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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 647,508 | $23.0M | 0.00% | −1,962,147−75.2% | Reduced |
| California State Teachers Retirement System | 656,499 | $23.3M | 0.02% | −25,434−3.7% | Reduced |
| Capital International Inc | 668,756 | $23.7M | 0.19% | +15,405+2.4% | Added |
| Greenoaks Capital Partners LLC | 680,317 | $24.2M | 0.81% | −801,540−54.1% | Reduced |
| Royal Bank of Canada | 691,585 | $24.6M | 0.00% | −961,825−58.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 722,672 | $24.6M | 0.04% | −683,692−48.6% | Reduced |
| KBC Group NV | 697,544 | $24.8M | 0.06% | −406,013−36.8% | Reduced |
| Victory Capital Management Inc | 697,936 | $24.8M | 0.01% | −79,925−10.3% | Reduced |
| Susquehanna International Group, LLP | 698,063 | $24.8M | 0.03% | −291,923−29.5% | Reduced |
| Park West Asset Management LLC | 719,575 | $25.6M | 2.15% | +159,000+28.4% | Added |
| Rhumbline Advisers | 729,690 | $25.9M | 0.02% | −20,990−2.8% | Reduced |
| Janus Henderson Group PLC | 736,205 | $26.1M | 0.01% | +14,057+1.9% | Added |
| Riverbridge Partners LLC | 755,052 | $26.8M | 0.50% | −207,700−21.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 771,397 | $27.4M | 0.39% | +279,659+56.9% | Added |
| Congress Asset Management Co | 776,735 | $27.6M | 0.19% | −439,377−36.1% | Reduced |
| SEI Investments Co | 779,097 | $27.7M | 0.03% | −379,041−32.7% | Reduced |
| Jump Financial, LLC | 798,619 | $28.4M | 0.36% | +326,461+69.1% | Added |
| Raymond James Financial Inc | 807,291 | $28.7M | 0.01% | +61,791+8.3% | Added |
| Schonfeld Strategic Advisors LLC | 809,331 | $28.7M | 0.14% | +809,331 | New |
| AustralianSuper Pty Ltd | 846,547 | $30.1M | 0.14% | −253,709−23.1% | Reduced |
| California Public Employees Retirement System | 848,923 | $30.1M | 0.02% | −38,884−4.4% | Reduced |
| Commerce Bank | 849,937 | $30.2M | 0.17% | −150,546−15.0% | Reduced |
| Mane Global Capital Management LP | 934,538 | $33.2M | 1.82% | +927,498+13,174.7% | Added |
| Trexquant Investment LP | 969,232 | $34.4M | 0.31% | +145,201+17.6% | Added |
| Robeco Institutional Asset Management B.V. | 972,230 | $34.5M | 0.05% | +57,512+6.3% | Added |
| Franklin Resources Inc | 983,402 | $34.9M | 0.01% | −1,323,077−57.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 985,653 | $35.0M | 0.02% | +936,987+1,925.3% | Added |
| Caisse de Depot Et Placement du Quebec | 1,023,005 | $36.3M | 0.06% | −213,529−17.3% | Reduced |
| Legal & General Group Plc | 1,032,069 | $36.6M | 0.01% | −46,844−4.3% | Reduced |
| Granahan Investment Management Inc | 1,037,146 | $36.8M | 1.58% | −200,466−16.2% | Reduced |
| Mackenzie Financial Corp | 1,060,853 | $38.4M | 0.05% | +483,822+83.8% | Added |
| Deutsche Bank AG | 1,099,199 | $39.0M | 0.01% | +3260.0% | Added |
| Freestone Grove Partners LP | 1,102,638 | $39.2M | 0.28% | +1,102,638 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,103,561 | $39.2M | 0.11% | +256,513+30.3% | Added |
| Employees Retirement System of Texas | 1,114,408 | $39.6M | 0.32% | +1,109,600+23,078.2% | Added |
| Bridgewater Associates, LP | 1,127,052 | $40.0M | 0.15% | +737,699+189.5% | Added |
| Delta Global Management LP | 1,141,872 | $40.5M | 2.95% | +96,071+9.2% | Added |
| Alkeon Capital Management LLC | 1,150,000 | $40.8M | 0.18% | +250,000+27.8% | Added |
| Wells Fargo & Company | 1,151,571 | $40.9M | 0.01% | +131,375+12.9% | Added |
| First Trust Advisors LP | 1,219,787 | $43.3M | 0.03% | −420,703−25.6% | Reduced |
| Two Sigma Investments, LP | 1,233,041 | $43.8M | 0.07% | −682,860−35.6% | Reduced |
| Citigroup Inc | 1,233,917 | $43.8M | 0.03% | +191,815+18.4% | Added |
| Bank of Nova Scotia | 1,247,037 | $44.3M | 0.07% | +1,240,222+18,198.4% | Added |
