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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 16,697 | $739.5K | 0.00% | +1,164+7.5% | Added |
| The PNC Financial Services Group, Inc. | 16,665 | $738.1K | 0.00% | +4,688+39.1% | Added |
| Larson Financial Group LLC | 16,589 | $734.7K | 0.03% | +300+1.8% | Added |
| Bradley Foster & Sargent Inc | 16,235 | $719.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 16,114 | $713.7K | 0.05% | +16,114 | New |
| HRT Financial LP | 15,753 | $697.0K | 0.00% | +8,451+115.7% | Added |
| Cravens & Co Advisors, LLC | 15,702 | $695.4K | 0.52% | −353−2.2% | Reduced |
| Clearstead Advisors, LLC | 15,679 | $694.4K | 0.01% | −84−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 15,604 | $691.1K | 0.00% | +5,783+58.9% | Added |
| Aigen Investment Management, LP | 15,467 | $685.0K | 0.09% | +15,467 | New |
| Atomi Financial Group, Inc. | 15,097 | $668.6K | 0.03% | +1,768+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 15,042 | $666.2K | 0.08% | +15,018+62,575.0% | Added |
| Better Money Decisions, LLC | 15,021 | $665.3K | 0.40% | −1,382−8.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,784 | $654.8K | 0.03% | +3,470+30.7% | Added |
| S.A. Mason LLC | 14,715 | $651.7K | 0.32% | +810+5.8% | Added |
| Unique Wealth Strategies, LLC | 14,580 | $645.8K | 0.27% | −1,272−8.0% | Reduced |
| Private Advisor Group, LLC | 14,247 | $631.0K | 0.00% | −16,258−53.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,119 | $625.0K | 0.00% | −1,299−8.4% | Reduced |
| Magnetar Financial LLC | 14,038 | $621.7K | 0.00% | +4,568+48.2% | Added |
| Bridgewater Advisors Inc. | 12,813 | $620.0K | 0.05% | +58+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 13,995 | $619.9K | 0.00% | +2,438+21.1% | Added |
| Snowden Capital Advisors LLC | 13,983 | $619.3K | 0.02% | +13,983 | New |
| Sherbrooke Park Advisers LLC | 13,950 | $617.8K | 0.27% | −1,551−10.0% | Reduced |
| Sheets Smith Wealth Management | 13,939 | $617.4K | 0.07% | 00.0% | Unchanged |
| Investment Management Corp | 13,853 | $613.5K | 0.56% | +213+1.6% | Added |
| CIBC Asset Management Inc | 13,663 | $605.1K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 13,540 | $599.7K | 0.36% | −173−1.3% | Reduced |
| American Capital Advisory, LLC | 13,324 | $590.1K | 0.30% | −67−0.5% | Reduced |
| Keel Point, LLC | 13,116 | $580.9K | 0.04% | +672+5.4% | Added |
| Wynn Capital, LLC | 13,115 | $580.9K | 0.31% | +115+0.9% | Added |
| Everence Capital Management Inc | 13,080 | $579.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 12,999 | $575.7K | 0.05% | +170+1.3% | Added |
| DC Investments Management, LLC | 12,902 | $571.4K | 0.24% | 00.0% | Unchanged |
| Weiss Asset Management LP | 12,880 | $570.5K | 0.01% | +12,880 | New |
| Wellington Management Group LLP | 12,817 | $567.7K | 0.00% | −24,652−65.8% | Reduced |
| Sanctuary Advisors, LLC | 12,781 | $566.1K | 0.00% | +1,119+9.6% | Added |
| AssuredPartners Investment Advisors, LLC | 12,699 | $562.4K | 0.14% | −281−2.2% | Reduced |
| Scientech Research LLC | 12,595 | $557.8K | 0.14% | −19,509−60.8% | Reduced |
| Triumph Capital Management | 12,535 | $555.2K | 0.17% | −2,551−16.9% | Reduced |
| Mayflower Financial Advisors, LLC | 12,532 | $555.0K | 0.08% | +2,555+25.6% | Added |
| Advisory Services Network, LLC | 11,237 | $548.8K | 0.01% | +1,667+17.4% | Added |
| Seven Mile Advisory | 12,308 | $545.1K | 0.33% | +1,234+11.1% | Added |
| Qtron Investments LLC | 12,273 | $543.6K | 0.07% | 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 |
| Ar Asset Management Inc | 11,800 | $523.0K | 0.12% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 11,798 | $522.5K | 0.16% | −604−4.9% | Reduced |
| Cascade Investment Group, Inc. | 11,521 | $510.3K | 0.36% | +1,000+9.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,416 | $505.6K | 0.00% | −2,220−16.3% | Reduced |
