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 |
|---|---|---|---|---|---|
| Creative Planning | 51,555 | $1.28M | 0.00% | −11,801−18.6% | Reduced |
| McGowan Group Asset Management, Inc. | 50,479 | $1.26M | 0.18% | +50,479 | New |
| Capital International Sarl | 50,100 | $1.25M | 0.04% | +50,100 | New |
| Group One Trading, L.P. | 49,895 | $1.24M | 0.04% | −11,219−18.4% | Reduced |
| Fred Alger Management, LLC | 49,605 | $1.24M | 0.01% | +43,465+707.9% | Added |
| Mercer Global Advisors Inc | 48,403 | $1.21M | 0.00% | +9,514+24.5% | Added |
| Cerity Partners LLC | 48,020 | $1.20M | 0.00% | −12,560−20.7% | Reduced |
| Chicago Partners Investment Group LLC | 51,095 | $1.18M | 0.05% | +14,048+37.9% | Added |
| TBH Global Asset Management, LLC | 47,507 | $1.18M | 0.24% | 00.0% | Unchanged |
| Victory Capital Management Inc | 47,391 | $1.18M | 0.00% | −827,585−94.6% | Reduced |
| Duality Advisers, LP | 47,041 | $1.17M | 0.12% | +47,041 | New |
| DnB Asset Management AS | 46,721 | $1.16M | 0.01% | +6,189+15.3% | Added |
| Diversified Trust Co | 46,493 | $1.16M | 0.03% | −1,461−3.0% | Reduced |
| Cresset Asset Management, LLC | 46,442 | $1.16M | 0.01% | +4,954+11.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 46,362 | $1.16M | 0.00% | +8,095+21.2% | Added |
| Lewis Asset Management, LLC | 44,998 | $1.12M | 0.92% | +6,655+17.4% | Added |
| Neuberger Berman Group LLC | 44,444 | $1.11M | 0.00% | +1,022+2.4% | Added |
| Simplex Trading, LLC | 43,988 | $1.10M | 0.03% | +25,365+136.2% | Added |
| Park Avenue Securities LLC | 43,357 | $1.08M | 0.01% | +436+1.0% | Added |
| Integrated Wealth Concepts LLC | 42,373 | $1.06M | 0.02% | +997+2.4% | Added |
| Blueshift Asset Management, LLC | 42,135 | $1.05M | 0.55% | −7,853−15.7% | Reduced |
| Nomura Holdings Inc | 42,000 | $1.05M | 0.01% | +42,000 | New |
| Captrust Financial Advisors | 41,683 | $1.04M | 0.00% | −18,141−30.3% | Reduced |
| British Columbia Investment Management Corp | 40,565 | $1.01M | 0.01% | +2,752+7.3% | Added |
| Seaport Global Advisors, LLC | 40,285 | $1.00M | 2.04% | −60,915−60.2% | Reduced |
| Nissay Asset Management Corp | 40,028 | $997.5K | 0.01% | +1,913+5.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 39,707 | $989.5K | 0.18% | −173,709−81.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 39,396 | $982.0K | 0.10% | −8,127−17.1% | Reduced |
| Axq Capital, LP | 38,815 | $967.3K | 0.23% | −8,200−17.4% | Reduced |
| Public Employees Retirement Association of Colorado | 38,663 | $963.0K | 0.00% | −495−1.3% | Reduced |
| Silvercrest Asset Management Group LLC | 38,500 | $959.4K | 0.01% | +11,061+40.3% | Added |
| Romano Brothers and Company | 37,882 | $944.0K | 0.13% | −2,200−5.5% | Reduced |
| Capital Investment Counsel, Inc | 37,800 | $942.0K | 0.16% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37,622 | $937.5K | 0.01% | +34,014+942.7% | Added |
| Principal Financial Group Inc | 36,947 | $920.7K | 0.00% | +345+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 35,547 | $885.8K | 0.00% | −12,733−26.4% | Reduced |
| DekaBank Deutsche Girozentrale | 36,483 | $880.0K | 0.00% | +9,140+33.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 35,258 | $879.0K | 0.02% | +29,355+497.3% | Added |
| Gotham Asset Management, LLC | 35,113 | $875.0K | 0.01% | +12,882+57.9% | Added |
| Mirador Capital Partners LP | 34,564 | $861.3K | 0.16% | −5,135−12.9% | Reduced |
| SpiderRock Advisors, LLC | 36,145 | $849.8K | 0.03% | +36,145 | New |
| Advisor Group Holdings, Inc. | 33,937 | $845.7K | 0.00% | −13,261−28.1% | Reduced |
| Daiwa Securities Group Inc. | 33,872 | $844.0K | 0.00% | −5,500−14.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 33,727 | $840.5K | 0.00% | −3,663−9.8% | Reduced |
| Aviva PLC | 33,599 | $837.3K | 0.00% | +33,599 | New |
| Toronto Dominion Bank | 32,466 | $809.1K | 0.00% | −10,292−24.1% | Reduced |
| US Bancorp | 31,373 | $781.8K | 0.00% | −20,769−39.8% | Reduced |
| Savant Capital, LLC | 31,361 | $781.5K | 0.01% | +31,361 | New |
