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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2,251 | $58.0K | 0.04% | −752−25.0% | Reduced |
| Whittier Trust Co | 2,279 | $58.7K | 0.00% | +887+63.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,575 | $66.4K | 0.00% | +75+3.0% | Added |
| The PNC Financial Services Group, Inc. | 2,818 | $72.6K | 0.00% | +1,248+79.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,889 | $74.4K | 0.00% | −1,021−26.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,899 | $74.6K | 0.00% | −480,241−99.4% | Reduced |
| Ostrum Asset Management | 3,042 | $78.4K | 0.01% | −237−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,028 | $79.2K | 0.01% | +2,259+293.8% | Added |
| Allworth Financial LP | 2,924 | $79.4K | 0.00% | +2,774+1,849.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,200 | $83.0K | 0.00% | +3,200 | New |
| International Assets Investment Management, LLC | 3,390 | $87.4K | 0.01% | +3,390 | New |
| Orion Capital Management LLC | 4,000 | $103.1K | 0.05% | −350−8.0% | Reduced |
| Bogart Wealth, LLC | 4,073 | $105.0K | 0.01% | +30+0.7% | Added |
| Fred Alger Management, LLC | 4,314 | $111.2K | 0.00% | −45,291−91.3% | Reduced |
| Advisors Asset Management, Inc. | 4,438 | $114.4K | 0.00% | +352+8.6% | Added |
| CIBC Private Wealth Group, LLC | 4,907 | $124.7K | 0.00% | +1,942+65.5% | Added |
| Sands Capital Ventures, LLC | 4,945 | $127.4K | 0.04% | −1,002−16.8% | Reduced |
| Crewe Advisors LLC | 5,000 | $128.8K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,000 | $128.8K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 5,300 | $136.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,710 | $147.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,896 | $151.9K | 0.07% | +5,896 | New |
| Canton Hathaway, LLC | 5,968 | $154.0K | 0.04% | −4,140−41.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,056 | $156.0K | 0.00% | +16+0.3% | Added |
| MeadowBrook Investment Advisors LLC | 6,130 | $158.0K | 0.15% | −2,100−25.5% | Reduced |
| Parkside Financial Bank & Trust | 6,742 | $173.7K | 0.03% | +520+8.4% | Added |
| GPS Wealth Strategies Group, LLC | 6,764 | $174.3K | 0.03% | −280−4.0% | Reduced |
| Comerica Bank | 6,932 | $178.7K | 0.00% | +765+12.4% | Added |
| St Germain D J Co Inc | 7,500 | $193.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 7,650 | $197.1K | 0.00% | −400−5.0% | Reduced |
| Brown Brothers Harriman & Co | 7,704 | $198.5K | 0.00% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,802 | $201.1K | 0.02% | +7,802 | New |
| Investment Management Corp of Ontario | 7,811 | $201.3K | 0.01% | +7,811 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7,900 | $203.6K | 0.06% | +3,795+92.4% | Added |
| Seven Mile Advisory | 7,912 | $203.9K | 0.15% | −144−1.8% | Reduced |
| Credit Agricole S A | 8,000 | $206.2K | 0.00% | +8,000 | New |
| Delta Asset Management LLC | 8,001 | $206.2K | 0.02% | +300+3.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,114 | $209.1K | 0.01% | +8,114 | New |
| TownSquare Capital, LLC | 8,122 | $209.3K | 0.00% | +8,122 | New |
| Kensington Investment Counsel, LLC | 8,297 | $213.8K | 0.09% | +8,297 | New |
| Counterpoint Mutual Funds LLC | 8,403 | $216.5K | 0.05% | +8,403 | New |
| Banque Cantonale Vaudoise | 8,451 | $218.0K | 0.01% | +851+11.2% | Added |
| Los Angeles Capital Management LLC | 8,562 | $220.6K | 0.00% | +8,562 | New |
| Corebridge Financial, Inc. | 8,823 | $227.4K | 0.00% | +8,823 | New |
| Stratos Wealth Partners, LTD. | 8,850 | $228.1K | 0.00% | +8,850 | New |
| CWM, LLC | 8,985 | $232.0K | 0.00% | +1,813+25.3% | Added |
| IFP Advisors, Inc | 9,133 | $235.4K | 0.01% | +178+2.0% | Added |
| Scientech Research LLC | 9,153 | $235.9K | 0.05% | +9,153 | New |
| O'Shaughnessy Asset Management, LLC | 9,199 | $237.1K | 0.00% | +9,199 | New |
