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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, 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
−$137.2M (−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.

Institutional holdersQ4 2025: 804 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 heldQ4 2025: $15.9B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q3 2025.

Institutions holding TOST in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Strategic Wealth Partners, Ltd.2$710.00%+2New
ROSS\JOHNSON & Associates LLC2$710.00%+2New
BFSG, LLC3$1070.00%00.0%Unchanged
Whipplewood Advisors, LLC4$1420.00%+4New
Seneschal Advisors, LLC4$1430.00%−2−33.3%Reduced
MV Capital Management, Inc.6$2140.00%00.0%Unchanged
Central Trust Co6$2200.00%+6New
Signature Resources Capital Management, LLC7$2490.00%+7New
Concord Wealth Partners8$2840.00%00.0%Unchanged
Ameriflex Group, Inc.8$2840.00%+8New
Berkshire Capital Holdings Inc10$3550.00%00.0%Unchanged
Horizon Investments, LLC10$3550.00%00.0%Unchanged
Dunhill Financial, LLC11$3790.00%−1−8.3%Reduced
Anfield Capital Management, LLC11$3910.00%00.0%Unchanged
Rialto Wealth Management, LLC11$3910.00%+7+175.0%Added
1015 Capital Partners, LLC11$3910.00%+11New
First Horizon Corp12$4260.00%−165−93.2%Reduced
Pacer Advisors, Inc.13$4620.00%+1+8.3%Added
Financial Freedom, LLC15$5330.00%00.0%Unchanged
Bare Financial Services, Inc15$5330.00%00.0%Unchanged
Optima Capital LLC15$5330.00%+15New
Fairscale Capital, LLC16$5680.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd17$6040.00%−73−81.1%Reduced
Quaker Wealth Management, LLC20$7110.00%+7+53.8%Added
Cedar Mountain Advisors, LLC21$7460.00%00.0%Unchanged
Bullock Wealth Management Group22$7810.00%00.0%Unchanged
Trust Co of Vermont22$7810.00%+22New
Manning & Napier Advisors LLC22$7980.00%+22New
Bay Harbor Wealth Management, LLC23$8160.00%+3+15.0%Added
Signature Equity Partners, LLC24$8520.00%+24New
South State Corp.25$8880.00%00.0%Unchanged
NBT Bank N A36$8880.00%−1−2.7%Reduced
Principia Wealth Advisory, LLC26$9230.00%+16+160.0%Added
Goodman Advisory Group, LLC26$9230.00%+26New
Sound Income Strategies, LLC28$9390.00%+28New
AdvisorNet Financial, Inc28$9940.00%+25+833.3%Added
Capital Advisors, Ltd. LLC16$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc18$1.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.29$1.03K0.00%−12−29.3%Reduced
Fortitude Family Office, LLC30$1.06K0.00%−43−58.9%Reduced
Marquette Asset Management, LLC31$1.10K0.00%−30−49.2%Reduced
True Wealth Design, LLC32$1.14K0.00%−10−23.8%Reduced
HFM Investment Advisors, LLC33$1.17K0.00%+26+371.4%Added
Barnes Dennig Private Wealth Management LLC33$1.17K0.00%+33New
Raffa Wealth Management, LLC34$1.21K0.00%+23+209.1%Added
Hughes Financial Services, LLC36$1.28K0.00%−13−26.5%Reduced
DiNuzzo Private Wealth, Inc.36$1.28K0.00%−3−7.7%Reduced
Aspect Partners, LLC37$1.31K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.39$1.39K0.00%+39New
United Financial Planning Group LLC40$1.42K0.00%+40New
Curio Wealth, LLC39$1.42K0.00%+39New
Kilter Group LLC42$1.49K0.00%00.0%Unchanged
Rossby Financial, LCC45$1.60K0.00%+45New
Cornerstone Financial Management LLC45$1.60K0.00%+45New
Winnow Wealth LLC45$1.62K0.00%+44+4,400.0%Added
Atlas Capital Advisors LLC48$1.70K0.00%+48New
Addison Advisors LLC50$1.78K0.00%00.0%Unchanged
Whi Trust Co LLC56$1.99K0.00%+56New
Winthrop Capital Management, LLC57$2.00K0.00%+13+29.5%Added
Smallwood Wealth Investment Management, LLC58$2.06K0.00%00.0%Unchanged
Winch Advisory Services, LLC59$2.10K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC60$2.13K0.00%+60New
IMA Wealth, Inc.71$2.52K0.00%+71New
Basecamp Wealth Advisors LLC76$2.70K0.00%+76New
Cromwell Holdings LLC78$2.77K0.00%00.0%Unchanged
Accent Capital Management, LLC78$2.77K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac73$2.81K0.00%+73New
Keating Financial Advisory Services, Inc.80$2.84K0.00%+80New
Retirement Wealth Solutions LLC84$2.98K0.00%+68+425.0%Added
Motiv8 Investments LLC86$3.00K0.00%+86New
Cape Investment Advisory, Inc.92$3.27K0.00%+18+24.3%Added
Asset Dedication, LLC93$3.30K0.00%00.0%Unchanged
Lodestone Wealth Management LLC96$3.41K0.00%+96New
Arbor Wealth Management LLC97$3.44K0.00%+97New
American National Bank100$3.55K0.00%00.0%Unchanged
Westside Investment Management, Inc.100$3.55K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$3.55K0.00%00.0%Unchanged
Hurley Capital, LLC101$3.59K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC107$3.80K0.00%00.0%Unchanged
FIL Ltd108$3.83K0.00%00.0%Unchanged
Bell Investment Advisors, Inc111$3.94K0.00%−15−11.9%Reduced
West Branch Capital LLC116$4.12K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC118$4.19K0.00%−49−29.3%Reduced
TD Waterhouse Canada Inc.130$4.62K0.00%00.0%Unchanged
Grove Bank & Trust145$5.15K0.00%00.0%Unchanged
NBC Securities, Inc.150$5.33K0.00%+150New
Hilton Head Capital Partners, LLC150$5.33K0.00%+150New
Morton Brown Family Wealth, LLC150$5.33K0.00%00.0%Unchanged
Inlight Wealth Management, LLC152$5.40K0.00%+152New
Pinnacle Wealth Planning Services, Inc.155$5.50K0.00%+155New
Quattro Advisors LLC155$5.50K0.00%+155New
Greenline Wealth Management LLC157$5.56K0.01%+157New
Bryn Mawr Trust Co160$5.68K0.00%−22−12.1%Reduced
Johnson Financial Group, Inc.162$5.75K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.150$6.00K0.00%00.0%Unchanged
CVA Family Office, LLC170$6.04K0.00%−106−38.4%Reduced
GoalVest Advisory LLC172$6.11K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC172$6.11K0.00%+36+26.5%Added
Groupe la Francaise181$6.43K0.00%−100−35.6%Reduced
Greykasell Wealth Strategies, Inc.190$6.75K0.00%00.0%Unchanged