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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 11,263 | $498.8K | 0.00% | +753+7.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,416 | $505.6K | 0.00% | −2,220−16.3% | Reduced |
| Cascade Investment Group, Inc. | 11,521 | $510.3K | 0.36% | +1,000+9.5% | Added |
| Trinity Financial Advisors LLC | 11,798 | $522.5K | 0.16% | −604−4.9% | Reduced |
| Ar Asset Management Inc | 11,800 | $523.0K | 0.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 12,000 | $531.5K | 0.01% | −16,722−58.2% | Reduced |
| Regatta Capital Group, LLC | 12,000 | $531.5K | 0.09% | −392−3.2% | Reduced |
| Qtron Investments LLC | 12,273 | $543.6K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 12,308 | $545.1K | 0.33% | +1,234+11.1% | Added |
| Advisory Services Network, LLC | 11,237 | $548.8K | 0.01% | +1,667+17.4% | Added |
| Mayflower Financial Advisors, LLC | 12,532 | $555.0K | 0.08% | +2,555+25.6% | Added |
| Triumph Capital Management | 12,535 | $555.2K | 0.17% | −2,551−16.9% | Reduced |
| Scientech Research LLC | 12,595 | $557.8K | 0.14% | −19,509−60.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,699 | $562.4K | 0.14% | −281−2.2% | Reduced |
| Sanctuary Advisors, LLC | 12,781 | $566.1K | 0.00% | +1,119+9.6% | Added |
| Wellington Management Group LLP | 12,817 | $567.7K | 0.00% | −24,652−65.8% | Reduced |
| Weiss Asset Management LP | 12,880 | $570.5K | 0.01% | +12,880 | New |
| DC Investments Management, LLC | 12,902 | $571.4K | 0.24% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 12,999 | $575.7K | 0.05% | +170+1.3% | Added |
| Everence Capital Management Inc | 13,080 | $579.0K | 0.04% | 00.0% | Unchanged |
| Wynn Capital, LLC | 13,115 | $580.9K | 0.31% | +115+0.9% | Added |
| Keel Point, LLC | 13,116 | $580.9K | 0.04% | +672+5.4% | Added |
| American Capital Advisory, LLC | 13,324 | $590.1K | 0.30% | −67−0.5% | Reduced |
| Menard Financial Group LLC | 13,540 | $599.7K | 0.36% | −173−1.3% | Reduced |
| CIBC Asset Management Inc | 13,663 | $605.1K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 13,853 | $613.5K | 0.56% | +213+1.6% | Added |
| Sheets Smith Wealth Management | 13,939 | $617.4K | 0.07% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 13,950 | $617.8K | 0.27% | −1,551−10.0% | Reduced |
| Snowden Capital Advisors LLC | 13,983 | $619.3K | 0.02% | +13,983 | New |
| Federation des caisses Desjardins du Quebec | 13,995 | $619.9K | 0.00% | +2,438+21.1% | Added |
| Bridgewater Advisors Inc. | 12,813 | $620.0K | 0.05% | +58+0.5% | Added |
| Magnetar Financial LLC | 14,038 | $621.7K | 0.00% | +4,568+48.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,119 | $625.0K | 0.00% | −1,299−8.4% | Reduced |
| Private Advisor Group, LLC | 14,247 | $631.0K | 0.00% | −16,258−53.3% | Reduced |
| Unique Wealth Strategies, LLC | 14,580 | $645.8K | 0.27% | −1,272−8.0% | Reduced |
| S.A. Mason LLC | 14,715 | $651.7K | 0.32% | +810+5.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,784 | $654.8K | 0.03% | +3,470+30.7% | Added |
| Better Money Decisions, LLC | 15,021 | $665.3K | 0.40% | −1,382−8.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15,042 | $666.2K | 0.08% | +15,018+62,575.0% | Added |
| Atomi Financial Group, Inc. | 15,097 | $668.6K | 0.03% | +1,768+13.3% | Added |
| Aigen Investment Management, LP | 15,467 | $685.0K | 0.09% | +15,467 | New |
| Avantax Advisory Services, Inc. | 15,604 | $691.1K | 0.00% | +5,783+58.9% | Added |
| Clearstead Advisors, LLC | 15,679 | $694.4K | 0.01% | −84−0.5% | Reduced |
| Cravens & Co Advisors, LLC | 15,702 | $695.4K | 0.52% | −353−2.2% | Reduced |
| HRT Financial LP | 15,753 | $697.0K | 0.00% | +8,451+115.7% | Added |
| Centiva Capital, LP | 16,114 | $713.7K | 0.05% | +16,114 | New |
| Bradley Foster & Sargent Inc | 16,235 | $719.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16,589 | $734.7K | 0.03% | +300+1.8% | Added |
| The PNC Financial Services Group, Inc. | 16,665 | $738.1K | 0.00% | +4,688+39.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,697 | $739.5K | 0.00% | +1,164+7.5% | Added |
| Counterpoint Mutual Funds LLC | 16,816 | $744.8K | 0.07% | −4,909−22.6% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 16,848 | $746.2K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,854 | $752.0K | 0.02% | +2,656+20.1% | Added |
| E. Ohman J:or Asset Management AB | 17,400 | $770.6K | 0.02% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 17,477 | $774.0K | 0.47% | −5,800−24.9% | Reduced |
| iA Global Asset Management Inc. | 17,511 | $776.0K | 0.01% | −355−2.0% | Reduced |
| Dark Forest Capital Management LP | 17,711 | $784.4K | 0.03% | −24,521−58.1% | Reduced |
| Intrepid Capital Management Inc | 17,808 | $788.7K | 0.32% | +235+1.3% | Added |
| Total Wealth Planning & Management, Inc. | 18,388 | $814.4K | 0.71% | +18,388 | New |
| Prosperity Financial Group, Inc. | 18,401 | $815.0K | 0.35% | +184+1.0% | Added |
| CIBC World Markets Corp | 18,514 | $820.0K | 0.01% | +297+1.6% | Added |
| IHT Wealth Management, LLC | 18,581 | $823.0K | 0.02% | +1,417+8.3% | Added |
| Capital Investment Counsel, Inc | 18,800 | $832.7K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 18,921 | $838.0K | 0.01% | +17,449+1,185.4% | Added |
| Redhawk Wealth Advisors, Inc. | 19,024 | $842.6K | 0.11% | +19,024 | New |
| Change Path, LLC | 19,188 | $849.8K | 0.02% | +19,188 | New |
| Newbridge Financial Services Group, Inc. | 19,378 | $858.3K | 0.14% | +18,228+1,585.0% | Added |
| Kestra Advisory Services, LLC | 19,563 | $866.4K | 0.00% | +12,525+178.0% | Added |
| HAP Trading, LLC | 19,633 | $869.5K | 0.38% | +5,905+43.0% | Added |
| Diversified Trust Co | 20,157 | $892.8K | 0.02% | −2,867−12.5% | Reduced |
| Steel Peak Wealth Management LLC | 20,270 | $897.8K | 0.04% | +5,000+32.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,373 | $902.3K | 0.01% | +9,691+90.7% | Added |
| Gulf International Bank (UK) Ltd | 20,549 | $910.0K | 0.03% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 20,680 | $915.9K | 0.17% | −13,780−40.0% | Reduced |
| Sigma Planning Corp | 20,777 | $920.2K | 0.03% | −135−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,777 | $920.2K | 0.01% | +7,064+51.5% | Added |
| Beck Mack & Oliver LLC | 20,920 | $926.5K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 20,961 | $928.4K | 0.01% | +2,223+11.9% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $930.1K | 0.21% | −21,000−50.0% | Reduced |
| Maryland State Retirement & Pension System | 21,175 | $937.8K | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 21,246 | $941.0K | 0.33% | −22,966−51.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,250 | $942.0K | 0.13% | +21,250 | New |
| Romano Brothers and Company | 21,500 | $952.2K | 0.12% | −3,500−14.0% | Reduced |
| Fulcrum Asset Management LLP | 21,752 | $963.4K | 0.27% | +21,752 | New |
| B. Metzler seel. Sohn & Co. AG | 21,772 | $964.3K | 0.01% | +2,852+15.1% | Added |
| Royal London Asset Management Ltd | 21,790 | $965.1K | 0.00% | +2,114+10.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,256 | $986.0K | 0.01% | +6,785+43.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 22,350 | $989.9K | 0.05% | −1,711−7.1% | Reduced |
| CI Private Wealth, LLC | 22,766 | $1.01M | 0.00% | +12,693+126.0% | Added |
| Catalyst Funds Management Pty Ltd | 22,800 | $1.01M | 0.28% | +22,800 | New |
| Manufacturers Life Insurance Company, The | 22,857 | $1.01M | 0.00% | +380+1.7% | Added |
| Retireful, LLC | 23,011 | $1.02M | 0.70% | −9,938−30.2% | Reduced |
| Ascent Group, LLC | 23,030 | $1.02M | 0.04% | +2,026+9.6% | Added |
| ASR Vermogensbeheer N.V. | 23,386 | $1.04M | 0.01% | +8,391+56.0% | Added |
| Angeles Wealth Management, LLC | 23,591 | $1.04M | 0.07% | +15,001+174.6% | Added |
| Mirabella Financial Services LLP | 23,851 | $1.06M | 0.11% | +23,851 | New |
| Utah Retirement Systems | 23,878 | $1.06M | 0.01% | −928−3.7% | Reduced |
| Bryce Point Capital, LLC | 23,964 | $1.06M | 0.90% | +23,964 | New |
| Caption Management, LLC | 24,000 | $1.06M | 0.10% | +24,000 | New |
| Atria Investments LLC | 24,374 | $1.08M | 0.01% | +2,794+12.9% | Added |