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 |
|---|---|---|---|---|---|
| Element Pointe Advisors, LLC | 16,291 | $406.0K | 0.10% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 15,820 | $394.2K | 0.09% | +1,909+13.7% | Added |
| Raymond James Trust N.A. | 15,500 | $386.3K | 0.01% | +15,500 | New |
| APG Asset Management N.V. | 16,739 | $386.2K | 0.00% | +3,438+25.8% | 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 |
| Pathstone Holdings, LLC | 15,257 | $380.2K | 0.00% | +506+3.4% | Added |
| Winton Group Ltd | 15,175 | $378.2K | 0.03% | +15,175 | New |
| Montis Financial, LLC | 15,044 | $374.9K | 0.18% | −372−2.4% | Reduced |
| IMC-Chicago, LLC | 15,027 | $374.5K | 0.01% | +15,027 | New |
| GFS Advisors, LLC | 15,000 | $374.0K | 0.06% | +15,000 | New |
| WCG Wealth Advisors LLC | 14,950 | $373.0K | 0.03% | −11,750−44.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,936 | $372.0K | 0.00% | +2,548+20.6% | Added |
| PDT Partners, LLC | 14,840 | $369.8K | 0.03% | −60,841−80.4% | Reduced |
| RIA Advisory Group LLC | 14,770 | $368.1K | 0.15% | +14,770 | New |
| Davy Global Fund Management Ltd | 14,584 | $363.4K | 0.04% | −975−6.3% | Reduced |
| Frontier Capital Management Co LLC | 14,452 | $360.1K | 0.00% | +1,437+11.0% | Added |
| Aft, Forsyth & Company, Inc. | 14,300 | $356.4K | 0.20% | +14,300 | New |
| Avantax Advisory Services, Inc. | 14,249 | $355.1K | 0.00% | +14,249 | New |
| CIBC World Markets Corp | 13,929 | $347.1K | 0.00% | +13,929 | New |
| Advisory Services Network, LLC | 13,808 | $344.1K | 0.01% | +8,769+174.0% | Added |
| FDx Advisors, Inc. | 13,544 | $338.0K | 0.05% | −333−2.4% | Reduced |
| Icon Wealth Advisors, LLC | 13,544 | $337.5K | 0.03% | −551−3.9% | Reduced |
| Macquarie Group Ltd | 13,334 | $332.3K | 0.00% | +7,137+115.2% | Added |
| Brasada Capital Management, LP | 13,000 | $324.0K | 0.06% | +13,000 | New |
| Envestnet Portfolio Solutions, Inc. | 12,600 | $314.0K | 0.00% | −1,385−9.9% | Reduced |
| Pinnacle Associates Ltd | 12,450 | $310.3K | 0.00% | −3,300−21.0% | Reduced |
| Toth Financial Advisory Corp | 12,230 | $304.8K | 0.04% | +12,230 | New |
| Cipher Capital LP | 12,080 | $301.0K | 0.14% | +12,080 | New |
| Petrus Trust Company, LTA | 12,031 | $299.8K | 0.03% | +12,031 | New |
| Salem Investment Counselors Inc | 12,000 | $299.0K | 0.01% | +12,000 | New |
| CI Private Wealth, LLC | 11,914 | $296.9K | 0.00% | +11,914 | New |
| Ar Asset Management Inc | 11,800 | $294.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,026 | $274.8K | 0.04% | +11,026 | New |
| 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 |
| Janus Henderson Group PLC | 10,776 | $268.4K | 0.00% | +76+0.7% | Added |
| Trinity Financial Advisors LLC | 10,590 | $263.9K | 0.12% | −10,320−49.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 10,235 | $255.0K | 0.12% | −5,314−34.2% | Reduced |
| Leonteq Securities AG | 10,127 | $252.4K | 0.03% | −8,443−45.5% | Reduced |
| Canton Hathaway, LLC | 10,108 | $252.0K | 0.07% | +6,697+196.3% | Added |
| 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 |
| Triumph Capital Management | 10,165 | $247.3K | 0.10% | −6,490−39.0% | Reduced |
| Mayflower Financial Advisors, LLC | 9,920 | $247.2K | 0.04% | −312−3.0% | Reduced |
| Cascade Investment Group, Inc. | 9,877 | $246.1K | 0.18% | +9,877 | New |
| Clark Capital Management Group, Inc. | 9,800 | $244.2K | 0.00% | +9,800 | New |
| Keebeck Alpha, LP | 9,777 | $243.6K | 0.16% | +9,777 | New |
| Toroso Investments, LLC | 9,773 | $243.5K | 0.00% | +9,773 | New |
| Aries Wealth Management | 9,660 | $240.7K | 0.08% | +9,660 | New |
| Harvest Fund Management Co., Ltd | 9,648 | $240.0K | 0.02% | +9,648 | New |
