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 |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 2,700 | $119.6K | 0.06% | +1,200+80.0% | Added |
| Manchester Capital Management LLC | 2,598 | $115.1K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,589 | $114.7K | 0.00% | +16+0.6% | Added |
| Whittier Trust Co | 2,557 | $113.2K | 0.00% | −19−0.7% | Reduced |
| 1620 Investment Advisors, Inc. | 2,536 | $112.3K | 0.08% | +1,102+76.8% | Added |
| Orion Capital Management LLC | 2,500 | $110.7K | 0.04% | −1,000−28.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,463 | $109.1K | 0.00% | +61+2.5% | Added |
| CoreCap Advisors, LLC | 2,310 | $102.3K | 0.00% | +825+55.6% | Added |
| MAI Capital Management | 2,269 | $100.5K | 0.00% | +363+19.0% | Added |
| Quarry LP | 2,200 | $97.4K | 0.02% | +545+32.9% | Added |
| Ossiam | 2,187 | $96.9K | 0.00% | −250,000−99.1% | Reduced |
| Roxbury Financial LLC | 2,085 | $92.3K | 0.09% | +35+1.7% | Added |
| Global Retirement Partners, LLC | 2,073 | $91.8K | 0.00% | +2,073 | New |
| Bryn Mawr Trust Co | 2,071 | $91.7K | 0.00% | −1,103−34.8% | Reduced |
| Your Advocates Ltd., LLP | 2,000 | $88.6K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,966 | $87.1K | 0.00% | +984+100.2% | Added |
| Harbour Investments, Inc. | 1,827 | $80.9K | 0.00% | +550+43.1% | Added |
| Huntington National Bank | 1,826 | $80.9K | 0.00% | −15−0.8% | Reduced |
| Ci Investments Inc. | 1,804 | $80.0K | 0.00% | +288+19.0% | Added |
| Shell Asset Management Co | 1,509 | $67.0K | 0.00% | +1,509 | New |
| Proathlete Wealth Management LLC | 1,500 | $66.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,402 | $62.1K | 0.00% | +604+75.7% | Added |
| SBI Securities Co., Ltd. | 1,178 | $52.2K | 0.00% | −79−6.3% | Reduced |
| Piscataqua Savings Bank | 1,100 | $48.7K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,040 | $46.1K | 0.01% | +40+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,009 | $44.7K | 0.00% | +941+1,383.8% | Added |
| Whipplewood Advisors, LLC | 1,007 | $44.6K | 0.02% | +966+2,356.1% | Added |
| Montag A & Associates Inc | 1,004 | $44.5K | 0.00% | −700−41.1% | Reduced |
| 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 |
| Truvestments Capital LLC | 999 | $44.2K | 0.01% | 00.0% | Unchanged |
| Motco | 900 | $44.0K | 0.00% | +900 | New |
| Park Place Capital Corp | 1,011 | $43.5K | 0.01% | +44+4.6% | Added |
| Whittier Trust Co of Nevada Inc | 978 | $43.3K | 0.00% | +692+242.0% | Added |
| Loomis Sayles & Co L P | 955 | $42.3K | 0.00% | +955 | New |
| REAP Financial Group, LLC | 798 | $35.3K | 0.01% | +506+173.3% | Added |
| Smartleaf Asset Management LLC | 743 | $32.6K | 0.00% | −46−5.8% | Reduced |
| Ameritas Advisory Services, LLC | 700 | $31.0K | 0.00% | +700 | New |
| Sterling Capital Management LLC | 684 | $30.3K | 0.00% | −868−55.9% | Reduced |
| Cornerstone Planning Group LLC | 628 | $30.0K | 0.01% | +12+1.9% | Added |
| RiverPark Advisors, LLC | 669 | $29.6K | 0.02% | +669 | New |
| Eastern Bank | 650 | $28.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 614 | $27.0K | 0.00% | −1,968−76.2% | Reduced |
| GeoWealth Management, LLC | 584 | $25.9K | 0.00% | +92+18.7% | Added |
| Raleigh Capital Management Inc. | 575 | $25.5K | 0.01% | −69−10.7% | Reduced |
| TD Private Client Wealth LLC | 559 | $24.8K | 0.00% | +74+15.3% | Added |
| Vega Investment Solutions | 532 | $23.6K | 0.01% | −486−47.7% | Reduced |
| WPG Advisers, LLC | 522 | $23.1K | 0.02% | +439+528.9% | Added |
