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 $13.4B in total; superinvestors ValueAct Capital and ARK Invest hold it.
13F holders, Q4 2025
Institutional positions in Toast, Inc. as of Dec 31, 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
- 804
- +77 vs. Q3 2025
- Shares held
- 447.5M
- +8.50M (+1.9%) vs. Q3 2025
- Total value
- $15.9B
- −$141.5M (−0.9%) vs. Q3 2025
- New holders
- 153
- 292 more added
- Sold out
- 76
- 249 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $13.4B |
| Q1 2026 | 761 | $11.9B |
| Q4 2025 | 804 | $16.1B |
| Q3 2025 | 740 | $16.4B |
| Q2 2025 | 750 | $19.7B |
| Q1 2025 | 659 | $14.1B |
| Q4 2024 | 631 | $15.2B |
| Q3 2024 | 519 | $11.7B |
| Q2 2024 | 505 | $10.1B |
| Q1 2024 | 473 | $9.45B |
| Q4 2023 | 442 | $6.50B |
| Q3 2023 | 416 | $6.51B |
| Q2 2023 | 395 | $7.44B |
| Q1 2023 | 365 | $5.98B |
| Q4 2022 | 345 | $5.47B |
| Q3 2022 | 285 | $4.48B |
| Q2 2022 | 239 | $3.05B |
| Q1 2022 | 183 | $3.63B |
| Q4 2021 | 161 | $4.80B |
| Q3 2021 | 121 | $2.38B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 45,391,459 | $1.61B | 0.25% | −3,036,601−6.3% | Reduced |
| Vanguard Group Inc | 44,692,350 | $1.59B | 0.02% | −71,807−0.2% | Reduced |
| FMR LLC | 29,805,019 | $1.06B | 0.05% | +2,455,840+9.0% | Added |
| BlackRock, Inc. | 26,900,052 | $955.2M | 0.02% | +422,671+1.6% | Added |
| Jennison Associates LLC | 15,157,955 | $538.3M | 0.32% | +157,394+1.0% | Added |
| Morgan Stanley | 10,372,626 | $368.3M | 0.02% | +653,487+6.7% | Added |
| State Street Corp | 9,820,594 | $348.7M | 0.01% | +282,282+3.0% | Added |
| JPMorgan Chase & Co | 9,378,658 | $333.0M | 0.02% | −535,849−5.4% | Reduced |
| Alliancebernstein L.P. | 9,331,266 | $331.4M | 0.10% | +1,115,508+13.6% | Added |
| XN LP | 8,988,386 | $319.2M | 8.94% | +3,029,856+50.8% | Added |
| Geode Capital Management, LLC | 8,675,056 | $307.2M | 0.02% | +169,230+2.0% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 8,015,277 | $284.6M | 4.05% | +4,618,077+135.9% | Added |
| T. Rowe Price Investment Management, Inc. | 7,167,843 | $254.5M | 0.16% | −3,520,636−32.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,032,895 | $249.7M | 0.15% | −484,321−6.4% | Reduced |
| Principal Financial Group Inc | 5,866,235 | $208.3M | 0.11% | −42,865−0.7% | Reduced |
| Norges Bank | 5,711,282 | $202.8M | 0.02% | +5,711,282 | New |
| Marshall Wace, LLP | 5,292,568 | $187.9M | 0.18% | +198,783+3.9% | Added |
| Arrowstreet Capital, Limited Partnership | 4,579,046 | $162.6M | 0.10% | +235,572+5.4% | Added |
| Bank of America Corp | 4,401,191 | $156.3M | 0.01% | −1,526,164−25.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,390,564 | $155.9M | 1.65% | −195,196−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,373,306 | $155.3M | 0.18% | +328,468+8.1% | Added |
| HMI Capital Management, L.P. | 4,303,483 | $152.8M | 12.54% | +961,100+28.8% | Added |
| UBS Group AG | 4,210,504 | $149.5M | 0.03% | −284,283−6.3% | Reduced |
| 1832 Asset Management L.P. | 4,064,200 | $144.3M | 0.18% | +4,064,200 | New |
| Balyasny Asset Management LLC | 4,031,705 | $143.2M | 0.27% | +4,021,923+41,115.5% | Added |
