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 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 5,500 | $246.6K | 0.09% | +5,500 | New |
| Sequoia Financial Advisors, LLC | 5,641 | $249.8K | 0.00% | +5,641 | New |
| Parallel Advisors, LLC | 5,658 | $250.6K | 0.01% | +2,966+110.2% | Added |
| Purus Wealth Management, LLC | 5,672 | $251.2K | 0.09% | +5,672 | New |
| Yousif Capital Management, LLC | 5,683 | $251.7K | 0.00% | −382−6.3% | Reduced |
| Highland Capital Management, LLC | 5,683 | $251.7K | 0.01% | +5,683 | New |
| Smith Group Asset Management, LLC | 5,685 | $251.8K | 0.02% | +5,685 | New |
| Callan Family Office, LLC | 5,695 | $252.2K | 0.01% | +5,695 | New |
| Principal Street Partners, LLC | 5,724 | $253.5K | 0.02% | +5,724 | New |
| IFG Advisory, LLC | 5,800 | $256.9K | 0.01% | +5,800 | New |
| Westover Capital Advisors, LLC | 5,820 | $257.8K | 0.05% | +5,820 | New |
| MeadowBrook Investment Advisors LLC | 5,905 | $261.5K | 0.24% | −1,515−20.4% | Reduced |
| AlTi Global, Inc. | 5,969 | $264.4K | 0.01% | +5,969 | New |
| Nwam LLC | 5,492 | $268.2K | 0.02% | +5,492 | New |
| New England Research & Management, Inc. | 6,100 | $270.0K | 0.13% | +6,100 | New |
| Oversea-Chinese Banking CORP Ltd | 6,127 | $271.4K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 6,193 | $274.3K | 0.00% | +6,193 | New |
| Acadian Asset Management LLC | 6,233 | $275.0K | 0.00% | +6,233 | New |
| FJ Capital Management LLC | 6,214 | $275.2K | 0.03% | +6,214 | New |
| Focused Wealth Management, Inc | 6,221 | $275.5K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,242 | $276.5K | 0.02% | +1,824+41.3% | Added |
| Stratos Wealth Partners, LTD. | 6,255 | $277.0K | 0.00% | −608−8.9% | Reduced |
| Integrated Wealth Concepts LLC | 6,291 | $278.6K | 0.00% | +6,291 | New |
| Eqis Capital Management, Inc. | 6,376 | $282.4K | 0.02% | −1,024−13.8% | Reduced |
| Gladstone Institutional Advisory LLC | 6,406 | $283.7K | 0.01% | +6,406 | New |
| Independent Wealth Network Inc. | 6,441 | $285.3K | 0.10% | +309+5.0% | Added |
| Harbour Capital Advisors, LLC | 6,800 | $289.3K | 0.06% | +6,800 | New |
| PharVision Advisers, LLC | 6,662 | $295.1K | 0.42% | +6,662 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,795 | $301.0K | 0.01% | −3,370−33.2% | Reduced |
| CWA Asset Management Group, LLC | 6,818 | $302.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 6,850 | $303.4K | 0.00% | −582−7.8% | Reduced |
| CIBC Private Wealth Group, LLC | 6,907 | $305.9K | 0.00% | +12+0.2% | Added |
| Independent Financial Group, LLC | 6,913 | $306.2K | 0.01% | −379−5.2% | Reduced |
| Parkside Financial Bank & Trust | 6,921 | $306.5K | 0.03% | +306+4.6% | Added |
| Wallace Capital Management Inc. | 7,092 | $314.1K | 0.04% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 7,140 | $316.2K | 0.01% | +7,140 | New |
| Perigon Wealth Management, LLC | 7,241 | $320.7K | 0.01% | +7,241 | New |
| Geneos Wealth Management Inc. | 7,316 | $324.0K | 0.01% | +7,069+2,861.9% | Added |
| 1858 Wealth Management, LLC | 7,380 | $326.9K | 0.24% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 7,495 | $332.0K | 0.15% | −22,621−75.1% | Reduced |
| Penn Davis McFarland Inc | 7,500 | $332.2K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 7,510 | $332.6K | 0.09% | −150−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 7,538 | $333.9K | 0.00% | +7,538 | New |
| Yorktown Management & Research Co Inc | 7,600 | $336.6K | 0.32% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7,600 | $336.6K | 0.03% | +500+7.0% | Added |
| Gordian Capital Singapore Pte Ltd | 7,650 | $338.8K | 0.52% | +2,650+53.0% | Added |
| Bokf, NA | 7,678 | $340.1K | 0.01% | +7,651+28,337.0% | Added |
| Vestcor Inc | 7,698 | $341.0K | 0.01% | −64−0.8% | Reduced |
