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 |
|---|---|---|---|---|---|
| 1858 Wealth Management, LLC | 7,380 | $269.4K | 0.19% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,177 | $262.0K | 0.00% | +2,027+39.4% | Added |
| Janney Capital Management LLC | 7,136 | $261.0K | 0.02% | +7,136 | New |
| Moran Wealth Management, LLC | 7,142 | $260.8K | 0.01% | +7,142 | New |
| Wallace Capital Management Inc. | 7,092 | $258.9K | 0.03% | 00.0% | Unchanged |
| Mane Global Capital Management LP | 7,040 | $257.0K | 0.01% | −1,359,603−99.5% | Reduced |
| Twin Tree Management, LP | 7,037 | $256.9K | 0.01% | −41,236−85.4% | Reduced |
| Benjamin Edwards Inc | 6,934 | $253.1K | 0.00% | +6,934 | New |
| CWA Asset Management Group, LLC | 6,818 | $248.9K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 6,815 | $248.8K | 0.00% | −945,865−99.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,795 | $248.1K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 6,608 | $241.3K | 0.07% | +6,608 | New |
| Oxinas Partners Wealth Management LLC | 6,557 | $239.4K | 0.13% | −1,998−23.4% | Reduced |
| Parkside Financial Bank & Trust | 6,535 | $238.6K | 0.02% | −386−5.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,535 | $238.6K | 0.01% | −3,991−37.9% | Reduced |
| SMART Wealth LLC | 6,516 | $237.9K | 0.09% | +6,516 | New |
| Portside Wealth Group, LLC | 6,462 | $235.9K | 0.03% | +6,462 | New |
| CIBC Private Wealth Group, LLC | 6,408 | $234.0K | 0.00% | −499−7.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,391 | $233.3K | 0.02% | +927+17.0% | Added |
| HM Payson & Co | 6,350 | $231.8K | 0.00% | −500−7.3% | Reduced |
| Allworth Financial LP | 6,334 | $231.3K | 0.00% | +4,932+351.8% | Added |
| Legacy Wealth Asset Management, LLC | 6,308 | $230.3K | 0.06% | +6,308 | New |
| 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 |
| Siemens Fonds Invest GmbH | 6,242 | $227.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,200 | $226.4K | 0.01% | −1,116−15.3% | Reduced |
| Scientech Research LLC | 6,100 | $222.7K | 0.08% | −6,495−51.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,085 | $222.2K | 0.19% | +180+3.0% | Added |
| Aster Capital Management (DIFC) Ltd | 6,068 | $221.5K | 0.11% | +5,927+4,203.5% | Added |
| Sequoia Financial Advisors, LLC | 6,051 | $220.9K | 0.00% | +410+7.3% | Added |
| Merit Financial Group, LLC | 6,030 | $220.1K | 0.00% | −1,951−24.4% | Reduced |
| Purus Wealth Management, LLC | 6,002 | $219.1K | 0.07% | +330+5.8% | Added |
| Verus Capital Partners, LLC | 5,979 | $218.3K | 0.02% | +5,979 | New |
| AlTi Global, Inc. | 5,969 | $217.9K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,953 | $217.4K | 0.00% | +5,953 | New |
| Connecticut Wealth Management, LLC | 5,927 | $216.4K | 0.01% | +5,927 | New |
| Valeo Financial Advisors, LLC | 5,919 | $216.1K | 0.00% | +1,201+25.5% | Added |
| Quest Partners LLC | 5,882 | $214.8K | 0.01% | −2,988−33.7% | Reduced |
| Yousif Capital Management, LLC | 5,876 | $214.5K | 0.00% | +193+3.4% | Added |
| Westover Capital Advisors, LLC | 5,750 | $209.9K | 0.04% | −70−1.2% | Reduced |
| Glenmede Investment Management, LP | 5,666 | $206.9K | 0.00% | −527−8.5% | Reduced |
| GDS Wealth Management | 5,664 | $206.8K | 0.01% | +5,664 | New |
| Axq Capital, LP | 5,640 | $205.9K | 0.08% | +5,640 | New |
| Catalytic Wealth RIA, LLC | 5,603 | $204.6K | 0.01% | +488+9.5% | Added |
| Coldstream Capital Management Inc | 5,565 | $203.2K | 0.00% | +302+5.7% | Added |
| Independent Wealth Network Inc. | 5,542 | $202.3K | 0.07% | −899−14.0% | Reduced |
| Baird Financial Group, Inc. | 5,536 | $202.1K | 0.00% | +56+1.0% | Added |
| National Philanthropic Trust | 5,525 | $201.7K | 0.00% | −4,475−44.8% | Reduced |
