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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 2,587 | $94.3K | 0.00% | +14+0.5% | Added |
| Farther Finance Advisors, LLC | 2,435 | $88.8K | 0.00% | +402+19.8% | Added |
| Whittier Trust Co | 2,376 | $86.6K | 0.00% | +97+4.3% | Added |
| Quest Partners LLC | 2,218 | $80.8K | 0.01% | −46,932−95.5% | Reduced |
| Global Retirement Partners, LLC | 2,096 | $76.4K | 0.00% | +96+4.8% | Added |
| Bryn Mawr Trust Co | 2,077 | $75.7K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,000 | $72.9K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,999 | $72.9K | 0.02% | −280−12.3% | Reduced |
| Principal Securities, Inc. | 1,769 | $64.5K | 0.00% | +577+48.4% | Added |
| Global Trust Asset Management, LLC | 1,600 | $58.3K | 0.02% | +1,600 | New |
| Harbour Investments, Inc. | 1,528 | $55.7K | 0.00% | −19−1.2% | Reduced |
| LRI Investments, LLC | 1,516 | $55.3K | 0.01% | +516+51.6% | Added |
| Raleigh Capital Management Inc. | 1,480 | $53.9K | 0.02% | −11−0.7% | Reduced |
| 1620 Investment Advisors, Inc. | 1,434 | $52.3K | 0.04% | +130+10.0% | Added |
| Parallel Advisors, LLC | 1,408 | $51.3K | 0.00% | +710+101.7% | Added |
| Manchester Capital Management LLC | 1,313 | $47.9K | 0.01% | +1,304+14,488.9% | Added |
| MAI Capital Management | 1,245 | $45.4K | 0.00% | +1,245 | New |
| Ci Investments Inc. | 1,196 | $44.0K | 0.00% | +490+69.4% | Added |
| Spire Wealth Management | 1,200 | $43.7K | 0.00% | +100+9.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,150 | $41.9K | 0.01% | +1,150 | New |
| Coppell Advisory Solutions LLC | 1,106 | $40.8K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 1,094 | $39.9K | 0.04% | +1,094 | New |
| Proequities, Inc. | 1,018 | $39.5K | 0.00% | −53−4.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,062 | $38.7K | 0.04% | +1,062 | New |
| GWM Advisors LLC | 1,053 | $38.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| SBI Securities Co., Ltd. | 973 | $35.5K | 0.00% | +973 | New |
| Park Place Capital Corp | 967 | $35.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 932 | $34.0K | 0.00% | +932 | New |
| First Horizon Advisors, Inc. | 888 | $32.4K | 0.00% | +49+5.8% | Added |
| Huntington National Bank | 882 | $32.1K | 0.00% | +6+0.7% | Added |
| Lindbrook Capital, LLC | 868 | $31.6K | 0.00% | +167+23.8% | Added |
| Smartleaf Asset Management LLC | 827 | $30.5K | 0.00% | +204+32.7% | Added |
| Leonteq Securities AG | 810 | $29.5K | 0.00% | +425+110.4% | Added |
| Harbor Investment Advisory, LLC | 750 | $27.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 700 | $25.5K | 0.02% | +700 | New |
| Eastern Bank | 650 | $23.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 598 | $23.0K | 0.01% | +581+3,417.6% | Added |
| Quent Capital, LLC | 517 | $18.8K | 0.00% | −167,300−99.7% | Reduced |
| Ancora Advisors, LLC | 514 | $18.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $18.0K | 0.00% | −100−16.7% | Reduced |
| TD Private Client Wealth LLC | 471 | $17.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 450 | $16.4K | 0.00% | +7+1.6% | Added |
| Venturi Wealth Management, LLC | 439 | $16.0K | 0.00% | +121+38.1% | Added |
| Beacon Capital Management, LLC | 430 | $15.7K | 0.00% | −100−18.9% | Reduced |
| PSI Advisors, LLC | 418 | $15.2K | 0.00% | +18+4.5% | Added |
| Matrix Trust Co | 371 | $14.0K | 0.00% | +371 | New |
