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 |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 16,614 | $606.6K | 0.28% | +3,290+24.7% | Added |
| Federation des caisses Desjardins du Quebec | 16,516 | $603.0K | 0.00% | +2,521+18.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,266 | $593.9K | 0.03% | +1,482+10.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 16,260 | $593.7K | 0.12% | +16,260 | New |
| Advisory Services Network, LLC | 16,246 | $593.1K | 0.01% | +5,009+44.6% | Added |
| Bradley Foster & Sargent Inc | 16,110 | $588.2K | 0.01% | −125−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,093 | $587.6K | 0.02% | +6,123+61.4% | Added |
| Capstone Investment Advisors, LLC | 16,082 | $587.2K | 0.01% | +7,386+84.9% | Added |
| CIBC Bancorp USA Inc. | 16,070 | $586.7K | 0.00% | +16,070 | New |
| Oak Thistle LLC | 15,994 | $583.9K | 0.09% | +15,994 | New |
| Pinnacle Associates Ltd | 15,696 | $573.1K | 0.01% | +4,625+41.8% | Added |
| Lewis Asset Management, LLC | 15,653 | $571.5K | 0.23% | −8,996−36.5% | Reduced |
| Mizuho Markets Cayman LP | 15,566 | $568.3K | 0.05% | −91,864−85.5% | Reduced |
| Clearstead Advisors, LLC | 15,399 | $562.2K | 0.01% | −280−1.8% | Reduced |
| Marex Group plc | 15,204 | $555.1K | 0.01% | +4,716+45.0% | Added |
| Steward Partners Investment Advisory, LLC | 15,157 | $553.4K | 0.00% | −5,620−27.0% | Reduced |
| Polymer Capital Management (US) LLC | 15,099 | $551.3K | 0.07% | +15,099 | New |
| Inspire Advisors, LLC | 14,890 | $543.6K | 0.05% | +14,890 | New |
| AXA Investment Managers S.A. | 14,744 | $538.3K | 0.00% | +14,744 | New |
| S.A. Mason LLC | 14,715 | $537.2K | 0.24% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 14,640 | $534.5K | 0.25% | +7,145+95.3% | Added |
| Unique Wealth Strategies, LLC | 14,528 | $530.4K | 0.21% | −52−0.4% | Reduced |
| Triumph Capital Management | 14,519 | $530.1K | 0.14% | +1,984+15.8% | Added |
| Baxter Bros Inc | 14,495 | $529.2K | 0.06% | +14,495 | New |
| Atomi Financial Group, Inc. | 14,377 | $524.9K | 0.02% | −720−4.8% | Reduced |
| Investment Management Corp | 14,192 | $518.1K | 0.45% | +339+2.4% | Added |
| CIBC Asset Management Inc | 13,663 | $498.8K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 13,531 | $494.0K | 0.03% | +415+3.2% | Added |
| Wynn Capital, LLC | 13,475 | $492.0K | 0.24% | +360+2.7% | Added |
| Pier 88 Investment Partners LLC | 13,310 | $485.9K | 0.09% | −7,370−35.6% | Reduced |
| Everence Capital Management Inc | 13,080 | $478.0K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 13,045 | $476.3K | 0.00% | +4,651+55.4% | Added |
| Bridgewater Advisors Inc. | 13,107 | $471.8K | 0.03% | +294+2.3% | Added |
| DC Investments Management, LLC | 12,902 | $471.1K | 0.20% | 00.0% | Unchanged |
| Seven Mile Advisory | 12,689 | $463.3K | 0.07% | +381+3.1% | Added |
| Knollwood Investment Advisory, LLC | 12,609 | $460.4K | 0.04% | −16,411−56.6% | Reduced |
| Chicago Partners Investment Group LLC | 12,250 | $458.6K | 0.01% | −3,604−22.7% | Reduced |
| Qtron Investments LLC | 12,273 | $448.1K | 0.06% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 12,264 | $447.8K | 0.20% | +12,264 | New |
| AssuredPartners Investment Advisors, LLC | 12,173 | $444.4K | 0.10% | −526−4.1% | Reduced |
| Trinity Financial Advisors LLC | 12,094 | $441.6K | 0.13% | +296+2.5% | Added |
| CoreCap Advisors, LLC | 12,014 | $438.6K | 0.02% | +9,704+420.1% | Added |
| Prosperity Wealth Management, Inc. | 12,000 | $438.1K | 0.15% | +12,000 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,888 | $434.0K | 0.03% | +11,888 | New |
| B. Metzler seel. Sohn & Co. AG | 11,875 | $433.6K | 0.00% | −9,897−45.5% | Reduced |
| Ar Asset Management Inc | 11,800 | $431.0K | 0.09% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 11,654 | $425.5K | 0.28% | +133+1.2% | Added |
| Inscription Capital, LLC | 11,236 | $410.2K | 0.04% | +2,832+33.7% | Added |
| Wedmont Private Capital | 10,888 | $404.7K | 0.02% | +665+6.5% | Added |
| Union Bancaire Privee, UBP SA | 10,817 | $402.5K | 0.01% | −377−3.4% | Reduced |
| CWM, LLC | 10,983 | $401.0K | 0.00% | +2,453+28.8% | Added |
| Hudson Bay Capital Management LP | 10,937 | $399.3K | 0.00% | −142,299−92.9% | Reduced |
| National Pension Service | 10,689 | $390.3K | 0.00% | +10,689 | New |
| Trust Point Inc. | 10,680 | $389.9K | 0.03% | +817+8.3% | Added |
| Staley Capital Advisers Inc | 10,600 | $387.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,533 | $384.6K | 0.00% | −141,774−93.1% | Reduced |
| Weiss Asset Management LP | 10,434 | $380.9K | 0.01% | −2,446−19.0% | Reduced |
| Forum Financial Management, LP | 10,346 | $377.7K | 0.01% | +5,665+121.0% | Added |
| Freemont Management S.A. | 10,300 | $376.1K | 0.29% | −77,700−88.3% | Reduced |
| CAPROCK Group, Inc. | 8,201 | $369.9K | 0.01% | +8,201 | New |
| Regatta Capital Group, LLC | 10,065 | $367.5K | 0.06% | −1,935−16.1% | Reduced |
| GFS Advisors, LLC | 10,000 | $365.1K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 9,905 | $361.6K | 0.00% | +4,423+80.7% | Added |
| LVW Advisors, LLC | 9,886 | $360.9K | 0.04% | −620−5.9% | Reduced |
| Norden Group LLC | 9,879 | $360.7K | 0.04% | +4,530+84.7% | Added |
| Seamount Financial Group Inc | 9,873 | $360.5K | 0.17% | +2,015+25.6% | Added |
| PharVision Advisers, LLC | 9,833 | $359.0K | 0.20% | +3,171+47.6% | Added |
| PFG Investments, LLC | 9,793 | $357.5K | 0.02% | +9,793 | New |
| Balyasny Asset Management LLC | 9,782 | $357.1K | 0.00% | −882,500−98.9% | Reduced |
| Harbor Investment Advisory, LLC | 9,700 | $354.1K | 0.03% | −1,190−10.9% | Reduced |
| DGS Capital Management, LLC | 9,658 | $352.6K | 0.06% | +58+0.6% | Added |
| Prudential PLC | 9,504 | $347.0K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,396 | $343.0K | 0.04% | −3,136−25.0% | Reduced |
| Wealthcare Advisory Partners LLC | 9,095 | $332.1K | 0.01% | +9,095 | New |
| Menard Financial Group LLC | 8,829 | $322.3K | 0.22% | −4,711−34.8% | Reduced |
| RMR Capital Management, LLC | 8,291 | $302.7K | 0.21% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,275 | $302.1K | 0.00% | +2,020+32.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 8,232 | $300.6K | 0.00% | −8,616−51.1% | Reduced |
| True Vision MN LLC | 8,204 | $299.5K | 0.16% | +18+0.2% | Added |
| UniSuper Management Pty Ltd | 8,200 | $299.4K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 8,144 | $297.3K | 0.01% | +1,231+17.8% | Added |
| HB Wealth Management, LLC | 8,092 | $295.4K | 0.00% | +3,106+62.3% | Added |
| Bokf, NA | 8,023 | $292.9K | 0.00% | +345+4.5% | Added |
| Ritholtz Wealth Management | 7,964 | $290.8K | 0.01% | −933−10.5% | Reduced |
| Wealthspire Advisors, LLC | 7,924 | $289.3K | 0.00% | +7,924 | New |
| Parallel Advisors, LLC | 7,917 | $289.1K | 0.01% | +2,259+39.9% | Added |
| Ballentine Partners, LLC | 7,833 | $286.0K | 0.00% | −35−0.4% | Reduced |
| Brown Brothers Harriman & Co | 7,820 | $285.5K | 0.00% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,802 | $284.9K | 0.02% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 7,754 | $283.1K | 0.18% | −140−1.8% | Reduced |
| Lazard Asset Management LLC | 7,737 | $282.5K | 0.00% | +7,737 | New |
| Delta Asset Management LLC | 7,701 | $281.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7,700 | $281.1K | 0.02% | +100+1.3% | Added |
| Yorktown Management & Research Co Inc | 7,600 | $277.5K | 0.22% | 00.0% | Unchanged |
| Aries Wealth Management | 7,510 | $274.2K | 0.06% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 7,500 | $273.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,488 | $273.4K | 0.00% | −11,433−60.4% | Reduced |
| Arkadios Wealth Advisors | 7,434 | $271.4K | 0.01% | +7,434 | New |
| Secure Asset Management, LLC | 7,601 | $270.6K | 0.04% | +2,557+50.7% | Added |
| Prime Capital Investment Advisors, LLC | 7,409 | $270.5K | 0.00% | +2,023+37.6% | Added |