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 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 8,783 | $311.9K | 0.09% | +2,483+39.4% | Added |
| Menard Financial Group LLC | 8,829 | $313.5K | 0.22% | 00.0% | Unchanged |
| Norden Group LLC | 8,977 | $318.8K | 0.03% | −902−9.1% | Reduced |
| True Vision MN LLC | 9,145 | $324.7K | 0.17% | +941+11.5% | Added |
| Mayflower Financial Advisors, LLC | 9,450 | $335.6K | 0.04% | +54+0.6% | Added |
| Bayesian Capital Management, LP | 9,500 | $337.3K | 0.77% | +9,500 | New |
| Prudential PLC | 9,504 | $337.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,532 | $338.5K | 0.01% | +2,044+27.3% | Added |
| Regatta Capital Group, LLC | 9,555 | $339.3K | 0.05% | −510−5.1% | Reduced |
| Loomis Sayles & Co L P | 9,582 | $340.3K | 0.00% | +7,786+433.5% | Added |
| Cliffwater LLC | 9,591 | $340.6K | 0.07% | +5,115+114.3% | Added |
| DGS Capital Management, LLC | 9,604 | $341.0K | 0.06% | −54−0.6% | Reduced |
| Janney Capital Management LLC | 9,779 | $347.0K | 0.02% | +2,643+37.0% | Added |
| Wedmont Private Capital | 9,478 | $347.5K | 0.01% | −1,410−13.0% | Reduced |
| Seamount Financial Group Inc | 9,873 | $350.6K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,880 | $350.8K | 0.00% | −466−4.5% | Reduced |
| National Bank of Canada | 9,970 | $353.6K | 0.00% | +6,245+167.7% | Added |
| LVW Advisors, LLC | 10,033 | $356.3K | 0.04% | +147+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 10,200 | $362.2K | 0.01% | −220,280−95.6% | Reduced |
| Graham Capital Management, L.P. | 10,279 | $365.0K | 0.01% | −6,412−38.4% | Reduced |
| Benjamin Edwards Inc | 10,283 | $365.1K | 0.00% | +3,349+48.3% | Added |
| Arista Wealth Management, LLC | 10,331 | $366.9K | 0.05% | +10,331 | New |
| Blossom Wealth Management | 10,400 | $369.3K | 0.61% | +10,400 | New |
| Trust Point Inc. | 10,471 | $371.8K | 0.03% | −209−2.0% | Reduced |
| Leonteq Securities AG | 10,543 | $374.4K | 0.02% | −7,126−40.3% | Reduced |
| Staley Capital Advisers Inc | 10,600 | $376.4K | 0.02% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 10,628 | $377.4K | 0.01% | −69,802−86.8% | Reduced |
| Tortuga Wealth Management, Inc | 10,650 | $378.2K | 0.40% | +10,650 | New |
| Exchange Traded Concepts, LLC | 10,932 | $388.2K | 0.00% | +399+3.8% | Added |
| HB Wealth Management, LLC | 10,966 | $389.4K | 0.00% | +2,874+35.5% | Added |
| Chicago Partners Investment Group LLC | 11,598 | $392.0K | 0.01% | −652−5.3% | Reduced |
| CWM, LLC | 11,093 | $394.0K | 0.00% | +110+1.0% | Added |
| Concurrent Investment Advisors, LLC | 11,244 | $399.3K | 0.00% | +11,244 | New |
| Independent Financial Group, LLC | 11,247 | $399.4K | 0.01% | +3,103+38.1% | Added |
| AssuredPartners Investment Advisors, LLC | 11,344 | $402.8K | 0.06% | −829−6.8% | Reduced |
| Bluebird Wealth Management LLC | 11,440 | $406.2K | 0.38% | +11,440 | New |
| Ar Asset Management Inc | 11,800 | $419.0K | 0.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,888 | $422.1K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 11,932 | $423.7K | 0.17% | +11,932 | New |
| Wealthspire Advisors, LLC | 11,985 | $425.6K | 0.00% | +4,061+51.2% | Added |
| Bridgewater Advisors Inc. | 12,979 | $425.7K | 0.03% | −128−1.0% | Reduced |
| Qtron Investments LLC | 12,273 | $435.8K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 12,482 | $443.2K | 0.30% | +828+7.1% | Added |
| Cumberland Partners Ltd | 12,500 | $443.9K | 0.03% | +12,500 | New |
| B. Metzler seel. Sohn & Co. AG | 12,528 | $444.9K | 0.00% | +653+5.5% | Added |
| Knollwood Investment Advisory, LLC | 12,609 | $447.7K | 0.04% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 12,726 | $451.9K | 0.13% | +632+5.2% | Added |
| Clearstead Advisors, LLC | 12,731 | $452.1K | 0.01% | −2,668−17.3% | Reduced |
| Bradley Foster & Sargent Inc | 12,760 | $453.1K | 0.01% | −3,350−20.8% | Reduced |
| Prudential Financial Inc | 12,795 | $454.4K | 0.00% | −13,685−51.7% | Reduced |