| Pier 88 Investment Partners LLC | 31,180 | $777.0K | 0.19% | +31,180 | New |
| Elo Mutual Pension Insurance Co | 31,086 | $775.0K | 0.02% | +2,390+8.3% | Added |
| Values First Advisors, Inc. | 30,531 | $760.8K | 0.45% | +12,418+68.6% | Added |
| WoodTrust Financial Corp | 30,230 | $754.0K | 0.12% | +30,230 | New |
| Michael & Susan Dell Foundation | 29,395 | $732.5K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 28,976 | $722.1K | 0.01% | +28,976 | New |
| Bordeaux Wealth Advisors LLC | 28,023 | $698.3K | 0.23% | +28,023 | New |
| Sachetta, LLC | 38,100 | $695.7K | 0.33% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 27,776 | $692.2K | 0.00% | −9,308−25.1% | Reduced |
| Nordea Investment Management AB | 28,004 | $683.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 27,311 | $681.0K | 0.00% | −45,568−62.5% | Reduced |
| Centaurus Financial, Inc. | 27,200 | $678.0K | 0.05% | +27,200 | New |
| Gulf International Bank (UK) Ltd | 26,095 | $650.0K | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 26,020 | $648.4K | 0.12% | 00.0% | Unchanged |
| KBC Group NV | 25,732 | $641.0K | 0.00% | +4,703+22.4% | Added |
| Verition Fund Management LLC | 25,635 | $638.8K | 0.01% | +14,453+129.3% | Added |
| Point72 Hong Kong Ltd | 25,415 | $633.3K | 0.03% | +25,415 | New |
| Options Solutions, LLC | 25,397 | $632.9K | 0.36% | +25,397 | New |
| Epoch Investment Partners, Inc. | 25,387 | $632.6K | 0.00% | +25,387 | New |
| Maryland State Retirement & Pension System | 27,998 | $623.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,874 | $619.9K | 0.00% | −22,554−47.6% | Reduced |
| Amalgamated Bank | 24,135 | $601.0K | 0.01% | −55,148−69.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,737 | $591.5K | 0.01% | −39−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,619 | $588.6K | 0.00% | +4,722+25.0% | Added |
| Ellevest, Inc. | 23,573 | $587.4K | 0.04% | +50.0% | Added |
| Legacy Advisors, LLC | 23,469 | $584.8K | 0.07% | +10,000+74.2% | Added |
| IHT Wealth Management, LLC | 23,218 | $578.6K | 0.02% | +8,579+58.6% | Added |
| Cetera Investment Advisers | 22,593 | $563.0K | 0.00% | +22,593 | New |
| MetLife Investment Management | 22,302 | $555.8K | 0.00% | +823+3.8% | Added |
| American Century Companies Inc | 22,193 | $553.0K | 0.00% | +126+0.6% | Added |
| Allianz Asset Management GmbH | 22,164 | $552.3K | 0.00% | +6,829+44.5% | Added |
| Meiji Yasuda Life Insurance Co | 21,900 | $545.7K | 0.01% | −1,000−4.4% | Reduced |
| Brown Advisory Inc | 21,715 | $541.1K | 0.00% | −5,286−19.6% | Reduced |
| Intech Investment Management LLC | 21,477 | $535.2K | 0.01% | +10,672+98.8% | Added |
| D.A. Davidson & Co. | 21,246 | $529.5K | 0.00% | +9,801+85.6% | Added |
| Beck Mack & Oliver LLC | 20,920 | $521.3K | 0.01% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 20,787 | $518.0K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 20,398 | $508.3K | 0.00% | +2,208+12.1% | Added |
| Utah Retirement Systems | 20,300 | $505.9K | 0.01% | −20,615−50.4% | Reduced |
| M&T Bank Corp | 19,386 | $483.1K | 0.00% | +8,169+72.8% | Added |
| JustInvest LLC | 19,312 | $481.3K | 0.01% | +1,801+10.3% | Added |
| Clearstead Advisors, LLC | 17,531 | $473.7K | 0.02% | −3,870−18.1% | Reduced |
| La Banque Postale Asset Management SA | 18,681 | $465.5K | 0.02% | +18,681 | New |
| Intrepid Capital Management Inc | 18,355 | $457.4K | 0.30% | +10,301+127.9% | Added |
| Venture Visionary Partners LLC | 18,210 | $453.8K | 0.02% | +7,410+68.6% | Added |
| Jump Financial, LLC | 17,507 | $436.3K | 0.01% | −112,592−86.5% | Reduced |
| Prelude Capital Management, LLC | 17,485 | $435.7K | 0.03% | +17,485 | New |
| Aigen Investment Management, LP | 17,129 | $426.9K | 0.09% | −49,908−74.4% | Reduced |
| HAP Trading, LLC | 16,941 | $422.2K | 0.13% | −2,375−12.3% | Reduced |
| Wellington Shields & Co., LLC | 16,700 | $416.2K | 0.14% | +500+3.1% | Added |
| Walleye Capital LLC | 16,677 | $415.6K | 0.00% | −64,976−79.6% | Reduced |
| Ameriprise Financial Inc | 16,495 | $410.6K | 0.00% | −98,636−85.7% | Reduced |