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Livermore
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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, Q4 2024

Institutional positions in Toast, Inc. as of Dec 31, 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
631
+122 vs. Q3 2024
Shares held
416.8M
+7.53M (+1.8%) vs. Q3 2024
Total value
$15.2B
+$3.61B (+31.1%) vs. Q3 2024
New holders
175
213 more added
Sold out
53
174 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 631 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 121 institutionsQ4 2021: 161 institutionsQ1 2022: 183 institutionsQ2 2022: 239 institutionsQ3 2022: 285 institutionsQ4 2022: 345 institutionsQ1 2023: 365 institutionsQ2 2023: 395 institutionsQ3 2023: 416 institutionsQ4 2023: 441 institutionsQ1 2024: 473 institutionsQ2 2024: 505 institutionsQ3 2024: 519 institutionsQ4 2024: 631 institutionsQ1 2025: 658 institutionsQ2 2025: 750 institutionsQ3 2025: 740 institutionsQ4 2025: 804 institutionsQ1 2026: 761 institutionsQ2 2026: 774 institutions
Value heldQ4 2024: $15.2B
Q1 2021: $0Q2 2021: $0Q3 2021: $2.37BQ4 2021: $4.80BQ1 2022: $3.63BQ2 2022: $3.05BQ3 2022: $4.47BQ4 2022: $5.41BQ1 2023: $5.44BQ2 2023: $7.40BQ3 2023: $6.50BQ4 2023: $6.35BQ1 2024: $9.06BQ2 2024: $9.92BQ3 2024: $11.6BQ4 2024: $15.2BQ1 2025: $14.1BQ2 2025: $19.6BQ3 2025: $16.0BQ4 2025: $15.9BQ1 2026: $11.9BQ2 2026: $13.3B
Institutions holding TOST and their total value by quarter
QuarterHoldersValue
Q2 2026774$13.3B
Q1 2026761$11.9B
Q4 2025804$15.9B
Q3 2025740$16.0B
Q2 2025750$19.6B
Q1 2025658$14.1B
Q4 2024631$15.2B
Q3 2024519$11.6B
Q2 2024505$9.92B
Q1 2024473$9.06B
Q4 2023441$6.35B
Q3 2023416$6.50B
Q2 2023395$7.40B
Q1 2023365$5.44B
Q4 2022345$5.41B
Q3 2022285$4.47B
Q2 2022239$3.05B
Q1 2022183$3.63B
Q4 2021161$4.80B
Q3 2021121$2.37B
Q2 20210$0
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2024.

Institutions holding TOST in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC24$00.00%−46−65.7%Reduced
CVA Family Office, LLC1$360.00%00.0%Unchanged
Laurel Wealth Advisors LLC1$370.00%+1New
BFSG, LLC3$1100.00%+3New
Parkworth Wealth Management, Inc.4$1460.00%+4New
Principia Wealth Advisory, LLC4$1460.00%+4New
Synergy Financial Management, LLC6$1700.00%+6New
Cary Street Partner Investment Advisory LLC5$1820.00%−12,538−100.0%Reduced
Grove Bank & Trust5$1820.00%+5New
Global Financial Private Client, LLC5$1820.00%+5New
MV Capital Management, Inc.6$2190.00%00.0%Unchanged
Country Trust Bank7$2550.00%00.0%Unchanged
Richardson Financial Services Inc.9$3280.00%+9New
Berkshire Capital Holdings Inc10$3650.00%00.0%Unchanged
Pacer Advisors, Inc.10$3650.00%00.0%Unchanged
AdvisorNet Financial, Inc11$4010.00%−44−80.0%Reduced
Riggs Asset Managment Co. Inc.13$4800.00%00.0%Unchanged
Financial Freedom, LLC15$5470.00%00.0%Unchanged
WealthTrak Capital Management LLC15$5470.00%+15New
Fairscale Capital, LLC16$5830.00%00.0%Unchanged
BankPlus Trust Department16$5830.00%+16New
Bokf, NA27$9640.00%+27New
Cassady Schiller Wealth Management, LLC27$9840.00%+27New
Capital Advisors, Ltd. LLC16$1.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC28$1.02K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.28$1.02K0.00%+7+33.3%Added
Spectrum Wealth Counsel, LLC30$1.09K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC32$1.17K0.00%+32New
Medallion Wealth Advisors, LLC40$1.46K0.00%+40New
Whipplewood Advisors, LLC47$1.71K0.00%+47New
Addison Advisors LLC50$1.82K0.00%00.0%Unchanged
Parvin Asset Management, LLC50$1.82K0.00%+50New
Assetmark, Inc52$1.90K0.00%+52New
