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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 29,500 | $1.08M | 0.00% | +12,440+72.9% | Added |
| Creative Planning | 29,438 | $1.07M | 0.00% | +4,006+15.8% | Added |
| Private Advisor Group, LLC | 29,039 | $1.06M | 0.01% | +888+3.2% | Added |
| Knollwood Investment Advisory, LLC | 29,020 | $1.06M | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 28,698 | $1.05M | 0.00% | +3,397+13.4% | Added |
| Harbor Capital Advisors, Inc. | 28,270 | $1.03M | 0.04% | −74,840−72.6% | Reduced |
| MetLife Investment Management | 27,924 | $1.02M | 0.01% | −37−0.1% | Reduced |
| Jefferies Financial Group Inc. | 27,731 | $1.01M | 0.01% | −123−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 27,147 | $1.01M | 0.03% | −2,009−6.9% | Reduced |
| Values First Advisors, Inc. | 27,700 | $1.01M | 0.56% | −5,806−17.3% | Reduced |
| Edgestream Partners, L.P. | 27,456 | $1.00M | 0.04% | −55,462−66.9% | Reduced |
| Walleye Capital LLC | 27,376 | $997.9K | 0.01% | +22,176+426.5% | Added |
| Fairvoy Private Wealth, LLC | 26,411 | $962.7K | 0.26% | +26,411 | New |
| Legacy Advisors, LLC | 25,880 | $943.3K | 0.09% | −660−2.5% | Reduced |
| Schroder Investment Management Group | 25,517 | $941.1K | 0.00% | +25,517 | New |
| Maryland State Retirement & Pension System | 25,355 | $924.2K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 25,000 | $911.3K | 0.11% | −9,900−28.4% | Reduced |
| Swiss Life Asset Management Ltd | 24,862 | $904.9K | 0.01% | +17,769+250.5% | Added |
| JustInvest LLC | 24,631 | $897.8K | 0.01% | −42,029−63.0% | Reduced |
| Bank of Montreal | 24,473 | $892.0K | 0.00% | −41,134−62.7% | Reduced |
| Utah Retirement Systems | 24,400 | $889.4K | 0.01% | +600+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 23,476 | $855.7K | 0.01% | +211+0.9% | Added |
| Trevian Wealth Management LLC | 23,277 | $848.0K | 0.63% | −26,100−52.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,049 | $840.1K | 0.01% | +10,380+81.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,751 | $829.3K | 0.00% | +3,713+19.5% | Added |
| IHT Wealth Management, LLC | 21,584 | $786.7K | 0.03% | −583−2.6% | Reduced |
| Centaurus Financial, Inc. | 21,460 | $782.0K | 0.05% | −2,440−10.2% | Reduced |
| Friedenthal Financial | 21,412 | $780.5K | 0.46% | +21,412 | New |
| Diversified Trust Co | 21,368 | $778.9K | 0.02% | −15,150−41.5% | Reduced |
| Itau Unibanco Holding S.A. | 21,000 | $774.5K | 0.02% | +21,000 | New |
| Ellevest, Inc. | 21,199 | $772.7K | 0.04% | −657−3.0% | Reduced |
| Allianz Asset Management GmbH | 20,967 | $764.2K | 0.00% | −414−1.9% | Reduced |
| Beck Mack & Oliver LLC | 20,920 | $762.5K | 0.01% | −42−0.2% | Reduced |
| Yarbrough Capital, LLC | 20,787 | $757.7K | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 20,549 | $749.0K | 0.02% | −3,937−16.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,967 | $727.8K | 0.00% | +1,236+6.6% | Added |
| Axq Capital, LP | 19,826 | $722.7K | 0.33% | −31,240−61.2% | Reduced |
| Ascent Group, LLC | 19,380 | $706.4K | 0.05% | +1,830+10.4% | Added |
| Atria Investments LLC | 19,120 | $696.9K | 0.01% | +19,120 | New |
| Wellington Management Group LLP | 18,498 | $674.3K | 0.00% | −13,822−42.8% | Reduced |
| Sheets Smith Wealth Management | 18,498 | $674.3K | 0.08% | +18,498 | New |
| Counterpoint Mutual Funds LLC | 18,122 | $660.5K | 0.08% | +18,122 | New |
| CIBC World Markets Corp | 17,732 | $646.3K | 0.00% | −3,386−16.0% | Reduced |
| Intrepid Capital Management Inc | 17,573 | $640.5K | 0.33% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,400 | $634.2K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 17,384 | $633.6K | 0.04% | +17,384 | New |
| Altfest L J & Co Inc | 17,030 | $620.7K | 0.08% | +17,030 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 16,848 | $614.1K | 0.01% | +16,848 | New |
| Cravens & Co Advisors, LLC | 16,794 | $612.1K | 0.47% | −290−1.7% | Reduced |
