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Livermore
ZHEN

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, Q1 2025

Institutional positions in Toast, Inc. as of Mar 31, 2025. 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
658
+34 vs. Q4 2024
Shares held
424.7M
+9.34M (+2.2%) vs. Q4 2024
Total value
$14.1B
−$1.05B (−6.9%) vs. Q4 2024
New holders
115
281 more added
Sold out
81
172 more reduced

7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 658 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 121 institutionsQ4 2021: 161 institutionsQ1 2022: 183 institutionsQ2 2022: 239 institutionsQ3 2022: 285 institutionsQ4 2022: 345 institutionsQ1 2023: 365 institutionsQ2 2023: 395 institutionsQ3 2023: 416 institutionsQ4 2023: 441 institutionsQ1 2024: 473 institutionsQ2 2024: 505 institutionsQ3 2024: 519 institutionsQ4 2024: 631 institutionsQ1 2025: 658 institutionsQ2 2025: 750 institutionsQ3 2025: 740 institutionsQ4 2025: 804 institutionsQ1 2026: 761 institutionsQ2 2026: 774 institutions
Value heldQ1 2025: $14.1B
Q1 2021: $0Q2 2021: $0Q3 2021: $2.37BQ4 2021: $4.80BQ1 2022: $3.63BQ2 2022: $3.05BQ3 2022: $4.47BQ4 2022: $5.41BQ1 2023: $5.44BQ2 2023: $7.40BQ3 2023: $6.50BQ4 2023: $6.35BQ1 2024: $9.06BQ2 2024: $9.92BQ3 2024: $11.6BQ4 2024: $15.2BQ1 2025: $14.1BQ2 2025: $19.6BQ3 2025: $16.0BQ4 2025: $15.9BQ1 2026: $11.9BQ2 2026: $13.3B
Institutions holding TOST and their total value by quarter
QuarterHoldersValue
Q2 2026774$13.3B
Q1 2026761$11.9B
Q4 2025804$15.9B
Q3 2025740$16.0B
Q2 2025750$19.6B
Q1 2025658$14.1B
Q4 2024631$15.2B
Q3 2024519$11.6B
Q2 2024505$9.92B
Q1 2024473$9.06B
Q4 2023441$6.35B
Q3 2023416$6.50B
Q2 2023395$7.40B
Q1 2023365$5.44B
Q4 2022345$5.41B
Q3 2022285$4.47B
Q2 2022239$3.05B
Q1 2022183$3.63B
Q4 2021161$4.80B
Q3 2021121$2.37B
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2024.

