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 |
|---|---|---|---|---|---|
| Cravens & Co Advisors, LLC | 17,084 | $483.6K | 0.37% | −1,709−9.1% | Reduced |
| Gotham Asset Management, LLC | 16,643 | $471.2K | 0.00% | −20,889−55.7% | Reduced |
| SpiderRock Advisors, LLC | 16,043 | $454.2K | 0.01% | −20,505−56.1% | Reduced |
| CI Private Wealth, LLC | 15,717 | $445.0K | 0.00% | +4,116+35.5% | Added |
| Clearstead Advisors, LLC | 15,322 | $433.8K | 0.01% | −2,209−12.6% | Reduced |
| Corton Capital Inc. | 15,008 | $424.9K | 0.21% | +15,008 | New |
| Synovus Financial Corp | 15,006 | $424.8K | 0.00% | +15,006 | New |
| Prudential Financial Inc | 17,060 | $424.1K | 0.00% | +1,209+7.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,891 | $421.6K | 0.01% | +6,777+83.5% | Added |
| Sowell Financial Services LLC | 14,772 | $418.0K | 0.02% | +14,772 | New |
| Dynamic Technology Lab Private Ltd | 14,468 | $410.0K | 0.04% | +3,022+26.4% | Added |
| Frontier Capital Management Co LLC | 14,479 | $409.9K | 0.00% | +117+0.8% | Added |
| Toroso Investments, LLC | 14,310 | $405.1K | 0.00% | +734+5.4% | Added |
| Oppenheimer & Co Inc | 14,030 | $397.2K | 0.01% | +14,030 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 11,619 | $389.9K | 0.00% | −9,407−44.7% | Reduced |
| Regatta Capital Group, LLC | 13,744 | $389.1K | 0.08% | −1,830−11.8% | Reduced |
| Financial Advocates Investment Management | 13,644 | $386.3K | 0.02% | −500−3.5% | Reduced |
| Bridgewater Advisors Inc. | 12,723 | $382.2K | 0.04% | +30.0% | Added |
| HAP Trading, LLC | 13,387 | $379.0K | 0.19% | −1,176−8.1% | Reduced |
| Macquarie Group Ltd | 13,334 | $377.5K | 0.00% | 00.0% | Unchanged |
| J. Goldman & Co LP | 13,333 | $377.5K | 0.02% | +13,333 | New |
| Triumph Capital Management | 13,216 | $374.1K | 0.13% | +2,148+19.4% | Added |
| Kestra Advisory Services, LLC | 13,149 | $372.2K | 0.00% | −7,265−35.6% | Reduced |
| Avantax Advisory Services, Inc. | 13,075 | $370.2K | 0.00% | +235+1.8% | Added |
| Wynn Capital, LLC | 12,700 | $359.5K | 0.24% | +2,405+23.4% | Added |
| CIBC Asset Management Inc | 12,614 | $357.1K | 0.00% | +448+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 12,669 | $356.6K | 0.00% | +3,470+37.7% | Added |
| Brasada Capital Management, LP | 13,000 | $356.6K | 0.06% | −6,000−31.6% | Reduced |
| Credit Agricole S A | 12,550 | $355.3K | 0.00% | +4,550+56.9% | Added |
| Cary Street Partner Investment Advisory LLC | 12,543 | $355.1K | 0.01% | −2,965−19.1% | Reduced |
| Cary Street Partners Asset Management LLC | 12,460 | $352.7K | 0.05% | −3,000−19.4% | Reduced |
| S.A. Mason LLC | 12,420 | $351.6K | 0.19% | +12,420 | New |
| Bradley Foster & Sargent Inc | 12,341 | $349.4K | 0.01% | −9,500−43.5% | Reduced |
| FORA Capital, LLC | 12,213 | $345.8K | 0.04% | +12,213 | New |
| Menard Financial Group LLC | 12,044 | $341.0K | 0.22% | −1,526−11.2% | Reduced |
| Investment Management Corp of Ontario | 12,011 | $340.0K | 0.01% | +4,200+53.8% | Added |
| Keel Point, LLC | 11,943 | $338.1K | 0.03% | +155+1.3% | Added |
| Ar Asset Management Inc | 11,800 | $334.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Atomi Financial Group, Inc. | 11,659 | $330.1K | 0.02% | +11,659 | New |
| Baird Financial Group, Inc. | 11,557 | $327.2K | 0.00% | +76+0.7% | Added |
| Janus Henderson Group PLC | 11,469 | $324.6K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,041 | $312.6K | 0.01% | +41+0.4% | Added |
| Staley Capital Advisers Inc | 11,000 | $311.4K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 10,531 | $298.1K | 0.22% | +772+7.9% | Added |
| Pinnacle Associates Ltd | 15,750 | $287.6K | 0.00% | +4,300+37.6% | Added |
| GFS Advisors, LLC | 10,000 | $283.0K | 0.06% | +9,980+49,900.0% | Added |
