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Livermore
ZHEN

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, Q3 2025

Institutional positions in Toast, Inc. as of Sep 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
740
0 vs. Q2 2025
Shares held
439.3M
+843.5K (+0.2%) vs. Q2 2025
Total value
$16.0B
−$3.37B (−17.4%) vs. Q2 2025
New holders
119
287 more added
Sold out
119
216 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 740 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 121 institutionsQ4 2021: 161 institutionsQ1 2022: 183 institutionsQ2 2022: 239 institutionsQ3 2022: 285 institutionsQ4 2022: 345 institutionsQ1 2023: 365 institutionsQ2 2023: 395 institutionsQ3 2023: 416 institutionsQ4 2023: 441 institutionsQ1 2024: 473 institutionsQ2 2024: 505 institutionsQ3 2024: 519 institutionsQ4 2024: 631 institutionsQ1 2025: 658 institutionsQ2 2025: 750 institutionsQ3 2025: 740 institutionsQ4 2025: 804 institutionsQ1 2026: 761 institutionsQ2 2026: 774 institutions
Value heldQ3 2025: $16.0B
Q1 2021: $0Q2 2021: $0Q3 2021: $2.37BQ4 2021: $4.80BQ1 2022: $3.63BQ2 2022: $3.05BQ3 2022: $4.47BQ4 2022: $5.41BQ1 2023: $5.44BQ2 2023: $7.40BQ3 2023: $6.50BQ4 2023: $6.35BQ1 2024: $9.06BQ2 2024: $9.92BQ3 2024: $11.6BQ4 2024: $15.2BQ1 2025: $14.1BQ2 2025: $19.6BQ3 2025: $16.0BQ4 2025: $15.9BQ1 2026: $11.9BQ2 2026: $13.3B
Institutions holding TOST and their total value by quarter
QuarterHoldersValue
Q2 2026774$13.3B
Q1 2026761$11.9B
Q4 2025804$15.9B
Q3 2025740$16.0B
Q2 2025750$19.6B
Q1 2025658$14.1B
Q4 2024631$15.2B
Q3 2024519$11.6B
Q2 2024505$9.92B
Q1 2024473$9.06B
Q4 2023441$6.35B
Q3 2023416$6.50B
Q2 2023395$7.40B
Q1 2023365$5.44B
Q4 2022345$5.41B
Q3 2022285$4.47B
Q2 2022239$3.05B
Q1 2022183$3.63B
Q4 2021161$4.80B
Q3 2021121$2.37B
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q2 2025.

