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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 530 | $23.0K | 0.01% | +30+6.0% | Added |
| WPG Advisers, LLC | 522 | $23.1K | 0.02% | +439+528.9% | Added |
| Vega Investment Solutions | 532 | $23.6K | 0.01% | −486−47.7% | Reduced |
| TD Private Client Wealth LLC | 559 | $24.8K | 0.00% | +74+15.3% | Added |
| Raleigh Capital Management Inc. | 575 | $25.5K | 0.01% | −69−10.7% | Reduced |
| GeoWealth Management, LLC | 584 | $25.9K | 0.00% | +92+18.7% | Added |
| Harvest Fund Management Co., Ltd | 614 | $27.0K | 0.00% | −1,968−76.2% | Reduced |
| Eastern Bank | 650 | $28.8K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 669 | $29.6K | 0.02% | +669 | New |
| Cornerstone Planning Group LLC | 628 | $30.0K | 0.01% | +12+1.9% | Added |
| Sterling Capital Management LLC | 684 | $30.3K | 0.00% | −868−55.9% | Reduced |
| Ameritas Advisory Services, LLC | 700 | $31.0K | 0.00% | +700 | New |
| Smartleaf Asset Management LLC | 743 | $32.6K | 0.00% | −46−5.8% | Reduced |
| REAP Financial Group, LLC | 798 | $35.3K | 0.01% | +506+173.3% | Added |
| Loomis Sayles & Co L P | 955 | $42.3K | 0.00% | +955 | New |
| Whittier Trust Co of Nevada Inc | 978 | $43.3K | 0.00% | +692+242.0% | Added |
| Park Place Capital Corp | 1,011 | $43.5K | 0.01% | +44+4.6% | Added |
| Motco | 900 | $44.0K | 0.00% | +900 | New |
| Truvestments Capital LLC | 999 | $44.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $44.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $44.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $44.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,004 | $44.5K | 0.00% | −700−41.1% | Reduced |
| Whipplewood Advisors, LLC | 1,007 | $44.6K | 0.02% | +966+2,356.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,009 | $44.7K | 0.00% | +941+1,383.8% | Added |
| Toth Financial Advisory Corp | 1,040 | $46.1K | 0.01% | +40+4.0% | Added |
| Piscataqua Savings Bank | 1,100 | $48.7K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,178 | $52.2K | 0.00% | −79−6.3% | Reduced |
| Allworth Financial LP | 1,402 | $62.1K | 0.00% | +604+75.7% | Added |
| Proathlete Wealth Management LLC | 1,500 | $66.4K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,509 | $67.0K | 0.00% | +1,509 | New |
| Ci Investments Inc. | 1,804 | $80.0K | 0.00% | +288+19.0% | Added |
| Huntington National Bank | 1,826 | $80.9K | 0.00% | −15−0.8% | Reduced |
| Harbour Investments, Inc. | 1,827 | $80.9K | 0.00% | +550+43.1% | Added |
| First Horizon Advisors, Inc. | 1,966 | $87.1K | 0.00% | +984+100.2% | Added |
| Your Advocates Ltd., LLP | 2,000 | $88.6K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,071 | $91.7K | 0.00% | −1,103−34.8% | Reduced |
| Global Retirement Partners, LLC | 2,073 | $91.8K | 0.00% | +2,073 | New |
| Roxbury Financial LLC | 2,085 | $92.3K | 0.09% | +35+1.7% | Added |
| Ossiam | 2,187 | $96.9K | 0.00% | −250,000−99.1% | Reduced |
| Quarry LP | 2,200 | $97.4K | 0.02% | +545+32.9% | Added |
| MAI Capital Management | 2,269 | $100.5K | 0.00% | +363+19.0% | Added |
| CoreCap Advisors, LLC | 2,310 | $102.3K | 0.00% | +825+55.6% | Added |
| EverSource Wealth Advisors, LLC | 2,463 | $109.1K | 0.00% | +61+2.5% | Added |
| Orion Capital Management LLC | 2,500 | $110.7K | 0.04% | −1,000−28.6% | Reduced |
| 1620 Investment Advisors, Inc. | 2,536 | $112.3K | 0.08% | +1,102+76.8% | Added |
| Whittier Trust Co | 2,557 | $113.2K | 0.00% | −19−0.7% | Reduced |
| Bogart Wealth, LLC | 2,589 | $114.7K | 0.00% | +16+0.6% | Added |
| Manchester Capital Management LLC | 2,598 | $115.1K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,700 | $119.6K | 0.06% | +1,200+80.0% | Added |
