | 1,740,473 | $43.4M | 0.01% | +1,410,543+427.5% | Added |
| Stephens Investment Management Group LLC | 1,781,609 | $44.4M | 0.59% | +6,191+0.3% | Added |
| Bank of New York Mellon Corp | 1,829,517 | $45.6M | 0.01% | −62,075−3.3% | Reduced |
| Northern Trust Corp | 1,972,357 | $49.2M | 0.01% | −144,836−6.8% | Reduced |
| Millennium Management LLC | 1,980,069 | $49.3M | 0.04% | +12,152+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 2,265,401 | $56.5M | 0.94% | −1,439,613−38.9% | Reduced |
| HarbourVest Partners LLC | 2,282,878 | $56.9M | 25.94% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 2,400,836 | $59.8M | 0.01% | +90,640+3.9% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,624,364 | $65.4M | 0.45% | +278,844+11.9% | Added |
| Gilder Gagnon Howe & Co LLC | 2,711,164 | $67.6M | 0.84% | −32,497−1.2% | Reduced |
| Lead Edge Capital Management, LLC | 2,774,100 | $69.1M | 21.25% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 3,046,955 | $75.9M | 2.67% | −851,238−21.8% | Reduced |
| Eventide Asset Management, LLC | 3,233,915 | $80.6M | 1.26% | −416,151−11.4% | Reduced |
| 12 West Capital Management LP | 3,771,340 | $94.0M | 8.56% | −2,000,000−34.7% | Reduced |
| Morgan Stanley | 4,599,961 | $114.6M | 0.01% | +1,213,382+35.8% | Added |
| XN LP | 5,055,225 | $126.0M | 6.28% | +1,467,339+40.9% | Added |
| Meritage Group LP | 5,284,811 | $131.7M | 3.10% | +1,436,494+37.3% | Added |
| Norges Bank | 5,668,528 | $141.3M | 0.02% | +1,468,130+35.0% | Added |
| Generation Investment Management LLP | 5,755,568 | $143.4M | 0.65% | −3,297,145−36.4% | Reduced |
| Geode Capital Management, LLC | 5,869,523 | $146.0M | 0.01% | +270,720+4.8% | Added |
| Nikko Asset Management Americas, Inc. | 6,189,048 | $154.2M | 1.53% | +214,384+3.6% | Added |
| JPMorgan Chase & Co | 6,523,321 | $162.6M | 0.01% | +1,739,956+36.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,880,795 | $171.5M | 0.12% | +280,418+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 7,099,957 | $176.9M | 0.11% | +3,982,248+127.7% | Added |
| Whale Rock Capital Management LLC | 7,187,434 | $179.1M | 2.66% | +7,187,434 | New |
| State Street Corp | 7,268,884 | $181.1M | 0.01% | +118,152+1.7% | Added |
| Dragoneer Investment Group, LLC | 7,565,152 | $188.5M | 4.37% | +3,024,167+66.6% | Added |
| Greenoaks Capital Partners LLC | 8,441,611 | $210.4M | 17.35% | −400,000−4.5% | Reduced |
| Champlain Investment Partners, LLC | 9,976,356 | $248.6M | 1.42% | +833,390+9.1% | Added |
| Abdiel Capital Advisors, LP | 10,402,454 | $259.2M | 16.21% | −511,010−4.7% | Reduced |
| FMR LLC | 13,346,581 | $332.6M | 0.02% | −3,823,937−22.3% | Reduced |
| HMI Capital Management, L.P. | 13,369,610 | $333.2M | 12.26% | −1,819,655−12.0% | Reduced |
| Durable Capital Partners LP | 15,943,931 | $397.3M | 3.08% | +2,361,000+17.4% | Added |
| Price T Rowe Associates Inc | 19,524,700 | $486.6M | 0.06% | +3,445,788+21.4% | Added |
| BlackRock Inc. | 21,029,100 | $524.0M | 0.01% | +763,025+3.8% | Added |
| Capital International Investors | 32,924,082 | $820.5M | 0.17% | +3,574,397+12.2% | Added |
| Vanguard Group Inc | 35,743,014 | $890.7M | 0.02% | −934,357−2.5% | Reduced |
| Atreides Management, LP | 0 | $0 | 0.00% | −3,336,752−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −3,077,573−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,317,794−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,008,700−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −802,161−100.0% | Sold out |
| Hillman Co | 0 | $0 | 0.00% | −487,003−100.0% | Sold out |
| Wildcat Capital Management, LLC | 0 | $0 | 0.00% | −445,903−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −390,800−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −347,222−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −308,444−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −301,646−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −273,644−100.0% | Sold out |
| Scion Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −130,757−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −72,500−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −55,770−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −54,300−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −35,632−100.0% | Sold out |
| Hongkou Capital LP | 0 | $0 | 0.00% | −35,225−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −32,271−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,192−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −28,002−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −25,375−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −23,836−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −21,544−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,045−100.0% | Sold out |