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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Place Capital Corp | 967 | $35.2K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 973 | $35.5K | 0.00% | +973 | New |
| Toth Financial Advisory Corp | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,053 | $38.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,062 | $38.7K | 0.04% | +1,062 | New |
| Proequities, Inc. | 1,018 | $39.5K | 0.00% | −53−4.9% | Reduced |
| Wingate Wealth Advisors, Inc. | 1,094 | $39.9K | 0.04% | +1,094 | New |
| Coppell Advisory Solutions LLC | 1,106 | $40.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,150 | $41.9K | 0.01% | +1,150 | New |
| Spire Wealth Management | 1,200 | $43.7K | 0.00% | +100+9.1% | Added |
| Ci Investments Inc. | 1,196 | $44.0K | 0.00% | +490+69.4% | Added |
| MAI Capital Management | 1,245 | $45.4K | 0.00% | +1,245 | New |
| Manchester Capital Management LLC | 1,313 | $47.9K | 0.01% | +1,304+14,488.9% | Added |
| Parallel Advisors, LLC | 1,408 | $51.3K | 0.00% | +710+101.7% | Added |
| 1620 Investment Advisors, Inc. | 1,434 | $52.3K | 0.04% | +130+10.0% | Added |
| Raleigh Capital Management Inc. | 1,480 | $53.9K | 0.02% | −11−0.7% | Reduced |
| LRI Investments, LLC | 1,516 | $55.3K | 0.01% | +516+51.6% | Added |
| Harbour Investments, Inc. | 1,528 | $55.7K | 0.00% | −19−1.2% | Reduced |
| Global Trust Asset Management, LLC | 1,600 | $58.3K | 0.02% | +1,600 | New |
| Principal Securities, Inc. | 1,769 | $64.5K | 0.00% | +577+48.4% | Added |
| Truvestments Capital LLC | 1,999 | $72.9K | 0.02% | −280−12.3% | Reduced |
| Your Advocates Ltd., LLP | 2,000 | $72.9K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,077 | $75.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,096 | $76.4K | 0.00% | +96+4.8% | Added |
| Quest Partners LLC | 2,218 | $80.8K | 0.01% | −46,932−95.5% | Reduced |
| Whittier Trust Co | 2,376 | $86.6K | 0.00% | +97+4.3% | Added |
| Farther Finance Advisors, LLC | 2,435 | $88.8K | 0.00% | +402+19.8% | Added |
| Bogart Wealth, LLC | 2,587 | $94.3K | 0.00% | +14+0.5% | Added |
| Quarry LP | 2,611 | $95.2K | 0.02% | +2,611 | New |
| GAMMA Investing LLC | 2,784 | $101.5K | 0.01% | +1,438+106.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $105.7K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,957 | $107.8K | 0.01% | −123−4.0% | Reduced |
| Covestor Ltd | 2,990 | $109.0K | 0.07% | +635+27.0% | Added |
| Canton Hathaway, LLC | 3,090 | $113.0K | 0.03% | +1,598+107.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,137 | $115.0K | 0.00% | +1,330+73.6% | Added |
| Cliffwater LLC | 3,197 | $116.5K | 0.03% | +3,197 | New |
| Allworth Financial LP | 3,120 | $121.0K | 0.00% | +156+5.3% | Added |
| Garde Capital, Inc. | 3,362 | $123.0K | 0.01% | +3,362 | New |
| EverSource Wealth Advisors, LLC | 3,435 | $125.2K | 0.01% | +358+11.6% | Added |
| Ossiam | 3,443 | $125.5K | 0.00% | +2,880+511.5% | Added |
| Orion Capital Management LLC | 3,500 | $127.6K | 0.06% | +3,500 | New |
| Jones Financial Companies LLLP | 3,609 | $131.5K | 0.00% | +2,103+139.6% | Added |
| CoreCap Advisors, LLC | 3,860 | $140.7K | 0.01% | +828+27.3% | Added |
| R Squared Ltd | 3,930 | $143.2K | 0.14% | +3,930 | New |
| Advisors Asset Management, Inc. | 4,138 | $150.8K | 0.00% | −107−2.5% | Reduced |
| CSS LLC | 4,204 | $153.2K | 0.01% | +4,204 | New |
| Acadian Asset Management LLC | 4,398 | $159.0K | 0.00% | +4,398 | New |
| Tower Research Capital LLC (TRC) | 4,412 | $160.8K | 0.00% | +3,922+800.4% | Added |
| Colonial Trust Advisors | 4,500 | $164.0K | 0.01% | +3,750+500.0% | Added |
| MeadowBrook Investment Advisors LLC | 4,860 | $177.1K | 0.16% | −1,270−20.7% | Reduced |