| Credit Agricole S A | 16,747 | $610.4K | 0.00% | +4,197+33.4% | Added |
| Clearstead Advisors, LLC | 15,738 | $573.7K | 0.01% | +416+2.7% | Added |
| Bryce Point Capital, LLC | 14,942 | $544.6K | 0.16% | +14,942 | New |
| Oxinas Partners Wealth Management LLC | 14,854 | $541.4K | 0.32% | +14,854 | New |
| Synovus Financial Corp | 14,837 | $540.8K | 0.01% | −169−1.1% | Reduced |
| Sowell Financial Services LLC | 14,497 | $528.4K | 0.03% | −275−1.9% | Reduced |
| iA Global Asset Management Inc. | 14,344 | $523.0K | 0.01% | +2,633+22.5% | Added |
| Larson Financial Group LLC | 14,252 | $519.5K | 0.03% | +6,488+83.6% | Added |
| Vontobel Holding Ltd. | 13,843 | $504.6K | 0.00% | −5,338−27.8% | Reduced |
| Bradley Foster & Sargent Inc | 13,656 | $497.8K | 0.01% | +1,315+10.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,354 | $496.9K | 0.00% | +735+6.3% | Added |
| S.A. Mason LLC | 13,445 | $490.1K | 0.26% | +1,025+8.3% | Added |
| Vident Advisory, LLC | 13,430 | $489.5K | 0.01% | +13,430 | New |
| Triumph Capital Management | 13,428 | $489.5K | 0.17% | +212+1.6% | Added |
| American Capital Advisory, LLC | 13,407 | $488.7K | 0.27% | +12,875+2,420.1% | Added |
| CIBC Asset Management Inc | 13,311 | $485.2K | 0.00% | +697+5.5% | Added |
| Atomi Financial Group, Inc. | 13,156 | $479.5K | 0.02% | +1,497+12.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,124 | $478.0K | 0.00% | +1,402+12.0% | Added |
| Financial Advocates Investment Management | 13,094 | $477.3K | 0.03% | −550−4.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,971 | $472.8K | 0.09% | +12,971 | New |
| Wynn Capital, LLC | 12,950 | $472.0K | 0.30% | +250+2.0% | Added |
| Redwood Investment Management, LLC | 12,776 | $466.0K | 0.05% | +12,776 | New |
| Cary Street Partners Financial LLC | 12,608 | $459.6K | 0.01% | +12,608 | New |
| Bridgewater Advisors Inc. | 12,681 | $459.6K | 0.05% | −42−0.3% | Reduced |
| Trinity Financial Advisors LLC | 12,590 | $458.0K | 0.17% | +2,595+26.0% | Added |
| Brasada Capital Management, LP | 13,000 | $456.4K | 0.08% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,360 | $451.0K | 0.03% | +12,360 | New |
| Qtron Investments LLC | 12,273 | $447.4K | 0.06% | +12,273 | New |
| Keel Point, LLC | 12,269 | $447.2K | 0.04% | +326+2.7% | Added |
| Menard Financial Group LLC | 12,263 | $447.0K | 0.27% | +219+1.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,737 | $441.3K | 0.01% | −3,154−21.2% | Reduced |
| Castleark Management LLC | 11,950 | $435.6K | 0.02% | +11,950 | New |
| Ar Asset Management Inc | 11,800 | $430.0K | 0.10% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 11,766 | $428.9K | 0.06% | −36,906−75.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,620 | $423.5K | 0.12% | +3,720+47.1% | Added |
| Allstate Corp | 11,473 | $418.2K | 0.01% | +11,473 | New |
| Janus Henderson Group PLC | 11,469 | $418.0K | 0.00% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 11,405 | $416.0K | 0.08% | +11,405 | New |
| Kestra Advisory Services, LLC | 11,354 | $413.9K | 0.00% | −1,795−13.7% | Reduced |
| Pinnacle Associates Ltd | 11,351 | $413.7K | 0.01% | −4,399−27.9% | Reduced |
| Regatta Capital Group, LLC | 11,298 | $411.8K | 0.08% | −2,446−17.8% | Reduced |
| Sanctuary Advisors, LLC | 10,138 | $408.7K | 0.00% | −1,413−12.2% | Reduced |
| Centiva Capital, LP | 11,150 | $406.4K | 0.02% | +11,150 | New |
| PharVision Advisers, LLC | 11,058 | $403.1K | 0.34% | +11,058 | New |
| Seven Mile Advisory | 11,014 | $401.5K | 0.26% | +3,172+40.4% | Added |
| CI Private Wealth, LLC | 10,860 | $395.8K | 0.00% | −4,857−30.9% | Reduced |
| Staley Capital Advisers Inc | 10,600 | $386.4K | 0.02% | −400−3.6% | Reduced |
| Cascade Investment Group, Inc. | 10,531 | $383.9K | 0.27% | 00.0% | Unchanged |
| Investment Management Corp | 10,413 | $379.6K | 0.34% | +10,413 | New |
| HAP Trading, LLC | 10,407 | $379.3K | 0.13% | −2,980−22.3% | Reduced |
| Independent Financial Group, LLC | 10,353 | $377.4K | 0.01% | +10,353 | New |