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.
| 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, 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 |
|---|---|---|---|---|---|
| Tidemark, LLC | 195 | $6.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 196 | $6.96K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 254 | $7.04K | 0.00% | +254 | New |
| Global Trust Asset Management, LLC | 200 | $7.10K | 0.00% | −1,700−89.5% | Reduced |
| Blume Capital Management, Inc. | 200 | $7.10K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $7.10K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 200 | $7.10K | 0.00% | +200 | New |
| MCF Advisors LLC | 205 | $7.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 215 | $7.63K | 0.00% | +15+7.5% | Added |
| First Command Advisory Services, Inc. | 218 | $7.74K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 224 | $7.95K | 0.00% | +224 | New |
| Alphadyne Asset Management LP | 232 | $8.24K | 0.00% | +232 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $8.88K | 0.00% | +250 | New |
| Millstone Evans Group, LLC | 250 | $8.88K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 250 | $8.88K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 264 | $9.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 271 | $9.62K | 0.00% | −50−15.6% | Reduced |
| Coston, McIsaac & Partners | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 283 | $10.0K | 0.01% | +283 | New |
| Medallion Wealth Advisors, LLC | 294 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 299 | $10.6K | 0.00% | +84+39.1% | Added |
| Private Trust Co NA | 302 | $10.7K | 0.00% | +27+9.8% | Added |
| TFC Financial Management | 316 | $11.2K | 0.00% | −1,300−80.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 334 | $11.9K | 0.00% | −79−19.1% | Reduced |
| Vision Financial Markets LLC | 335 | $11.9K | 0.01% | +310+1,240.0% | Added |
| Massmutual Trust Co FSB | 340 | $12.1K | 0.00% | −139−29.0% | Reduced |
| Private Wealth Asset Management, LLC | 341 | $12.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 346 | $12.3K | 0.00% | −176−33.7% | Reduced |
| Raiffeisen Bank International AG | 341 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 372 | $12.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 373 | $13.2K | 0.00% | +279+296.8% | Added |
| Rachor Investment Advisory Services, LLC | 398 | $14.1K | 0.01% | +398 | New |
| Berbice Capital Management LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 401 | $14.2K | 0.00% | +140+53.6% | Added |
| Rakuten Securities, Inc. | 410 | $14.6K | 0.00% | +185+82.2% | Added |
| Gould Capital, LLC | 415 | $14.7K | 0.01% | +136+48.7% | Added |
| Reflection Asset Management | 436 | $15.5K | 0.01% | +436 | New |
| Zions Bancorporation, National Association | 438 | $15.6K | 0.00% | +438 | New |
| Cullen/Frost Bankers, Inc. | 451 | $16.0K | 0.00% | −804−64.1% | Reduced |
| Finley Financial, LLC | 469 | $16.7K | 0.01% | +256+120.2% | Added |
| City State Bank | 470 | $16.7K | 0.00% | +170+56.7% | Added |
| WPG Advisers, LLC | 484 | $17.2K | 0.01% | −12−2.4% | Reduced |
| High Note Wealth, LLC | 490 | $17.4K | 0.00% | −3−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 500 | $17.8K | 0.00% | −9,200−94.8% | Reduced |
| Ancora Advisors, LLC | 514 | $18.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 515 | $18.3K | 0.01% | −30−5.5% | Reduced |
| Vega Investment Solutions | 532 | $18.9K | 0.00% | +532 | New |
| Montag A & Associates Inc | 535 | $19.0K | 0.00% | −247−31.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 570 | $20.6K | 0.00% | −2−0.3% | Reduced |
