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 |
|---|---|---|---|---|---|
| Cary Street Partners Financial LLC | 12,510 | $415.0K | 0.01% | −98−0.8% | Reduced |
| Keel Point, LLC | 12,444 | $412.8K | 0.03% | +175+1.4% | Added |
| Regatta Capital Group, LLC | 12,392 | $411.1K | 0.08% | +1,094+9.7% | Added |
| Qtron Investments LLC | 12,273 | $407.1K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 12,262 | $406.7K | 0.04% | +12,262 | New |
| Trinity Financial Advisors LLC | 12,402 | $405.0K | 0.15% | −188−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 11,977 | $397.3K | 0.00% | +4,989+71.4% | Added |
| Ar Asset Management Inc | 11,800 | $391.0K | 0.09% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,662 | $386.8K | 0.00% | +1,524+15.0% | Added |
| Janus Henderson Group PLC | 11,469 | $385.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,557 | $383.3K | 0.00% | +5,813+101.2% | Added |
| Jain Global LLC | 11,499 | $381.4K | 0.01% | −81,116−87.6% | Reduced |
| Western Wealth Management, LLC | 11,498 | $381.4K | 0.03% | +11,498 | New |
| Pinnacle Associates Ltd | 11,356 | $376.7K | 0.01% | +50.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,314 | $375.3K | 0.02% | +11,314 | New |
| Rakuten Investment Management, Inc. | 11,047 | $371.0K | 0.00% | +11,047 | New |
| Seven Mile Advisory | 11,074 | $367.3K | 0.25% | +60+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,682 | $360.5K | 0.00% | −1,055−9.0% | Reduced |
| Lido Advisors, LLC | 10,857 | $360.1K | 0.00% | +10,857 | New |
| Wedmont Private Capital | 10,506 | $358.0K | 0.02% | +10,506 | New |
| HB Wealth Management, LLC | 10,752 | $356.6K | 0.00% | +10,752 | New |
| Staley Capital Advisers Inc | 10,600 | $351.6K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 10,521 | $349.0K | 0.27% | −10−0.1% | Reduced |
| Vontobel Holding Ltd. | 10,510 | $348.6K | 0.00% | −3,333−24.1% | Reduced |
| Alps Advisors Inc | 10,320 | $342.3K | 0.00% | +10,320 | New |
| Gerber Kawasaki Wealth & Investment Management | 10,165 | $337.2K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 10,146 | $336.5K | 0.04% | −6,884−40.4% | Reduced |
| CI Private Wealth, LLC | 10,073 | $334.1K | 0.00% | −787−7.2% | Reduced |
| National Philanthropic Trust | 10,000 | $331.7K | 0.01% | +10,000 | New |
| Mayflower Financial Advisors, LLC | 9,977 | $330.9K | 0.05% | +84+0.8% | Added |
| Avantax Advisory Services, Inc. | 9,821 | $325.8K | 0.00% | +839+9.3% | Added |
| Mizuho Markets Americas LLC | 9,669 | $320.7K | 0.01% | −121,079−92.6% | Reduced |
| DGS Capital Management, LLC | 9,600 | $318.4K | 0.08% | +9,600 | New |
| Advisory Services Network, LLC | 9,570 | $317.4K | 0.01% | +4,024+72.6% | Added |
| Prudential PLC | 9,504 | $315.2K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,470 | $314.1K | 0.00% | +9,470 | New |
| Baird Financial Group, Inc. | 9,408 | $312.1K | 0.00% | +720+8.3% | Added |
| Versor Investments LP | 9,200 | $305.2K | 0.05% | +9,200 | New |
| Prosperity Wealth Management, Inc. | 8,765 | $290.7K | 0.14% | −20−0.2% | Reduced |
| CWM, LLC | 8,732 | $290.0K | 0.00% | +3,777+76.2% | Added |
| Oxinas Partners Wealth Management LLC | 8,654 | $287.1K | 0.17% | −6,200−41.7% | Reduced |
| Angeles Wealth Management, LLC | 8,590 | $284.9K | 0.02% | +8,590 | New |
| RMR Capital Management, LLC | 8,291 | $275.0K | 0.20% | +8,291 | New |
| Corebridge Financial, Inc. | 8,218 | $272.6K | 0.00% | −135−1.6% | Reduced |
| LVW Advisors, LLC | 8,113 | $269.1K | 0.03% | +15+0.2% | 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 |
| True Vision MN LLC | 7,901 | $262.1K | 0.16% | +245+3.2% | Added |
| Merit Financial Group, LLC | 7,892 | $261.8K | 0.00% | +1,483+23.1% | Added |