| Prudential PLC | 9,504 | $236.8K | 0.00% | −4,917−34.1% | Reduced |
| Systematic Portfolios LLC | 9,222 | $229.8K | 0.79% | −13,639−59.7% | Reduced |
| LSP Investment Advisors, LLC | 9,207 | $229.4K | 0.12% | +9,207 | New |
| Wynn Capital, LLC | 9,180 | $228.8K | 0.18% | +9,180 | New |
| BBR Partners, LLC | 9,054 | $225.6K | 0.02% | +9,054 | New |
| Sanders Morris Harris LLC | 9,000 | $224.3K | 0.04% | +9,000 | New |
| IFP Advisors, Inc | 8,955 | $223.2K | 0.01% | −437−4.7% | Reduced |
| Teacher Retirement System of Texas | 8,649 | $216.0K | 0.00% | −6,393−42.5% | Reduced |
| CIBC Asset Management Inc | 8,576 | $213.7K | 0.00% | +8,576 | New |
| Capstone Investment Advisors, LLC | 8,515 | $212.2K | 0.00% | +8,515 | New |
| MeadowBrook Investment Advisors LLC | 8,230 | $205.1K | 0.19% | −460−5.3% | Reduced |
| Baird Financial Group, Inc. | 8,200 | $204.3K | 0.00% | +8,200 | New |
| Seven Mile Advisory | 8,056 | $200.8K | 0.15% | +8,056 | New |
| HM Payson & Co | 8,050 | $200.6K | 0.00% | −200−2.4% | Reduced |
| Degroof Petercam Asset Management | 8,000 | $199.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,704 | $192.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $191.9K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,600 | $189.0K | 0.01% | −3,387−30.8% | Reduced |
| St Germain D J Co Inc | 7,500 | $186.9K | 0.01% | +2,500+50.0% | Added |
| Truvestments Capital LLC | 7,238 | $180.4K | 0.07% | −7,827−52.0% | Reduced |
| CWM, LLC | 7,172 | $179.0K | 0.00% | +4,785+200.5% | Added |
| Spire Wealth Management | 7,096 | $176.8K | 0.00% | +5,478+338.6% | Added |
| GPS Wealth Strategies Group, LLC | 7,044 | $175.5K | 0.03% | +2,061+41.4% | Added |
| Royal Fund Management, LLC | 6,900 | $171.9K | 0.02% | −15,200−68.8% | Reduced |
| Parkside Financial Bank & Trust | 6,222 | $155.1K | 0.02% | +784+14.4% | Added |
| Comerica Bank | 6,167 | $153.7K | 0.00% | +607+10.9% | Added |
| American International Group, Inc. | 6,116 | $152.4K | 0.00% | +122+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 6,040 | $150.5K | 0.00% | +4,940+449.1% | Added |
| Sands Capital Ventures, LLC | 5,947 | $148.2K | 0.04% | −1,918−24.4% | Reduced |
| Rakuten Securities, Inc. | 5,703 | $142.1K | 0.06% | −2,516−30.6% | Reduced |
| Vestcor Inc | 5,710 | $142.0K | 0.00% | −36−0.6% | Reduced |
| Focused Wealth Management, Inc | 5,321 | $132.6K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 5,300 | $132.1K | 0.01% | +5,300 | New |
| Crewe Advisors LLC | 5,000 | $124.6K | 0.01% | +5,000 | New |
| UniSuper Management Pty Ltd | 4,900 | $122.1K | 0.00% | +3,200+188.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,000 | $119.5K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4,350 | $108.4K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,105 | $102.3K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,086 | $101.8K | 0.00% | +1,130+38.2% | Added |
| Bogart Wealth, LLC | 4,043 | $100.8K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,910 | $97.4K | 0.00% | +1,345+52.4% | Added |
| Quest Partners LLC | 3,297 | $82.2K | 0.01% | −7,338−69.0% | Reduced |
| Ostrum Asset Management | 3,279 | $81.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 3,154 | $78.0K | 0.04% | +3,033+2,506.6% | Added |
| Covestor Ltd | 3,003 | $75.0K | 0.05% | +2,492+487.7% | Added |
| West Tower Group, LLC | 3,000 | $74.8K | 0.23% | +3,000 | New |
| CIBC Private Wealth Group, LLC | 2,965 | $72.1K | 0.00% | +2,965 | New |
| Cullen/Frost Bankers, Inc. | 2,500 | $62.3K | 0.00% | +2,500 | New |
| Newbridge Financial Services Group, Inc. | 2,400 | $59.8K | 0.03% | 00.0% | Unchanged |