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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 10,276 | $374.6K | 0.07% | +10,276 | New |
| Gerber Kawasaki Wealth & Investment Management | 10,165 | $370.5K | 0.02% | +10,165 | New |
| IFP Advisors, Inc | 10,002 | $368.5K | 0.01% | +762+8.2% | Added |
| GFS Advisors, LLC | 10,000 | $365.0K | 0.06% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 9,987 | $364.0K | 0.02% | +9,987 | New |
| Mayflower Financial Advisors, LLC | 9,893 | $360.6K | 0.05% | −89−0.9% | Reduced |
| Bayforest Capital Ltd | 9,598 | $349.8K | 0.44% | +9,598 | New |
| Prudential PLC | 9,504 | $346.4K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 9,394 | $342.4K | 0.01% | +9,394 | New |
| Savant Capital, LLC | 9,364 | $341.3K | 0.00% | +244+2.7% | Added |
| Graham Capital Management, L.P. | 9,246 | $337.0K | 0.01% | +9,246 | New |
| Ethic Inc. | 9,160 | $333.9K | 0.01% | +9,160 | New |
| B. Metzler seel. Sohn & Co. AG | 9,071 | $330.6K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,982 | $327.4K | 0.00% | −4,093−31.3% | Reduced |
| Prosperity Wealth Management, Inc. | 8,785 | $320.2K | 0.13% | +8,785 | New |
| Chicago Capital, LLC | 8,693 | $316.9K | 0.01% | +8,693 | New |
| Baird Financial Group, Inc. | 8,688 | $316.7K | 0.00% | −2,869−24.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,600 | $313.5K | 0.08% | +8,600 | New |
| Quantinno Capital Management LP | 8,534 | $311.1K | 0.00% | +8,534 | New |
| TownSquare Capital, LLC | 8,526 | $310.8K | 0.00% | −691−7.5% | Reduced |
| Stratos Wealth Partners, LTD. | 8,462 | $308.4K | 0.00% | +8,462 | New |
| Corebridge Financial, Inc. | 8,353 | $304.5K | 0.00% | −165−1.9% | Reduced |
| Swedbank AB | 8,319 | $303.2K | 0.00% | +8,319 | New |
| Asahi Life Asset Management Co., Ltd. | 8,300 | $302.5K | 0.18% | +8,300 | New |
| ICONIQ Capital, LLC | 8,251 | $300.7K | 0.00% | +349+4.4% | Added |
| HM Payson & Co | 8,232 | $300.1K | 0.01% | +582+7.6% | Added |
| LVW Advisors, LLC | 8,098 | $295.2K | 0.04% | +8,098 | New |
| Brown Brothers Harriman & Co | 7,820 | $285.0K | 0.00% | +116+1.5% | Added |
| SP Asset Management LLC | 7,802 | $284.4K | 0.02% | −2,000−20.4% | Reduced |
| Vestcor Inc | 7,736 | $282.0K | 0.01% | +2,032+35.6% | Added |
| Eqis Capital Management, Inc. | 7,733 | $281.8K | 0.02% | +7,733 | New |
| Delta Asset Management LLC | 7,701 | $280.7K | 0.03% | −300−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,672 | $279.6K | 0.04% | +7,672 | New |
| Aries Wealth Management | 7,660 | $279.2K | 0.08% | −2,000−20.7% | Reduced |
| True Vision MN LLC | 7,656 | $279.1K | 0.17% | +7,656 | 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 |
| Stonekeep Investments, LLC | 7,494 | $273.1K | 0.20% | +7,494 | New |
| North Star Asset Management Inc | 7,470 | $272.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7,433 | $271.0K | 0.01% | −1,289−14.8% | Reduced |
| Yeomans Consulting Group, Inc. | 7,386 | $269.2K | 0.10% | +7,386 | New |
| 1858 Wealth Management, LLC | 7,380 | $269.0K | 0.21% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,364 | $268.4K | 0.03% | +7,364 | New |
| Sterling Capital Management LLC | 7,317 | $266.7K | 0.00% | −786−9.7% | Reduced |
| Wallace Capital Management Inc. | 7,092 | $258.5K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 7,037 | $256.5K | 0.02% | −505−6.7% | Reduced |
| EPIQ Capital Group, LLC | 7,009 | $255.5K | 0.07% | +7,009 | New |
| Ballentine Partners, LLC | 6,997 | $255.0K | 0.00% | −323−4.4% | Reduced |
| West Michigan Advisors, LLC | 6,995 | $255.0K | 0.08% | +6,995 | New |
