Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Toast, Inc. as of Jun 30, 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
750
+100 vs. Q1 2025
Shares held
443.5M
+18.9M (+4.4%) vs. Q1 2025
Total value
$19.6B
+$5.54B (+39.3%) vs. Q1 2025
New holders
153
322 more added
Sold out
53
180 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 750 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 heldQ2 2025: $19.6B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q1 2025.

Institutions holding TOST in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc3$1330.00%−32−91.4%Reduced
BFSG, LLC3$1330.00%00.0%Unchanged
Rialto Wealth Management, LLC5$2220.00%+5New
MV Capital Management, Inc.6$2660.00%00.0%Unchanged
HFM Investment Advisors, LLC7$3100.00%+5+250.0%Added
Concord Wealth Partners8$3540.00%+8New
Richardson Financial Services Inc.9$3990.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$4430.00%00.0%Unchanged
Dunhill Financial, LLC11$5150.00%+11New
Pacer Advisors, Inc.12$5310.00%+2+20.0%Added
Bay Harbor Wealth Management, LLC13$5750.00%+8+160.0%Added
Riggs Asset Managment Co. Inc.13$5760.00%00.0%Unchanged
Activest Wealth Management13$5760.00%+13New
Quaker Wealth Management, LLC13$5760.00%+13New
Principia Wealth Advisory, LLC14$6200.00%00.0%Unchanged
Financial Freedom, LLC15$6640.00%00.0%Unchanged
Bare Financial Services, Inc15$6640.00%00.0%Unchanged
Parkworth Wealth Management, Inc.15$6640.00%+11+275.0%Added
Stephens Consulting, LLC15$6650.00%+15New
Fairscale Capital, LLC16$7810.00%00.0%Unchanged
TD Waterhouse Canada Inc.20$8610.00%+20New
WealthTrak Capital Management LLC20$8860.00%−5−20.0%Reduced
Sawyer & Company, Inc35$9740.00%+35New
Capital Advisors, Ltd. LLC16$1.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.13$1.00K0.00%+7+116.7%Added
Roble, Belko & Company, Inc18$1.00K0.00%+18New
NBT Bank N A25$1.11K0.00%+25New
Vision Financial Markets LLC25$1.11K0.00%00.0%Unchanged
UMA Financial Services, Inc.29$1.28K0.00%00.0%Unchanged
South State Corp.30$1.33K0.00%−13−30.2%Reduced
Ronald Blue Trust, Inc.32$1.42K0.00%+32New
HHM Wealth Advisors, LLC32$1.42K0.00%00.0%Unchanged
Umb Bank N A34$1.51K0.00%+26+325.0%Added
True Wealth Design, LLC42$1.86K0.00%+9+27.3%Added
Sierra Ocean, LLC43$1.90K0.00%+10+30.3%Added
Winthrop Capital Management, LLC44$2.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC47$2.08K0.00%+47New
Addison Advisors LLC50$2.21K0.00%00.0%Unchanged
Hughes Financial Services, LLC49$2.25K0.00%+30+157.9%Added
Smallwood Wealth Investment Management, LLC58$2.57K0.00%00.0%Unchanged
Winch Advisory Services, LLC59$2.61K0.00%00.0%Unchanged
Ameriflex Group, Inc.75$3.19K0.00%00.0%Unchanged
Cromwell Holdings LLC78$3.46K0.00%+58+290.0%Added
Atlantic Trust, LLC79$3.50K0.00%+79New
Binnacle Investments Inc82$3.63K0.00%+82New
Cape Investment Advisory, Inc.83$3.68K0.00%+83New
Asset Dedication, LLC93$4.12K0.00%00.0%Unchanged
SJS Investment Consulting Inc.97$4.30K0.00%−9−8.5%Reduced
Westside Investment Management, Inc.100$4.43K0.00%00.0%Unchanged
American National Bank100$4.43K0.00%+100New
Hurley Capital, LLC101$4.47K0.00%00.0%Unchanged
Kiker Wealth Management, LLC110$4.87K0.00%00.0%Unchanged
Kilter Group LLC113$5.00K0.00%+113New
West Branch Capital LLC116$5.14K0.00%−1,000−89.6%Reduced
Glen Eagle Advisors, LLC118$5.23K0.00%00.0%Unchanged
Creative Financial Designs Inc126$5.58K0.00%−5−3.8%Reduced
Bell Investment Advisors, Inc126$5.58K0.00%+15+13.5%Added
Rothschild Investment LLC135$5.98K0.00%+135New
JFS Wealth Advisors, LLC136$6.02K0.00%+6+4.6%Added
Hollencrest Capital Management140$6.20K0.00%+140New
Aster Capital Management (DIFC) Ltd141$6.25K0.00%+141New
Twin Peaks Wealth Advisors, LLC142$6.26K0.00%+142New
Grove Bank & Trust145$6.42K0.00%−3−2.0%Reduced
Stone House Investment Management, LLC146$6.47K0.00%+80+121.2%Added
Nisa Investment Advisors, LLC147$6.51K0.00%00.0%Unchanged
Gould Capital, LLC150$6.64K0.00%+150New
Morton Brown Family Wealth, LLC150$6.64K0.00%+150New
Versant Capital Management, Inc170$7.53K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.190$8.41K0.00%00.0%Unchanged
Morse Asset Management, Inc195$8.64K0.00%−6,200−97.0%Reduced
Golden State Wealth Management, LLC195$8.64K0.00%00.0%Unchanged
North Star Investment Management Corp.200$8.86K0.00%00.0%Unchanged
Blume Capital Management, Inc.200$8.86K0.00%00.0%Unchanged
Financial Perspectives, Inc200$8.86K0.00%00.0%Unchanged
MCF Advisors LLC205$9.08K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC208$9.21K0.00%+208New
Finley Financial, LLC213$9.43K0.00%00.0%Unchanged
High Note Wealth, LLC213$9.43K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp226$10.0K0.00%+226New
Fifth Third Bancorp228$10.1K0.00%+15+7.0%Added
Private Trust Co NA232$10.3K0.00%+44+23.4%Added
Tower Research Capital LLC (TRC)242$10.7K0.00%−296−55.0%Reduced
Hemington Wealth Management250$11.0K0.00%+119+90.8%Added
Rakuten Securities, Inc.250$11.1K0.00%−390−60.9%Reduced
Crowley Wealth Management, Inc.250$11.1K0.01%00.0%Unchanged
CVA Family Office, LLC276$12.2K0.00%+47+20.5%Added
Tortoise Investment Management, LLC276$12.2K0.00%+276New
Medallion Wealth Advisors, LLC294$12.7K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.292$12.9K0.00%+292New
Coston, McIsaac & Partners300$13.0K0.00%00.0%Unchanged
Painted Porch Advisors LLC301$13.3K0.01%+133+79.2%Added
Cary Street Partner Investment Advisory LLC306$13.6K0.01%+130+73.9%Added
Private Wealth Asset Management, LLC341$15.1K0.00%+100+41.5%Added
Matrix Trust Co382$17.0K0.00%−19−4.7%Reduced
Massmutual Trust Co FSB390$17.3K0.00%−95−19.6%Reduced
Skopos Labs, Inc.394$17.5K0.00%+88+28.8%Added
Berbice Capital Management LLC400$17.7K0.01%00.0%Unchanged
TFC Financial Management429$19.0K0.00%+279+186.0%Added
Smithfield Trust Co497$22.0K0.00%+5+1.0%Added
Ancora Advisors, LLC514$22.8K0.00%00.0%Unchanged