Winthrop Capital Management, LLC56$2.00K0.00%+56New
Mainstream Capital Management LLC64$2.33K0.00%+64New
Criterion Capital Advisors, LLC95$2.45K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.74$2.70K0.00%−2,501−97.1%Reduced
Geneos Wealth Management Inc.79$2.88K0.00%+79New
Hemington Wealth Management93$3.00K0.00%+47+102.2%Added
Ameriflex Group, Inc.75$3.07K0.00%+75New
Mather Group, LLC.86$3.13K0.00%00.0%Unchanged
Kestra Investment Management, LLC96$3.50K0.00%+96New
Bell Investment Advisors, Inc96$3.50K0.00%00.0%Unchanged
Creative Financial Designs Inc100$3.65K0.00%00.0%Unchanged
Westside Investment Management, Inc.100$3.65K0.00%00.0%Unchanged
Continuum Advisory, LLC100$3.65K0.00%+33+49.3%Added
SJS Investment Consulting Inc.102$3.72K0.00%+82+410.0%Added
Asset Dedication, LLC103$3.75K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC104$3.79K0.00%+33+46.5%Added
Hurley Capital, LLC101$3.80K0.00%+101New
Massmutual Trust Co FSB110$4.01K0.00%+54+96.4%Added
WPG Advisers, LLC114$4.16K0.00%+114New
West Branch Capital LLC116$4.23K0.00%+116New
Glen Eagle Advisors, LLC118$4.30K0.00%00.0%Unchanged
Rakuten Securities, Inc.125$4.56K0.00%−15−10.7%Reduced
Aster Capital Management (DIFC) Ltd127$4.63K0.00%+127New
Montag A & Associates Inc130$4.74K0.00%−800−86.0%Reduced
Meeder Asset Management Inc147$5.36K0.00%−36−19.7%Reduced
Skopos Labs, Inc.153$5.58K0.00%00.0%Unchanged
Plato Investment Management Ltd171$6.26K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc181$6.60K0.00%+181New
Private Trust Co NA190$6.93K0.00%−6−3.1%Reduced
SRS Capital Advisors, Inc.193$7.04K0.00%+19+10.9%Added
REAP Financial Group, LLC195$7.11K0.00%+15+8.3%Added
Golden State Wealth Management, LLC195$7.11K0.00%+195New
New Wave Wealth Advisors LLC198$7.22K0.00%+198New
North Star Investment Management Corp.200$7.29K0.00%00.0%Unchanged
Blume Capital Management, Inc.200$7.29K0.00%00.0%Unchanged
Financial Perspectives, Inc200$7.29K0.00%+125+166.7%Added
High Note Wealth, LLC213$7.76K0.00%+213New
Finley Financial, LLC213$7.79K0.00%+213New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC216$7.87K0.00%+111+105.7%Added
Fifth Third Bancorp243$8.86K0.00%−83−25.5%Reduced
Crowley Wealth Management, Inc.250$9.11K0.01%+250New
Coston, McIsaac & Partners300$10.0K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.275$10.0K0.01%+275New
Hexagon Capital Partners LLC291$10.6K0.00%−22−7.0%Reduced
Berbice Capital Management LLC300$10.9K0.01%+300New
Fedenia Advisers LLC310$11.3K0.01%+310New
Van Hulzen Asset Management, LLC340$12.4K0.00%+340New
GeoWealth Management, LLC379$13.8K0.00%+379New
Matrix Trust Co371$14.0K0.00%+371New
PSI Advisors, LLC418$15.2K0.00%+18+4.5%Added
Beacon Capital Management, LLC430$15.7K0.00%−100−18.9%Reduced
Venturi Wealth Management, LLC439$16.0K0.00%+121+38.1%Added
Signaturefd, LLC450$16.4K0.00%+7+1.6%Added
TD Private Client Wealth LLC471$17.2K0.00%00.0%Unchanged
Avion Wealth500$18.0K0.00%−100−16.7%Reduced
Ancora Advisors, LLC514$18.7K0.00%00.0%Unchanged
Quent Capital, LLC517$18.8K0.00%−167,300−99.7%Reduced
Cornerstone Planning Group LLC598$23.0K0.01%+581+3,417.6%Added
Eastern Bank650$23.7K0.00%00.0%Unchanged
Piscataqua Savings Bank700$25.5K0.02%+700New
Harbor Investment Advisory, LLC750$27.3K0.00%00.0%Unchanged
Leonteq Securities AG810$29.5K0.00%+425+110.4%Added
Smartleaf Asset Management LLC827$30.5K0.00%+204+32.7%Added
Lindbrook Capital, LLC868$31.6K0.00%+167+23.8%Added
Huntington National Bank882$32.1K0.00%+6+0.7%Added
First Horizon Advisors, Inc.888$32.4K0.00%+49+5.8%Added
Stonebridge Financial Group, LLC932$34.0K0.00%+932New