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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 276 | $10.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $10.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 279 | $10.2K | 0.01% | +129+86.0% | Added |
| Medallion Wealth Advisors, LLC | 294 | $10.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $11.0K | 0.00% | +300 | New |
| Painted Porch Advisors LLC | 301 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 321 | $11.7K | 0.00% | +151+88.8% | Added |
| Activest Wealth Management | 326 | $11.9K | 0.00% | +313+2,407.7% | Added |
| Private Wealth Asset Management, LLC | 341 | $12.4K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 341 | $12.7K | 0.00% | +341 | New |
| Van Eck Associates Corp | 355 | $13.0K | 0.00% | +355 | New |
| Salomon & Ludwin, LLC | 372 | $13.6K | 0.00% | +372 | New |
| Berbice Capital Management LLC | 400 | $14.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 413 | $15.1K | 0.01% | +107+35.0% | Added |
| Central Pacific Bank - Trust Division | 422 | $15.4K | 0.00% | +422 | New |
| SOA Wealth Advisors, LLC. | 450 | $16.4K | 0.00% | +450 | New |
| Rothschild Investment LLC | 475 | $17.3K | 0.00% | +340+251.9% | Added |
| Massmutual Trust Co FSB | 479 | $17.5K | 0.00% | +89+22.8% | Added |
| High Note Wealth, LLC | 493 | $18.0K | 0.00% | +280+131.5% | Added |
| Smithfield Trust Co | 497 | $18.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 496 | $18.1K | 0.01% | −26−5.0% | Reduced |
| Umb Bank N A | 512 | $18.7K | 0.00% | +478+1,405.9% | Added |
| Ancora Advisors, LLC | 514 | $18.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 522 | $19.1K | 0.00% | +296+131.0% | Added |
| Raleigh Capital Management Inc. | 545 | $19.9K | 0.01% | −30−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 572 | $21.0K | 0.00% | −406−41.5% | Reduced |
| Avion Wealth | 630 | $23.0K | 0.00% | +100+18.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 650 | $23.7K | 0.01% | +650 | New |
| Eastern Bank | 650 | $23.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 663 | $24.2K | 0.00% | −1,410−68.0% | Reduced |
| Sterling Capital Management LLC | 686 | $25.0K | 0.00% | +2+0.3% | Added |
| Quent Capital, LLC | 742 | $27.1K | 0.00% | +742 | New |
| Montag A & Associates Inc | 782 | $28.6K | 0.00% | −222−22.1% | Reduced |
| Alpine Bank Wealth Management | 814 | $29.7K | 0.00% | +814 | New |
| SRS Capital Advisors, Inc. | 821 | $30.0K | 0.00% | +529+181.2% | Added |
| REAP Financial Group, LLC | 869 | $31.7K | 0.01% | +71+8.9% | Added |
| Truvestments Capital LLC | 999 | $36.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $36.5K | 0.00% | −40−3.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $36.5K | 0.02% | +1,000 | New |
| Piscataqua Savings Bank | 1,100 | $40.1K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,154 | $42.1K | 0.00% | +1,154 | New |
| Smartleaf Asset Management LLC | 1,182 | $43.9K | 0.00% | +439+59.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,255 | $45.8K | 0.00% | +246+24.4% | Added |
| Proathlete Wealth Management LLC | 1,500 | $54.8K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,500 | $54.8K | 0.01% | +1,500 | New |
| TFC Financial Management | 1,616 | $59.0K | 0.01% | +1,187+276.7% | Added |
| Harbour Investments, Inc. | 1,683 | $61.4K | 0.00% | −144−7.9% | Reduced |
| Ci Investments Inc. | 1,693 | $62.0K | 0.00% | −111−6.2% | Reduced |
| Loomis Sayles & Co L P | 1,796 | $65.6K | 0.00% | +841+88.1% | Added |
| Global Trust Asset Management, LLC | 1,900 | $69.4K | 0.03% | −800−29.6% | Reduced |
| Park Place Capital Corp | 1,947 | $71.1K | 0.02% | +936+92.6% | Added |
| TD Private Client Wealth LLC | 2,051 | $74.9K | 0.00% | +1,492+266.9% | Added |
| Roxbury Financial LLC | 2,085 | $76.1K | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,172 | $79.3K | 0.01% | −1,139−34.4% | Reduced |
| Heritage Wealth Advisors | 2,200 | $80.3K | 0.00% | +2,200 | New |
| Tower Research Capital LLC (TRC) | 2,333 | $85.2K | 0.00% | +2,091+864.0% | Added |
| Your Advocates Ltd., LLP | 2,400 | $87.6K | 0.03% | +400+20.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,401 | $87.7K | 0.00% | −1,308−35.3% | Reduced |
| 1620 Investment Advisors, Inc. | 2,466 | $90.0K | 0.06% | −70−2.8% | Reduced |
| Orion Capital Management LLC | 2,500 | $91.3K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 2,956 | $91.8K | 0.00% | +2,956 | New |
| Bogart Wealth, LLC | 2,602 | $95.0K | 0.00% | +13+0.5% | Added |
| Manchester Capital Management LLC | 2,606 | $95.1K | 0.01% | +8+0.3% | Added |
| SBI Securities Co., Ltd. | 2,638 | $96.3K | 0.00% | +1,460+123.9% | Added |
| Whittier Trust Co | 2,670 | $97.8K | 0.00% | +113+4.4% | Added |
| Quarry LP | 2,755 | $100.6K | 0.02% | +555+25.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $105.8K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,935 | $107.2K | 0.01% | −978−25.0% | Reduced |
| MAI Capital Management | 2,996 | $109.4K | 0.00% | +727+32.0% | Added |
| Fulcrum Asset Management LLP | 3,092 | $112.9K | 0.03% | −18,660−85.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,283 | $119.9K | 0.00% | +820+33.3% | Added |
| National Bank of Canada | 3,725 | $136.0K | 0.00% | −69,629−94.9% | Reduced |
| St Germain D J Co Inc | 3,739 | $136.5K | 0.01% | +206+5.8% | Added |
| Huntington National Bank | 3,765 | $137.5K | 0.00% | +1,939+106.2% | Added |
| Spire Wealth Management | 3,810 | $139.1K | 0.00% | −1,505−28.3% | Reduced |
| Shell Asset Management Co | 3,894 | $142.0K | 0.01% | +2,385+158.1% | Added |
| GAMMA Investing LLC | 4,042 | $147.6K | 0.01% | −97−2.3% | Reduced |
| Advisors Asset Management, Inc. | 4,089 | $149.3K | 0.00% | +321+8.5% | Added |
| Covestor Ltd | 4,461 | $163.0K | 0.09% | +570+14.6% | Added |
| Cliffwater LLC | 4,476 | $163.4K | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 4,771 | $174.0K | 0.00% | +4,771 | New |
| Employees Retirement System of Texas | 4,808 | $176.0K | 0.00% | +1,666+53.0% | Added |
| Farther Finance Advisors, LLC | 4,892 | $178.6K | 0.00% | −200−3.9% | Reduced |
| Crewe Advisors LLC | 5,000 | $182.6K | 0.02% | −11−0.2% | Reduced |
| Meeder Asset Management Inc | 5,117 | $186.8K | 0.01% | −30,577−85.7% | Reduced |
| Group One Trading, L.P. | 5,149 | $188.0K | 0.01% | −30,464−85.5% | Reduced |
| Sachetta, LLC | 5,450 | $199.0K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 5,516 | $201.4K | 0.02% | −18,335−76.9% | Reduced |
| National Philanthropic Trust | 5,525 | $201.7K | 0.00% | −4,475−44.8% | Reduced |
| Baird Financial Group, Inc. | 5,536 | $202.1K | 0.00% | +56+1.0% | Added |
| Independent Wealth Network Inc. | 5,542 | $202.3K | 0.07% | −899−14.0% | Reduced |
| Coldstream Capital Management Inc | 5,565 | $203.2K | 0.00% | +302+5.7% | Added |
| Catalytic Wealth RIA, LLC | 5,603 | $204.6K | 0.01% | +488+9.5% | Added |
| Axq Capital, LP | 5,640 | $205.9K | 0.08% | +5,640 | New |
| GDS Wealth Management | 5,664 | $206.8K | 0.01% | +5,664 | New |
| Glenmede Investment Management, LP | 5,666 | $206.9K | 0.00% | −527−8.5% | Reduced |
| Westover Capital Advisors, LLC | 5,750 | $209.9K | 0.04% | −70−1.2% | Reduced |