| Nikko Asset Management Americas, Inc. | 3,801,347 | $135.0M | 1.56% | −477,176−11.2% | Reduced |
| Qube Research & Technologies Ltd | 3,663,145 | $130.1M | 0.19% | −2,856,316−43.8% | Reduced |
| Renaissance Technologies LLC | 3,453,928 | $122.6M | 0.19% | +993,116+40.4% | Added |
| Price T Rowe Associates Inc | 3,414,051 | $121.2M | 0.01% | −1,807,440−34.6% | Reduced |
| Federated Hermes, Inc. | 3,269,070 | $116.1M | 0.19% | −257,624−7.3% | Reduced |
| Northern Trust Corp | 3,236,660 | $114.9M | 0.01% | +118,317+3.8% | Added |
| Worldquant Millennium Advisors LLC | 2,939,912 | $104.4M | 0.41% | −430,924−12.8% | Reduced |
| Champlain Investment Partners, LLC | 2,905,648 | $103.2M | 1.04% | +468,953+19.2% | Added |
| Amundi | 2,673,489 | $94.9M | 0.03% | +330,003+14.1% | Added |
| Eventide Asset Management, LLC | 2,486,040 | $88.3M | 1.38% | +4,465+0.2% | Added |
| Charles Schwab Investment Management Inc | 2,479,983 | $88.1M | 0.01% | +139,578+6.0% | Added |
| Durable Capital Partners LP | 2,299,023 | $81.6M | 0.77% | −4,061,875−63.9% | Reduced |
| Millennium Management LLC | 2,262,768 | $80.4M | 0.06% | +73,990+3.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,966,366 | $69.8M | 0.46% | −97,090−4.7% | Reduced |
| Greenvale Capital LLP | 1,900,000 | $67.5M | 6.32% | +1,900,000 | New |
| UBS Asset Management Americas Inc | 1,889,474 | $67.1M | 0.01% | −5,403−0.3% | Reduced |
| Greenhouse Funds LLLP | 1,860,143 | $66.1M | 2.55% | +1,860,143 | New |
| Zevenbergen Capital Investments LLC | 1,854,996 | $65.9M | 1.46% | −262,314−12.4% | Reduced |
| 12 West Capital Management LP | 1,847,840 | $65.6M | 7.81% | +65,000+3.6% | Added |
| BNP Paribas Arbitrage, SA | 1,824,558 | $64.8M | 0.04% | +276,584+17.9% | Added |
| Nomura Asset Management International Inc. | 1,803,846 | $64.1M | 0.10% | +1,803,846 | New |
| Stephens Investment Management Group LLC | 1,749,414 | $62.1M | 0.81% | +8,237+0.5% | Added |
| Blair William & Co | 1,658,477 | $58.9M | 0.16% | +42,412+2.6% | Added |
| Goldman Sachs Group Inc | 1,598,787 | $56.8M | 0.01% | −824,846−34.0% | Reduced |
| Vontobel Holding Ltd. | 1,566,458 | $55.6M | 0.18% | +465,926+42.3% | Added |
| American Century Companies Inc | 1,536,698 | $54.6M | 0.03% | +51,097+3.4% | Added |
| Bank of New York Mellon Corp | 1,506,142 | $53.5M | 0.01% | −49,155−3.2% | Reduced |
| Dimensional Fund Advisors LP | 1,460,825 | $51.9M | 0.01% | +133,562+10.1% | Added |
| Nuveen, LLC | 1,412,023 | $50.1M | 0.01% | +148,942+11.8% | Added |
| Capital Impact Advisors, LLC | 1,409,764 | $50.1M | 3.92% | +1,171,802+492.4% | Added |
| Fiera Capital Corp | 1,349,004 | $47.9M | 0.15% | +335,503+33.1% | Added |
| D. E. Shaw & Co., Inc. | 1,328,195 | $47.2M | 0.04% | +93,328+7.6% | Added |
| Nordea Investment Management AB | 1,307,158 | $46.9M | 0.04% | +1,168,539+843.0% | Added |
| NZS Capital, LLC | 1,296,518 | $46.0M | 1.41% | +10,234+0.8% | Added |
| Westfield Capital Management Co LP | 1,268,337 | $45.0M | 0.19% | +234,032+22.6% | Added |
| Swiss National Bank | 1,257,800 | $44.7M | 0.03% | −34,200−2.6% | Reduced |
| Bank of Nova Scotia | 1,247,037 | $44.3M | 0.07% | +1,240,222+18,198.4% | Added |
| Citigroup Inc | 1,233,917 | $43.8M | 0.03% | +191,815+18.4% | Added |