| GeoWealth Management, LLC | 379 | $13.8K | 0.00% | +379 | New |
| Van Hulzen Asset Management, LLC | 340 | $12.4K | 0.00% | +340 | New |
| Fedenia Advisers LLC | 310 | $11.3K | 0.01% | +310 | New |
| Berbice Capital Management LLC | 300 | $10.9K | 0.01% | +300 | New |
| Hexagon Capital Partners LLC | 291 | $10.6K | 0.00% | −22−7.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 275 | $10.0K | 0.01% | +275 | New |
| Coston, McIsaac & Partners | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 250 | $9.11K | 0.01% | +250 | New |
| Fifth Third Bancorp | 243 | $8.86K | 0.00% | −83−25.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 216 | $7.87K | 0.00% | +111+105.7% | Added |
| Finley Financial, LLC | 213 | $7.79K | 0.00% | +213 | New |
| High Note Wealth, LLC | 213 | $7.76K | 0.00% | +213 | New |
| North Star Investment Management Corp. | 200 | $7.29K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $7.29K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $7.29K | 0.00% | +125+166.7% | Added |
| New Wave Wealth Advisors LLC | 198 | $7.22K | 0.00% | +198 | New |
| REAP Financial Group, LLC | 195 | $7.11K | 0.00% | +15+8.3% | Added |
| Golden State Wealth Management, LLC | 195 | $7.11K | 0.00% | +195 | New |
| SRS Capital Advisors, Inc. | 193 | $7.04K | 0.00% | +19+10.9% | Added |
| Private Trust Co NA | 190 | $6.93K | 0.00% | −6−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 181 | $6.60K | 0.00% | +181 | New |
| Plato Investment Management Ltd | 171 | $6.26K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 153 | $5.58K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 147 | $5.36K | 0.00% | −36−19.7% | Reduced |
| Montag A & Associates Inc | 130 | $4.74K | 0.00% | −800−86.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 127 | $4.63K | 0.00% | +127 | New |
| Rakuten Securities, Inc. | 125 | $4.56K | 0.00% | −15−10.7% | Reduced |
| Glen Eagle Advisors, LLC | 118 | $4.30K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 116 | $4.23K | 0.00% | +116 | New |
| WPG Advisers, LLC | 114 | $4.16K | 0.00% | +114 | New |
| Massmutual Trust Co FSB | 110 | $4.01K | 0.00% | +54+96.4% | Added |
| Hurley Capital, LLC | 101 | $3.80K | 0.00% | +101 | New |
| JFS Wealth Advisors, LLC | 104 | $3.79K | 0.00% | +33+46.5% | Added |
| Asset Dedication, LLC | 103 | $3.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 102 | $3.72K | 0.00% | +82+410.0% | Added |
| Creative Financial Designs Inc | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $3.65K | 0.00% | +33+49.3% | Added |
| Bell Investment Advisors, Inc | 96 | $3.50K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 96 | $3.50K | 0.00% | +96 | New |
| Mather Group, LLC. | 86 | $3.13K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 75 | $3.07K | 0.00% | +75 | New |
| Hemington Wealth Management | 93 | $3.00K | 0.00% | +47+102.2% | Added |
| Geneos Wealth Management Inc. | 79 | $2.88K | 0.00% | +79 | New |
| Cullen/Frost Bankers, Inc. | 74 | $2.70K | 0.00% | −2,501−97.1% | Reduced |
| Criterion Capital Advisors, LLC | 95 | $2.45K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 64 | $2.33K | 0.00% | +64 | New |
| Winthrop Capital Management, LLC | 56 | $2.00K | 0.00% | +56 | New |
| Assetmark, Inc | 52 | $1.90K | 0.00% | +52 | New |
| Addison Advisors LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |