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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 5,876 | $214.5K | 0.00% | +193+3.4% | Added |
| Quest Partners LLC | 5,882 | $214.8K | 0.01% | −2,988−33.7% | Reduced |
| Valeo Financial Advisors, LLC | 5,919 | $216.1K | 0.00% | +1,201+25.5% | Added |
| Connecticut Wealth Management, LLC | 5,927 | $216.4K | 0.01% | +5,927 | New |
| Foundations Investment Advisors, LLC | 5,953 | $217.4K | 0.00% | +5,953 | New |
| AlTi Global, Inc. | 5,969 | $217.9K | 0.01% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,979 | $218.3K | 0.02% | +5,979 | New |
| Purus Wealth Management, LLC | 6,002 | $219.1K | 0.07% | +330+5.8% | Added |
| Merit Financial Group, LLC | 6,030 | $220.1K | 0.00% | −1,951−24.4% | Reduced |
| Sequoia Financial Advisors, LLC | 6,051 | $220.9K | 0.00% | +410+7.3% | Added |
| Aster Capital Management (DIFC) Ltd | 6,068 | $221.5K | 0.11% | +5,927+4,203.5% | Added |
| MeadowBrook Investment Advisors LLC | 6,085 | $222.2K | 0.19% | +180+3.0% | Added |
| Scientech Research LLC | 6,100 | $222.7K | 0.08% | −6,495−51.6% | Reduced |
| Geneos Wealth Management Inc. | 6,200 | $226.4K | 0.01% | −1,116−15.3% | Reduced |
| Siemens Fonds Invest GmbH | 6,242 | $227.9K | 0.01% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 6,300 | $230.0K | 0.07% | +800+14.5% | Added |
| North Star Asset Management Inc | 6,300 | $230.0K | 0.01% | +1,000+18.9% | Added |
| Legacy Wealth Asset Management, LLC | 6,308 | $230.3K | 0.06% | +6,308 | New |
| Allworth Financial LP | 6,334 | $231.3K | 0.00% | +4,932+351.8% | Added |
| HM Payson & Co | 6,350 | $231.8K | 0.00% | −500−7.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,391 | $233.3K | 0.02% | +927+17.0% | Added |
| CIBC Private Wealth Group, LLC | 6,408 | $234.0K | 0.00% | −499−7.2% | Reduced |
| Portside Wealth Group, LLC | 6,462 | $235.9K | 0.03% | +6,462 | New |
| SMART Wealth LLC | 6,516 | $237.9K | 0.09% | +6,516 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,535 | $238.6K | 0.01% | −3,991−37.9% | Reduced |
| Parkside Financial Bank & Trust | 6,535 | $238.6K | 0.02% | −386−5.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 6,557 | $239.4K | 0.13% | −1,998−23.4% | Reduced |
| Net Worth Advisory Group | 6,608 | $241.3K | 0.07% | +6,608 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,795 | $248.1K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 6,815 | $248.8K | 0.00% | −945,865−99.3% | Reduced |
| CWA Asset Management Group, LLC | 6,818 | $248.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,934 | $253.1K | 0.00% | +6,934 | New |
| Twin Tree Management, LP | 7,037 | $256.9K | 0.01% | −41,236−85.4% | Reduced |
| Mane Global Capital Management LP | 7,040 | $257.0K | 0.01% | −1,359,603−99.5% | Reduced |
| Wallace Capital Management Inc. | 7,092 | $258.9K | 0.03% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 7,142 | $260.8K | 0.01% | +7,142 | New |
| Janney Capital Management LLC | 7,136 | $261.0K | 0.02% | +7,136 | New |
| Principal Securities, Inc. | 7,177 | $262.0K | 0.00% | +2,027+39.4% | Added |
| 1858 Wealth Management, LLC | 7,380 | $269.4K | 0.19% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,409 | $270.5K | 0.00% | +2,023+37.6% | Added |
| Secure Asset Management, LLC | 7,601 | $270.6K | 0.04% | +2,557+50.7% | Added |
| Arkadios Wealth Advisors | 7,434 | $271.4K | 0.01% | +7,434 | New |
| Signaturefd, LLC | 7,488 | $273.4K | 0.00% | −11,433−60.4% | Reduced |
| Penn Davis McFarland Inc | 7,500 | $273.8K | 0.03% | 00.0% | Unchanged |
| Aries Wealth Management | 7,510 | $274.2K | 0.06% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 7,600 | $277.5K | 0.22% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7,700 | $281.1K | 0.02% | +100+1.3% | Added |
| Delta Asset Management LLC | 7,701 | $281.2K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,737 | $282.5K | 0.00% | +7,737 | New |
| Stonekeep Investments, LLC | 7,754 | $283.1K | 0.18% | −140−1.8% | Reduced |
| SP Asset Management LLC | 7,802 | $284.9K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,820 | $285.5K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,833 | $286.0K | 0.00% | −35−0.4% | Reduced |
| Parallel Advisors, LLC | 7,917 | $289.1K | 0.01% | +2,259+39.9% | Added |
| Wealthspire Advisors, LLC | 7,924 | $289.3K | 0.00% | +7,924 | New |
| Ritholtz Wealth Management | 7,964 | $290.8K | 0.01% | −933−10.5% | Reduced |
| Bokf, NA | 8,023 | $292.9K | 0.00% | +345+4.5% | Added |
| HB Wealth Management, LLC | 8,092 | $295.4K | 0.00% | +3,106+62.3% | Added |
| Independent Financial Group, LLC | 8,144 | $297.3K | 0.01% | +1,231+17.8% | Added |
| UniSuper Management Pty Ltd | 8,200 | $299.4K | 0.00% | 00.0% | Unchanged |
| True Vision MN LLC | 8,204 | $299.5K | 0.16% | +18+0.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 8,232 | $300.6K | 0.00% | −8,616−51.1% | Reduced |
| Stratos Wealth Partners, LTD. | 8,275 | $302.1K | 0.00% | +2,020+32.3% | Added |
| RMR Capital Management, LLC | 8,291 | $302.7K | 0.21% | 00.0% | Unchanged |
| Menard Financial Group LLC | 8,829 | $322.3K | 0.22% | −4,711−34.8% | Reduced |
| Wealthcare Advisory Partners LLC | 9,095 | $332.1K | 0.01% | +9,095 | New |
| Mayflower Financial Advisors, LLC | 9,396 | $343.0K | 0.04% | −3,136−25.0% | Reduced |
| Prudential PLC | 9,504 | $347.0K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 9,658 | $352.6K | 0.06% | +58+0.6% | Added |
| Harbor Investment Advisory, LLC | 9,700 | $354.1K | 0.03% | −1,190−10.9% | Reduced |
| Balyasny Asset Management LLC | 9,782 | $357.1K | 0.00% | −882,500−98.9% | Reduced |
| PFG Investments, LLC | 9,793 | $357.5K | 0.02% | +9,793 | New |
| PharVision Advisers, LLC | 9,833 | $359.0K | 0.20% | +3,171+47.6% | Added |
| Seamount Financial Group Inc | 9,873 | $360.5K | 0.17% | +2,015+25.6% | Added |
| Norden Group LLC | 9,879 | $360.7K | 0.04% | +4,530+84.7% | Added |
| LVW Advisors, LLC | 9,886 | $360.9K | 0.04% | −620−5.9% | Reduced |
| Walleye Capital LLC | 9,905 | $361.6K | 0.00% | +4,423+80.7% | Added |
| GFS Advisors, LLC | 10,000 | $365.1K | 0.05% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 10,065 | $367.5K | 0.06% | −1,935−16.1% | Reduced |
| CAPROCK Group, Inc. | 8,201 | $369.9K | 0.01% | +8,201 | New |
| Freemont Management S.A. | 10,300 | $376.1K | 0.29% | −77,700−88.3% | Reduced |
| Forum Financial Management, LP | 10,346 | $377.7K | 0.01% | +5,665+121.0% | Added |
| Weiss Asset Management LP | 10,434 | $380.9K | 0.01% | −2,446−19.0% | Reduced |
| Exchange Traded Concepts, LLC | 10,533 | $384.6K | 0.00% | −141,774−93.1% | Reduced |
| Staley Capital Advisers Inc | 10,600 | $387.0K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 10,680 | $389.9K | 0.03% | +817+8.3% | Added |
| National Pension Service | 10,689 | $390.3K | 0.00% | +10,689 | New |
| Hudson Bay Capital Management LP | 10,937 | $399.3K | 0.00% | −142,299−92.9% | Reduced |
| CWM, LLC | 10,983 | $401.0K | 0.00% | +2,453+28.8% | Added |
| Union Bancaire Privee, UBP SA | 10,817 | $402.5K | 0.01% | −377−3.4% | Reduced |
| Wedmont Private Capital | 10,888 | $404.7K | 0.02% | +665+6.5% | Added |
| Inscription Capital, LLC | 11,236 | $410.2K | 0.04% | +2,832+33.7% | Added |
| Cascade Investment Group, Inc. | 11,654 | $425.5K | 0.28% | +133+1.2% | Added |
| Ar Asset Management Inc | 11,800 | $431.0K | 0.09% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,875 | $433.6K | 0.00% | −9,897−45.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,888 | $434.0K | 0.03% | +11,888 | New |
| Prosperity Wealth Management, Inc. | 12,000 | $438.1K | 0.15% | +12,000 | New |
| CoreCap Advisors, LLC | 12,014 | $438.6K | 0.02% | +9,704+420.1% | Added |
| Trinity Financial Advisors LLC | 12,094 | $441.6K | 0.13% | +296+2.5% | Added |
| AssuredPartners Investment Advisors, LLC | 12,173 | $444.4K | 0.10% | −526−4.1% | Reduced |