| Two Sigma Investments, LP | 1,233,041 | $43.8M | 0.07% | −682,860−35.6% | Reduced |
| First Trust Advisors LP | 1,219,787 | $43.3M | 0.03% | −420,703−25.6% | Reduced |
| Wells Fargo & Company | 1,151,571 | $40.9M | 0.01% | +131,375+12.9% | Added |
| Alkeon Capital Management LLC | 1,150,000 | $40.8M | 0.18% | +250,000+27.8% | Added |
| Delta Global Management LP | 1,141,872 | $40.5M | 2.95% | +96,071+9.2% | Added |
| Bridgewater Associates, LP | 1,127,052 | $40.0M | 0.15% | +737,699+189.5% | Added |
| Employees Retirement System of Texas | 1,114,408 | $39.6M | 0.32% | +1,109,600+23,078.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,103,561 | $39.2M | 0.11% | +256,513+30.3% | Added |
| Freestone Grove Partners LP | 1,102,638 | $39.2M | 0.28% | +1,102,638 | New |
| Deutsche Bank AG | 1,099,199 | $39.0M | 0.01% | +3260.0% | Added |
| Mackenzie Financial Corp | 1,060,853 | $38.4M | 0.05% | +483,822+83.8% | Added |
| Granahan Investment Management Inc | 1,037,146 | $36.8M | 1.58% | −200,466−16.2% | Reduced |
| Legal & General Group Plc | 1,032,069 | $36.6M | 0.01% | −46,844−4.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,023,005 | $36.3M | 0.06% | −213,529−17.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 985,653 | $35.0M | 0.02% | +936,987+1,925.3% | Added |
| Franklin Resources Inc | 983,402 | $34.9M | 0.01% | −1,323,077−57.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 972,230 | $34.5M | 0.05% | +57,512+6.3% | Added |
| Trexquant Investment LP | 969,232 | $34.4M | 0.31% | +145,201+17.6% | Added |
| Mane Global Capital Management LP | 934,538 | $33.2M | 1.82% | +927,498+13,174.7% | Added |
| Commerce Bank | 849,937 | $30.2M | 0.17% | −150,546−15.0% | Reduced |
| California Public Employees Retirement System | 848,923 | $30.1M | 0.02% | −38,884−4.4% | Reduced |
| AustralianSuper Pty Ltd | 846,547 | $30.1M | 0.14% | −253,709−23.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 809,331 | $28.7M | 0.14% | +809,331 | New |
| Raymond James Financial Inc | 807,291 | $28.7M | 0.01% | +61,791+8.3% | Added |
| Jump Financial, LLC | 798,619 | $28.4M | 0.36% | +326,461+69.1% | Added |
| SEI Investments Co | 779,097 | $27.7M | 0.03% | −379,041−32.7% | Reduced |
| Congress Asset Management Co | 776,735 | $27.6M | 0.19% | −439,377−36.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 771,397 | $27.4M | 0.39% | +279,659+56.9% | Added |
| Riverbridge Partners LLC | 755,052 | $26.8M | 0.50% | −207,700−21.6% | Reduced |
| Janus Henderson Group PLC | 736,205 | $26.1M | 0.01% | +14,057+1.9% | Added |
| Rhumbline Advisers | 729,690 | $25.9M | 0.02% | −20,990−2.8% | Reduced |
| Park West Asset Management LLC | 719,575 | $25.6M | 2.15% | +159,000+28.4% | Added |
| Susquehanna International Group, LLP | 698,063 | $24.8M | 0.03% | −291,923−29.5% | Reduced |
| Victory Capital Management Inc | 697,936 | $24.8M | 0.01% | −79,925−10.3% | Reduced |
| KBC Group NV | 697,544 | $24.8M | 0.06% | −406,013−36.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 722,672 | $24.6M | 0.04% | −683,692−48.6% | Reduced |
| Royal Bank of Canada | 691,585 | $24.6M | 0.00% | −961,825−58.2% | Reduced |