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 |
|---|---|---|---|---|---|
| SP Asset Management LLC | 7,802 | $345.6K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,701 | $341.1K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 7,698 | $341.0K | 0.01% | −64−0.8% | Reduced |
| Bokf, NA | 7,678 | $340.1K | 0.01% | +7,651+28,337.0% | Added |
| Gordian Capital Singapore Pte Ltd | 7,650 | $338.8K | 0.52% | +2,650+53.0% | Added |
| 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 |
| Resources Investment Advisors, LLC. | 7,538 | $333.9K | 0.00% | +7,538 | New |
| Aries Wealth Management | 7,510 | $332.6K | 0.09% | −150−2.0% | Reduced |
| Penn Davis McFarland Inc | 7,500 | $332.2K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 7,495 | $332.0K | 0.15% | −22,621−75.1% | Reduced |
| 1858 Wealth Management, LLC | 7,380 | $326.9K | 0.24% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,316 | $324.0K | 0.01% | +7,069+2,861.9% | Added |
| Perigon Wealth Management, LLC | 7,241 | $320.7K | 0.01% | +7,241 | New |
| Ontario Teachers Pension Plan Board | 7,140 | $316.2K | 0.01% | +7,140 | New |
| Wallace Capital Management Inc. | 7,092 | $314.1K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,921 | $306.5K | 0.03% | +306+4.6% | Added |
| Independent Financial Group, LLC | 6,913 | $306.2K | 0.01% | −379−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 6,907 | $305.9K | 0.00% | +12+0.2% | Added |
| HM Payson & Co | 6,850 | $303.4K | 0.00% | −582−7.8% | Reduced |
| CWA Asset Management Group, LLC | 6,818 | $302.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,795 | $301.0K | 0.01% | −3,370−33.2% | Reduced |
| PharVision Advisers, LLC | 6,662 | $295.1K | 0.42% | +6,662 | New |
| Harbour Capital Advisors, LLC | 6,800 | $289.3K | 0.06% | +6,800 | New |
| Independent Wealth Network Inc. | 6,441 | $285.3K | 0.10% | +309+5.0% | Added |
| Gladstone Institutional Advisory LLC | 6,406 | $283.7K | 0.01% | +6,406 | New |
| Eqis Capital Management, Inc. | 6,376 | $282.4K | 0.02% | −1,024−13.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,291 | $278.6K | 0.00% | +6,291 | New |
| Stratos Wealth Partners, LTD. | 6,255 | $277.0K | 0.00% | −608−8.9% | Reduced |
| Siemens Fonds Invest GmbH | 6,242 | $276.5K | 0.02% | +1,824+41.3% | Added |
| Focused Wealth Management, Inc | 6,221 | $275.5K | 0.03% | 00.0% | Unchanged |
| FJ Capital Management LLC | 6,214 | $275.2K | 0.03% | +6,214 | New |
| Acadian Asset Management LLC | 6,233 | $275.0K | 0.00% | +6,233 | New |
| Glenmede Investment Management, LP | 6,193 | $274.3K | 0.00% | +6,193 | New |
| Oversea-Chinese Banking CORP Ltd | 6,127 | $271.4K | 0.01% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,100 | $270.0K | 0.13% | +6,100 | New |
| Nwam LLC | 5,492 | $268.2K | 0.02% | +5,492 | New |
| AlTi Global, Inc. | 5,969 | $264.4K | 0.01% | +5,969 | New |
| MeadowBrook Investment Advisors LLC | 5,905 | $261.5K | 0.24% | −1,515−20.4% | Reduced |
| Westover Capital Advisors, LLC | 5,820 | $257.8K | 0.05% | +5,820 | New |
| IFG Advisory, LLC | 5,800 | $256.9K | 0.01% | +5,800 | New |
| Principal Street Partners, LLC | 5,724 | $253.5K | 0.02% | +5,724 | New |
| Callan Family Office, LLC | 5,695 | $252.2K | 0.01% | +5,695 | New |
| Smith Group Asset Management, LLC | 5,685 | $251.8K | 0.02% | +5,685 | 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 |
| Purus Wealth Management, LLC | 5,672 | $251.2K | 0.09% | +5,672 | New |
| Parallel Advisors, LLC | 5,658 | $250.6K | 0.01% | +2,966+110.2% | Added |
| Sequoia Financial Advisors, LLC | 5,641 | $249.8K | 0.00% | +5,641 | New |