Institutions holding TOST in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.6$00.00%+6New
HFM Investment Advisors, LLC2$670.00%+2New
BFSG, LLC3$1000.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$1330.00%00.0%Unchanged
Highline Wealth Partners LLC4$1330.00%+4New
Bay Harbor Wealth Management, LLC5$1650.00%+5New
MV Capital Management, Inc.6$2000.00%00.0%Unchanged
Umb Bank N A8$2650.00%+8New
Richardson Financial Services Inc.9$2990.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$3320.00%00.0%Unchanged
Pacer Advisors, Inc.10$3320.00%00.0%Unchanged
Global Financial Private Client, LLC12$3980.00%+7+140.0%Added
Riggs Asset Managment Co. Inc.13$4320.00%00.0%Unchanged
Principia Wealth Advisory, LLC14$4810.00%+10+250.0%Added
Financial Freedom, LLC15$4980.00%00.0%Unchanged
Bare Financial Services, Inc15$4980.00%+15New
Fairscale Capital, LLC16$5310.00%00.0%Unchanged
Nova Wealth Management, Inc.19$6300.00%+19New
Hughes Financial Services, LLC19$6510.00%+19New
Cromwell Holdings LLC20$6630.00%+20New
DiNuzzo Private Wealth, Inc.24$7970.00%−4−14.3%Reduced
WealthTrak Capital Management LLC25$8300.00%+10+66.7%Added
Vision Financial Markets LLC25$8300.00%+25New
Bokf, NA27$8960.00%00.0%Unchanged
UMA Financial Services, Inc.29$9620.00%+29New
Spectrum Wealth Counsel, LLC30$9960.00%00.0%Unchanged
Winthrop Capital Management, LLC44$1.00K0.00%−12−21.4%Reduced
Capital Advisors, Ltd. LLC16$1.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC32$1.06K0.00%00.0%Unchanged
True Wealth Design, LLC33$1.09K0.00%+33New
Sierra Ocean, LLC33$1.09K0.00%+33New
AdvisorNet Financial, Inc35$1.16K0.00%+24+218.2%Added
South State Corp.43$1.43K0.00%+43New
Whipplewood Advisors, LLC41$1.56K0.00%−6−12.8%Reduced
Mirae Asset Global Investments Co., Ltd.52,840$1.59K0.00%+49,703+1,584.4%Added
Addison Advisors LLC50$1.66K0.00%00.0%Unchanged
Continuum Advisory, LLC51$1.69K0.00%−49−49.0%Reduced
Smallwood Wealth Investment Management, LLC58$1.92K0.00%+58New
Winch Advisory Services, LLC59$1.96K0.00%+59New
Stone House Investment Management, LLC66$2.19K0.00%+66New
Cullen/Frost Bankers, Inc.68$2.26K0.00%−6−8.1%Reduced
Ameriflex Group, Inc.75$2.49K0.00%00.0%Unchanged
WPG Advisers, LLC83$2.75K0.00%−31−27.2%Reduced
Mather Group, LLC.86$2.85K0.00%00.0%Unchanged
Asset Dedication, LLC93$3.08K0.00%−10−9.7%Reduced
Westside Investment Management, Inc.100$3.32K0.00%00.0%Unchanged
Hurley Capital, LLC101$3.35K0.00%00.0%Unchanged
SJS Investment Consulting Inc.106$3.52K0.00%+4+3.9%Added
Kiker Wealth Management, LLC110$3.65K0.00%+110New
Bell Investment Advisors, Inc111$3.68K0.00%+15+15.6%Added
Assetmark, Inc115$3.81K0.00%+63+121.2%Added
Glen Eagle Advisors, LLC118$3.91K0.00%00.0%Unchanged
Hemington Wealth Management131$4.00K0.00%+38+40.9%Added
Quadrant Capital Group LLC128$4.25K0.00%+100+357.1%Added
JFS Wealth Advisors, LLC130$4.31K0.00%+26+25.0%Added
Creative Financial Designs Inc131$4.34K0.00%+31+31.0%Added
Nisa Investment Advisors, LLC147$4.88K0.00%+147New
Grove Bank & Trust148$4.91K0.00%+143+2,860.0%Added
TFC Financial Management150$4.98K0.00%+150New
Saudi Central Bank158$5.24K0.03%+158New
Painted Porch Advisors LLC168$5.57K0.00%+168New
Versant Capital Management, Inc170$5.64K0.00%+170New
Cary Street Partner Investment Advisory LLC176$5.84K0.00%+171+3,420.0%Added
Private Trust Co NA188$6.24K0.00%−2−1.1%Reduced
Greykasell Wealth Strategies, Inc.190$6.30K0.00%+190New
Golden State Wealth Management, LLC195$6.47K0.00%00.0%Unchanged
North Star Investment Management Corp.200$6.63K0.00%00.0%Unchanged
Blume Capital Management, Inc.200$6.63K0.00%00.0%Unchanged
Financial Perspectives, Inc200$6.63K0.00%00.0%Unchanged
MCF Advisors LLC205$6.80K0.00%+205New
Fifth Third Bancorp213$7.07K0.00%−30−12.3%Reduced
High Note Wealth, LLC213$7.07K0.00%00.0%Unchanged
CVA Family Office, LLC229$7.60K0.00%+228+22,800.0%Added
Finley Financial, LLC213$7.71K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC241$7.99K0.00%+241New
Geneos Wealth Management Inc.247$8.19K0.00%+168+212.7%Added
Crowley Wealth Management, Inc.250$8.29K0.01%00.0%Unchanged
Coston, McIsaac & Partners300$9.00K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.275$9.12K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc286$9.48K0.00%+105+58.0%Added
REAP Financial Group, LLC292$9.69K0.00%+97+49.7%Added
Compass Wealth Management LLC300$9.95K0.00%+300New
Medallion Wealth Advisors, LLC294$10.1K0.00%+254+635.0%Added
Skopos Labs, Inc.306$10.2K0.00%+153+100.0%Added
Hexagon Capital Partners LLC310$10.3K0.00%+19+6.5%Added
Matrix Trust Co401$13.0K0.00%+30+8.1%Added
Berbice Capital Management LLC400$13.3K0.01%+100+33.3%Added
Central Trust Co400$13.3K0.00%+400New
Beacon Capital Management, LLC410$13.6K0.00%−20−4.7%Reduced
PSI Advisors, LLC418$13.9K0.00%00.0%Unchanged
Smithfield Trust Co492$16.0K0.00%+492New
TD Private Client Wealth LLC485$16.1K0.00%+14+3.0%Added
Massmutual Trust Co FSB485$16.1K0.00%+375+340.9%Added
GeoWealth Management, LLC492$16.3K0.00%+113+29.8%Added
Bank of Jackson Hole Trust430$16.6K0.01%+430New
Ancora Advisors, LLC514$17.0K0.00%00.0%Unchanged
Quent Capital, LLC517$17.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)538$17.8K0.00%−3,874−87.8%Reduced
Avion Wealth500$18.0K0.00%00.0%Unchanged
Rakuten Securities, Inc.640$21.2K0.01%+515+412.0%Added