| Mirabella Financial Services LLP | 5,516 | $201.4K | 0.02% | −18,335−76.9% | Reduced |
| Sachetta, LLC | 5,450 | $199.0K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,149 | $188.0K | 0.01% | −30,464−85.5% | Reduced |
| Meeder Asset Management Inc | 5,117 | $186.8K | 0.01% | −30,577−85.7% | Reduced |
| Crewe Advisors LLC | 5,000 | $182.6K | 0.02% | −11−0.2% | Reduced |
| Farther Finance Advisors, LLC | 4,892 | $178.6K | 0.00% | −200−3.9% | Reduced |
| Employees Retirement System of Texas | 4,808 | $176.0K | 0.00% | +1,666+53.0% | Added |
| New York State Teachers Retirement System | 4,771 | $174.0K | 0.00% | +4,771 | New |
| Cliffwater LLC | 4,476 | $163.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 4,461 | $163.0K | 0.09% | +570+14.6% | Added |
| Advisors Asset Management, Inc. | 4,089 | $149.3K | 0.00% | +321+8.5% | Added |
| GAMMA Investing LLC | 4,042 | $147.6K | 0.01% | −97−2.3% | Reduced |
| Shell Asset Management Co | 3,894 | $142.0K | 0.01% | +2,385+158.1% | Added |
| Spire Wealth Management | 3,810 | $139.1K | 0.00% | −1,505−28.3% | Reduced |
| Huntington National Bank | 3,765 | $137.5K | 0.00% | +1,939+106.2% | Added |
| St Germain D J Co Inc | 3,739 | $136.5K | 0.01% | +206+5.8% | Added |
| National Bank of Canada | 3,725 | $136.0K | 0.00% | −69,629−94.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,283 | $119.9K | 0.00% | +820+33.3% | Added |
| Fulcrum Asset Management LLP | 3,092 | $112.9K | 0.03% | −18,660−85.8% | Reduced |
| MAI Capital Management | 2,996 | $109.4K | 0.00% | +727+32.0% | Added |
| Icon Wealth Advisors, LLC | 2,935 | $107.2K | 0.01% | −978−25.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $105.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,755 | $100.6K | 0.02% | +555+25.2% | Added |
| Whittier Trust Co | 2,670 | $97.8K | 0.00% | +113+4.4% | Added |
| SBI Securities Co., Ltd. | 2,638 | $96.3K | 0.00% | +1,460+123.9% | Added |
| Manchester Capital Management LLC | 2,606 | $95.1K | 0.01% | +8+0.3% | Added |
| Bogart Wealth, LLC | 2,602 | $95.0K | 0.00% | +13+0.5% | Added |
| Ofi Invest Asset Management | 2,956 | $91.8K | 0.00% | +2,956 | New |
| Orion Capital Management LLC | 2,500 | $91.3K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,466 | $90.0K | 0.06% | −70−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,401 | $87.7K | 0.00% | −1,308−35.3% | Reduced |
| Your Advocates Ltd., LLP | 2,400 | $87.6K | 0.03% | +400+20.0% | Added |
| Tower Research Capital LLC (TRC) | 2,333 | $85.2K | 0.00% | +2,091+864.0% | Added |
| Heritage Wealth Advisors | 2,200 | $80.3K | 0.00% | +2,200 | New |
| LRI Investments, LLC | 2,172 | $79.3K | 0.01% | −1,139−34.4% | Reduced |
| Roxbury Financial LLC | 2,085 | $76.1K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,051 | $74.9K | 0.00% | +1,492+266.9% | Added |
| Park Place Capital Corp | 1,947 | $71.1K | 0.02% | +936+92.6% | Added |
| Global Trust Asset Management, LLC | 1,900 | $69.4K | 0.03% | −800−29.6% | Reduced |
| Loomis Sayles & Co L P | 1,796 | $65.6K | 0.00% | +841+88.1% | Added |
| Ci Investments Inc. | 1,693 | $62.0K | 0.00% | −111−6.2% | Reduced |
| Harbour Investments, Inc. | 1,683 | $61.4K | 0.00% | −144−7.9% | Reduced |
| TFC Financial Management | 1,616 | $59.0K | 0.01% | +1,187+276.7% | 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 |
| Cullen/Frost Bankers, Inc. | 1,255 | $45.8K | 0.00% | +246+24.4% | Added |
| Smartleaf Asset Management LLC | 1,182 | $43.9K | 0.00% | +439+59.1% | Added |
| Root Financial Partners, LLC | 1,154 | $42.1K | 0.00% | +1,154 | New |
| Piscataqua Savings Bank | 1,100 | $40.1K | 0.03% | 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 |