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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
GFS Advisors, LLC0$00.00%−10,000−100.0%Sold out
Oxford Financial Group Ltd0$00.00%−9,987−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−9,394−100.0%Sold out
Savant Capital, LLC0$00.00%−9,364−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−8,600−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−8,300−100.0%Sold out
Yeomans Consulting Group, Inc.0$00.00%−7,386−100.0%Sold out
West Michigan Advisors, LLC0$00.00%−6,995−100.0%Sold out
Benjamin Edwards Inc0$00.00%−6,474−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−6,144−100.0%Sold out
Chung Wu Investment Group, LLC0$00.00%−6,100−100.0%Sold out
Garden State Investment Advisory Services LLC0$00.00%−6,097−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−5,993−100.0%Sold out
Westover Capital Advisors, LLC0$00.00%−5,820−100.0%Sold out
Smith Group Asset Management, LLC0$00.00%−5,731−100.0%Sold out
WMS Partners, LLC0$00.00%−5,700−100.0%Sold out
Forum Financial Management, LP0$00.00%−5,582−100.0%Sold out
EPG Wealth Management LLC0$00.00%−5,510−100.0%Sold out
Acadian Asset Management LLC0$00.00%−4,398−100.0%Sold out
CSS LLC0$00.00%−4,204−100.0%Sold out
R Squared Ltd0$00.00%−3,930−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−1,106−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−1,094−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−439−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−340−100.0%Sold out
Fedenia Advisers LLC0$00.00%−310−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−216−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−198−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−193−100.0%Sold out
Plato Investment Management Ltd0$00.00%−171−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−127−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−96−100.0%Sold out
Mainstream Capital Management LLC0$00.00%−64−100.0%Sold out
Parvin Asset Management, LLC0$00.00%−50−100.0%Sold out
BankPlus Trust Department0$00.00%−16−100.0%Sold out
Country Trust Bank0$00.00%−7−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−6−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−1−100.0%Sold out
Lazard Asset Management LLC0$00.00%−24−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Chapman Financial Group, LLC––––Not filed
Swedbank AB––––Not filed
EPIQ Capital Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Criterion Capital Advisors, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed