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, Q2 2024
Institutional positions in Toast, Inc. as of Jun 30, 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
- 505
- +39 vs. Q1 2024
- Shares held
- 384.9M
- +21.3M (+5.9%) vs. Q1 2024
- Total value
- $9.92B
- +$865.1M (+9.6%) vs. Q1 2024
- New holders
- 99
- 192 more added
- Sold out
- 60
- 152 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 18 | $0 | 0.00% | +18 | New |
| CVA Family Office, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $180 | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 8 | $206 | 0.00% | +8 | New |
| Quadrant Capital Group LLC | 8 | $207 | 0.00% | −17−68.0% | Reduced |
| MV Capital Management, Inc. | 8 | $207 | 0.00% | +7+700.0% | Added |
| Manchester Capital Management LLC | 9 | $232 | 0.00% | −560−98.4% | Reduced |
| SJS Investment Consulting Inc. | 10 | $258 | 0.00% | +3+42.9% | Added |
| Berkshire Capital Holdings Inc | 10 | $258 | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 13 | $336 | 0.00% | +13 | New |
| Financial Freedom, LLC | 15 | $387 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $437 | 0.00% | +16 | New |
| RE Dickinson Investment Advisors, LLC | 20 | $516 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $567 | 0.00% | +19+633.3% | Added |
| Caitlin John, LLC | 25 | $644 | 0.00% | −25−50.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 37 | $954 | 0.00% | +37 | New |
| NBC Securities, Inc. | 50 | $1.00K | 0.00% | −250−83.3% | Reduced |
| Opal Wealth Advisors, LLC | 50 | $1.29K | 0.00% | −10−16.7% | Reduced |
| AdvisorNet Financial, Inc | 50 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.29K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 50 | $1.29K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 55 | $1.42K | 0.00% | +47+587.5% | Added |
| Ronald Blue Trust, Inc. | 61 | $1.52K | 0.00% | +61 | New |
| Financial Perspectives, Inc | 75 | $1.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 115 | $2.00K | 0.00% | +15+15.0% | Added |
| Lazard Asset Management LLC | 94 | $2.00K | 0.00% | +46+95.8% | Added |
| Quarry LP | 87 | $2.24K | 0.00% | −49−36.0% | Reduced |
| Criterion Capital Advisors, LLC | 95 | $2.45K | 0.00% | +95 | New |
| Creative Financial Designs Inc | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $2.58K | 0.00% | +100 | New |
| Asset Dedication, LLC | 103 | $2.65K | 0.00% | +103 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 | $2.71K | 0.00% | −169−61.7% | Reduced |
| Bell Investment Advisors, Inc | 116 | $2.99K | 0.00% | +20+20.8% | Added |
| Glen Eagle Advisors, LLC | 118 | $3.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $3.32K | 0.00% | +13+11.2% | Added |
| Macroview Investment Management LLC | 146 | $3.76K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 158 | $4.07K | 0.00% | +158 | New |
| Plato Investment Management Ltd | 171 | $4.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $4.48K | 0.00% | +174 | New |
| RFP Financial Group LLC | 180 | $4.64K | 0.00% | +180 | New |
| REAP Financial Group, LLC | 181 | $4.66K | 0.00% | +181 | New |
| Baldwin Brothers Inc | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 205 | $5.28K | 0.00% | +205 | New |
| Signaturefd, LLC | 215 | $5.54K | 0.00% | −913−80.9% | Reduced |
| Smartleaf Asset Management LLC | 242 | $6.22K | 0.00% | +156+181.4% | Added |
| Redwood Wealth Management Group, LLC | 250 | $6.44K | 0.00% | +250 | New |
