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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 7,733 | $281.8K | 0.02% | +7,733 | New |
| Vestcor Inc | 7,736 | $282.0K | 0.01% | +2,032+35.6% | Added |
| SP Asset Management LLC | 7,802 | $284.4K | 0.02% | −2,000−20.4% | Reduced |
| Brown Brothers Harriman & Co | 7,820 | $285.0K | 0.00% | +116+1.5% | Added |
| LVW Advisors, LLC | 8,098 | $295.2K | 0.04% | +8,098 | New |
| HM Payson & Co | 8,232 | $300.1K | 0.01% | +582+7.6% | Added |
| ICONIQ Capital, LLC | 8,251 | $300.7K | 0.00% | +349+4.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,300 | $302.5K | 0.18% | +8,300 | New |
| Swedbank AB | 8,319 | $303.2K | 0.00% | +8,319 | New |
| Corebridge Financial, Inc. | 8,353 | $304.5K | 0.00% | −165−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 8,462 | $308.4K | 0.00% | +8,462 | New |
| TownSquare Capital, LLC | 8,526 | $310.8K | 0.00% | −691−7.5% | Reduced |
| Quantinno Capital Management LP | 8,534 | $311.1K | 0.00% | +8,534 | New |
| Catalyst Funds Management Pty Ltd | 8,600 | $313.5K | 0.08% | +8,600 | New |
| Baird Financial Group, Inc. | 8,688 | $316.7K | 0.00% | −2,869−24.8% | Reduced |
| Chicago Capital, LLC | 8,693 | $316.9K | 0.01% | +8,693 | New |
| Prosperity Wealth Management, Inc. | 8,785 | $320.2K | 0.13% | +8,785 | New |
| Avantax Advisory Services, Inc. | 8,982 | $327.4K | 0.00% | −4,093−31.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,071 | $330.6K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 9,160 | $333.9K | 0.01% | +9,160 | New |
| Graham Capital Management, L.P. | 9,246 | $337.0K | 0.01% | +9,246 | New |
| Savant Capital, LLC | 9,364 | $341.3K | 0.00% | +244+2.7% | Added |
| Bleakley Financial Group, LLC | 9,394 | $342.4K | 0.01% | +9,394 | New |
| Prudential PLC | 9,504 | $346.4K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 9,598 | $349.8K | 0.44% | +9,598 | New |
| Mayflower Financial Advisors, LLC | 9,893 | $360.6K | 0.05% | −89−0.9% | Reduced |
| Oxford Financial Group Ltd | 9,987 | $364.0K | 0.02% | +9,987 | New |
| GFS Advisors, LLC | 10,000 | $365.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,002 | $368.5K | 0.01% | +762+8.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,165 | $370.5K | 0.02% | +10,165 | New |
| Aigen Investment Management, LP | 10,276 | $374.6K | 0.07% | +10,276 | New |
| Independent Financial Group, LLC | 10,353 | $377.4K | 0.01% | +10,353 | New |
| HAP Trading, LLC | 10,407 | $379.3K | 0.13% | −2,980−22.3% | Reduced |
| Investment Management Corp | 10,413 | $379.6K | 0.34% | +10,413 | New |
| Cascade Investment Group, Inc. | 10,531 | $383.9K | 0.27% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,600 | $386.4K | 0.02% | −400−3.6% | Reduced |
| CI Private Wealth, LLC | 10,860 | $395.8K | 0.00% | −4,857−30.9% | Reduced |
| Seven Mile Advisory | 11,014 | $401.5K | 0.26% | +3,172+40.4% | Added |
| PharVision Advisers, LLC | 11,058 | $403.1K | 0.34% | +11,058 | New |
| Centiva Capital, LP | 11,150 | $406.4K | 0.02% | +11,150 | New |
| Sanctuary Advisors, LLC | 10,138 | $408.7K | 0.00% | −1,413−12.2% | Reduced |
| Regatta Capital Group, LLC | 11,298 | $411.8K | 0.08% | −2,446−17.8% | Reduced |
| Pinnacle Associates Ltd | 11,351 | $413.7K | 0.01% | −4,399−27.9% | Reduced |
| Kestra Advisory Services, LLC | 11,354 | $413.9K | 0.00% | −1,795−13.7% | Reduced |
| Maxi Investments CY Ltd | 11,405 | $416.0K | 0.08% | +11,405 | New |
| Janus Henderson Group PLC | 11,469 | $418.0K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 11,473 | $418.2K | 0.01% | +11,473 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11,620 | $423.5K | 0.12% | +3,720+47.1% | Added |
| Dark Forest Capital Management LP | 11,766 | $428.9K | 0.06% | −36,906−75.8% | Reduced |
| Ar Asset Management Inc | 11,800 | $430.0K | 0.10% | 00.0% | Unchanged |
