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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 3,861 | $128.1K | 0.01% | +1,077+38.7% | Added |
| Meeder Asset Management Inc | 3,854 | $127.8K | 0.01% | +3,707+2,521.8% | Added |
| Garde Capital, Inc. | 3,812 | $126.4K | 0.01% | +450+13.4% | Added |
| Coldstream Capital Management Inc | 3,649 | $121.0K | 0.00% | +3,649 | New |
| Orion Capital Management LLC | 3,500 | $116.1K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,472 | $115.2K | 0.01% | −3,565−50.7% | Reduced |
| Farther Finance Advisors, LLC | 3,151 | $108.0K | 0.00% | +716+29.4% | Added |
| Cliffwater LLC | 3,197 | $106.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,174 | $105.3K | 0.00% | +1,097+52.8% | Added |
| Canton Hathaway, LLC | 3,090 | $102.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 3,016 | $100.0K | 0.07% | +26+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $96.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,692 | $89.3K | 0.00% | +1,284+91.2% | Added |
| Manchester Capital Management LLC | 2,598 | $86.2K | 0.01% | +1,285+97.9% | Added |
| Harvest Fund Management Co., Ltd | 2,582 | $86.0K | 0.00% | −4,851−65.3% | Reduced |
| Whittier Trust Co | 2,576 | $85.4K | 0.00% | +200+8.4% | Added |
| Bogart Wealth, LLC | 2,573 | $85.3K | 0.00% | −14−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,402 | $79.7K | 0.00% | −1,033−30.1% | Reduced |
| Roxbury Financial LLC | 2,050 | $79.1K | 0.08% | +2,050 | New |
| Quest Partners LLC | 2,078 | $68.9K | 0.01% | −140−6.3% | Reduced |
| Your Advocates Ltd., LLP | 2,000 | $66.3K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,769 | $64.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,906 | $63.2K | 0.00% | +661+53.1% | Added |
| Huntington National Bank | 1,841 | $61.1K | 0.00% | +959+108.7% | Added |
| Montag A & Associates Inc | 1,704 | $56.5K | 0.00% | +1,574+1,210.8% | Added |
| Quarry LP | 1,655 | $54.9K | 0.01% | −956−36.6% | Reduced |
| Sterling Capital Management LLC | 1,552 | $51.5K | 0.00% | −5,765−78.8% | Reduced |
| Ci Investments Inc. | 1,516 | $50.0K | 0.00% | +320+26.8% | Added |
| Lindbrook Capital, LLC | 1,506 | $50.0K | 0.00% | +638+73.5% | Added |
| 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 |
| CoreCap Advisors, LLC | 1,485 | $49.3K | 0.00% | −2,375−61.5% | Reduced |
| Signaturefd, LLC | 1,472 | $48.8K | 0.00% | +1,022+227.1% | Added |
| 1620 Investment Advisors, Inc. | 1,434 | $47.6K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,277 | $42.4K | 0.00% | −251−16.4% | Reduced |
| SBI Securities Co., Ltd. | 1,257 | $41.7K | 0.00% | +284+29.2% | Added |
| LRI Investments, LLC | 1,254 | $41.6K | 0.00% | −262−17.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,150 | $38.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,116 | $37.0K | 0.01% | +1,000+862.1% | Added |
| Piscataqua Savings Bank | 1,100 | $36.5K | 0.03% | +400+57.1% | Added |
| Wayfinding Financial, LLC | 1,034 | $34.0K | 0.01% | +1,034 | New |
| Vega Investment Solutions | 1,018 | $33.8K | 0.01% | +1,018 | New |
| 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 |
| Truvestments Capital LLC | 999 | $33.1K | 0.01% | −1,000−50.0% | Reduced |
| First Horizon Advisors, Inc. | 982 | $32.6K | 0.00% | +94+10.6% | Added |
| Leonteq Securities AG | 983 | $32.5K | 0.00% | +173+21.4% | Added |
| Park Place Capital Corp | 967 | $32.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 798 | $28.7K | 0.00% | −2,322−74.4% | Reduced |
| Smartleaf Asset Management LLC | 789 | $26.5K | 0.00% | −38−4.6% | Reduced |
| Stonebridge Financial Group, LLC | 789 | $26.2K | 0.00% | −143−15.3% | Reduced |
| Spire Wealth Management | 750 | $24.9K | 0.00% | −450−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 750 | $24.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 650 | $21.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 616 | $21.5K | 0.01% | +18+3.0% | Added |
| Raleigh Capital Management Inc. | 644 | $21.4K | 0.01% | −836−56.5% | Reduced |
| Rakuten Securities, Inc. | 640 | $21.2K | 0.01% | +515+412.0% | Added |
| Avion Wealth | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 538 | $17.8K | 0.00% | −3,874−87.8% | Reduced |
| Quent Capital, LLC | 517 | $17.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 514 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 430 | $16.6K | 0.01% | +430 | New |
| GeoWealth Management, LLC | 492 | $16.3K | 0.00% | +113+29.8% | Added |
| TD Private Client Wealth LLC | 485 | $16.1K | 0.00% | +14+3.0% | Added |
| Massmutual Trust Co FSB | 485 | $16.1K | 0.00% | +375+340.9% | Added |
| Smithfield Trust Co | 492 | $16.0K | 0.00% | +492 | New |
| PSI Advisors, LLC | 418 | $13.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 410 | $13.6K | 0.00% | −20−4.7% | Reduced |
| Berbice Capital Management LLC | 400 | $13.3K | 0.01% | +100+33.3% | Added |
| Central Trust Co | 400 | $13.3K | 0.00% | +400 | New |
| Matrix Trust Co | 401 | $13.0K | 0.00% | +30+8.1% | Added |
| Hexagon Capital Partners LLC | 310 | $10.3K | 0.00% | +19+6.5% | Added |
| Skopos Labs, Inc. | 306 | $10.2K | 0.00% | +153+100.0% | Added |
| Medallion Wealth Advisors, LLC | 294 | $10.1K | 0.00% | +254+635.0% | Added |
| Compass Wealth Management LLC | 300 | $9.95K | 0.00% | +300 | New |
| REAP Financial Group, LLC | 292 | $9.69K | 0.00% | +97+49.7% | Added |
| Whittier Trust Co of Nevada Inc | 286 | $9.48K | 0.00% | +105+58.0% | Added |
| Richards, Merrill & Peterson, Inc. | 275 | $9.12K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 250 | $8.29K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 247 | $8.19K | 0.00% | +168+212.7% | Added |
| Private Wealth Asset Management, LLC | 241 | $7.99K | 0.00% | +241 | New |
| Finley Financial, LLC | 213 | $7.71K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 229 | $7.60K | 0.00% | +228+22,800.0% | Added |
| Fifth Third Bancorp | 213 | $7.07K | 0.00% | −30−12.3% | Reduced |
| High Note Wealth, LLC | 213 | $7.07K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 205 | $6.80K | 0.00% | +205 | New |
| North Star Investment Management Corp. | 200 | $6.63K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $6.63K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $6.63K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 195 | $6.47K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 190 | $6.30K | 0.00% | +190 | New |
| Private Trust Co NA | 188 | $6.24K | 0.00% | −2−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 176 | $5.84K | 0.00% | +171+3,420.0% | Added |
| Versant Capital Management, Inc | 170 | $5.64K | 0.00% | +170 | New |
| Painted Porch Advisors LLC | 168 | $5.57K | 0.00% | +168 | New |
| Saudi Central Bank | 158 | $5.24K | 0.03% | +158 | New |
| TFC Financial Management | 150 | $4.98K | 0.00% | +150 | New |