| Coston, McIsaac & Partners | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 292 | $7.28K | 0.00% | +130+80.2% | Added |
| Fifth Third Bancorp | 289 | $7.45K | 0.00% | +80+38.3% | Added |
| Venturi Wealth Management, LLC | 318 | $8.20K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 325 | $8.38K | 0.00% | +325 | New |
| Lindbrook Capital, LLC | 348 | $8.97K | 0.00% | +316+987.5% | Added |
| Private Ocean, LLC | 350 | $9.02K | 0.00% | +350 | New |
| Benjamin Edwards Inc | 388 | $10.0K | 0.00% | +388 | New |
| Rakuten Securities, Inc. | 413 | $10.6K | 0.00% | −5,290−92.8% | Reduced |
| Leonteq Securities AG | 429 | $11.1K | 0.00% | −9,698−95.8% | Reduced |
| Meeder Asset Management Inc | 450 | $11.6K | 0.00% | +315+233.3% | Added |
| TD Private Client Wealth LLC | 471 | $12.1K | 0.00% | +471 | New |
| Colonial Trust Advisors | 500 | $12.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 500 | $12.9K | 0.00% | +500 | New |
| Ancora Advisors, LLC | 514 | $13.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 600 | $15.0K | 0.00% | +600 | New |
| First Horizon Advisors, Inc. | 608 | $15.7K | 0.00% | +310+104.0% | Added |
| Parallel Advisors, LLC | 698 | $18.0K | 0.00% | −7−1.0% | Reduced |
| Ci Investments Inc. | 704 | $18.0K | 0.00% | −19−2.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 700 | $18.0K | 0.01% | +600+600.0% | Added |
| Emfo, LLC | 739 | $19.0K | 0.02% | +100+15.6% | Added |
| Hallmark Capital Management Inc | 749 | $19.3K | 0.00% | +749 | New |
| Harbor Investment Advisory, LLC | 750 | $19.3K | 0.00% | −750−50.0% | Reduced |
| Raleigh Capital Management Inc. | 771 | $19.9K | 0.01% | +771 | New |
| Newbridge Financial Services Group, Inc. | 800 | $20.6K | 0.01% | −1,600−66.7% | Reduced |
| Tower Research Capital LLC (TRC) | 804 | $20.7K | 0.00% | −82−9.3% | Reduced |
| Huntington National Bank | 837 | $21.6K | 0.00% | −338−28.8% | Reduced |
| Montag A & Associates Inc | 930 | $24.0K | 0.00% | +930 | New |
| Park Place Capital Corp | 999 | $25.7K | 0.01% | −58−5.5% | Reduced |
| GHP Investment Advisors, Inc. | 1,000 | $25.8K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $25.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $25.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,000 | $25.8K | 0.01% | +1,000 | New |
| LRI Investments, LLC | 1,000 | $25.8K | 0.00% | +1,000 | New |
| GWM Advisors LLC | 1,053 | $27.1K | 0.00% | +113+12.0% | Added |
| Coppell Advisory Solutions LLC | 1,106 | $28.5K | 0.00% | +1,106 | New |
| Proequities, Inc. | 1,121 | $28.9K | 0.00% | +725+183.1% | Added |
| Principal Securities, Inc. | 1,172 | $30.2K | 0.00% | +888+312.7% | Added |
| GAMMA Investing LLC | 1,217 | $31.4K | 0.00% | +341+38.9% | Added |
| Pinnacle Holdings, LLC | 1,222 | $31.5K | 0.01% | −19−1.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,297 | $33.4K | 0.01% | +1,297 | New |
| 1620 Investment Advisors, Inc. | 1,304 | $33.6K | 0.03% | +1,304 | New |
| Jones Financial Companies LLLP | 1,349 | $34.8K | 0.00% | +1,349 | New |
| Farther Finance Advisors, LLC | 1,537 | $39.1K | 0.00% | +991+181.5% | Added |
| Harbour Investments, Inc. | 1,647 | $42.4K | 0.00% | +1,147+229.4% | Added |
| Spire Wealth Management | 1,801 | $46.4K | 0.00% | −5,295−74.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,902 | $49.0K | 0.00% | +1,902 | New |
| Your Advocates Ltd., LLP | 2,000 | $51.5K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,222 | $57.3K | 0.00% | 00.0% | Unchanged |