| Wealth Management Partners, LLC | 5,500 | $246.6K | 0.09% | +5,500 | New |
| Walleye Capital LLC | 5,482 | $242.8K | 0.00% | −7,435−57.6% | Reduced |
| Baird Financial Group, Inc. | 5,480 | $242.7K | 0.00% | −3,928−41.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,464 | $242.0K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 5,450 | $241.4K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,440 | $240.9K | 0.03% | −2,000−26.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,386 | $238.5K | 0.00% | −657−10.9% | Reduced |
| Norden Group LLC | 5,349 | $236.9K | 0.03% | +5,349 | New |
| Leonteq Securities AG | 5,345 | $236.7K | 0.01% | +4,362+443.7% | Added |
| Metis Global Partners, LLC | 5,339 | $236.5K | 0.01% | −1,544−22.4% | Reduced |
| Spire Wealth Management | 5,315 | $235.4K | 0.01% | +4,565+608.7% | Added |
| North Star Asset Management Inc | 5,300 | $234.7K | 0.01% | −1,120−17.4% | Reduced |
| Coldstream Capital Management Inc | 5,263 | $233.1K | 0.00% | +1,614+44.2% | Added |
| Jag Capital Management, LLC | 5,249 | $232.5K | 0.03% | +5,249 | New |
| Principal Securities, Inc. | 5,150 | $228.1K | 0.00% | +3,381+191.1% | Added |
| Financial Engines Advisors L.L.C. | 5,158 | $228.0K | 0.00% | +5,158 | New |
| Index Fund Advisors, Inc. | 5,143 | $227.8K | 0.01% | +5,143 | New |
| Petrus Trust Company, LTA | 5,135 | $227.4K | 0.02% | −7,127−58.1% | Reduced |
| Catalytic Wealth RIA, LLC | 5,115 | $226.5K | 0.02% | +5,115 | New |
| Farther Finance Advisors, LLC | 5,092 | $225.5K | 0.00% | +1,941+61.6% | Added |
| Secure Asset Management, LLC | 5,044 | $223.4K | 0.04% | +5,044 | New |
| Crewe Advisors LLC | 5,011 | $221.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| HB Wealth Management, LLC | 4,986 | $220.8K | 0.00% | −5,766−53.6% | Reduced |
| Guggenheim Capital LLC | 4,942 | $218.9K | 0.00% | +4,942 | New |
| Fedenia Advisers LLC | 4,915 | $217.7K | 0.10% | +4,915 | New |
| Gries Financial LLC | 4,899 | $217.0K | 0.04% | +4,899 | New |
| Clark Capital Management Group, Inc. | 4,874 | $215.9K | 0.00% | +4,874 | New |
| Summit Trail Advisors, LLC | 4,845 | $214.6K | 0.00% | +4,845 | New |
| United Capital Financial Advisers, LLC | 4,776 | $211.5K | 0.00% | +4,776 | New |
| Letson Investment Management, Inc. | 4,770 | $211.3K | 0.08% | +4,770 | New |
| Valeo Financial Advisors, LLC | 4,718 | $209.0K | 0.01% | +4,718 | New |
| Forum Financial Management, LP | 4,681 | $207.3K | 0.00% | +4,681 | New |
| NewEdge Wealth, LLC | 4,498 | $205.1K | 0.00% | +4,498 | New |
| Sowell Financial Services LLC | 4,609 | $204.1K | 0.01% | +4,609 | New |
| Darden Wealth Group Inc | 4,600 | $203.7K | 0.12% | +4,600 | New |
| Axim Planning & Wealth | 4,584 | $203.0K | 0.19% | +4,584 | New |
| Cliffwater LLC | 4,476 | $198.2K | 0.04% | +1,279+40.0% | Added |
| Garde Capital, Inc. | 4,179 | $185.1K | 0.01% | +367+9.6% | Added |
| GAMMA Investing LLC | 4,139 | $183.3K | 0.01% | +278+7.2% | Added |
| Icon Wealth Advisors, LLC | 3,913 | $173.3K | 0.01% | +441+12.7% | Added |
| Covestor Ltd | 3,891 | $172.0K | 0.10% | +875+29.0% | Added |
| Advisors Asset Management, Inc. | 3,768 | $166.9K | 0.00% | −671−15.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,709 | $164.3K | 0.00% | −49,131−93.0% | Reduced |
| St Germain D J Co Inc | 3,533 | $156.5K | 0.01% | −3,967−52.9% | Reduced |
| LRI Investments, LLC | 3,311 | $146.6K | 0.01% | +2,057+164.0% | Added |
| Employees Retirement System of Texas | 3,142 | $139.0K | 0.00% | +3,142 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $128.4K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,800 | $124.0K | 0.01% | −1,099−28.2% | Reduced |