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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2,033 | $57.6K | 0.00% | +496+32.3% | Added |
| Bryn Mawr Trust Co | 2,077 | $58.8K | 0.00% | +2,077 | New |
| Quantbot Technologies LP | 2,169 | $61.4K | 0.00% | −82,377−97.4% | Reduced |
| Whittier Trust Co | 2,279 | $64.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,279 | $64.5K | 0.02% | +2,279 | New |
| FNY Investment Advisers, LLC | 2,350 | $66.0K | 0.03% | +2,350 | New |
| Covestor Ltd | 2,355 | $67.0K | 0.04% | +104+4.6% | Added |
| Bogart Wealth, LLC | 2,573 | $72.8K | 0.00% | −1,500−36.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,575 | $72.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $82.1K | 0.00% | +2,900 | New |
| Allworth Financial LP | 2,964 | $83.9K | 0.00% | +40+1.4% | Added |
| CoreCap Advisors, LLC | 3,032 | $85.8K | 0.00% | +3,032 | New |
| EverSource Wealth Advisors, LLC | 3,077 | $87.1K | 0.01% | +49+1.6% | Added |
| Ostrum Asset Management | 3,080 | $87.2K | 0.01% | +38+1.2% | Added |
| The PNC Financial Services Group, Inc. | 3,246 | $91.9K | 0.00% | +428+15.2% | Added |
| State of Wyoming | 3,842 | $108.8K | 0.02% | +3,842 | New |
| CIBC Private Wealth Group, LLC | 3,987 | $112.9K | 0.00% | −920−18.7% | Reduced |
| Salem Investment Counselors Inc | 4,000 | $113.2K | 0.00% | −7,000−63.6% | Reduced |
| Advisors Asset Management, Inc. | 4,245 | $120.2K | 0.00% | −193−4.3% | Reduced |
| Sands Capital Ventures, LLC | 4,453 | $126.1K | 0.04% | −492−9.9% | Reduced |
| CWM, LLC | 4,921 | $139.0K | 0.00% | −4,064−45.2% | Reduced |
| Crewe Advisors LLC | 5,000 | $141.6K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,200 | $147.2K | 0.00% | −36,770−87.6% | Reduced |
| Sachetta, LLC | 5,450 | $154.3K | 0.06% | −32,675−85.7% | Reduced |
| Vestcor Inc | 5,704 | $161.0K | 0.01% | −6−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,896 | $166.9K | 0.00% | −160−2.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,130 | $173.5K | 0.16% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,379 | $181.0K | 0.00% | −3,514−35.5% | Reduced |
| SG Americas Securities, LLC | 6,724 | $190.0K | 0.00% | −85,626−92.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,834 | $193.5K | 0.03% | +70+1.0% | Added |
| West Tower Group, LLC | 7,000 | $198.2K | 0.42% | +7,000 | New |
| Parkside Financial Bank & Trust | 7,082 | $200.5K | 0.03% | +340+5.0% | Added |
| Swiss Life Asset Management Ltd | 7,093 | $200.6K | 0.00% | +7,093 | New |
| Petrus Trust Company, LTA | 7,087 | $200.6K | 0.02% | +7,087 | New |
| Wallace Capital Management Inc. | 7,092 | $200.8K | 0.03% | +7,092 | New |
| WMS Partners, LLC | 7,299 | $206.6K | 0.01% | +7,299 | New |
| Ballentine Partners, LLC | 7,320 | $207.2K | 0.00% | +7,320 | New |
| 1858 Wealth Management, LLC | 7,380 | $208.9K | 0.17% | +7,380 | New |
| North Star Asset Management Inc | 7,470 | $211.5K | 0.01% | +7,470 | New |
| St Germain D J Co Inc | 7,500 | $212.3K | 0.01% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 7,500 | $212.3K | 0.02% | +7,500 | New |
| Icon Wealth Advisors, LLC | 7,542 | $213.5K | 0.02% | −3,527−31.9% | Reduced |
| HM Payson & Co | 7,650 | $216.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,704 | $218.1K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 7,725 | $218.7K | 0.08% | +2,725+54.5% | Added |
| Larson Financial Group LLC | 7,764 | $219.8K | 0.01% | +5,542+249.4% | Added |
| Seven Mile Advisory | 7,842 | $222.0K | 0.15% | −70−0.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,900 | $223.6K | 0.06% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 7,902 | $223.7K | 0.00% | +7,902 | New |
| Delta Asset Management LLC | 8,001 | $226.5K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,103 | $229.4K | 0.00% | +8,103 | New |
