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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 4,245 | $120.2K | 0.00% | −193−4.3% | Reduced |
| Salem Investment Counselors Inc | 4,000 | $113.2K | 0.00% | −7,000−63.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,987 | $112.9K | 0.00% | −920−18.7% | Reduced |
| State of Wyoming | 3,842 | $108.8K | 0.02% | +3,842 | New |
| The PNC Financial Services Group, Inc. | 3,246 | $91.9K | 0.00% | +428+15.2% | Added |
| Ostrum Asset Management | 3,080 | $87.2K | 0.01% | +38+1.2% | Added |
| EverSource Wealth Advisors, LLC | 3,077 | $87.1K | 0.01% | +49+1.6% | Added |
| CoreCap Advisors, LLC | 3,032 | $85.8K | 0.00% | +3,032 | New |
| Allworth Financial LP | 2,964 | $83.9K | 0.00% | +40+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $82.1K | 0.00% | +2,900 | New |
| Cullen/Frost Bankers, Inc. | 2,575 | $72.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,573 | $72.8K | 0.00% | −1,500−36.8% | Reduced |
| Covestor Ltd | 2,355 | $67.0K | 0.04% | +104+4.6% | Added |
| FNY Investment Advisers, LLC | 2,350 | $66.0K | 0.03% | +2,350 | New |
| Truvestments Capital LLC | 2,279 | $64.5K | 0.02% | +2,279 | New |
| Whittier Trust Co | 2,279 | $64.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,169 | $61.4K | 0.00% | −82,377−97.4% | Reduced |
| Bryn Mawr Trust Co | 2,077 | $58.8K | 0.00% | +2,077 | New |
| Farther Finance Advisors, LLC | 2,033 | $57.6K | 0.00% | +496+32.3% | Added |
| 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 |
| Mirae Asset Global Investments Co., Ltd. | 1,807 | $51.2K | 0.00% | −1,092−37.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,606 | $45.5K | 0.00% | −1,283−44.4% | Reduced |
| Harbour Investments, Inc. | 1,547 | $43.8K | 0.00% | −100−6.1% | Reduced |
| Raleigh Capital Management Inc. | 1,491 | $42.2K | 0.02% | +720+93.4% | Added |
| Jones Financial Companies LLLP | 1,506 | $42.2K | 0.00% | +157+11.6% | Added |
| Canton Hathaway, LLC | 1,492 | $42.0K | 0.01% | −4,476−75.0% | Reduced |
| LRI Investments, LLC | 1,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,346 | $38.1K | 0.00% | +129+10.6% | Added |
| 1620 Investment Advisors, Inc. | 1,304 | $36.9K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,192 | $33.7K | 0.00% | +20+1.7% | Added |
| Spire Wealth Management | 1,100 | $31.1K | 0.00% | −701−38.9% | Reduced |
| Coppell Advisory Solutions LLC | 1,106 | $31.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,071 | $30.3K | 0.00% | −50−4.5% | Reduced |
| GWM Advisors LLC | 1,053 | $29.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Park Place Capital Corp | 967 | $27.4K | 0.01% | −32−3.2% | Reduced |
| Montag A & Associates Inc | 930 | $26.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 876 | $24.8K | 0.00% | +39+4.7% | Added |
| First Horizon Advisors, Inc. | 839 | $23.8K | 0.00% | +231+38.0% | 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 |
| Ci Investments Inc. | 706 | $20.0K | 0.00% | +2+0.3% | Added |
| Lindbrook Capital, LLC | 701 | $19.8K | 0.00% | +353+101.4% | Added |
| Parallel Advisors, LLC | 698 | $19.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 700 | $19.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 650 | $18.4K | 0.00% | +650 | New |
| Smartleaf Asset Management LLC | 623 | $17.4K | 0.00% | +381+157.4% | Added |
| Avion Wealth | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 563 | $15.9K | 0.00% | +563 | New |
| American Capital Advisory, LLC | 532 | $15.1K | 0.01% | +532 | New |
| Beacon Capital Management, LLC | 530 | $15.0K | 0.00% | +430+430.0% | Added |
| Ancora Advisors, LLC | 514 | $14.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 490 | $13.9K | 0.00% | −314−39.1% | Reduced |
| TD Private Client Wealth LLC | 471 | $13.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 443 | $12.5K | 0.00% | +228+106.0% | Added |
| PSI Advisors, LLC | 400 | $11.3K | 0.00% | +400 | New |
| Leonteq Securities AG | 385 | $10.9K | 0.00% | −44−10.3% | Reduced |
| Fifth Third Bancorp | 326 | $9.23K | 0.00% | +37+12.8% | Added |
| Venturi Wealth Management, LLC | 318 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 313 | $8.86K | 0.00% | −12−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 314 | $8.09K | 0.00% | +253+414.8% | Added |
| Coston, McIsaac & Partners | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Trust Co NA | 196 | $5.55K | 0.00% | −9−4.4% | Reduced |
| Meeder Asset Management Inc | 183 | $5.18K | 0.00% | −267−59.3% | Reduced |
| REAP Financial Group, LLC | 180 | $5.10K | 0.00% | −1−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 174 | $4.93K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 171 | $4.84K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 170 | $4.81K | 0.00% | +170 | New |
| Hobbs Group Advisors, LLC | 158 | $4.47K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 153 | $4.33K | 0.00% | +153 | New |
| Macroview Investment Management LLC | 146 | $4.13K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 140 | $3.96K | 0.00% | −273−66.1% | Reduced |
| Glen Eagle Advisors, LLC | 118 | $3.34K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 | $2.97K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 103 | $2.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $2.72K | 0.00% | −20−17.2% | Reduced |
| Continuum Advisory, LLC | 67 | $2.70K | 0.00% | +67 | New |
| Criterion Capital Advisors, LLC | 95 | $2.45K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $2.44K | 0.00% | −206−70.5% | Reduced |
| Financial Perspectives, Inc | 75 | $2.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $2.01K | 0.00% | +16+29.1% | Added |
| Massmutual Trust Co FSB | 56 | $1.58K | 0.00% | −73−56.6% | Reduced |
| AdvisorNet Financial, Inc | 55 | $1.56K | 0.00% | +5+10.0% | Added |
| Rise Advisors, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 45 | $1.27K | 0.00% | +45 | New |
| FinTrust Capital Advisors, LLC | 40 | $1.13K | 0.00% | +40 | New |
| Carmichael Hill & Associates, Inc. | 37 | $1.05K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 70 | $1.00K | 0.00% | −24−25.5% | Reduced |