Institutions holding TOST in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winnow Wealth LLC1$370.00%+1New
Palisade Asset Management, LLC2$740.00%+2New
AdvisorNet Financial, Inc3$1100.00%00.0%Unchanged
BFSG, LLC3$1100.00%00.0%Unchanged
Essential Partners LLC4$1460.00%+4New
Rialto Wealth Management, LLC4$1470.00%−1−20.0%Reduced
MV Capital Management, Inc.6$2200.00%00.0%Unchanged
Seneschal Advisors, LLC6$2200.00%+6New
HFM Investment Advisors, LLC7$2560.00%00.0%Unchanged
Concord Wealth Partners8$2920.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$3650.00%−4−28.6%Reduced
Berkshire Capital Holdings Inc10$3650.00%00.0%Unchanged
Horizon Investments, LLC10$3650.00%+10New
Anfield Capital Management, LLC11$4020.00%+11New
Raffa Wealth Management, LLC11$4020.00%+11New
Breakwater Investment Management11$4020.00%+11New
Dunhill Financial, LLC12$4250.00%+1+9.1%Added
Pacer Advisors, Inc.12$4380.00%00.0%Unchanged
Quaker Wealth Management, LLC13$4750.00%00.0%Unchanged
Cornerstone Planning Group LLC14$4890.00%−614−97.8%Reduced
Financial Freedom, LLC15$5480.00%00.0%Unchanged
Bare Financial Services, Inc15$5480.00%00.0%Unchanged
Fairscale Capital, LLC16$5840.00%00.0%Unchanged
Retirement Wealth Solutions LLC16$5850.00%+16New
Bay Harbor Wealth Management, LLC20$7300.00%+7+53.8%Added
Guerra Advisors Inc20$7300.00%+20New
Cedar Mountain Advisors, LLC21$7670.00%+21New
Bullock Wealth Management Group22$7830.00%+22New
South State Corp.25$9130.00%−5−16.7%Reduced
Vision Financial Markets LLC25$9130.00%00.0%Unchanged
NBT Bank N A37$9130.00%+12+48.0%Added
Capital Advisors, Ltd. LLC16$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc18$1.00K0.00%00.0%Unchanged
Aspect Partners, LLC37$1.35K0.00%+37New
UMA Financial Services, Inc.41$1.50K0.00%+12+41.4%Added
Kilter Group LLC42$1.53K0.00%−71−62.8%Reduced
True Wealth Design, LLC42$1.53K0.00%00.0%Unchanged
Quadrant Capital Group LLC48$1.75K0.00%+48New
DiNuzzo Private Wealth, Inc.39$1.76K0.00%−15,003−99.7%Reduced
Addison Advisors LLC50$1.83K0.00%00.0%Unchanged
Hughes Financial Services, LLC49$1.87K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$2.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC60$2.00K0.00%+60New
Smallwood Wealth Investment Management, LLC58$2.12K0.00%00.0%Unchanged
Winch Advisory Services, LLC59$2.15K0.00%00.0%Unchanged
Marquette Asset Management, LLC61$2.23K0.00%+61New
Binnacle Investments Inc63$2.30K0.00%−19−23.2%Reduced
Stone House Investment Management, LLC66$2.41K0.00%−80−54.8%Reduced
Fortitude Family Office, LLC73$2.67K0.00%+26+55.3%Added
Cape Investment Advisory, Inc.74$2.70K0.00%−9−10.8%Reduced
Cromwell Holdings LLC78$2.85K0.00%00.0%Unchanged
Accent Capital Management, LLC78$2.85K0.00%+78New
Atlantic Trust, LLC79$2.88K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd90$3.29K0.00%+90New
Asset Dedication, LLC93$3.40K0.00%00.0%Unchanged
SJS Investment Consulting Inc.94$3.43K0.00%−3−3.1%Reduced
American National Bank100$3.65K0.00%00.0%Unchanged
Westside Investment Management, Inc.100$3.65K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$3.65K0.00%+100New
Hurley Capital, LLC101$3.69K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC107$3.91K0.00%+107New
FIL Ltd108$3.94K0.00%+108New
West Branch Capital LLC116$4.24K0.00%00.0%Unchanged
Bell Investment Advisors, Inc126$4.60K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.130$4.63K0.00%+110+550.0%Added
JPL Wealth Management, LLC127$4.64K0.00%+127New
JFS Wealth Advisors, LLC136$4.97K0.00%00.0%Unchanged
Grove Bank & Trust145$5.29K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC150$5.48K0.00%00.0%Unchanged
Johnson Financial Group, Inc.162$5.92K0.00%+162New
Hazlett, Burt & Watson, Inc.150$6.00K0.00%+150New
Glen Eagle Advisors, LLC167$6.10K0.00%+49+41.5%Added
Hollencrest Capital Management170$6.21K0.00%+30+21.4%Added
GoalVest Advisory LLC172$6.28K0.00%+172New
Atlantic Edge Private Wealth Management, LLC175$6.39K0.00%+175New
First Horizon Corp177$6.46K0.00%+177New
Bryn Mawr Trust Co182$6.64K0.00%−1,889−91.2%Reduced
Ronald Blue Trust, Inc.183$6.68K0.00%+151+471.9%Added
Greykasell Wealth Strategies, Inc.190$6.94K0.00%00.0%Unchanged
Tidemark, LLC195$7.12K0.00%+195New
Creative Financial Designs Inc196$7.16K0.00%+70+55.6%Added
North Star Investment Management Corp.200$7.30K0.00%00.0%Unchanged
Blume Capital Management, Inc.200$7.30K0.00%00.0%Unchanged
Financial Perspectives, Inc200$7.30K0.00%00.0%Unchanged
MCF Advisors LLC205$7.49K0.00%00.0%Unchanged
Finley Financial, LLC213$7.78K0.00%00.0%Unchanged
Fifth Third Bancorp215$7.85K0.00%−13−5.7%Reduced
First Command Advisory Services, Inc.218$7.96K0.00%+218New
Rakuten Securities, Inc.225$8.21K0.00%−25−10.0%Reduced
Heartwood Wealth Advisors LLC225$8.21K0.00%+225New
Nisa Investment Advisors, LLC230$8.40K0.00%+83+56.5%Added
Hemington Wealth Management262$9.00K0.00%+12+4.8%Added
Crowley Wealth Management, Inc.250$9.13K0.01%00.0%Unchanged
Millstone Evans Group, LLC250$9.13K0.01%+250New
Noble Wealth Management PBC250$9.13K0.00%+250New
Transamerica Financial Advisors, Inc.261$9.53K0.00%+261New
Golden State Wealth Management, LLC264$9.64K0.00%+69+35.4%Added
Groupe la Francaise281$9.77K0.00%+281New
Coston, McIsaac & Partners300$10.0K0.00%00.0%Unchanged
Private Trust Co NA275$10.0K0.00%+43+18.5%Added