| Delta Asset Management LLC | 7,701 | $341.1K | 0.03% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,802 | $345.6K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,820 | $346.3K | 0.00% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 7,858 | $348.0K | 0.18% | +7,858 | New |
| Ballentine Partners, LLC | 7,868 | $348.5K | 0.01% | +957+13.8% | Added |
| Stonekeep Investments, LLC | 7,894 | $349.6K | 0.24% | +103+1.3% | Added |
| Engineers Gate Manager LP | 7,900 | $349.9K | 0.00% | −240,278−96.8% | Reduced |
| Merit Financial Group, LLC | 7,981 | $353.5K | 0.00% | +89+1.1% | Added |
| Canton Hathaway, LLC | 8,113 | $359.0K | 0.07% | +5,023+162.6% | Added |
| Prospera Financial Services Inc | 8,143 | $360.6K | 0.01% | +8,143 | New |
| True Vision MN LLC | 8,186 | $362.6K | 0.20% | +285+3.6% | Added |
| UniSuper Management Pty Ltd | 8,200 | $363.2K | 0.00% | +700+9.3% | Added |
| Resurgent Financial Advisors LLC | 8,203 | $363.3K | 0.20% | +8,203 | New |
| RMR Capital Management, LLC | 8,291 | $367.2K | 0.26% | 00.0% | Unchanged |
| TFB Advisors LLC | 8,383 | $371.3K | 0.10% | +8,383 | New |
| Keybank National Association | 8,394 | $371.8K | 0.00% | +8,394 | New |
| Inscription Capital, LLC | 8,404 | $372.2K | 0.05% | +8,404 | New |
| CWM, LLC | 8,530 | $378.0K | 0.00% | −202−2.3% | Reduced |
| Oxinas Partners Wealth Management LLC | 8,555 | $378.9K | 0.19% | −99−1.1% | Reduced |
| Readystate Asset Management LP | 8,571 | $379.6K | 0.02% | +8,571 | New |
| Concurrent Investment Advisors, LLC | 8,673 | $384.1K | 0.01% | −14,135−62.0% | Reduced |
| Capstone Investment Advisors, LLC | 8,696 | $385.1K | 0.00% | +8,696 | New |
| Castleark Management LLC | 8,790 | $389.3K | 0.01% | −4,690−34.8% | Reduced |
| Quest Partners LLC | 8,870 | $392.9K | 0.04% | +6,792+326.9% | Added |
| Ritholtz Wealth Management | 8,897 | $394.0K | 0.01% | +8,897 | New |
| Inceptionr LLC | 8,910 | $394.6K | 0.09% | +8,910 | New |
| Penn Mutual Asset Management, LLC | 9,274 | $410.7K | 0.73% | +9,274 | New |
| Prudential PLC | 9,504 | $420.9K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 9,600 | $425.2K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,826 | $435.2K | 0.01% | +9,826 | New |
| Trust Point Inc. | 9,863 | $436.8K | 0.04% | −5,927−37.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,970 | $441.6K | 0.02% | +9,970 | New |
| National Philanthropic Trust | 10,000 | $442.9K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 10,000 | $443.0K | 0.06% | +10,000 | New |
| FNY Investment Advisers, LLC | 10,013 | $443.0K | 0.19% | +10,013 | New |
| Arete Wealth Advisors, LLC | 10,216 | $452.0K | 0.03% | +10,216 | New |
| Wedmont Private Capital | 10,223 | $456.4K | 0.02% | −283−2.7% | Reduced |
| Alps Advisors Inc | 10,446 | $462.7K | 0.00% | +126+1.2% | Added |
| Marex Group plc | 10,488 | $464.5K | 0.01% | +10,488 | New |
| LVW Advisors, LLC | 10,506 | $465.3K | 0.05% | +2,393+29.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,526 | $466.2K | 0.02% | +10,526 | New |
| Jones Financial Companies LLLP | 10,653 | $467.6K | 0.00% | +3,690+53.0% | Added |
| Staley Capital Advisers Inc | 10,600 | $469.5K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 10,645 | $471.5K | 0.12% | +10,645 | New |
| Reliant Investment Partners, LLC | 10,665 | $472.4K | 0.41% | +10,665 | New |
| Union Bancaire Privee, UBP SA | 11,194 | $475.6K | 0.01% | +5,862+109.9% | Added |
| Harbor Investment Advisory, LLC | 10,890 | $482.3K | 0.04% | +10,140+1,352.0% | Added |
| Altfest L J & Co Inc | 10,907 | $483.1K | 0.06% | +761+7.5% | Added |
| Schonfeld Strategic Advisors LLC | 10,972 | $485.9K | 0.00% | −200,122−94.8% | Reduced |
| Lido Advisors, LLC | 11,045 | $489.2K | 0.00% | +188+1.7% | Added |
| Pinnacle Associates Ltd | 11,071 | $490.3K | 0.01% | −285−2.5% | Reduced |
| Bleakley Financial Group, LLC | 11,168 | $494.6K | 0.01% | +11,168 | New |