| Ostrum Asset Management | 2,800 | $124.0K | 0.01% | −1,099−28.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $128.4K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3,142 | $139.0K | 0.00% | +3,142 | New |
| LRI Investments, LLC | 3,311 | $146.6K | 0.01% | +2,057+164.0% | Added |
| St Germain D J Co Inc | 3,533 | $156.5K | 0.01% | −3,967−52.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,709 | $164.3K | 0.00% | −49,131−93.0% | Reduced |
| Advisors Asset Management, Inc. | 3,768 | $166.9K | 0.00% | −671−15.1% | Reduced |
| Covestor Ltd | 3,891 | $172.0K | 0.10% | +875+29.0% | Added |
| Icon Wealth Advisors, LLC | 3,913 | $173.3K | 0.01% | +441+12.7% | Added |
| GAMMA Investing LLC | 4,139 | $183.3K | 0.01% | +278+7.2% | Added |
| Garde Capital, Inc. | 4,179 | $185.1K | 0.01% | +367+9.6% | Added |
| Cliffwater LLC | 4,476 | $198.2K | 0.04% | +1,279+40.0% | Added |
| Axim Planning & Wealth | 4,584 | $203.0K | 0.19% | +4,584 | New |
| Darden Wealth Group Inc | 4,600 | $203.7K | 0.12% | +4,600 | New |
| Sowell Financial Services LLC | 4,609 | $204.1K | 0.01% | +4,609 | New |
| NewEdge Wealth, LLC | 4,498 | $205.1K | 0.00% | +4,498 | New |
| Forum Financial Management, LP | 4,681 | $207.3K | 0.00% | +4,681 | New |
| Valeo Financial Advisors, LLC | 4,718 | $209.0K | 0.01% | +4,718 | New |
| Letson Investment Management, Inc. | 4,770 | $211.3K | 0.08% | +4,770 | New |
| United Capital Financial Advisers, LLC | 4,776 | $211.5K | 0.00% | +4,776 | New |
| Summit Trail Advisors, LLC | 4,845 | $214.6K | 0.00% | +4,845 | New |
| Clark Capital Management Group, Inc. | 4,874 | $215.9K | 0.00% | +4,874 | New |
| Gries Financial LLC | 4,899 | $217.0K | 0.04% | +4,899 | New |
| Fedenia Advisers LLC | 4,915 | $217.7K | 0.10% | +4,915 | New |
| Guggenheim Capital LLC | 4,942 | $218.9K | 0.00% | +4,942 | New |
| HB Wealth Management, LLC | 4,986 | $220.8K | 0.00% | −5,766−53.6% | Reduced |
| Marathon Capital Management | 5,000 | $221.4K | 0.06% | +5,000 | New |
| VGI Partners Ltd | 5,000 | $221.4K | 0.02% | +5,000 | New |
| Cherry Creek Investment Advisors, Inc. | 5,000 | $221.4K | 0.10% | +5,000 | New |
| Crewe Advisors LLC | 5,011 | $221.9K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 5,044 | $223.4K | 0.04% | +5,044 | New |
| Farther Finance Advisors, LLC | 5,092 | $225.5K | 0.00% | +1,941+61.6% | Added |
| Catalytic Wealth RIA, LLC | 5,115 | $226.5K | 0.02% | +5,115 | New |
| Petrus Trust Company, LTA | 5,135 | $227.4K | 0.02% | −7,127−58.1% | Reduced |
| Index Fund Advisors, Inc. | 5,143 | $227.8K | 0.01% | +5,143 | New |
| Financial Engines Advisors L.L.C. | 5,158 | $228.0K | 0.00% | +5,158 | New |
| Principal Securities, Inc. | 5,150 | $228.1K | 0.00% | +3,381+191.1% | Added |
| Jag Capital Management, LLC | 5,249 | $232.5K | 0.03% | +5,249 | New |
| Coldstream Capital Management Inc | 5,263 | $233.1K | 0.00% | +1,614+44.2% | Added |
| North Star Asset Management Inc | 5,300 | $234.7K | 0.01% | −1,120−17.4% | Reduced |
| Spire Wealth Management | 5,315 | $235.4K | 0.01% | +4,565+608.7% | Added |
| Metis Global Partners, LLC | 5,339 | $236.5K | 0.01% | −1,544−22.4% | Reduced |
| Leonteq Securities AG | 5,345 | $236.7K | 0.01% | +4,362+443.7% | Added |
| Norden Group LLC | 5,349 | $236.9K | 0.03% | +5,349 | New |
| Prime Capital Investment Advisors, LLC | 5,386 | $238.5K | 0.00% | −657−10.9% | Reduced |
| SeaCrest Wealth Management, LLC | 5,440 | $240.9K | 0.03% | −2,000−26.9% | Reduced |
| Sachetta, LLC | 5,450 | $241.4K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,464 | $242.0K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,480 | $242.7K | 0.00% | −3,928−41.8% | Reduced |
| Walleye Capital LLC | 5,482 | $242.8K | 0.00% | −7,435−57.6% | Reduced |