| Avion Wealth | 600 | $21.0K | 0.00% | −30−4.8% | Reduced |
| SRS Capital Advisors, Inc. | 600 | $21.3K | 0.00% | −221−26.9% | Reduced |
| V-Square Quantitative Management LLC | 644 | $22.9K | 0.00% | +644 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 650 | $23.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 650 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 708 | $25.1K | 0.02% | +708 | New |
| Umb Bank N A | 749 | $26.6K | 0.00% | +237+46.3% | Added |
| SHP Wealth Management | 808 | $28.7K | 0.00% | +808 | New |
| Strive Financial Group ,LLC | 830 | $29.5K | 0.02% | +830 | New |
| Truvestments Capital LLC | 846 | $30.0K | 0.01% | −153−15.3% | Reduced |
| Root Financial Partners, LLC | 879 | $31.2K | 0.00% | −275−23.8% | Reduced |
| Central Pacific Bank - Trust Division | 943 | $33.5K | 0.00% | +521+123.5% | Added |
| Avalon Trust Co | 1,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $35.5K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,000 | $35.5K | 0.00% | +1,000 | New |
| DV Trading LLC | 1,000 | $35.5K | 0.00% | +1,000 | New |
| Nemes Rush Group LLC | 1,001 | $35.5K | 0.00% | +1+0.1% | Added |
| REAP Financial Group, LLC | 1,032 | $36.6K | 0.01% | +163+18.8% | Added |
| Quadrant Capital Group LLC | 1,048 | $37.2K | 0.00% | +1,000+2,083.3% | Added |
| Piscataqua Savings Bank | 1,100 | $39.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,247 | $39.7K | 0.01% | +1,233+8,807.1% | Added |
| EFG International AG | 1,176 | $41.8K | 0.00% | +1,176 | New |
| Kohmann Bosshard Financial Services, LLC | 1,261 | $44.8K | 0.00% | +1,261 | New |
| Quarry LP | 1,268 | $45.0K | 0.01% | −1,487−54.0% | Reduced |
| Smartleaf Asset Management LLC | 1,263 | $45.8K | 0.00% | +81+6.9% | Added |
| LRI Investments, LLC | 1,335 | $47.4K | 0.00% | −837−38.5% | Reduced |
| Ankerstar Wealth, LLC | 1,390 | $49.4K | 0.05% | +1,390 | New |
| GHP Investment Advisors, Inc. | 1,400 | $49.7K | 0.00% | +400+40.0% | Added |
| Chesapeake Asset Management LLC | 1,440 | $51.1K | 0.04% | +1,440 | New |
| Atlantic Trust, LLC | 1,468 | $52.1K | 0.01% | +1,389+1,758.2% | Added |
| ZRC Wealth Management, LLC | 1,486 | $52.8K | 0.02% | +1,486 | New |
| SageView Advisory Group, LLC | 1,492 | $53.0K | 0.00% | +1,492 | New |
| Financial Consulate, Inc | 1,500 | $53.3K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,500 | $53.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,599 | $56.8K | 0.00% | +1,416+773.8% | Added |
| Spire Wealth Management | 1,700 | $60.4K | 0.00% | −2,110−55.4% | Reduced |
| CoreCap Advisors, LLC | 1,805 | $64.1K | 0.00% | −10,209−85.0% | Reduced |
| SBI Securities Co., Ltd. | 1,930 | $68.5K | 0.00% | −708−26.8% | Reduced |
| Park Place Capital Corp | 2,026 | $71.9K | 0.01% | +79+4.1% | Added |
| Toth Financial Advisory Corp | 2,045 | $72.6K | 0.01% | +1,045+104.5% | Added |
| Roxbury Financial LLC | 2,085 | $74.0K | 0.07% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,090 | $74.2K | 0.03% | +2,090 | New |
| TD Private Client Wealth LLC | 2,100 | $74.6K | 0.00% | +49+2.4% | Added |
| Flagship Harbor Advisors, LLC | 2,152 | $76.4K | 0.00% | +2,152 | New |
| GPS Wealth Strategies Group, LLC | 2,235 | $79.4K | 0.07% | −4,156−65.0% | Reduced |
| Jefferies Financial Group Inc. | 2,416 | $85.8K | 0.00% | +2,416 | New |
| Orion Capital Management LLC | 2,500 | $88.8K | 0.03% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,508 | $89.1K | 0.03% | +108+4.5% | Added |
| 1620 Investment Advisors, Inc. | 2,518 | $89.4K | 0.06% | +52+2.1% | Added |
| Manchester Capital Management LLC | 2,593 | $92.1K | 0.01% | −13−0.5% | Reduced |
| Bogart Wealth, LLC | 2,605 | $92.5K | 0.00% | +3+0.1% | Added |