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 |
|---|---|---|---|---|---|
| TrimTabs Asset Management, LLC | 153,730 | $5.46M | 0.71% | −200,542−56.6% | Reduced |
| Primecap Management Co | 156,000 | $5.54M | 0.00% | +75,500+93.8% | Added |
| Night Squared LP | 156,326 | $5.55M | 1.56% | +20,577+15.2% | Added |
| Panagora Asset Management Inc | 156,867 | $5.57M | 0.02% | −843,603−84.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 155,963 | $5.60M | 0.02% | −10,723−6.4% | Reduced |
| Dnca Finance | 158,300 | $5.62M | 0.33% | −37,350−19.1% | Reduced |
| Mediolanum International Funds Ltd | 155,621 | $5.65M | 0.06% | −32,244−17.2% | Reduced |
| OP Asset Management Ltd | 159,051 | $5.65M | 0.07% | +83,581+110.7% | Added |
| Ameriprise Financial Inc | 161,511 | $5.74M | 0.00% | +46,233+40.1% | Added |
| State of New Jersey Common Pension Fund D | 161,593 | $5.74M | 0.02% | +1,209+0.8% | Added |
| Natixis Advisors, L.P. | 163,802 | $5.82M | 0.01% | +27,328+20.0% | Added |
| Thrivent Financial for Lutherans | 164,956 | $5.86M | 0.01% | +25,208+18.0% | Added |
| WCG Wealth Advisors LLC | 165,435 | $5.87M | 0.16% | +165,435 | New |
| Cerity Partners LLC | 166,312 | $5.91M | 0.01% | +82,505+98.4% | Added |
| Macquarie Group Ltd | 168,358 | $5.98M | 0.03% | −1,737,362−91.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 168,483 | $5.98M | 0.04% | +2,283+1.4% | Added |
| Rockefeller Capital Management L.P. | 169,122 | $6.01M | 0.01% | +8,676+5.4% | Added |
| KLP Kapitalforvaltning AS | 171,400 | $6.09M | 0.02% | +1,900+1.1% | Added |
| Pictet Asset Management Holding SA | 172,015 | $6.11M | 0.01% | +2,180+1.3% | Added |
| Winton Group Ltd | 172,180 | $6.11M | 0.21% | +172,180 | New |
| Lord, Abbett & Co. LLC | 172,359 | $6.12M | 0.02% | −3,148,033−94.8% | Reduced |
| Asset Management One Co.,Ltd. | 168,180 | $6.14M | 0.02% | −4,271−2.5% | Reduced |
| Squarepoint Ops LLC | 173,041 | $6.14M | 0.01% | −1,189,628−87.3% | Reduced |
| Mercer Global Advisors Inc | 181,327 | $6.27M | 0.01% | +51,079+39.2% | Added |
| Rothschild Investment LLC | 176,589 | $6.27M | 0.35% | +176,114+37,076.6% | Added |
| McGowan Group Asset Management, Inc. | 176,622 | $6.27M | 0.78% | +361+0.2% | Added |
| Walleye Capital LLC | 177,369 | $6.30M | 0.04% | +167,464+1,690.7% | Added |
| HSBC Holdings PLC | 181,371 | $6.45M | 0.00% | +26,032+16.8% | Added |
| State of Michigan Retirement System | 183,000 | $6.50M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 183,964 | $6.53M | 0.01% | −97,843−34.7% | Reduced |
| Partners Group Holding AG | 185,085 | $6.57M | 0.44% | +185,085 | New |
| PDT Partners, LLC | 190,422 | $6.76M | 0.44% | +53,366+38.9% | Added |
| HighTower Advisors, LLC | 191,706 | $6.81M | 0.01% | +17,707+10.2% | Added |
| Miracle Mile Advisors, LLC | 191,954 | $6.82M | 0.10% | +540.0% | Added |
| MML Investors Services, LLC | 192,733 | $6.84M | 0.02% | +30,853+19.1% | Added |
| Great West Life Assurance Co | 192,707 | $6.84M | 0.01% | −44,986−18.9% | Reduced |
| Nomura Holdings Inc | 193,562 | $6.87M | 0.02% | −6,679−3.3% | Reduced |
| Treasurer of the State of North Carolina | 194,071 | $6.89M | 0.02% | −9,031−4.4% | Reduced |
| UBS Oconnor LLC | 200,000 | $7.10M | 0.19% | +120,000+150.0% | Added |
| Jain Global LLC | 201,523 | $7.16M | 0.07% | −70,191−25.8% | Reduced |
| Capital Fund Management S.A. | 202,395 | $7.19M | 0.07% | −69,514−25.6% | Reduced |
| LPL Financial LLC | 218,936 | $7.77M | 0.00% | −31,195−12.5% | Reduced |
| Armistice Capital, LLC | 227,753 | $8.09M | 0.20% | −58,283−20.4% | Reduced |
| Forsta Ap-Fonden | 231,800 | $8.23M | 0.05% | −65,000−21.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 233,453 | $8.29M | 2.29% | +27,376+13.3% | Added |
| Ieq Capital, LLC | 236,181 | $8.39M | 0.03% | −19,498−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 236,412 | $8.39M | 0.01% | −100,388−29.8% | Reduced |
| Abn Amro Investment Solutions | 238,415 | $8.47M | 0.13% | +80,985+51.4% | Added |
| Arohi Asset Management PTE Ltd. | 241,500 | $8.58M | 2.57% | +241,500 | New |
| Apis Capital Advisors, LLC | 242,000 | $8.59M | 1.50% | +242,000 | New |