| LSP Investment Advisors, LLC | 9,207 | $237.3K | 0.13% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 9,400 | $242.2K | 0.00% | +4,500+91.8% | Added |
| Prudential PLC | 9,504 | $244.9K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 9,660 | $248.9K | 0.08% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 9,759 | $251.5K | 0.20% | −118−1.2% | Reduced |
| Encompass More Asset Management | 9,771 | $251.8K | 0.18% | +9,771 | New |
| Trinity Financial Advisors LLC | 9,870 | $254.3K | 0.11% | −720−6.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,893 | $255.0K | 0.00% | −25,365−71.9% | Reduced |
| EJF Capital LLC | 10,000 | $257.7K | 0.19% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 10,000 | $257.7K | 0.08% | +10,000 | New |
| GFS Advisors, LLC | 20 | $258.0K | 0.04% | −14,980−99.9% | Reduced |
| Mayflower Financial Advisors, LLC | 10,020 | $258.2K | 0.04% | +100+1.0% | Added |
| XTX Topco Ltd | 10,108 | $260.5K | 0.02% | −918−8.3% | Reduced |
| Nomura Holdings Inc | 10,263 | $264.5K | 0.00% | −31,737−75.6% | Reduced |
| Axq Capital, LP | 10,272 | $264.7K | 0.06% | −28,543−73.5% | Reduced |
| Wynn Capital, LLC | 10,295 | $265.3K | 0.20% | +1,115+12.1% | Added |
| J.W. Cole Advisors, Inc. | 10,420 | $268.5K | 0.01% | +10,420 | New |
| Cambridge Investment Research Advisors, Inc. | 10,510 | $271.0K | 0.00% | −4,426−29.6% | Reduced |
| Salem Investment Counselors Inc | 11,000 | $283.5K | 0.01% | −1,000−8.3% | Reduced |
| Staley Capital Advisers Inc | 11,000 | $283.5K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,000 | $283.5K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 11,043 | $284.6K | 0.01% | +2,528+29.7% | Added |
| Triumph Capital Management | 11,068 | $285.2K | 0.11% | +903+8.9% | Added |
| Wolverine Trading, LLC | 11,100 | $286.0K | 0.00% | −52,868−82.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 11,132 | $286.9K | 0.00% | +11,132 | New |
| Wellington Shields & Co., LLC | 11,200 | $288.6K | 0.09% | −5,500−32.9% | Reduced |
| Icon Wealth Advisors, LLC | 11,069 | $289.6K | 0.03% | −2,475−18.3% | Reduced |
| Keel Point, LLC | 11,788 | $291.8K | 0.03% | +11,788 | New |
| Dynamic Technology Lab Private Ltd | 11,446 | $295.0K | 0.03% | −27,950−70.9% | Reduced |
| Pinnacle Associates Ltd | 11,450 | $295.1K | 0.00% | −1,000−8.0% | Reduced |
| Janus Henderson Group PLC | 11,469 | $295.4K | 0.00% | +693+6.4% | Added |
| Baird Financial Group, Inc. | 11,481 | $295.9K | 0.00% | +3,281+40.0% | Added |
| CI Private Wealth, LLC | 11,601 | $299.0K | 0.00% | −313−2.6% | Reduced |
| Ar Asset Management Inc | 11,800 | $304.0K | 0.07% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,166 | $313.5K | 0.00% | +3,590+41.9% | Added |
| Bridgewater Advisors Inc. | 12,720 | $317.9K | 0.04% | +12,720 | New |
| Prosperity Wealth Management, Inc. | 12,730 | $328.1K | 0.16% | +12,730 | New |
| Avantax Advisory Services, Inc. | 12,840 | $330.9K | 0.00% | −1,409−9.9% | Reduced |
| Ascent Group, LLC | 12,925 | $333.1K | 0.03% | +12,925 | New |
| Macquarie Group Ltd | 13,334 | $343.6K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 13,570 | $349.7K | 0.25% | +13,570 | New |
| Toroso Investments, LLC | 13,576 | $349.9K | 0.00% | +3,803+38.9% | Added |
| Sanders Morris Harris LLC | 14,000 | $360.8K | 0.06% | +5,000+55.6% | Added |
| Acadian Asset Management LLC | 14,141 | $364.0K | 0.00% | +14,141 | New |
| Financial Advocates Investment Management | 14,144 | $364.5K | 0.02% | +14,144 | New |
| PDT Partners, LLC | 14,281 | $368.0K | 0.03% | −559−3.8% | Reduced |
| Frontier Capital Management Co LLC | 14,362 | $370.1K | 0.00% | −90−0.6% | Reduced |
| Allianz Asset Management GmbH | 14,374 | $370.4K | 0.00% | −7,790−35.1% | Reduced |
| HAP Trading, LLC | 14,563 | $375.3K | 0.16% | −2,378−14.0% | Reduced |
| Aigen Investment Management, LP | 14,746 | $380.0K | 0.07% | −2,383−13.9% | Reduced |
| Prudential Financial Inc | 15,851 | $384.1K | 0.00% | −53,613−77.2% | Reduced |