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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 148 | $4.91K | 0.00% | +143+2,860.0% | Added |
| Nisa Investment Advisors, LLC | 147 | $4.88K | 0.00% | +147 | New |
| Creative Financial Designs Inc | 131 | $4.34K | 0.00% | +31+31.0% | Added |
| JFS Wealth Advisors, LLC | 130 | $4.31K | 0.00% | +26+25.0% | Added |
| Quadrant Capital Group LLC | 128 | $4.25K | 0.00% | +100+357.1% | Added |
| Hemington Wealth Management | 131 | $4.00K | 0.00% | +38+40.9% | Added |
| Glen Eagle Advisors, LLC | 118 | $3.91K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $3.81K | 0.00% | +63+121.2% | Added |
| Bell Investment Advisors, Inc | 111 | $3.68K | 0.00% | +15+15.6% | Added |
| Kiker Wealth Management, LLC | 110 | $3.65K | 0.00% | +110 | New |
| SJS Investment Consulting Inc. | 106 | $3.52K | 0.00% | +4+3.9% | Added |
| Hurley Capital, LLC | 101 | $3.35K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 93 | $3.08K | 0.00% | −10−9.7% | Reduced |
| Mather Group, LLC. | 86 | $2.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 83 | $2.75K | 0.00% | −31−27.2% | Reduced |
| Ameriflex Group, Inc. | 75 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 68 | $2.26K | 0.00% | −6−8.1% | Reduced |
| Stone House Investment Management, LLC | 66 | $2.19K | 0.00% | +66 | New |
| Winch Advisory Services, LLC | 59 | $1.96K | 0.00% | +59 | New |
| Smallwood Wealth Investment Management, LLC | 58 | $1.92K | 0.00% | +58 | New |
| Continuum Advisory, LLC | 51 | $1.69K | 0.00% | −49−49.0% | Reduced |
| Addison Advisors LLC | 50 | $1.66K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 52,840 | $1.59K | 0.00% | +49,703+1,584.4% | Added |
| Whipplewood Advisors, LLC | 41 | $1.56K | 0.00% | −6−12.8% | Reduced |
| South State Corp. | 43 | $1.43K | 0.00% | +43 | New |
| AdvisorNet Financial, Inc | 35 | $1.16K | 0.00% | +24+218.2% | Added |
| True Wealth Design, LLC | 33 | $1.09K | 0.00% | +33 | New |
| Sierra Ocean, LLC | 33 | $1.09K | 0.00% | +33 | New |
| HHM Wealth Advisors, LLC | 32 | $1.06K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 44 | $1.00K | 0.00% | −12−21.4% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $996 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $962 | 0.00% | +29 | New |
| Bokf, NA | 27 | $896 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $830 | 0.00% | +10+66.7% | Added |
| Vision Financial Markets LLC | 25 | $830 | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $797 | 0.00% | −4−14.3% | Reduced |
| Cromwell Holdings LLC | 20 | $663 | 0.00% | +20 | New |
| Hughes Financial Services, LLC | 19 | $651 | 0.00% | +19 | New |
| Nova Wealth Management, Inc. | 19 | $630 | 0.00% | +19 | New |
| Fairscale Capital, LLC | 16 | $531 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 15 | $498 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $498 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 14 | $481 | 0.00% | +10+250.0% | Added |
| Riggs Asset Managment Co. Inc. | 13 | $432 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $398 | 0.00% | +7+140.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $332 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10 | $332 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 9 | $299 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $265 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 6 | $200 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $165 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 4 | $133 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $133 | 0.00% | +4 | New |
| BFSG, LLC | 3 | $100 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $67 | 0.00% | +2 | New |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −453,263−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −388,683−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −316,949−100.0% | Sold out |
| Massachusetts Institute of Technology | 0 | $0 | 0.00% | −308,757−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −192,600−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −188,312−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −156,382−100.0% | Sold out |
| Terril Brothers, Inc. | 0 | $0 | 0.00% | −147,050−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −121,619−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −116,814−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −89,229−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −83,606−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −77,184−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −71,344−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,031−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −59,881−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −56,822−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −55,623−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −48,621−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −46,552−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −46,485−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −45,470−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −43,136−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,708−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −34,231−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −28,270−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −21,460−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −21,412−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −14,942−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −14,837−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −14,497−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −12,776−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −11,620−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −11,405−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,058−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,276−100.0% | Sold out |