| Vontobel Holding Ltd. | 11,263 | $498.8K | 0.00% | +753+7.2% | Added |
| Bleakley Financial Group, LLC | 11,168 | $494.6K | 0.01% | +11,168 | New |
| Pinnacle Associates Ltd | 11,071 | $490.3K | 0.01% | −285−2.5% | Reduced |
| Lido Advisors, LLC | 11,045 | $489.2K | 0.00% | +188+1.7% | Added |
| Schonfeld Strategic Advisors LLC | 10,972 | $485.9K | 0.00% | −200,122−94.8% | Reduced |
| Altfest L J & Co Inc | 10,907 | $483.1K | 0.06% | +761+7.5% | Added |
| Harbor Investment Advisory, LLC | 10,890 | $482.3K | 0.04% | +10,140+1,352.0% | Added |
| Union Bancaire Privee, UBP SA | 11,194 | $475.6K | 0.01% | +5,862+109.9% | Added |
| Reliant Investment Partners, LLC | 10,665 | $472.4K | 0.41% | +10,665 | New |
| Prentice Wealth Management LLC | 10,645 | $471.5K | 0.12% | +10,645 | New |
| Staley Capital Advisers Inc | 10,600 | $469.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10,653 | $467.6K | 0.00% | +3,690+53.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,526 | $466.2K | 0.02% | +10,526 | New |
| LVW Advisors, LLC | 10,506 | $465.3K | 0.05% | +2,393+29.5% | Added |
| Marex Group plc | 10,488 | $464.5K | 0.01% | +10,488 | New |
| Alps Advisors Inc | 10,446 | $462.7K | 0.00% | +126+1.2% | Added |
| Wedmont Private Capital | 10,223 | $456.4K | 0.02% | −283−2.7% | Reduced |
| Arete Wealth Advisors, LLC | 10,216 | $452.0K | 0.03% | +10,216 | New |
| 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 |
| National Philanthropic Trust | 10,000 | $442.9K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,970 | $441.6K | 0.02% | +9,970 | New |
| Trust Point Inc. | 9,863 | $436.8K | 0.04% | −5,927−37.5% | Reduced |
| Independent Advisor Alliance | 9,826 | $435.2K | 0.01% | +9,826 | New |
| DGS Capital Management, LLC | 9,600 | $425.2K | 0.09% | 00.0% | Unchanged |
| Prudential PLC | 9,504 | $420.9K | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 9,274 | $410.7K | 0.73% | +9,274 | New |
| Inceptionr LLC | 8,910 | $394.6K | 0.09% | +8,910 | New |
| Ritholtz Wealth Management | 8,897 | $394.0K | 0.01% | +8,897 | New |
| Quest Partners LLC | 8,870 | $392.9K | 0.04% | +6,792+326.9% | Added |
| Castleark Management LLC | 8,790 | $389.3K | 0.01% | −4,690−34.8% | Reduced |
| Capstone Investment Advisors, LLC | 8,696 | $385.1K | 0.00% | +8,696 | New |
| Concurrent Investment Advisors, LLC | 8,673 | $384.1K | 0.01% | −14,135−62.0% | Reduced |
| Readystate Asset Management LP | 8,571 | $379.6K | 0.02% | +8,571 | New |
| Oxinas Partners Wealth Management LLC | 8,555 | $378.9K | 0.19% | −99−1.1% | Reduced |
| CWM, LLC | 8,530 | $378.0K | 0.00% | −202−2.3% | Reduced |
| Inscription Capital, LLC | 8,404 | $372.2K | 0.05% | +8,404 | New |
| Keybank National Association | 8,394 | $371.8K | 0.00% | +8,394 | New |
| TFB Advisors LLC | 8,383 | $371.3K | 0.10% | +8,383 | New |
| RMR Capital Management, LLC | 8,291 | $367.2K | 0.26% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 8,203 | $363.3K | 0.20% | +8,203 | New |
| UniSuper Management Pty Ltd | 8,200 | $363.2K | 0.00% | +700+9.3% | Added |
| True Vision MN LLC | 8,186 | $362.6K | 0.20% | +285+3.6% | Added |
| Prospera Financial Services Inc | 8,143 | $360.6K | 0.01% | +8,143 | New |
| Canton Hathaway, LLC | 8,113 | $359.0K | 0.07% | +5,023+162.6% | Added |
| Merit Financial Group, LLC | 7,981 | $353.5K | 0.00% | +89+1.1% | Added |
| Engineers Gate Manager LP | 7,900 | $349.9K | 0.00% | −240,278−96.8% | Reduced |
| Stonekeep Investments, LLC | 7,894 | $349.6K | 0.24% | +103+1.3% | Added |
| Ballentine Partners, LLC | 7,868 | $348.5K | 0.01% | +957+13.8% | Added |
| Seamount Financial Group Inc | 7,858 | $348.0K | 0.18% | +7,858 | New |
| Brown Brothers Harriman & Co | 7,820 | $346.3K | 0.00% | 00.0% | Unchanged |