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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 33,012 | $1.09M | 0.00% | +2,439+8.0% | Added |
| Silvercrest Asset Management Group LLC | 32,951 | $1.09M | 0.01% | +806+2.5% | Added |
| Sheets Smith Investment Management | 32,928 | $1.09M | 1.09% | −10,561−24.3% | Reduced |
| Amalgamated Bank | 32,900 | $1.09M | 0.01% | +2,154+7.0% | Added |
| Scientech Research LLC | 32,104 | $1.06M | 0.28% | +32,104 | New |
| Lewis Asset Management, LLC | 31,569 | $1.05M | 0.87% | −5,093−13.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 24,061 | $1.01M | 0.06% | +24,061 | New |
| Private Advisor Group, LLC | 30,505 | $1.01M | 0.01% | +1,466+5.0% | Added |
| Values First Advisors, Inc. | 30,195 | $1.00M | 0.59% | +2,495+9.0% | Added |
| Bayforest Capital Ltd | 30,116 | $998.9K | 0.44% | +20,518+213.8% | Added |
| Churchill Management Corp | 30,096 | $998.3K | 0.01% | −3,150−9.5% | Reduced |
| BBR Partners, LLC | 29,989 | $994.7K | 0.07% | −2,692−8.2% | Reduced |
| Swiss Life Asset Management Ltd | 29,423 | $976.0K | 0.01% | +4,561+18.3% | Added |
| JustInvest LLC | 29,408 | $975.5K | 0.01% | +4,777+19.4% | Added |
| Fairvoy Private Wealth, LLC | 29,142 | $966.6K | 0.27% | +2,731+10.3% | Added |
| Knollwood Investment Advisory, LLC | 29,020 | $962.6K | 0.11% | 00.0% | Unchanged |
| Axq Capital, LP | 28,904 | $958.7K | 0.38% | +9,078+45.8% | Added |
| Jefferies Financial Group Inc. | 28,722 | $952.7K | 0.02% | +991+3.6% | Added |
| MetLife Investment Management | 28,467 | $944.3K | 0.01% | +543+1.9% | Added |
| STRS Ohio | 27,735 | $920.0K | 0.00% | −1,950−6.6% | Reduced |
| SG Americas Securities, LLC | 26,425 | $877.0K | 0.00% | +26,425 | New |
| Legacy Advisors, LLC | 26,318 | $873.0K | 0.09% | +438+1.7% | Added |
| Bank of Montreal | 26,162 | $867.8K | 0.00% | +1,689+6.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,106 | $865.9K | 0.00% | +3,355+14.7% | Added |
| Romano Brothers and Company | 25,000 | $829.3K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 24,918 | $826.5K | 0.00% | −3,780−13.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,882 | $825.3K | 0.01% | +1,833+8.0% | Added |
| Utah Retirement Systems | 24,806 | $822.8K | 0.01% | +406+1.7% | Added |
| Pallas Capital Advisors LLC | 24,613 | $816.4K | 0.03% | +24,613 | New |
| Schroder Investment Management Group | 24,286 | $815.5K | 0.00% | −1,231−4.8% | Reduced |
| Toroso Investments, LLC | 24,269 | $805.0K | 0.01% | −50,694−67.6% | Reduced |
| Calamos Advisors LLC | 23,865 | $791.6K | 0.00% | +23,865 | New |
| Kovitz Investment Group Partners, LLC | 23,568 | $781.8K | 0.00% | +23,568 | New |
| Trevian Wealth Management LLC | 23,277 | $772.0K | 0.55% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 23,134 | $767.4K | 0.01% | +14,608+171.3% | Added |
| Diversified Trust Co | 23,024 | $763.7K | 0.02% | +1,656+7.7% | Added |
| Vinva Investment Management Ltd | 22,584 | $758.4K | 0.03% | −33,476−59.7% | Reduced |
| Concurrent Investment Advisors, LLC | 22,808 | $756.5K | 0.02% | +22,808 | New |
| Quantinno Capital Management LP | 22,546 | $747.9K | 0.00% | +14,012+164.2% | Added |
| Manufacturers Life Insurance Company, The | 22,477 | $745.6K | 0.00% | −48,764−68.4% | Reduced |
| Ethic Inc. | 21,719 | $744.1K | 0.02% | +12,559+137.1% | Added |
| Counterpoint Mutual Funds LLC | 21,725 | $720.6K | 0.10% | +3,603+19.9% | Added |
| Atria Investments LLC | 21,580 | $715.8K | 0.01% | +2,460+12.9% | Added |
| Maryland State Retirement & Pension System | 21,175 | $702.4K | 0.02% | −4,180−16.5% | Reduced |
| Ascent Group, LLC | 21,004 | $696.7K | 0.03% | +1,624+8.4% | Added |
| Beck Mack & Oliver LLC | 20,920 | $693.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,912 | $693.7K | 0.02% | +20,912 | New |
| Gulf International Bank (UK) Ltd | 20,549 | $681.0K | 0.02% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 19,676 | $652.7K | 0.00% | +19,676 | New |
| Allstate Corp | 19,615 | $650.6K | 0.02% | +8,142+71.0% | Added |
