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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 21,199 | $772.7K | 0.04% | −657−3.0% | Reduced |
| Itau Unibanco Holding S.A. | 21,000 | $774.5K | 0.02% | +21,000 | New |
| Diversified Trust Co | 21,368 | $778.9K | 0.02% | −15,150−41.5% | Reduced |
| Friedenthal Financial | 21,412 | $780.5K | 0.46% | +21,412 | New |
| Centaurus Financial, Inc. | 21,460 | $782.0K | 0.05% | −2,440−10.2% | Reduced |
| IHT Wealth Management, LLC | 21,584 | $786.7K | 0.03% | −583−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,751 | $829.3K | 0.00% | +3,713+19.5% | Added |
| O'Shaughnessy Asset Management, LLC | 23,049 | $840.1K | 0.01% | +10,380+81.9% | Added |
| Trevian Wealth Management LLC | 23,277 | $848.0K | 0.63% | −26,100−52.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,476 | $855.7K | 0.01% | +211+0.9% | Added |
| Utah Retirement Systems | 24,400 | $889.4K | 0.01% | +600+2.5% | Added |
| Bank of Montreal | 24,473 | $892.0K | 0.00% | −41,134−62.7% | Reduced |
| JustInvest LLC | 24,631 | $897.8K | 0.01% | −42,029−63.0% | Reduced |
| Swiss Life Asset Management Ltd | 24,862 | $904.9K | 0.01% | +17,769+250.5% | Added |
| Romano Brothers and Company | 25,000 | $911.3K | 0.11% | −9,900−28.4% | Reduced |
| Maryland State Retirement & Pension System | 25,355 | $924.2K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 25,517 | $941.1K | 0.00% | +25,517 | New |
| Legacy Advisors, LLC | 25,880 | $943.3K | 0.09% | −660−2.5% | Reduced |
| Fairvoy Private Wealth, LLC | 26,411 | $962.7K | 0.26% | +26,411 | New |
| Walleye Capital LLC | 27,376 | $997.9K | 0.01% | +22,176+426.5% | Added |
| Edgestream Partners, L.P. | 27,456 | $1.00M | 0.04% | −55,462−66.9% | Reduced |
| Values First Advisors, Inc. | 27,700 | $1.01M | 0.56% | −5,806−17.3% | Reduced |
| Chicago Partners Investment Group LLC | 27,147 | $1.01M | 0.03% | −2,009−6.9% | Reduced |
| Jefferies Financial Group Inc. | 27,731 | $1.01M | 0.01% | −123−0.4% | Reduced |
| MetLife Investment Management | 27,924 | $1.02M | 0.01% | −37−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 28,270 | $1.03M | 0.04% | −74,840−72.6% | Reduced |
| Truist Financial Corp | 28,698 | $1.05M | 0.00% | +3,397+13.4% | Added |
| Knollwood Investment Advisory, LLC | 29,020 | $1.06M | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 29,039 | $1.06M | 0.01% | +888+3.2% | Added |
| Creative Planning | 29,438 | $1.07M | 0.00% | +4,006+15.8% | Added |
| Prudential Financial Inc | 29,500 | $1.08M | 0.00% | +12,440+72.9% | Added |
| Gsa Capital Partners LLP | 29,620 | $1.08M | 0.08% | −23,444−44.2% | Reduced |
| STRS Ohio | 29,685 | $1.08M | 0.00% | −8,577−22.4% | Reduced |
| Northeast Investment Management | 30,291 | $1.10M | 0.05% | +30,291 | New |
| Captrust Financial Advisors | 30,573 | $1.11M | 0.00% | −6,362−17.2% | Reduced |
| Amalgamated Bank | 30,746 | $1.12M | 0.01% | +1,138+3.8% | Added |
| Bessemer Group Inc | 30,945 | $1.13M | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 32,145 | $1.17M | 0.01% | +1,700+5.6% | Added |
| BBR Partners, LLC | 32,681 | $1.19M | 0.08% | +32,681 | New |
| Churchill Management Corp | 33,246 | $1.21M | 0.01% | −3,391−9.3% | Reduced |
| D.A. Davidson & Co. | 33,593 | $1.22M | 0.01% | +11,493+52.0% | Added |
| Nordea Investment Management AB | 33,882 | $1.24M | 0.00% | +2,975+9.6% | Added |
| Highland Capital Management, LLC | 34,231 | $1.25M | 0.07% | +34,231 | New |
| Comerica Bank | 34,378 | $1.25M | 0.01% | +25,850+303.1% | Added |
| Park Avenue Securities LLC | 34,754 | $1.27M | 0.01% | −15,787−31.2% | Reduced |
| M&T Bank Corp | 34,762 | $1.27M | 0.00% | +3,807+12.3% | Added |
| Northwestern Mutual Wealth Management Co | 34,941 | $1.27M | 0.00% | −3,419−8.9% | Reduced |
| Ardsley Advisory Partners LP | 35,000 | $1.28M | 0.25% | +35,000 | New |
| Kestra Private Wealth Services, LLC | 35,304 | $1.29M | 0.02% | +35,304 | New |
| Lewis Asset Management, LLC | 36,662 | $1.34M | 1.02% | −4,017−9.9% | Reduced |
| Neuberger Berman Group LLC | 36,820 | $1.34M | 0.00% | −4,744−11.4% | Reduced |
| DekaBank Deutsche Girozentrale | 36,630 | $1.34M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 37,561 | $1.37M | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 37,800 | $1.38M | 0.21% | 00.0% | Unchanged |
| Principal Financial Group Inc | 38,126 | $1.39M | 0.00% | −70.0% | Reduced |
| Mediolanum International Funds Ltd | 37,844 | $1.39M | 0.02% | +37,844 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,632 | $1.41M | 0.01% | +301+0.8% | Added |
| Elo Mutual Pension Insurance Co | 38,893 | $1.42M | 0.03% | +6,702+20.8% | Added |
| Janney Montgomery Scott LLC | 38,964 | $1.42M | 0.00% | +551+1.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 39,000 | $1.42M | 0.82% | −6,000−13.3% | Reduced |
| Gotham Asset Management, LLC | 40,067 | $1.46M | 0.01% | +23,424+140.7% | Added |
| Taylor Frigon Capital Management LLC | 40,457 | $1.47M | 0.75% | −4,643−10.3% | Reduced |
| Brown Advisory Inc | 41,173 | $1.50M | 0.00% | +17,638+74.9% | Added |
| Oppenheimer & Co Inc | 41,597 | $1.52M | 0.02% | +27,567+196.5% | Added |
| US Bancorp | 41,765 | $1.52M | 0.00% | +2,022+5.1% | Added |
| Mirador Capital Partners LP | 41,938 | $1.53M | 0.28% | +360+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 42,708 | $1.56M | 0.25% | +28,240+195.2% | Added |
| New York Life Investment Management LLC | 43,136 | $1.57M | 0.02% | +43,136 | New |
| Sit Investment Associates Inc | 43,425 | $1.58M | 0.04% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 43,489 | $1.59M | 1.34% | +43,489 | New |
| Knights of Columbus Asset Advisors LLC | 43,596 | $1.59M | 0.10% | +19,063+77.7% | Added |
| Roundview Capital LLC | 43,987 | $1.60M | 0.11% | +23,746+117.3% | Added |
| WoodTrust Financial Corp | 44,000 | $1.60M | 0.23% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 43,600 | $1.61M | 0.64% | +35,875+464.4% | Added |
| Pier 88 Investment Partners LLC | 44,590 | $1.63M | 0.32% | −18,030−28.8% | Reduced |
| Next Century Growth Investors LLC | 45,470 | $1.66M | 0.12% | +45,470 | New |
| Bayesian Capital Management, LP | 46,485 | $1.69M | 0.21% | +27,300+142.3% | Added |
| Capital International Sarl | 46,552 | $1.70M | 0.04% | −3,888−7.7% | Reduced |
| TBH Global Asset Management, LLC | 47,107 | $1.72M | 0.41% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 46,985 | $1.76M | 0.01% | +2,926+6.6% | Added |
| Jane Street Group, LLC | 48,388 | $1.76M | 0.00% | −37,502−43.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,621 | $1.77M | 0.12% | −67,357−58.1% | Reduced |
| Chapman Financial Group, LLC | 49,429 | $1.80M | 1.44% | +49,429 | New |
| Kampmann Melissa S. | 49,770 | $1.81M | 1.43% | −6,350−11.3% | Reduced |
| Toronto Dominion Bank | 51,300 | $1.87M | 0.00% | +4,981+10.8% | Added |
| Omers Administration Corp | 52,328 | $1.91M | 0.02% | −34,782−39.9% | Reduced |
| Bridger Management, LLC | 52,692 | $1.92M | 1.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 53,248 | $1.94M | 0.00% | +19,861+59.5% | Added |
| KBC Group NV | 53,401 | $1.95M | 0.01% | +10,563+24.7% | Added |
| Ceera Investments, LLC | 55,000 | $2.00M | 0.69% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 55,286 | $2.02M | 0.04% | +55,286 | New |
| Donoghue Forlines LLC | 55,623 | $2.03M | 0.68% | +55,623 | New |
| Vinva Investment Management Ltd | 56,060 | $2.07M | 0.08% | +56,060 | New |
| Sandler Capital Management | 56,822 | $2.07M | 0.34% | +56,822 | New |
| Cresset Asset Management, LLC | 57,593 | $2.10M | 0.01% | +452+0.8% | Added |
| Daiwa Securities Group Inc. | 59,672 | $2.17M | 0.01% | +2,700+4.7% | Added |
| Twin Capital Management Inc | 59,881 | $2.18M | 0.24% | +3,088+5.4% | Added |
| RSM US Wealth Management LLC | 60,497 | $2.21M | 0.03% | +3,889+6.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 62,978 | $2.30M | 0.00% | +62,978 | New |
| Pathstone Holdings, LLC | 62,998 | $2.30M | 0.01% | −14,403−18.6% | Reduced |