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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 2,889 | $74.4K | 0.00% | −1,021−26.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,818 | $72.6K | 0.00% | +1,248+79.5% | Added |
| Cullen/Frost Bankers, Inc. | 2,575 | $66.4K | 0.00% | +75+3.0% | Added |
| Whittier Trust Co | 2,279 | $58.7K | 0.00% | +887+63.7% | Added |
| Covestor Ltd | 2,251 | $58.0K | 0.04% | −752−25.0% | Reduced |
| Larson Financial Group LLC | 2,222 | $57.3K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,000 | $51.5K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,902 | $49.0K | 0.00% | +1,902 | New |
| Spire Wealth Management | 1,801 | $46.4K | 0.00% | −5,295−74.6% | Reduced |
| Harbour Investments, Inc. | 1,647 | $42.4K | 0.00% | +1,147+229.4% | Added |
| Farther Finance Advisors, LLC | 1,537 | $39.1K | 0.00% | +991+181.5% | Added |
| Jones Financial Companies LLLP | 1,349 | $34.8K | 0.00% | +1,349 | New |
| 1620 Investment Advisors, Inc. | 1,304 | $33.6K | 0.03% | +1,304 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,297 | $33.4K | 0.01% | +1,297 | New |
| Pinnacle Holdings, LLC | 1,222 | $31.5K | 0.01% | −19−1.5% | Reduced |
| GAMMA Investing LLC | 1,217 | $31.4K | 0.00% | +341+38.9% | Added |
| Principal Securities, Inc. | 1,172 | $30.2K | 0.00% | +888+312.7% | Added |
| Proequities, Inc. | 1,121 | $28.9K | 0.00% | +725+183.1% | Added |
| Coppell Advisory Solutions LLC | 1,106 | $28.5K | 0.00% | +1,106 | New |
| GWM Advisors LLC | 1,053 | $27.1K | 0.00% | +113+12.0% | Added |
| 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 |
| Park Place Capital Corp | 999 | $25.7K | 0.01% | −58−5.5% | Reduced |
| Montag A & Associates Inc | 930 | $24.0K | 0.00% | +930 | New |
| Huntington National Bank | 837 | $21.6K | 0.00% | −338−28.8% | Reduced |
| Tower Research Capital LLC (TRC) | 804 | $20.7K | 0.00% | −82−9.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 800 | $20.6K | 0.01% | −1,600−66.7% | Reduced |
| Raleigh Capital Management Inc. | 771 | $19.9K | 0.01% | +771 | New |
| Harbor Investment Advisory, LLC | 750 | $19.3K | 0.00% | −750−50.0% | Reduced |
| Hallmark Capital Management Inc | 749 | $19.3K | 0.00% | +749 | New |
| Emfo, LLC | 739 | $19.0K | 0.02% | +100+15.6% | Added |
| 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 |
| Parallel Advisors, LLC | 698 | $18.0K | 0.00% | −7−1.0% | Reduced |
| First Horizon Advisors, Inc. | 608 | $15.7K | 0.00% | +310+104.0% | Added |
| Capital Analysts, LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 600 | $15.0K | 0.00% | +600 | New |
| Ancora Advisors, LLC | 514 | $13.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 471 | $12.1K | 0.00% | +471 | New |
| Meeder Asset Management Inc | 450 | $11.6K | 0.00% | +315+233.3% | Added |
| Leonteq Securities AG | 429 | $11.1K | 0.00% | −9,698−95.8% | Reduced |
| Rakuten Securities, Inc. | 413 | $10.6K | 0.00% | −5,290−92.8% | Reduced |
| Benjamin Edwards Inc | 388 | $10.0K | 0.00% | +388 | New |
| Private Ocean, LLC | 350 | $9.02K | 0.00% | +350 | New |
| Lindbrook Capital, LLC | 348 | $8.97K | 0.00% | +316+987.5% | Added |
| Hexagon Capital Partners LLC | 325 | $8.38K | 0.00% | +325 | New |
| Venturi Wealth Management, LLC | 318 | $8.20K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 289 | $7.45K | 0.00% | +80+38.3% | Added |
| Mather Group, LLC. | 292 | $7.28K | 0.00% | +130+80.2% | Added |
| Coston, McIsaac & Partners | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 250 | $6.44K | 0.00% | +250 | New |
| Smartleaf Asset Management LLC | 242 | $6.22K | 0.00% | +156+181.4% | Added |
| Signaturefd, LLC | 215 | $5.54K | 0.00% | −913−80.9% | Reduced |
| Private Trust Co NA | 205 | $5.28K | 0.00% | +205 | New |
| Baldwin Brothers Inc | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 181 | $4.66K | 0.00% | +181 | New |
| RFP Financial Group LLC | 180 | $4.64K | 0.00% | +180 | New |
| SRS Capital Advisors, Inc. | 174 | $4.48K | 0.00% | +174 | New |
| Plato Investment Management Ltd | 171 | $4.41K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 158 | $4.07K | 0.00% | +158 | New |
| Macroview Investment Management LLC | 146 | $3.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $3.32K | 0.00% | +13+11.2% | Added |
| Glen Eagle Advisors, LLC | 118 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $2.99K | 0.00% | +20+20.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 | $2.71K | 0.00% | −169−61.7% | Reduced |
| Asset Dedication, LLC | 103 | $2.65K | 0.00% | +103 | 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 |
| Criterion Capital Advisors, LLC | 95 | $2.45K | 0.00% | +95 | New |
| Quarry LP | 87 | $2.24K | 0.00% | −49−36.0% | Reduced |
| 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 |
| Financial Perspectives, Inc | 75 | $1.93K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $1.52K | 0.00% | +61 | New |
| JFS Wealth Advisors, LLC | 55 | $1.42K | 0.00% | +47+587.5% | Added |
| 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 |
| NBC Securities, Inc. | 50 | $1.00K | 0.00% | −250−83.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 37 | $954 | 0.00% | +37 | New |
| Caitlin John, LLC | 25 | $644 | 0.00% | −25−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $567 | 0.00% | +19+633.3% | Added |
| RE Dickinson Investment Advisors, LLC | 20 | $516 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $437 | 0.00% | +16 | New |
| Financial Freedom, LLC | 15 | $387 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 13 | $336 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 10 | $258 | 0.00% | +3+42.9% | Added |
| Berkshire Capital Holdings Inc | 10 | $258 | 0.00% | +10 | New |
| Manchester Capital Management LLC | 9 | $232 | 0.00% | −560−98.4% | Reduced |
| Quadrant Capital Group LLC | 8 | $207 | 0.00% | −17−68.0% | Reduced |