| Brown Brothers Harriman & Co | 7,820 | $259.4K | 0.00% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,802 | $258.8K | 0.02% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 7,791 | $258.4K | 0.19% | +297+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,790 | $258.4K | 0.04% | +118+1.5% | Added |
| Vestcor Inc | 7,762 | $257.0K | 0.01% | +26+0.3% | Added |
| Delta Asset Management LLC | 7,701 | $255.4K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 7,660 | $254.1K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 7,600 | $252.1K | 0.27% | +7,600 | New |
| 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 |
| UniSuper Management Pty Ltd | 7,500 | $248.8K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,446 | $247.0K | 0.01% | +1,169+18.6% | Added |
| SeaCrest Wealth Management, LLC | 7,440 | $246.8K | 0.03% | +76+1.0% | Added |
| HM Payson & Co | 7,432 | $246.5K | 0.00% | −800−9.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 7,420 | $246.1K | 0.23% | +2,560+52.7% | Added |
| Eqis Capital Management, Inc. | 7,400 | $245.5K | 0.02% | −333−4.3% | Reduced |
| 1858 Wealth Management, LLC | 7,380 | $244.8K | 0.21% | 00.0% | Unchanged |
| HRT Financial LP | 7,302 | $242.0K | 0.00% | +7,302 | New |
| Independent Financial Group, LLC | 7,292 | $241.9K | 0.01% | −3,061−29.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,287 | $241.7K | 0.01% | +7,287 | New |
| Colonial Trust Advisors | 7,100 | $235.5K | 0.02% | +2,600+57.8% | Added |
| Wallace Capital Management Inc. | 7,092 | $235.2K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,963 | $233.8K | 0.00% | +3,354+92.9% | Added |
| J. Goldman & Co LP | 7,042 | $233.6K | 0.01% | −202,234−96.6% | Reduced |
| Kestra Advisory Services, LLC | 7,038 | $233.4K | 0.00% | −4,316−38.0% | Reduced |
| Brevan Howard Capital Management LP | 7,022 | $232.9K | 0.01% | +7,022 | New |
| Ballentine Partners, LLC | 6,911 | $229.2K | 0.00% | −86−1.2% | Reduced |
| Metis Global Partners, LLC | 6,883 | $228.3K | 0.01% | +6,883 | New |
| Stratos Wealth Partners, LTD. | 6,863 | $227.6K | 0.00% | −1,599−18.9% | Reduced |
| CWA Asset Management Group, LLC | 6,818 | $226.2K | 0.01% | +6,818 | New |
| Banque Cantonale Vaudoise | 6,826 | $226.0K | 0.01% | +6,826 | New |
| 111 Capital | 6,751 | $223.9K | 0.04% | +6,751 | New |
| Parkside Financial Bank & Trust | 6,615 | $219.4K | 0.03% | +254+4.0% | Added |
| North Star Asset Management Inc | 6,420 | $213.0K | 0.01% | −1,050−14.1% | Reduced |
| Morse Asset Management, Inc | 6,395 | $212.1K | 0.05% | +6,395 | New |
| Dynamic Advisor Solutions LLC | 6,256 | $207.5K | 0.01% | +6,256 | New |
| CIBC Private Wealth Group, LLC | 6,895 | $207.1K | 0.00% | +897+15.0% | Added |
| Focused Wealth Management, Inc | 6,221 | $206.4K | 0.03% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 6,132 | $203.4K | 0.08% | −850−12.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,127 | $203.2K | 0.01% | +6,127 | New |
| Yousif Capital Management, LLC | 6,065 | $201.2K | 0.00% | +211+3.6% | Added |
| Prime Capital Investment Advisors, LLC | 6,043 | $200.4K | 0.00% | +6,043 | New |
| Union Bancaire Privee, UBP SA | 5,332 | $198.8K | 0.00% | +5,332 | New |
| Caitong International Asset Management Co., Ltd | 5,817 | $192.9K | 0.14% | +4,755+447.7% | Added |
| GPS Wealth Strategies Group, LLC | 5,464 | $181.2K | 0.02% | −655−10.7% | Reduced |
| Sachetta, LLC | 5,450 | $180.8K | 0.07% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 5,000 | $167.9K | 0.10% | +5,000 | New |
| Crewe Advisors LLC | 5,011 | $166.2K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,439 | $147.2K | 0.00% | +301+7.3% | Added |
| Siemens Fonds Invest GmbH | 4,418 | $146.5K | 0.01% | +4,418 | New |
| Ostrum Asset Management | 3,899 | $129.3K | 0.01% | +942+31.9% | Added |