| Mayflower Financial Advisors, LLC | 9,982 | $282.6K | 0.04% | −38−0.4% | Reduced |
| SP Asset Management LLC | 9,802 | $277.5K | 0.02% | +2,000+25.6% | Added |
| Korea Investment CORP | 9,668 | $273.7K | 0.00% | −9,900−50.6% | Reduced |
| Aries Wealth Management | 9,660 | $273.5K | 0.08% | 00.0% | Unchanged |
| Prudential PLC | 9,504 | $269.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 9,400 | $266.1K | 0.00% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 9,995 | $262.6K | 0.12% | +125+1.3% | Added |
| IFP Advisors, Inc | 9,240 | $261.6K | 0.01% | +107+1.2% | Added |
| TownSquare Capital, LLC | 9,217 | $260.9K | 0.00% | +1,095+13.5% | Added |
| LSP Investment Advisors, LLC | 9,207 | $260.6K | 0.14% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 9,145 | $258.9K | 0.11% | +848+10.2% | Added |
| Susquehanna International Group, LLP | 9,124 | $258.3K | 0.00% | −15,451−62.9% | Reduced |
| Savant Capital, LLC | 9,120 | $258.2K | 0.00% | −13,076−58.9% | Reduced |
| 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 |
| Manhattan West Asset Management, LLC | 8,886 | $251.6K | 0.07% | +8,886 | New |
| National Philanthropic Trust | 8,758 | $247.9K | 0.00% | +8,758 | New |
| Harvest Fund Management Co., Ltd | 8,722 | $247.0K | 0.01% | −6,519−42.8% | Reduced |
| Comerica Bank | 8,528 | $241.4K | 0.00% | +1,596+23.0% | Added |
| Corebridge Financial, Inc. | 8,518 | $241.1K | 0.00% | −305−3.5% | Reduced |
| Sterling Capital Management LLC | 8,103 | $229.4K | 0.00% | +8,103 | New |
| Delta Asset Management LLC | 8,001 | $226.5K | 0.02% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 7,902 | $223.7K | 0.00% | +7,902 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7,900 | $223.6K | 0.06% | 00.0% | Unchanged |
| Seven Mile Advisory | 7,842 | $222.0K | 0.15% | −70−0.9% | Reduced |
| Larson Financial Group LLC | 7,764 | $219.8K | 0.01% | +5,542+249.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 7,725 | $218.7K | 0.08% | +2,725+54.5% | Added |
| Brown Brothers Harriman & Co | 7,704 | $218.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 7,650 | $216.6K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 7,542 | $213.5K | 0.02% | −3,527−31.9% | Reduced |
| 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 |
| North Star Asset Management Inc | 7,470 | $211.5K | 0.01% | +7,470 | New |
| 1858 Wealth Management, LLC | 7,380 | $208.9K | 0.17% | +7,380 | New |
| Ballentine Partners, LLC | 7,320 | $207.2K | 0.00% | +7,320 | New |
| WMS Partners, LLC | 7,299 | $206.6K | 0.01% | +7,299 | New |
| Wallace Capital Management Inc. | 7,092 | $200.8K | 0.03% | +7,092 | New |
| Petrus Trust Company, LTA | 7,087 | $200.6K | 0.02% | +7,087 | New |
| Swiss Life Asset Management Ltd | 7,093 | $200.6K | 0.00% | +7,093 | New |
| Parkside Financial Bank & Trust | 7,082 | $200.5K | 0.03% | +340+5.0% | Added |
| West Tower Group, LLC | 7,000 | $198.2K | 0.42% | +7,000 | New |
| GPS Wealth Strategies Group, LLC | 6,834 | $193.5K | 0.03% | +70+1.0% | Added |
| SG Americas Securities, LLC | 6,724 | $190.0K | 0.00% | −85,626−92.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,379 | $181.0K | 0.00% | −3,514−35.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,130 | $173.5K | 0.16% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,896 | $166.9K | 0.00% | −160−2.6% | Reduced |
| Vestcor Inc | 5,704 | $161.0K | 0.01% | −6−0.1% | Reduced |
| Sachetta, LLC | 5,450 | $154.3K | 0.06% | −32,675−85.7% | Reduced |
| Walleye Capital LLC | 5,200 | $147.2K | 0.00% | −36,770−87.6% | Reduced |
| Crewe Advisors LLC | 5,000 | $141.6K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 4,921 | $139.0K | 0.00% | −4,064−45.2% | Reduced |
| Sands Capital Ventures, LLC | 4,453 | $126.1K | 0.04% | −492−9.9% | Reduced |