| Keybank National Association | 12,894 | $457.9K | 0.00% | −151−1.2% | Reduced |
| Catalyst Capital Advisors LLC | 13,000 | $461.6K | 0.01% | +13,000 | New |
| Everence Capital Management Inc | 13,080 | $464.0K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 13,117 | $465.8K | 0.01% | −1,260−8.8% | Reduced |
| Quest Partners LLC | 13,279 | $471.5K | 0.03% | +7,397+125.8% | Added |
| Altfest L J & Co Inc | 13,439 | $477.2K | 0.05% | +13,439 | New |
| Bayforest Capital Ltd | 13,510 | $479.7K | 0.36% | −1,130−7.7% | Reduced |
| Carlson Financial, Inc. | 13,591 | $482.6K | 0.28% | +13,591 | New |
| Versor Investments LP | 13,600 | $482.9K | 0.08% | −11,300−45.4% | Reduced |
| Wynn Capital, LLC | 13,755 | $488.4K | 0.24% | +280+2.1% | Added |
| Union Bancaire Privee, UBP SA | 13,652 | $498.4K | 0.01% | +2,835+26.2% | Added |
| Counterpoint Mutual Funds LLC | 14,085 | $500.2K | 0.04% | +14,085 | New |
| Snowden Capital Advisors LLC | 14,178 | $503.5K | 0.01% | −6,303−30.8% | Reduced |
| Prosperity Wealth Management, Inc. | 14,200 | $504.2K | 0.17% | +2,200+18.3% | Added |
| Sequoia Financial Advisors, LLC | 14,200 | $504.2K | 0.00% | +8,149+134.7% | Added |
| Omers Administration Corp | 14,228 | $505.2K | 0.00% | −42,447−74.9% | Reduced |
| Investment Management Corp | 14,342 | $509.3K | 0.43% | +150+1.1% | Added |
| Headlands Technologies LLC | 14,425 | $512.2K | 0.04% | +14,425 | New |
| Steward Partners Investment Advisory, LLC | 14,518 | $515.5K | 0.00% | −639−4.2% | Reduced |
| Lewis Asset Management, LLC | 14,563 | $517.1K | 0.21% | −1,090−7.0% | Reduced |
| Keel Point, LLC | 14,601 | $518.5K | 0.03% | +1,070+7.9% | Added |
| Cannon Global Investment Management, LLC | 15,000 | $532.6K | 1.41% | +15,000 | New |
| Teacher Retirement System of Texas | 15,095 | $536.0K | 0.00% | −43,588−74.3% | Reduced |
| Credit Agricole S A | 15,114 | $536.7K | 0.00% | −2,154−12.5% | Reduced |
| Ostrum Asset Management | 15,235 | $541.0K | 0.03% | −25,706−62.8% | Reduced |
| Triumph Capital Management | 15,296 | $543.2K | 0.12% | +777+5.4% | Added |
| The PNC Financial Services Group, Inc. | 15,364 | $545.6K | 0.00% | −1,328−8.0% | Reduced |
| Cravens & Co Advisors, LLC | 15,991 | $556.5K | 0.36% | −1,027−6.0% | Reduced |
| EP Wealth Advisors, LLC | 15,862 | $563.2K | 0.00% | +15,862 | New |
| Pinnacle Associates Ltd | 15,896 | $564.5K | 0.01% | +200+1.3% | Added |
| North Dakota State Investment Board | 15,914 | $565.1K | 0.02% | +15,914 | New |
| CIBC World Markets Corp | 15,927 | $565.6K | 0.00% | +15,927 | New |
| GAM Holding AG | 16,131 | $572.8K | 0.04% | −3,332−17.1% | Reduced |
| Range Advisory, LLC | 16,219 | $575.9K | 0.15% | +16,219 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 16,260 | $577.4K | 0.11% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 16,266 | $577.6K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 16,335 | $580.1K | 0.25% | −279−1.7% | Reduced |
| Pier 88 Investment Partners LLC | 16,430 | $583.4K | 0.13% | +3,120+23.4% | Added |
| Wellington Management Group LLP | 16,453 | $584.2K | 0.00% | −181,912−91.7% | Reduced |
| Enhancing Capital LLC | 16,575 | $588.6K | 0.42% | +16,575 | New |
| IHT Wealth Management, LLC | 16,753 | $593.5K | 0.01% | −1,289−7.1% | Reduced |
| Lighthouse Financial Services Inc | 16,853 | $598.5K | 0.14% | +16,853 | New |
| E. Ohman J:or Asset Management AB | 17,400 | $617.9K | 0.01% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 17,477 | $620.6K | 0.29% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 17,614 | $625.5K | 0.08% | +17,614 | New |
| Keystone Financial Group | 17,680 | $627.8K | 0.05% | +17,680 | New |
| Capital Investment Counsel, Inc | 17,800 | $632.1K | 0.07% | −1,000−5.3% | Reduced |
| Intrepid Capital Management Inc | 17,843 | $633.6K | 0.25% | +1,200+7.2% | Added |
| Lazard Asset Management LLC | 18,589 | $660.1K | 0.00% | +10,852+140.3% | Added |
| Ethic Inc. | 19,338 | $686.7K | 0.01% | −3,844−16.6% | Reduced |