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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 7,500 | $248.8K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 7,600 | $252.1K | 0.27% | +7,600 | New |
| Aries Wealth Management | 7,660 | $254.1K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $255.4K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 7,762 | $257.0K | 0.01% | +26+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,790 | $258.4K | 0.04% | +118+1.5% | Added |
| Stonekeep Investments, LLC | 7,791 | $258.4K | 0.19% | +297+4.0% | Added |
| SP Asset Management LLC | 7,802 | $258.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,820 | $259.4K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,892 | $261.8K | 0.00% | +1,483+23.1% | Added |
| True Vision MN LLC | 7,901 | $262.1K | 0.16% | +245+3.2% | Added |
| Brinker Capital Investments, LLC | 8,013 | $265.8K | 0.00% | +2,303+40.3% | Added |
| Orion Portfolio Solutions, LLC | 8,013 | $265.8K | 0.00% | +2,303+40.3% | Added |
| LVW Advisors, LLC | 8,113 | $269.1K | 0.03% | +15+0.2% | Added |
| Corebridge Financial, Inc. | 8,218 | $272.6K | 0.00% | −135−1.6% | Reduced |
| RMR Capital Management, LLC | 8,291 | $275.0K | 0.20% | +8,291 | New |
| Angeles Wealth Management, LLC | 8,590 | $284.9K | 0.02% | +8,590 | New |
| Oxinas Partners Wealth Management LLC | 8,654 | $287.1K | 0.17% | −6,200−41.7% | Reduced |
| CWM, LLC | 8,732 | $290.0K | 0.00% | +3,777+76.2% | Added |
| Prosperity Wealth Management, Inc. | 8,765 | $290.7K | 0.14% | −20−0.2% | Reduced |
| Versor Investments LP | 9,200 | $305.2K | 0.05% | +9,200 | New |
| Baird Financial Group, Inc. | 9,408 | $312.1K | 0.00% | +720+8.3% | Added |
| Magnetar Financial LLC | 9,470 | $314.1K | 0.00% | +9,470 | New |
| Prudential PLC | 9,504 | $315.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,570 | $317.4K | 0.01% | +4,024+72.6% | Added |
| DGS Capital Management, LLC | 9,600 | $318.4K | 0.08% | +9,600 | New |
| Mizuho Markets Americas LLC | 9,669 | $320.7K | 0.01% | −121,079−92.6% | Reduced |
| Avantax Advisory Services, Inc. | 9,821 | $325.8K | 0.00% | +839+9.3% | Added |
| Mayflower Financial Advisors, LLC | 9,977 | $330.9K | 0.05% | +84+0.8% | Added |
| National Philanthropic Trust | 10,000 | $331.7K | 0.01% | +10,000 | New |
| CI Private Wealth, LLC | 10,073 | $334.1K | 0.00% | −787−7.2% | Reduced |
| Altfest L J & Co Inc | 10,146 | $336.5K | 0.04% | −6,884−40.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,165 | $337.2K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 10,320 | $342.3K | 0.00% | +10,320 | New |
| Vontobel Holding Ltd. | 10,510 | $348.6K | 0.00% | −3,333−24.1% | Reduced |
| Cascade Investment Group, Inc. | 10,521 | $349.0K | 0.27% | −10−0.1% | Reduced |
| Staley Capital Advisers Inc | 10,600 | $351.6K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,752 | $356.6K | 0.00% | +10,752 | New |
| Wedmont Private Capital | 10,506 | $358.0K | 0.02% | +10,506 | New |
| Lido Advisors, LLC | 10,857 | $360.1K | 0.00% | +10,857 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,682 | $360.5K | 0.00% | −1,055−9.0% | Reduced |
| Seven Mile Advisory | 11,074 | $367.3K | 0.25% | +60+0.5% | Added |
| Rakuten Investment Management, Inc. | 11,047 | $371.0K | 0.00% | +11,047 | New |
| Lombard Odier Asset Management (Switzerland) SA | 11,314 | $375.3K | 0.02% | +11,314 | New |
| Pinnacle Associates Ltd | 11,356 | $376.7K | 0.01% | +50.0% | Added |
| Western Wealth Management, LLC | 11,498 | $381.4K | 0.03% | +11,498 | New |
| Jain Global LLC | 11,499 | $381.4K | 0.01% | −81,116−87.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,557 | $383.3K | 0.00% | +5,813+101.2% | Added |
| Janus Henderson Group PLC | 11,469 | $385.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,662 | $386.8K | 0.00% | +1,524+15.0% | Added |
