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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 644 | $21.4K | 0.01% | −836−56.5% | Reduced |
| Cornerstone Planning Group LLC | 616 | $21.5K | 0.01% | +18+3.0% | Added |
| Eastern Bank | 650 | $21.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $24.9K | 0.00% | −450−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 750 | $24.9K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 789 | $26.2K | 0.00% | −143−15.3% | Reduced |
| Smartleaf Asset Management LLC | 789 | $26.5K | 0.00% | −38−4.6% | Reduced |
| Allworth Financial LP | 798 | $28.7K | 0.00% | −2,322−74.4% | Reduced |
| Park Place Capital Corp | 967 | $32.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 983 | $32.5K | 0.00% | +173+21.4% | Added |
| First Horizon Advisors, Inc. | 982 | $32.6K | 0.00% | +94+10.6% | Added |
| Truvestments Capital LLC | 999 | $33.1K | 0.01% | −1,000−50.0% | Reduced |
| Toth Financial Advisory Corp | 1,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,018 | $33.8K | 0.01% | +1,018 | New |
| Wayfinding Financial, LLC | 1,034 | $34.0K | 0.01% | +1,034 | New |
| Piscataqua Savings Bank | 1,100 | $36.5K | 0.03% | +400+57.1% | Added |
| West Branch Capital LLC | 1,116 | $37.0K | 0.01% | +1,000+862.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,150 | $38.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,254 | $41.6K | 0.00% | −262−17.3% | Reduced |
| SBI Securities Co., Ltd. | 1,257 | $41.7K | 0.00% | +284+29.2% | Added |
| Harbour Investments, Inc. | 1,277 | $42.4K | 0.00% | −251−16.4% | Reduced |
| 1620 Investment Advisors, Inc. | 1,434 | $47.6K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,472 | $48.8K | 0.00% | +1,022+227.1% | Added |
| CoreCap Advisors, LLC | 1,485 | $49.3K | 0.00% | −2,375−61.5% | Reduced |
| Global Trust Asset Management, LLC | 1,500 | $49.8K | 0.03% | −100−6.3% | Reduced |
| Proathlete Wealth Management LLC | 1,500 | $49.8K | 0.02% | +1,500 | New |
| Lindbrook Capital, LLC | 1,506 | $50.0K | 0.00% | +638+73.5% | Added |
| Ci Investments Inc. | 1,516 | $50.0K | 0.00% | +320+26.8% | Added |
| Sterling Capital Management LLC | 1,552 | $51.5K | 0.00% | −5,765−78.8% | Reduced |
| Quarry LP | 1,655 | $54.9K | 0.01% | −956−36.6% | Reduced |
| Montag A & Associates Inc | 1,704 | $56.5K | 0.00% | +1,574+1,210.8% | Added |
| Huntington National Bank | 1,841 | $61.1K | 0.00% | +959+108.7% | Added |
| MAI Capital Management | 1,906 | $63.2K | 0.00% | +661+53.1% | Added |
| Principal Securities, Inc. | 1,769 | $64.5K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,000 | $66.3K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 2,078 | $68.9K | 0.01% | −140−6.3% | Reduced |
| Roxbury Financial LLC | 2,050 | $79.1K | 0.08% | +2,050 | New |
| EverSource Wealth Advisors, LLC | 2,402 | $79.7K | 0.00% | −1,033−30.1% | Reduced |
| Bogart Wealth, LLC | 2,573 | $85.3K | 0.00% | −14−0.5% | Reduced |
| Whittier Trust Co | 2,576 | $85.4K | 0.00% | +200+8.4% | Added |
| Harvest Fund Management Co., Ltd | 2,582 | $86.0K | 0.00% | −4,851−65.3% | Reduced |
| Manchester Capital Management LLC | 2,598 | $86.2K | 0.01% | +1,285+97.9% | Added |
| Parallel Advisors, LLC | 2,692 | $89.3K | 0.00% | +1,284+91.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $96.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,016 | $100.0K | 0.07% | +26+0.9% | Added |
| Canton Hathaway, LLC | 3,090 | $102.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,174 | $105.3K | 0.00% | +1,097+52.8% | Added |
| Cliffwater LLC | 3,197 | $106.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,151 | $108.0K | 0.00% | +716+29.4% | Added |