| CWM, LLC | 4,955 | $181.0K | 0.00% | +34+0.7% | Added |
| Crewe Advisors LLC | 5,011 | $182.7K | 0.03% | +11+0.2% | Added |
| Sachetta, LLC | 5,450 | $198.7K | 0.08% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,510 | $200.8K | 0.05% | +5,510 | New |
| Advisory Services Network, LLC | 5,546 | $202.2K | 0.00% | +5,546 | New |
| Forum Financial Management, LP | 5,582 | $203.5K | 0.00% | +5,582 | New |
| WMS Partners, LLC | 5,700 | $207.8K | 0.01% | −1,599−21.9% | Reduced |
| Brinker Capital Investments, LLC | 5,710 | $208.1K | 0.00% | +5,710 | New |
| Orion Portfolio Solutions, LLC | 5,710 | $208.1K | 0.00% | +5,710 | New |
| Smith Group Asset Management, LLC | 5,731 | $208.9K | 0.02% | +5,731 | New |
| Federation des caisses Desjardins du Quebec | 5,744 | $209.4K | 0.00% | −152−2.6% | Reduced |
| Westover Capital Advisors, LLC | 5,820 | $212.1K | 0.05% | +5,820 | New |
| Yousif Capital Management, LLC | 5,854 | $213.4K | 0.00% | +5,854 | New |
| Harvest Investment Services, LLC | 5,993 | $218.4K | 0.05% | +5,993 | New |
| Garden State Investment Advisory Services LLC | 6,097 | $222.2K | 0.07% | +6,097 | New |
| Chung Wu Investment Group, LLC | 6,100 | $222.3K | 0.22% | +6,100 | New |
| GPS Wealth Strategies Group, LLC | 6,119 | $223.0K | 0.03% | −715−10.5% | Reduced |
| CIBC Private Wealth Group, LLC | 5,998 | $223.2K | 0.00% | +2,011+50.4% | Added |
| Pinkerton Retirement Specialists, LLC | 6,144 | $223.9K | 0.03% | +6,144 | New |
| Focused Wealth Management, Inc | 6,221 | $226.8K | 0.03% | +6,221 | New |
| CAPROCK Group, Inc. | 6,277 | $228.8K | 0.01% | +6,277 | New |
| Parkside Financial Bank & Trust | 6,361 | $231.9K | 0.03% | −721−10.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,400 | $233.3K | 0.01% | +6,400 | New |
| Merit Financial Group, LLC | 6,409 | $233.6K | 0.00% | +6,409 | New |
| Benjamin Edwards Inc | 6,474 | $235.9K | 0.00% | +6,474 | New |
| Susquehanna International Group, LLP | 6,718 | $244.9K | 0.00% | −2,406−26.4% | Reduced |
| Independent Wealth Network Inc. | 6,982 | $254.5K | 0.10% | +6,982 | New |
| The PNC Financial Services Group, Inc. | 6,988 | $254.7K | 0.00% | +3,742+115.3% | Added |
| West Michigan Advisors, LLC | 6,995 | $255.0K | 0.08% | +6,995 | New |
| Ballentine Partners, LLC | 6,997 | $255.0K | 0.00% | −323−4.4% | Reduced |
| EPIQ Capital Group, LLC | 7,009 | $255.5K | 0.07% | +7,009 | New |
| Icon Wealth Advisors, LLC | 7,037 | $256.5K | 0.02% | −505−6.7% | Reduced |
| Wallace Capital Management Inc. | 7,092 | $258.5K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,317 | $266.7K | 0.00% | −786−9.7% | Reduced |
| SeaCrest Wealth Management, LLC | 7,364 | $268.4K | 0.03% | +7,364 | New |
| 1858 Wealth Management, LLC | 7,380 | $269.0K | 0.21% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 7,386 | $269.2K | 0.10% | +7,386 | New |
| Harvest Fund Management Co., Ltd | 7,433 | $271.0K | 0.01% | −1,289−14.8% | Reduced |
| North Star Asset Management Inc | 7,470 | $272.3K | 0.01% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 7,494 | $273.1K | 0.20% | +7,494 | New |
| UniSuper Management Pty Ltd | 7,500 | $273.4K | 0.00% | −1,900−20.2% | Reduced |
| St Germain D J Co Inc | 7,500 | $273.4K | 0.01% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 7,500 | $273.4K | 0.03% | 00.0% | Unchanged |
| True Vision MN LLC | 7,656 | $279.1K | 0.17% | +7,656 | New |
| Aries Wealth Management | 7,660 | $279.2K | 0.08% | −2,000−20.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,672 | $279.6K | 0.04% | +7,672 | New |
| Delta Asset Management LLC | 7,701 | $280.7K | 0.03% | −300−3.7% | Reduced |