| Ar Asset Management Inc | 11,800 | $391.0K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,977 | $397.3K | 0.00% | +4,989+71.4% | Added |
| Trinity Financial Advisors LLC | 12,402 | $405.0K | 0.15% | −188−1.5% | Reduced |
| Petrus Trust Company, LTA | 12,262 | $406.7K | 0.04% | +12,262 | New |
| Qtron Investments LLC | 12,273 | $407.1K | 0.06% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 12,392 | $411.1K | 0.08% | +1,094+9.7% | Added |
| Keel Point, LLC | 12,444 | $412.8K | 0.03% | +175+1.4% | Added |
| Cary Street Partners Financial LLC | 12,510 | $415.0K | 0.01% | −98−0.8% | Reduced |
| Financial Advocates Investment Management | 12,829 | $425.5K | 0.03% | −265−2.0% | Reduced |
| DC Investments Management, LLC | 12,902 | $428.0K | 0.22% | +12,902 | New |
| Walleye Capital LLC | 12,917 | $428.5K | 0.00% | −14,459−52.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,980 | $430.5K | 0.08% | +9+0.1% | Added |
| Wynn Capital, LLC | 13,000 | $431.2K | 0.26% | +50+0.4% | Added |
| Everence Capital Management Inc | 13,080 | $434.0K | 0.03% | +720+5.8% | Added |
| Blueshift Asset Management, LLC | 13,294 | $441.0K | 0.17% | +13,294 | New |
| Atomi Financial Group, Inc. | 13,329 | $442.1K | 0.02% | +173+1.3% | Added |
| American Capital Advisory, LLC | 13,391 | $444.2K | 0.24% | −16−0.1% | Reduced |
| Castleark Management LLC | 13,480 | $447.1K | 0.02% | +1,530+12.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,636 | $452.3K | 0.00% | +1,282+10.4% | Added |
| Investment Management Corp | 13,640 | $452.4K | 0.41% | +3,227+31.0% | Added |
| CIBC Asset Management Inc | 13,663 | $453.2K | 0.00% | +352+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 13,713 | $454.9K | 0.00% | −9,763−41.6% | Reduced |
| HAP Trading, LLC | 13,728 | $455.4K | 0.16% | +3,321+31.9% | Added |
| S.A. Mason LLC | 13,905 | $461.2K | 0.24% | +460+3.4% | Added |
| Bridgewater Advisors Inc. | 12,755 | $461.9K | 0.04% | +74+0.6% | Added |
| Sheets Smith Wealth Management | 13,939 | $462.4K | 0.06% | −4,559−24.6% | Reduced |
| Chicago Partners Investment Group LLC | 13,198 | $469.3K | 0.02% | −13,949−51.4% | Reduced |
| Menard Financial Group LLC | 13,713 | $482.7K | 0.32% | +1,450+11.8% | Added |
| IFP Advisors, Inc | 14,641 | $485.6K | 0.01% | +4,639+46.4% | Added |
| ASR Vermogensbeheer N.V. | 14,995 | $497.3K | 0.01% | +14,995 | New |
| Triumph Capital Management | 15,086 | $500.4K | 0.17% | +1,658+12.3% | Added |
| Steel Peak Wealth Management LLC | 15,270 | $506.5K | 0.02% | +15,270 | New |
| Cambridge Investment Research Advisors, Inc. | 15,418 | $511.0K | 0.00% | +2,294+17.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,471 | $513.0K | 0.01% | −88,361−85.1% | Reduced |
| Sherbrooke Park Advisers LLC | 15,501 | $514.2K | 0.24% | +15,501 | New |
| Envestnet Portfolio Solutions, Inc. | 15,533 | $515.2K | 0.00% | −4,434−22.2% | Reduced |
| Clearstead Advisors, LLC | 15,763 | $522.9K | 0.01% | +25+0.2% | Added |
| Trust Point Inc. | 15,790 | $523.8K | 0.05% | −1,594−9.2% | Reduced |
| Unique Wealth Strategies, LLC | 15,852 | $525.8K | 0.24% | +15,852 | New |
| Chicago Capital, LLC | 15,999 | $530.7K | 0.01% | +7,306+84.0% | Added |
| Cravens & Co Advisors, LLC | 16,055 | $532.5K | 0.41% | −739−4.4% | Reduced |
| Bradley Foster & Sargent Inc | 16,235 | $538.5K | 0.01% | +2,579+18.9% | Added |
| Larson Financial Group LLC | 16,289 | $540.3K | 0.03% | +2,037+14.3% | Added |
| Ellevest, Inc. | 16,360 | $542.7K | 0.04% | −4,839−22.8% | Reduced |
| Better Money Decisions, LLC | 16,403 | $544.1K | 0.36% | +16,403 | New |
| Credit Agricole S A | 16,837 | $558.5K | 0.00% | +90+0.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 16,848 | $558.8K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 17,164 | $570.9K | 0.02% | −4,420−20.5% | Reduced |
| E. Ohman J:or Asset Management AB | 17,400 | $577.2K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,432 | $578.2K | 0.00% | +16,379+1,555.5% | Added |