| Illinois Municipal Retirement Fund | 19,422 | $644.2K | 0.01% | +19,422 | New |
| B. Metzler seel. Sohn & Co. AG | 18,920 | $627.6K | 0.01% | +9,849+108.6% | Added |
| Capital Investment Counsel, Inc | 18,800 | $623.6K | 0.09% | −19,000−50.3% | Reduced |
| Vident Advisory, LLC | 18,738 | $621.5K | 0.01% | +5,308+39.5% | Added |
| CIBC World Markets Corp | 18,217 | $604.3K | 0.00% | +485+2.7% | Added |
| Prosperity Financial Group, Inc. | 18,217 | $604.3K | 0.30% | +18,217 | New |
| iA Global Asset Management Inc. | 17,866 | $593.0K | 0.01% | +3,522+24.6% | Added |
| Intrepid Capital Management Inc | 17,573 | $582.9K | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,432 | $578.2K | 0.00% | +16,379+1,555.5% | Added |
| E. Ohman J:or Asset Management AB | 17,400 | $577.2K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 17,164 | $570.9K | 0.02% | −4,420−20.5% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 16,848 | $558.8K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 16,837 | $558.5K | 0.00% | +90+0.5% | Added |
| Better Money Decisions, LLC | 16,403 | $544.1K | 0.36% | +16,403 | New |
| Ellevest, Inc. | 16,360 | $542.7K | 0.04% | −4,839−22.8% | Reduced |
| Larson Financial Group LLC | 16,289 | $540.3K | 0.03% | +2,037+14.3% | Added |
| Bradley Foster & Sargent Inc | 16,235 | $538.5K | 0.01% | +2,579+18.9% | Added |
| Cravens & Co Advisors, LLC | 16,055 | $532.5K | 0.41% | −739−4.4% | Reduced |
| Chicago Capital, LLC | 15,999 | $530.7K | 0.01% | +7,306+84.0% | Added |
| Unique Wealth Strategies, LLC | 15,852 | $525.8K | 0.24% | +15,852 | New |
| Trust Point Inc. | 15,790 | $523.8K | 0.05% | −1,594−9.2% | Reduced |
| Clearstead Advisors, LLC | 15,763 | $522.9K | 0.01% | +25+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,533 | $515.2K | 0.00% | −4,434−22.2% | Reduced |
| Sherbrooke Park Advisers LLC | 15,501 | $514.2K | 0.24% | +15,501 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 15,471 | $513.0K | 0.01% | −88,361−85.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,418 | $511.0K | 0.00% | +2,294+17.5% | Added |
| Steel Peak Wealth Management LLC | 15,270 | $506.5K | 0.02% | +15,270 | New |
| Triumph Capital Management | 15,086 | $500.4K | 0.17% | +1,658+12.3% | Added |
| ASR Vermogensbeheer N.V. | 14,995 | $497.3K | 0.01% | +14,995 | New |
| IFP Advisors, Inc | 14,641 | $485.6K | 0.01% | +4,639+46.4% | Added |
| Menard Financial Group LLC | 13,713 | $482.7K | 0.32% | +1,450+11.8% | Added |
| Chicago Partners Investment Group LLC | 13,198 | $469.3K | 0.02% | −13,949−51.4% | Reduced |
| Sheets Smith Wealth Management | 13,939 | $462.4K | 0.06% | −4,559−24.6% | Reduced |
| Bridgewater Advisors Inc. | 12,755 | $461.9K | 0.04% | +74+0.6% | Added |
| S.A. Mason LLC | 13,905 | $461.2K | 0.24% | +460+3.4% | Added |
| HAP Trading, LLC | 13,728 | $455.4K | 0.16% | +3,321+31.9% | Added |
| Steward Partners Investment Advisory, LLC | 13,713 | $454.9K | 0.00% | −9,763−41.6% | Reduced |
| CIBC Asset Management Inc | 13,663 | $453.2K | 0.00% | +352+2.6% | Added |
| Investment Management Corp | 13,640 | $452.4K | 0.41% | +3,227+31.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,636 | $452.3K | 0.00% | +1,282+10.4% | Added |
| Castleark Management LLC | 13,480 | $447.1K | 0.02% | +1,530+12.8% | Added |
| American Capital Advisory, LLC | 13,391 | $444.2K | 0.24% | −16−0.1% | Reduced |
| Atomi Financial Group, Inc. | 13,329 | $442.1K | 0.02% | +173+1.3% | Added |
| Blueshift Asset Management, LLC | 13,294 | $441.0K | 0.17% | +13,294 | New |
| Everence Capital Management Inc | 13,080 | $434.0K | 0.03% | +720+5.8% | Added |
| Wynn Capital, LLC | 13,000 | $431.2K | 0.26% | +50+0.4% | Added |
| AssuredPartners Investment Advisors, LLC | 12,980 | $430.5K | 0.08% | +9+0.1% | Added |
| Walleye Capital LLC | 12,917 | $428.5K | 0.00% | −14,459−52.8% | Reduced |
| DC Investments Management, LLC | 12,902 | $428.0K | 0.22% | +12,902 | New |
| Financial Advocates Investment Management | 12,829 | $425.5K | 0.03% | −265−2.0% | Reduced |