| Castleark Management LLC | 11,950 | $435.6K | 0.02% | +11,950 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,737 | $441.3K | 0.01% | −3,154−21.2% | Reduced |
| Menard Financial Group LLC | 12,263 | $447.0K | 0.27% | +219+1.8% | Added |
| Keel Point, LLC | 12,269 | $447.2K | 0.04% | +326+2.7% | Added |
| Qtron Investments LLC | 12,273 | $447.4K | 0.06% | +12,273 | New |
| Everence Capital Management Inc | 12,360 | $451.0K | 0.03% | +12,360 | New |
| Brasada Capital Management, LP | 13,000 | $456.4K | 0.08% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 12,590 | $458.0K | 0.17% | +2,595+26.0% | Added |
| Bridgewater Advisors Inc. | 12,681 | $459.6K | 0.05% | −42−0.3% | Reduced |
| Cary Street Partners Financial LLC | 12,608 | $459.6K | 0.01% | +12,608 | New |
| Redwood Investment Management, LLC | 12,776 | $466.0K | 0.05% | +12,776 | New |
| Wynn Capital, LLC | 12,950 | $472.0K | 0.30% | +250+2.0% | Added |
| AssuredPartners Investment Advisors, LLC | 12,971 | $472.8K | 0.09% | +12,971 | New |
| Financial Advocates Investment Management | 13,094 | $477.3K | 0.03% | −550−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,124 | $478.0K | 0.00% | +1,402+12.0% | Added |
| Atomi Financial Group, Inc. | 13,156 | $479.5K | 0.02% | +1,497+12.8% | Added |
| CIBC Asset Management Inc | 13,311 | $485.2K | 0.00% | +697+5.5% | Added |
| American Capital Advisory, LLC | 13,407 | $488.7K | 0.27% | +12,875+2,420.1% | Added |
| Triumph Capital Management | 13,428 | $489.5K | 0.17% | +212+1.6% | Added |
| Vident Advisory, LLC | 13,430 | $489.5K | 0.01% | +13,430 | New |
| S.A. Mason LLC | 13,445 | $490.1K | 0.26% | +1,025+8.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,354 | $496.9K | 0.00% | +735+6.3% | Added |
| Bradley Foster & Sargent Inc | 13,656 | $497.8K | 0.01% | +1,315+10.7% | Added |
| Vontobel Holding Ltd. | 13,843 | $504.6K | 0.00% | −5,338−27.8% | Reduced |
| Larson Financial Group LLC | 14,252 | $519.5K | 0.03% | +6,488+83.6% | Added |
| iA Global Asset Management Inc. | 14,344 | $523.0K | 0.01% | +2,633+22.5% | Added |
| Sowell Financial Services LLC | 14,497 | $528.4K | 0.03% | −275−1.9% | Reduced |
| Synovus Financial Corp | 14,837 | $540.8K | 0.01% | −169−1.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 14,854 | $541.4K | 0.32% | +14,854 | New |
| Bryce Point Capital, LLC | 14,942 | $544.6K | 0.16% | +14,942 | New |
| Clearstead Advisors, LLC | 15,738 | $573.7K | 0.01% | +416+2.7% | Added |
| Credit Agricole S A | 16,747 | $610.4K | 0.00% | +4,197+33.4% | Added |
| Cravens & Co Advisors, LLC | 16,794 | $612.1K | 0.47% | −290−1.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 16,848 | $614.1K | 0.01% | +16,848 | New |
| Altfest L J & Co Inc | 17,030 | $620.7K | 0.08% | +17,030 | New |
| Trust Point Inc. | 17,384 | $633.6K | 0.04% | +17,384 | New |
| E. Ohman J:or Asset Management AB | 17,400 | $634.2K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 17,573 | $640.5K | 0.33% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,732 | $646.3K | 0.00% | −3,386−16.0% | Reduced |
| Counterpoint Mutual Funds LLC | 18,122 | $660.5K | 0.08% | +18,122 | New |
| Sheets Smith Wealth Management | 18,498 | $674.3K | 0.08% | +18,498 | New |
| Wellington Management Group LLP | 18,498 | $674.3K | 0.00% | −13,822−42.8% | Reduced |
| Atria Investments LLC | 19,120 | $696.9K | 0.01% | +19,120 | New |
| Ascent Group, LLC | 19,380 | $706.4K | 0.05% | +1,830+10.4% | Added |
| Axq Capital, LP | 19,826 | $722.7K | 0.33% | −31,240−61.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,967 | $727.8K | 0.00% | +1,236+6.6% | Added |
| Gulf International Bank (UK) Ltd | 20,549 | $749.0K | 0.02% | −3,937−16.1% | Reduced |
| Yarbrough Capital, LLC | 20,787 | $757.7K | 0.03% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 20,920 | $762.5K | 0.01% | −42−0.2% | Reduced |
| Allianz Asset Management GmbH | 20,967 | $764.2K | 0.00% | −414−1.9% | Reduced |