| Icon Wealth Advisors, LLC | 3,472 | $115.2K | 0.01% | −3,565−50.7% | Reduced |
| Orion Capital Management LLC | 3,500 | $116.1K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,649 | $121.0K | 0.00% | +3,649 | New |
| Garde Capital, Inc. | 3,812 | $126.4K | 0.01% | +450+13.4% | Added |
| Meeder Asset Management Inc | 3,854 | $127.8K | 0.01% | +3,707+2,521.8% | Added |
| GAMMA Investing LLC | 3,861 | $128.1K | 0.01% | +1,077+38.7% | Added |
| Ostrum Asset Management | 3,899 | $129.3K | 0.01% | +942+31.9% | Added |
| Siemens Fonds Invest GmbH | 4,418 | $146.5K | 0.01% | +4,418 | New |
| Advisors Asset Management, Inc. | 4,439 | $147.2K | 0.00% | +301+7.3% | Added |
| Crewe Advisors LLC | 5,011 | $166.2K | 0.02% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 5,000 | $167.9K | 0.10% | +5,000 | New |
| Sachetta, LLC | 5,450 | $180.8K | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,464 | $181.2K | 0.02% | −655−10.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,817 | $192.9K | 0.14% | +4,755+447.7% | Added |
| Union Bancaire Privee, UBP SA | 5,332 | $198.8K | 0.00% | +5,332 | New |
| Prime Capital Investment Advisors, LLC | 6,043 | $200.4K | 0.00% | +6,043 | New |
| Yousif Capital Management, LLC | 6,065 | $201.2K | 0.00% | +211+3.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,127 | $203.2K | 0.01% | +6,127 | New |
| Independent Wealth Network Inc. | 6,132 | $203.4K | 0.08% | −850−12.2% | Reduced |
| Focused Wealth Management, Inc | 6,221 | $206.4K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,895 | $207.1K | 0.00% | +897+15.0% | Added |
| Dynamic Advisor Solutions LLC | 6,256 | $207.5K | 0.01% | +6,256 | New |
| Morse Asset Management, Inc | 6,395 | $212.1K | 0.05% | +6,395 | New |
| North Star Asset Management Inc | 6,420 | $213.0K | 0.01% | −1,050−14.1% | Reduced |
| Parkside Financial Bank & Trust | 6,615 | $219.4K | 0.03% | +254+4.0% | Added |
| 111 Capital | 6,751 | $223.9K | 0.04% | +6,751 | New |
| Banque Cantonale Vaudoise | 6,826 | $226.0K | 0.01% | +6,826 | New |
| CWA Asset Management Group, LLC | 6,818 | $226.2K | 0.01% | +6,818 | New |
| Stratos Wealth Partners, LTD. | 6,863 | $227.6K | 0.00% | −1,599−18.9% | Reduced |
| Metis Global Partners, LLC | 6,883 | $228.3K | 0.01% | +6,883 | New |
| Ballentine Partners, LLC | 6,911 | $229.2K | 0.00% | −86−1.2% | Reduced |
| Brevan Howard Capital Management LP | 7,022 | $232.9K | 0.01% | +7,022 | New |
| Kestra Advisory Services, LLC | 7,038 | $233.4K | 0.00% | −4,316−38.0% | Reduced |
| J. Goldman & Co LP | 7,042 | $233.6K | 0.01% | −202,234−96.6% | Reduced |
| Jones Financial Companies LLLP | 6,963 | $233.8K | 0.00% | +3,354+92.9% | Added |
| Wallace Capital Management Inc. | 7,092 | $235.2K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7,100 | $235.5K | 0.02% | +2,600+57.8% | Added |
| Procyon Private Wealth Partners, LLC | 7,287 | $241.7K | 0.01% | +7,287 | New |
| Independent Financial Group, LLC | 7,292 | $241.9K | 0.01% | −3,061−29.6% | Reduced |
| HRT Financial LP | 7,302 | $242.0K | 0.00% | +7,302 | New |
| 1858 Wealth Management, LLC | 7,380 | $244.8K | 0.21% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,400 | $245.5K | 0.02% | −333−4.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 7,420 | $246.1K | 0.23% | +2,560+52.7% | Added |
| HM Payson & Co | 7,432 | $246.5K | 0.00% | −800−9.7% | Reduced |
| SeaCrest Wealth Management, LLC | 7,440 | $246.8K | 0.03% | +76+1.0% | Added |
| CAPROCK Group, Inc. | 7,446 | $247.0K | 0.01% | +1,169+18.6% | Added |
| St Germain D J Co Inc | 7,500 | $248.8K | 0.01% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 7,500 | $248.8K | 0.03% | 00.0% | Unchanged |