| Danske Bank A/S | 247,728 | $8.80M | 0.02% | +5,900+2.4% | Added |
| Independent Family Office, LLC | 250,000 | $8.88M | 3.71% | −20,000−7.4% | Reduced |
| Crawford Fund Management, LLC | 253,936 | $9.02M | 2.89% | +127,886+101.5% | Added |
| Two Sigma Advisers, LP | 254,100 | $9.02M | 0.02% | −223,600−46.8% | Reduced |
| AQR Capital Management LLC | 254,344 | $9.03M | 0.00% | +26,780+11.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 257,848 | $9.16M | 1.89% | +257,848 | New |
| Stifel Financial Corp | 262,687 | $9.33M | 0.01% | −122,428−31.8% | Reduced |
| ExodusPoint Capital Management, LP | 264,785 | $9.40M | 0.10% | +264,785 | New |
| Campbell Capital Management Inc | 276,315 | $9.81M | 3.32% | +276,315 | New |
| Penserra Capital Management LLC | 279,287 | $9.92M | 0.12% | −1,477−0.5% | Reduced |
| SG Americas Securities, LLC | 288,286 | $10.2M | 0.01% | +213,459+285.3% | Added |
| Motley Fool Asset Management LLC | 288,699 | $10.3M | 0.40% | −9,962−3.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 291,169 | $10.3M | 0.02% | −12,478−4.1% | Reduced |
| Candriam Luxembourg S.C.A. | 296,975 | $10.5M | 0.05% | −305,225−50.7% | Reduced |
| SCS Capital Management LLC | 299,501 | $10.6M | 0.11% | −37,129−11.0% | Reduced |
| Bienville Capital Management, LLC | 299,988 | $10.7M | 1.69% | +299,988 | New |
| Motley Fool Wealth Management, LLC | 300,599 | $10.7M | 0.83% | −47,835−13.7% | Reduced |
| Sands Capital Ventures, LLC | 301,647 | $10.7M | 2.07% | +145,043+92.6% | Added |
| Zacks Investment Management | 309,088 | $11.0M | 0.09% | −6,670−2.1% | Reduced |
| Mariner, LLC | 317,101 | $11.3M | 0.01% | +1,647+0.5% | Added |
| Barclays PLC | 318,804 | $11.3M | 0.00% | +40,218+14.4% | Added |
| Assenagon Asset Management S.A. | 318,960 | $11.3M | 0.02% | −21,460−6.3% | Reduced |
| Korea Investment CORP | 327,347 | $11.6M | 0.02% | −19,112−5.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 333,999 | $11.9M | 0.03% | +21,633+6.9% | Added |
| Whetstone Capital Advisors, LLC | 336,049 | $11.9M | 3.72% | +1,086+0.3% | Added |
| Longaeva Partners L.P. | 340,925 | $12.1M | 1.44% | +340,925 | New |
| State of Wisconsin Investment Board | 342,230 | $12.2M | 0.03% | −44,717−11.6% | Reduced |
| Voleon Capital Management LP | 367,389 | $13.0M | 0.28% | +236,891+181.5% | Added |
| Aviva PLC | 372,672 | $13.2M | 0.02% | +22,595+6.5% | Added |
| Russell Investments Group, Ltd. | 382,713 | $13.6M | 0.01% | −89,186−18.9% | Reduced |
| Cander Asset Management LP | 383,942 | $13.6M | 2.52% | +383,942 | New |
| Engineers Gate Manager LP | 384,410 | $13.7M | 0.16% | +163,269+73.8% | Added |
| State Board of Administration of Florida Retirement System | 411,939 | $14.6M | 0.03% | −3,830−0.9% | Reduced |
| Man Group plc | 414,674 | $14.7M | 0.03% | −361,903−46.6% | Reduced |
| Dark Forest Capital Management LP | 418,286 | $14.9M | 0.68% | +344,440+466.4% | Added |
| Sora Investors LLC | 419,103 | $14.9M | 1.28% | +419,103 | New |
| Hamilton Lane Advisors LLC | 444,091 | $15.8M | 8.69% | +444,091 | New |
| Allianz Asset Management GmbH | 469,816 | $16.7M | 0.02% | +107,051+29.5% | Added |
| Natixis | 471,212 | $16.7M | 0.07% | +155,019+49.0% | Added |
| Glynn Capital Management LLC | 486,583 | $17.3M | 5.93% | +119,262+32.5% | Added |
| Janney Montgomery Scott LLC | 489,779 | $17.4M | 0.04% | +48,840+11.1% | Added |
| Neuberger Berman Group LLC | 497,476 | $17.7M | 0.01% | −1,172,709−70.2% | Reduced |
| New York State Common Retirement Fund | 508,239 | $18.0M | 0.02% | +9,000+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 514,992 | $18.3M | 0.04% | +52,959+11.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 540,243 | $18.4M | 0.01% | +39,300+7.8% | Added |
| Voya Investment Management LLC | 527,495 | $18.7M | 0.02% | −962,228−64.6% | Reduced |
| Canada Pension Plan Investment Board | 529,700 | $18.8M | 0.01% | +256,700+94.0% | Added |
| Envestnet Asset Management Inc | 557,054 | $19.8M | 0.01% | −60,756−9.8% | Reduced |
| TD Asset Management Inc | 574,916 | $20.4M | 0.02% | −278,673−32.6% | Reduced |
| Andra AP-fonden | 594,200 | $21.1M | 0.26% | +10,300+1.8% | Added |