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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 2,222 | $55.4K | 0.00% | +400+22.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,193 | $54.6K | 0.01% | +2,193 | New |
| Your Advocates Ltd., LLP | 2,000 | $49.8K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,000 | $49.8K | 0.12% | +2,000 | New |
| Stephens Inc | 1,861 | $46.4K | 0.00% | +1,370+279.0% | Added |
| The PNC Financial Services Group, Inc. | 1,570 | $39.1K | 0.00% | +53+3.5% | Added |
| Harbor Investment Advisory, LLC | 1,500 | $37.4K | 0.00% | +1,500 | New |
| Whittier Trust Co | 1,392 | $34.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,241 | $30.9K | 0.01% | +1,241 | New |
| Huntington National Bank | 1,175 | $29.3K | 0.00% | −231−16.4% | Reduced |
| Signaturefd, LLC | 1,128 | $28.1K | 0.00% | +1,128 | New |
| Park Place Capital Corp | 1,057 | $26.3K | 0.01% | +58+5.8% | Added |
| GHP Investment Advisors, Inc. | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 940 | $23.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 886 | $22.1K | 0.00% | −3,199−78.3% | Reduced |
| GAMMA Investing LLC | 876 | $21.8K | 0.00% | +117+15.4% | Added |
| EverSource Wealth Advisors, LLC | 769 | $18.2K | 0.00% | +338+78.4% | Added |
| Ci Investments Inc. | 723 | $18.0K | 0.00% | +189+35.4% | Added |
| Parallel Advisors, LLC | 705 | $17.6K | 0.00% | +163+30.1% | Added |
| CoreCap Advisors, LLC | 700 | $17.4K | 0.00% | +700 | New |
| Emfo, LLC | 639 | $15.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 569 | $14.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 546 | $13.3K | 0.00% | +442+425.0% | Added |
| Ancora Advisors, LLC | 514 | $12.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $12.5K | 0.00% | −100−16.7% | Reduced |
| Harbour Investments, Inc. | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $12.5K | 0.00% | +500 | New |
| SOA Wealth Advisors, LLC. | 450 | $11.2K | 0.00% | +450 | New |
| Proequities, Inc. | 396 | $9.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 318 | $7.92K | 0.00% | −67−17.4% | Reduced |
| First Horizon Advisors, Inc. | 298 | $7.42K | 0.00% | −242−44.8% | Reduced |
| Principal Securities, Inc. | 284 | $7.08K | 0.00% | −1,332−82.4% | Reduced |
| NBC Securities, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 274 | $6.83K | 0.00% | −35−11.3% | Reduced |
| Fifth Third Bancorp | 209 | $5.21K | 0.00% | +209 | New |
| Baldwin Brothers Inc | 200 | $4.98K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $4.98K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 171 | $4.26K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 171 | $4.00K | 0.00% | +171 | New |
| First PREMIER Bank | 153 | $4.00K | 0.00% | +153 | New |
| Allworth Financial LP | 150 | $3.74K | 0.00% | +19+14.5% | Added |
| Macroview Investment Management LLC | 146 | $3.64K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 136 | $3.39K | 0.00% | −1,003−88.1% | Reduced |
| Meeder Asset Management Inc | 135 | $3.36K | 0.00% | +135 | New |
| Mather Group, LLC. | 162 | $2.96K | 0.00% | +162 | New |
| Glen Eagle Advisors, LLC | 118 | $2.94K | 0.00% | +18+18.0% | Added |
| Massmutual Trust Co FSB | 116 | $2.89K | 0.00% | +83+251.5% | Added |
| Westside Investment Management, Inc. | 100 | $2.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $2.49K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $2.49K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 96 | $2.39K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 86 | $2.09K | 0.00% | +8+10.3% | Added |
| Valley National Advisers Inc | 100 | $2.00K | 0.00% | +25+33.3% | Added |
| Financial Perspectives, Inc | 75 | $1.87K | 0.00% | −50−40.0% | Reduced |
| Opal Wealth Advisors, LLC | 60 | $1.50K | 0.00% | +60 | New |
| Caitlin John, LLC | 50 | $1.25K | 0.00% | −700−93.3% | Reduced |
| Rise Advisors, LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $1.25K | 0.00% | +50 | New |
| Lazard Asset Management LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $797 | 0.00% | −5−13.5% | Reduced |
| Quadrant Capital Group LLC | 25 | $623 | 0.00% | +9+56.3% | Added |
| Financial Freedom, LLC | 15 | $374 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $200 | 0.00% | −29−78.4% | Reduced |
| SJS Investment Consulting Inc. | 7 | $175 | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $75 | 0.00% | −6−66.7% | Reduced |
| CVA Family Office, LLC | 1 | $25 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $25 | 0.00% | +1 | New |
| RE Dickinson Investment Advisors, LLC | 20 | $0 | 0.00% | +20 | New |
| 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 |