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, Q3 2024
Institutional positions in Toast, Inc. as of Sep 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
- 519
- +20 vs. Q2 2024
- Shares held
- 409.8M
- +49.6M (+13.8%) vs. Q2 2024
- Total value
- $11.6B
- +$2.32B (+25.0%) vs. Q2 2024
- New holders
- 77
- 184 more added
- Sold out
- 57
- 167 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | −2−11.1% | Reduced |
| CVA Family Office, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $113 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 6 | $170 | 0.00% | −2−25.0% | Reduced |
| Country Trust Bank | 7 | $198 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $255 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $283 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10 | $283 | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 13 | $369 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 15 | $425 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $453 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $511 | 0.00% | +17 | New |
| RE Dickinson Investment Advisors, LLC | 20 | $567 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $567 | 0.00% | +10+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $595 | 0.00% | −1−4.5% | Reduced |
| Quadrant Capital Group LLC | 28 | $793 | 0.00% | +20+250.0% | Added |
| Spectrum Wealth Counsel, LLC | 30 | $850 | 0.00% | +30 | New |
| Lazard Asset Management LLC | 70 | $1.00K | 0.00% | −24−25.5% | Reduced |
| NBC Securities, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $1.00K | 0.00% | +46 | New |
| Carmichael Hill & Associates, Inc. | 37 | $1.05K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $1.13K | 0.00% | +40 | New |
| SWAN Capital LLC | 45 | $1.27K | 0.00% | +45 | New |
| Rise Advisors, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $1.56K | 0.00% | +5+10.0% | Added |
| Massmutual Trust Co FSB | 56 | $1.58K | 0.00% | −73−56.6% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $2.01K | 0.00% | +16+29.1% | Added |
| Financial Perspectives, Inc | 75 | $2.12K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $2.44K | 0.00% | −206−70.5% | Reduced |
| Criterion Capital Advisors, LLC | 95 | $2.45K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 67 | $2.70K | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 96 | $2.72K | 0.00% | −20−17.2% | Reduced |
| Creative Financial Designs Inc | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 103 | $2.92K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 | $2.97K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $3.34K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 140 | $3.96K | 0.00% | −273−66.1% | Reduced |
| Macroview Investment Management LLC | 146 | $4.13K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 153 | $4.33K | 0.00% | +153 | New |
| Hobbs Group Advisors, LLC | 158 | $4.47K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 170 | $4.81K | 0.00% | +170 | New |
| Plato Investment Management Ltd | 171 | $4.84K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $4.93K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 180 | $5.10K | 0.00% | −1−0.6% | Reduced |
| Meeder Asset Management Inc | 183 | $5.18K | 0.00% | −267−59.3% | Reduced |
| Private Trust Co NA | 196 | $5.55K | 0.00% | −9−4.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $5.66K | 0.00% | −1,097−84.6% | Reduced |
| Baldwin Brothers Inc | 200 | $5.66K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $5.66K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $5.66K | 0.00% | +200 | New |
| Coston, McIsaac & Partners | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 314 | $8.09K | 0.00% | +253+414.8% | Added |
| Hexagon Capital Partners LLC | 313 | $8.86K | 0.00% | −12−3.7% | Reduced |
| Venturi Wealth Management, LLC | 318 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 326 | $9.23K | 0.00% | +37+12.8% | Added |
| Leonteq Securities AG | 385 | $10.9K | 0.00% | −44−10.3% | Reduced |
| PSI Advisors, LLC | 400 | $11.3K | 0.00% | +400 | New |
| Signaturefd, LLC | 443 | $12.5K | 0.00% | +228+106.0% | Added |
| TD Private Client Wealth LLC | 471 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 490 | $13.9K | 0.00% | −314−39.1% | Reduced |
| Ancora Advisors, LLC | 514 | $14.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 530 | $15.0K | 0.00% | +430+430.0% | Added |
| American Capital Advisory, LLC | 532 | $15.1K | 0.01% | +532 | New |
| Ossiam | 563 | $15.9K | 0.00% | +563 | New |
| Avion Wealth | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 623 | $17.4K | 0.00% | +381+157.4% | Added |
| Eastern Bank | 650 | $18.4K | 0.00% | +650 | New |
| Householder Group Estate & Retirement Specialist, LLC | 700 | $19.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 698 | $19.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 701 | $19.8K | 0.00% | +353+101.4% | Added |
| Ci Investments Inc. | 706 | $20.0K | 0.00% | +2+0.3% | Added |
| Harbor Investment Advisory, LLC | 750 | $21.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 750 | $21.2K | 0.00% | +250+50.0% | Added |
| First Horizon Advisors, Inc. | 839 | $23.8K | 0.00% | +231+38.0% | Added |
| Huntington National Bank | 876 | $24.8K | 0.00% | +39+4.7% | Added |
| Nemes Rush Group LLC | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 930 | $26.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 967 | $27.4K | 0.01% | −32−3.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $28.3K | 0.00% | +1,000 | New |
| NBT Bank N A | 1,000 | $28.3K | 0.00% | +1,000 | New |
| GWM Advisors LLC | 1,053 | $29.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,071 | $30.3K | 0.00% | −50−4.5% | Reduced |
| Coppell Advisory Solutions LLC | 1,106 | $31.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $31.1K | 0.00% | −701−38.9% | Reduced |
| Principal Securities, Inc. | 1,192 | $33.7K | 0.00% | +20+1.7% | Added |
| 1620 Investment Advisors, Inc. | 1,304 | $36.9K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,346 | $38.1K | 0.00% | +129+10.6% | Added |
| LRI Investments, LLC | 1,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,492 | $42.0K | 0.01% | −4,476−75.0% | Reduced |
| Jones Financial Companies LLLP | 1,506 | $42.2K | 0.00% | +157+11.6% | Added |
| Raleigh Capital Management Inc. | 1,491 | $42.2K | 0.02% | +720+93.4% | Added |
| Harbour Investments, Inc. | 1,547 | $43.8K | 0.00% | −100−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,606 | $45.5K | 0.00% | −1,283−44.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,807 | $51.2K | 0.00% | −1,092−37.7% | Reduced |
| Your Advocates Ltd., LLP | 2,000 | $56.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,000 | $56.6K | 0.00% | +2,000 | New |