| Corebridge Financial, Inc. | 8,518 | $241.1K | 0.00% | −305−3.5% | Reduced |
| Comerica Bank | 8,528 | $241.4K | 0.00% | +1,596+23.0% | Added |
| Harvest Fund Management Co., Ltd | 8,722 | $247.0K | 0.01% | −6,519−42.8% | Reduced |
| National Philanthropic Trust | 8,758 | $247.9K | 0.00% | +8,758 | New |
| Manhattan West Asset Management, LLC | 8,886 | $251.6K | 0.07% | +8,886 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 9,071 | $256.8K | 0.00% | +9,071 | New |
| B. Metzler seel. Sohn & Co. AG | 9,071 | $256.8K | 0.00% | +9,071 | New |
| Savant Capital, LLC | 9,120 | $258.2K | 0.00% | −13,076−58.9% | Reduced |
| Susquehanna International Group, LLP | 9,124 | $258.3K | 0.00% | −15,451−62.9% | Reduced |
| Kensington Investment Counsel, LLC | 9,145 | $258.9K | 0.11% | +848+10.2% | Added |
| LSP Investment Advisors, LLC | 9,207 | $260.6K | 0.14% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,217 | $260.9K | 0.00% | +1,095+13.5% | Added |
| IFP Advisors, Inc | 9,240 | $261.6K | 0.01% | +107+1.2% | Added |
| Trinity Financial Advisors LLC | 9,995 | $262.6K | 0.12% | +125+1.3% | Added |
| UniSuper Management Pty Ltd | 9,400 | $266.1K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 9,504 | $269.1K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 9,660 | $273.5K | 0.08% | 00.0% | Unchanged |
| Korea Investment CORP | 9,668 | $273.7K | 0.00% | −9,900−50.6% | Reduced |
| SP Asset Management LLC | 9,802 | $277.5K | 0.02% | +2,000+25.6% | Added |
| Mayflower Financial Advisors, LLC | 9,982 | $282.6K | 0.04% | −38−0.4% | Reduced |
| GFS Advisors, LLC | 10,000 | $283.0K | 0.06% | +9,980+49,900.0% | Added |
| Pinnacle Associates Ltd | 15,750 | $287.6K | 0.00% | +4,300+37.6% | Added |
| Cascade Investment Group, Inc. | 10,531 | $298.1K | 0.22% | +772+7.9% | Added |
| Staley Capital Advisers Inc | 11,000 | $311.4K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,041 | $312.6K | 0.01% | +41+0.4% | Added |
| Janus Henderson Group PLC | 11,469 | $324.6K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,557 | $327.2K | 0.00% | +76+0.7% | Added |
| Atomi Financial Group, Inc. | 11,659 | $330.1K | 0.02% | +11,659 | New |
| Cambridge Investment Research Advisors, Inc. | 11,722 | $332.0K | 0.00% | +1,212+11.5% | Added |
| iA Global Asset Management Inc. | 11,711 | $332.0K | 0.01% | +11,711 | New |
| Ar Asset Management Inc | 11,800 | $334.0K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 11,943 | $338.1K | 0.03% | +155+1.3% | Added |
| Investment Management Corp of Ontario | 12,011 | $340.0K | 0.01% | +4,200+53.8% | Added |
| Menard Financial Group LLC | 12,044 | $341.0K | 0.22% | −1,526−11.2% | Reduced |
| FORA Capital, LLC | 12,213 | $345.8K | 0.04% | +12,213 | New |
| Bradley Foster & Sargent Inc | 12,341 | $349.4K | 0.01% | −9,500−43.5% | Reduced |
| S.A. Mason LLC | 12,420 | $351.6K | 0.19% | +12,420 | New |
| Cary Street Partners Asset Management LLC | 12,460 | $352.7K | 0.05% | −3,000−19.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,543 | $355.1K | 0.01% | −2,965−19.1% | Reduced |
| Credit Agricole S A | 12,550 | $355.3K | 0.00% | +4,550+56.9% | Added |
| Brasada Capital Management, LP | 13,000 | $356.6K | 0.06% | −6,000−31.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,669 | $356.6K | 0.00% | +3,470+37.7% | Added |
| CIBC Asset Management Inc | 12,614 | $357.1K | 0.00% | +448+3.7% | Added |
| Wynn Capital, LLC | 12,700 | $359.5K | 0.24% | +2,405+23.4% | Added |
| Avantax Advisory Services, Inc. | 13,075 | $370.2K | 0.00% | +235+1.8% | Added |
| Kestra Advisory Services, LLC | 13,149 | $372.2K | 0.00% | −7,265−35.6% | Reduced |
| Triumph Capital Management | 13,216 | $374.1K | 0.13% | +2,148+19.4% | Added |
| J. Goldman & Co LP | 13,333 | $377.5K | 0.02% | +13,333 | New |
| Macquarie Group Ltd | 13,334 | $377.5K | 0.00% | 00.0% | Unchanged |