Skip to main content
Livermore
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
Nemes Rush Group LLC1,000$36.5K0.00%00.0%Unchanged
Wolff Wiese Magana LLC1,000$36.5K0.02%+1,000New
Truvestments Capital LLC999$36.5K0.01%00.0%Unchanged
REAP Financial Group, LLC869$31.7K0.01%+71+8.9%Added
SRS Capital Advisors, Inc.821$30.0K0.00%+529+181.2%Added
Alpine Bank Wealth Management814$29.7K0.00%+814New
Montag A & Associates Inc782$28.6K0.00%−222−22.1%Reduced
Quent Capital, LLC742$27.1K0.00%+742New
Sterling Capital Management LLC686$25.0K0.00%+2+0.3%Added
Global Retirement Partners, LLC663$24.2K0.00%−1,410−68.0%Reduced
Eastern Bank650$23.7K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA650$23.7K0.01%+650New
Avion Wealth630$23.0K0.00%+100+18.9%Added
Whittier Trust Co of Nevada Inc572$21.0K0.00%−406−41.5%Reduced
Raleigh Capital Management Inc.545$19.9K0.01%−30−5.2%Reduced
Atlantic Union Bankshares Corp522$19.1K0.00%+296+131.0%Added
Ancora Advisors, LLC514$18.8K0.00%00.0%Unchanged
Umb Bank N A512$18.7K0.00%+478+1,405.9%Added
WPG Advisers, LLC496$18.1K0.01%−26−5.0%Reduced
Smithfield Trust Co497$18.0K0.00%00.0%Unchanged
High Note Wealth, LLC493$18.0K0.00%+280+131.5%Added
Massmutual Trust Co FSB479$17.5K0.00%+89+22.8%Added
Rothschild Investment LLC475$17.3K0.00%+340+251.9%Added
SOA Wealth Advisors, LLC.450$16.4K0.00%+450New
Central Pacific Bank - Trust Division422$15.4K0.00%+422New
Cary Street Partner Investment Advisory LLC413$15.1K0.01%+107+35.0%Added
Berbice Capital Management LLC400$14.6K0.01%00.0%Unchanged
Salomon & Ludwin, LLC372$13.6K0.00%+372New
Van Eck Associates Corp355$13.0K0.00%+355New
Raiffeisen Bank International AG341$12.7K0.00%+341New
Private Wealth Asset Management, LLC341$12.4K0.00%00.0%Unchanged
Activest Wealth Management326$11.9K0.00%+313+2,407.7%Added
Versant Capital Management, Inc321$11.7K0.00%+151+88.8%Added
Painted Porch Advisors LLC301$11.0K0.00%00.0%Unchanged
City State Bank300$11.0K0.00%+300New
Medallion Wealth Advisors, LLC294$10.7K0.00%00.0%Unchanged
Gould Capital, LLC279$10.2K0.01%+129+86.0%Added
Tortoise Investment Management, LLC276$10.1K0.00%00.0%Unchanged
CVA Family Office, LLC276$10.1K0.00%00.0%Unchanged
Private Trust Co NA275$10.0K0.00%+43+18.5%Added
Coston, McIsaac & Partners300$10.0K0.00%00.0%Unchanged
Groupe la Francaise281$9.77K0.00%+281New
Golden State Wealth Management, LLC264$9.64K0.00%+69+35.4%Added
Transamerica Financial Advisors, Inc.261$9.53K0.00%+261New
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
Hemington Wealth Management262$9.00K0.00%+12+4.8%Added
Nisa Investment Advisors, LLC230$8.40K0.00%+83+56.5%Added
Rakuten Securities, Inc.225$8.21K0.00%−25−10.0%Reduced
Heartwood Wealth Advisors LLC225$8.21K0.00%+225New
First Command Advisory Services, Inc.218$7.96K0.00%+218New
Fifth Third Bancorp215$7.85K0.00%−13−5.7%Reduced
Finley Financial, LLC213$7.78K0.00%00.0%Unchanged
MCF Advisors LLC205$7.49K0.00%00.0%Unchanged
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
Creative Financial Designs Inc196$7.16K0.00%+70+55.6%Added
Tidemark, LLC195$7.12K0.00%+195New
Greykasell Wealth Strategies, Inc.190$6.94K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.183$6.68K0.00%+151+471.9%Added
Bryn Mawr Trust Co182$6.64K0.00%−1,889−91.2%Reduced
First Horizon Corp177$6.46K0.00%+177New
Atlantic Edge Private Wealth Management, LLC175$6.39K0.00%+175New
GoalVest Advisory LLC172$6.28K0.00%+172New
Hollencrest Capital Management170$6.21K0.00%+30+21.4%Added
Glen Eagle Advisors, LLC167$6.10K0.00%+49+41.5%Added
Hazlett, Burt & Watson, Inc.150$6.00K0.00%+150New
Johnson Financial Group, Inc.162$5.92K0.00%+162New
Morton Brown Family Wealth, LLC150$5.48K0.00%00.0%Unchanged
Grove Bank & Trust145$5.29K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC136$4.97K0.00%00.0%Unchanged
JPL Wealth Management, LLC127$4.64K0.00%+127New
TD Waterhouse Canada Inc.130$4.63K0.00%+110+550.0%Added
Bell Investment Advisors, Inc126$4.60K0.00%00.0%Unchanged
West Branch Capital LLC116$4.24K0.00%00.0%Unchanged
FIL Ltd108$3.94K0.00%+108New
Vermillion & White Wealth Management Group, LLC107$3.91K0.00%+107New
Hurley Capital, LLC101$3.69K0.00%00.0%Unchanged
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
SJS Investment Consulting Inc.94$3.43K0.00%−3−3.1%Reduced
Asset Dedication, LLC93$3.40K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd90$3.29K0.00%+90New
Atlantic Trust, LLC79$2.88K0.00%00.0%Unchanged
Cromwell Holdings LLC78$2.85K0.00%00.0%Unchanged
Accent Capital Management, LLC78$2.85K0.00%+78New
Cape Investment Advisory, Inc.74$2.70K0.00%−9−10.8%Reduced
Fortitude Family Office, LLC73$2.67K0.00%+26+55.3%Added
Stone House Investment Management, LLC66$2.41K0.00%−80−54.8%Reduced
Binnacle Investments Inc63$2.30K0.00%−19−23.2%Reduced
Marquette Asset Management, LLC61$2.23K0.00%+61New
Winch Advisory Services, LLC59$2.15K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC58$2.12K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$2.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC60$2.00K0.00%+60New
Hughes Financial Services, LLC49$1.87K0.00%00.0%Unchanged
Addison Advisors LLC50$1.83K0.00%00.0%Unchanged