| The PNC Financial Services Group, Inc. | 6,988 | $254.7K | 0.00% | +3,742+115.3% | Added |
| Independent Wealth Network Inc. | 6,982 | $254.5K | 0.10% | +6,982 | New |
| Susquehanna International Group, LLP | 6,718 | $244.9K | 0.00% | −2,406−26.4% | Reduced |
| Benjamin Edwards Inc | 6,474 | $235.9K | 0.00% | +6,474 | New |
| Merit Financial Group, LLC | 6,409 | $233.6K | 0.00% | +6,409 | New |
| Carnegie Capital Asset Management, LLC | 6,400 | $233.3K | 0.01% | +6,400 | New |
| Parkside Financial Bank & Trust | 6,361 | $231.9K | 0.03% | −721−10.2% | Reduced |
| CAPROCK Group, Inc. | 6,277 | $228.8K | 0.01% | +6,277 | New |
| Focused Wealth Management, Inc | 6,221 | $226.8K | 0.03% | +6,221 | New |
| Pinkerton Retirement Specialists, LLC | 6,144 | $223.9K | 0.03% | +6,144 | New |
| CIBC Private Wealth Group, LLC | 5,998 | $223.2K | 0.00% | +2,011+50.4% | Added |
| GPS Wealth Strategies Group, LLC | 6,119 | $223.0K | 0.03% | −715−10.5% | Reduced |
| Chung Wu Investment Group, LLC | 6,100 | $222.3K | 0.22% | +6,100 | New |
| Garden State Investment Advisory Services LLC | 6,097 | $222.2K | 0.07% | +6,097 | New |
| Harvest Investment Services, LLC | 5,993 | $218.4K | 0.05% | +5,993 | New |
| Yousif Capital Management, LLC | 5,854 | $213.4K | 0.00% | +5,854 | New |
| Westover Capital Advisors, LLC | 5,820 | $212.1K | 0.05% | +5,820 | New |
| Federation des caisses Desjardins du Quebec | 5,744 | $209.4K | 0.00% | −152−2.6% | Reduced |
| Smith Group Asset Management, LLC | 5,731 | $208.9K | 0.02% | +5,731 | New |
| 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 |
| WMS Partners, LLC | 5,700 | $207.8K | 0.01% | −1,599−21.9% | Reduced |
| Forum Financial Management, LP | 5,582 | $203.5K | 0.00% | +5,582 | New |
| Advisory Services Network, LLC | 5,546 | $202.2K | 0.00% | +5,546 | New |
| EPG Wealth Management LLC | 5,510 | $200.8K | 0.05% | +5,510 | New |
| Sachetta, LLC | 5,450 | $198.7K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,011 | $182.7K | 0.03% | +11+0.2% | Added |
| CWM, LLC | 4,955 | $181.0K | 0.00% | +34+0.7% | Added |
| MeadowBrook Investment Advisors LLC | 4,860 | $177.1K | 0.16% | −1,270−20.7% | Reduced |
| Colonial Trust Advisors | 4,500 | $164.0K | 0.01% | +3,750+500.0% | Added |
| Tower Research Capital LLC (TRC) | 4,412 | $160.8K | 0.00% | +3,922+800.4% | Added |
| Acadian Asset Management LLC | 4,398 | $159.0K | 0.00% | +4,398 | New |
| CSS LLC | 4,204 | $153.2K | 0.01% | +4,204 | New |
| Advisors Asset Management, Inc. | 4,138 | $150.8K | 0.00% | −107−2.5% | Reduced |
| R Squared Ltd | 3,930 | $143.2K | 0.14% | +3,930 | New |
| CoreCap Advisors, LLC | 3,860 | $140.7K | 0.01% | +828+27.3% | Added |
| Jones Financial Companies LLLP | 3,609 | $131.5K | 0.00% | +2,103+139.6% | Added |
| Orion Capital Management LLC | 3,500 | $127.6K | 0.06% | +3,500 | New |
| Ossiam | 3,443 | $125.5K | 0.00% | +2,880+511.5% | Added |
| EverSource Wealth Advisors, LLC | 3,435 | $125.2K | 0.01% | +358+11.6% | Added |
| Garde Capital, Inc. | 3,362 | $123.0K | 0.01% | +3,362 | New |
| Allworth Financial LP | 3,120 | $121.0K | 0.00% | +156+5.3% | Added |
| Cliffwater LLC | 3,197 | $116.5K | 0.03% | +3,197 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,137 | $115.0K | 0.00% | +1,330+73.6% | Added |
| Canton Hathaway, LLC | 3,090 | $113.0K | 0.03% | +1,598+107.1% | Added |
| Covestor Ltd | 2,990 | $109.0K | 0.07% | +635+27.0% | Added |
| Ostrum Asset Management | 2,957 | $107.8K | 0.01% | −123−4.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $105.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,784 | $101.5K | 0.01% | +1,438+106.8% | Added |
| Quarry LP | 2,611 | $95.2K | 0.02% | +2,611 | New |