| Avion Wealth | 530 | $23.0K | 0.01% | +30+6.0% | Added |
| Ancora Advisors, LLC | 514 | $22.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 497 | $22.0K | 0.00% | +5+1.0% | Added |
| TFC Financial Management | 429 | $19.0K | 0.00% | +279+186.0% | Added |
| Berbice Capital Management LLC | 400 | $17.7K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 394 | $17.5K | 0.00% | +88+28.8% | Added |
| Massmutual Trust Co FSB | 390 | $17.3K | 0.00% | −95−19.6% | Reduced |
| Matrix Trust Co | 382 | $17.0K | 0.00% | −19−4.7% | Reduced |
| Private Wealth Asset Management, LLC | 341 | $15.1K | 0.00% | +100+41.5% | Added |
| Cary Street Partner Investment Advisory LLC | 306 | $13.6K | 0.01% | +130+73.9% | Added |
| Painted Porch Advisors LLC | 301 | $13.3K | 0.01% | +133+79.2% | Added |
| Coston, McIsaac & Partners | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 292 | $12.9K | 0.00% | +292 | New |
| Medallion Wealth Advisors, LLC | 294 | $12.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $12.2K | 0.00% | +47+20.5% | Added |
| Tortoise Investment Management, LLC | 276 | $12.2K | 0.00% | +276 | New |
| Rakuten Securities, Inc. | 250 | $11.1K | 0.00% | −390−60.9% | Reduced |
| Crowley Wealth Management, Inc. | 250 | $11.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 250 | $11.0K | 0.00% | +119+90.8% | Added |
| Tower Research Capital LLC (TRC) | 242 | $10.7K | 0.00% | −296−55.0% | Reduced |
| Private Trust Co NA | 232 | $10.3K | 0.00% | +44+23.4% | Added |
| Fifth Third Bancorp | 228 | $10.1K | 0.00% | +15+7.0% | Added |
| Atlantic Union Bankshares Corp | 226 | $10.0K | 0.00% | +226 | New |
| Finley Financial, LLC | 213 | $9.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 213 | $9.43K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 208 | $9.21K | 0.00% | +208 | New |
| MCF Advisors LLC | 205 | $9.08K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $8.86K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $8.86K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $8.86K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 195 | $8.64K | 0.00% | −6,200−97.0% | Reduced |
| Golden State Wealth Management, LLC | 195 | $8.64K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 190 | $8.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 170 | $7.53K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 150 | $6.64K | 0.00% | +150 | New |
| Morton Brown Family Wealth, LLC | 150 | $6.64K | 0.00% | +150 | New |
| Nisa Investment Advisors, LLC | 147 | $6.51K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 146 | $6.47K | 0.00% | +80+121.2% | Added |
| Grove Bank & Trust | 145 | $6.42K | 0.00% | −3−2.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 142 | $6.26K | 0.00% | +142 | New |
| Aster Capital Management (DIFC) Ltd | 141 | $6.25K | 0.00% | +141 | New |
| Hollencrest Capital Management | 140 | $6.20K | 0.00% | +140 | New |
| JFS Wealth Advisors, LLC | 136 | $6.02K | 0.00% | +6+4.6% | Added |
| Rothschild Investment LLC | 135 | $5.98K | 0.00% | +135 | New |
| Creative Financial Designs Inc | 126 | $5.58K | 0.00% | −5−3.8% | Reduced |
| Bell Investment Advisors, Inc | 126 | $5.58K | 0.00% | +15+13.5% | Added |
| Glen Eagle Advisors, LLC | 118 | $5.23K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 116 | $5.14K | 0.00% | −1,000−89.6% | Reduced |
| Kilter Group LLC | 113 | $5.00K | 0.00% | +113 | New |
| Kiker Wealth Management, LLC | 110 | $4.87K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 101 | $4.47K | 0.00% | 00.0% | Unchanged |