| Swiss National Bank | 1,257,800 | $44.7M | 0.03% | −34,200−2.6% | Reduced |
| Westfield Capital Management Co LP | 1,268,337 | $45.0M | 0.19% | +234,032+22.6% | Added |
| NZS Capital, LLC | 1,296,518 | $46.0M | 1.41% | +10,234+0.8% | Added |
| Nordea Investment Management AB | 1,307,158 | $46.9M | 0.04% | +1,168,539+843.0% | Added |
| D. E. Shaw & Co., Inc. | 1,328,195 | $47.2M | 0.04% | +93,328+7.6% | Added |
| Fiera Capital Corp | 1,349,004 | $47.9M | 0.15% | +335,503+33.1% | Added |
| Capital Impact Advisors, LLC | 1,409,764 | $50.1M | 3.92% | +1,171,802+492.4% | Added |
| Nuveen, LLC | 1,412,023 | $50.1M | 0.01% | +148,942+11.8% | Added |
| Dimensional Fund Advisors LP | 1,460,825 | $51.9M | 0.01% | +133,562+10.1% | Added |
| Bank of New York Mellon Corp | 1,506,142 | $53.5M | 0.01% | −49,155−3.2% | Reduced |
| American Century Companies Inc | 1,536,698 | $54.6M | 0.03% | +51,097+3.4% | Added |
| Vontobel Holding Ltd. | 1,566,458 | $55.6M | 0.18% | +465,926+42.3% | Added |
| Goldman Sachs Group Inc | 1,598,787 | $56.8M | 0.01% | −824,846−34.0% | Reduced |
| Blair William & Co | 1,658,477 | $58.9M | 0.16% | +42,412+2.6% | Added |
| Stephens Investment Management Group LLC | 1,749,414 | $62.1M | 0.81% | +8,237+0.5% | Added |
| Nomura Asset Management International Inc. | 1,803,846 | $64.1M | 0.10% | +1,803,846 | New |
| BNP Paribas Arbitrage, SA | 1,824,558 | $64.8M | 0.04% | +276,584+17.9% | Added |
| 12 West Capital Management LP | 1,847,840 | $65.6M | 7.81% | +65,000+3.6% | Added |
| Zevenbergen Capital Investments LLC | 1,854,996 | $65.9M | 1.46% | −262,314−12.4% | Reduced |
| Greenhouse Funds LLLP | 1,860,143 | $66.1M | 2.55% | +1,860,143 | New |
| UBS Asset Management Americas Inc | 1,889,474 | $67.1M | 0.01% | −5,403−0.3% | Reduced |
| Greenvale Capital LLP | 1,900,000 | $67.5M | 6.32% | +1,900,000 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,966,366 | $69.8M | 0.46% | −97,090−4.7% | Reduced |
| Millennium Management LLC | 2,262,768 | $80.4M | 0.06% | +73,990+3.4% | Added |
| Durable Capital Partners LP | 2,299,023 | $81.6M | 0.77% | −4,061,875−63.9% | Reduced |
| Charles Schwab Investment Management Inc | 2,479,983 | $88.1M | 0.01% | +139,578+6.0% | Added |
| Eventide Asset Management, LLC | 2,486,040 | $88.3M | 1.38% | +4,465+0.2% | Added |
| Amundi | 2,673,489 | $94.9M | 0.03% | +330,003+14.1% | Added |
| Champlain Investment Partners, LLC | 2,905,648 | $103.2M | 1.04% | +468,953+19.2% | Added |
| Worldquant Millennium Advisors LLC | 2,939,912 | $104.4M | 0.41% | −430,924−12.8% | Reduced |
| Northern Trust Corp | 3,236,660 | $114.9M | 0.01% | +118,317+3.8% | Added |
| Federated Hermes, Inc. | 3,269,070 | $116.1M | 0.19% | −257,624−7.3% | Reduced |
| Price T Rowe Associates Inc | 3,414,051 | $121.2M | 0.01% | −1,807,440−34.6% | Reduced |
| Renaissance Technologies LLC | 3,453,928 | $122.6M | 0.19% | +993,116+40.4% | Added |
| Qube Research & Technologies Ltd | 3,663,145 | $130.1M | 0.19% | −2,856,316−43.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,801,347 | $135.0M | 1.56% | −477,176−11.2% | Reduced |
| Balyasny Asset Management LLC | 4,031,705 | $143.2M | 0.27% | +4,021,923+41,115.5% | Added |
| 1832 Asset Management L.P. | 4,064,200 | $144.3M | 0.18% | +4,064,200 | New |
| UBS Group AG | 4,210,504 | $149.5M | 0.03% | −284,283−6.3% | Reduced |
| HMI Capital Management, L.P. | 4,303,483 | $152.8M | 12.54% | +961,100+28.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,373,306 | $155.3M | 0.18% | +328,468+8.1% | Added |
| Gilder Gagnon Howe & Co LLC | 4,390,564 | $155.9M | 1.65% | −195,196−4.3% | Reduced |
| Bank of America Corp | 4,401,191 | $156.3M | 0.01% | −1,526,164−25.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,579,046 | $162.6M | 0.10% | +235,572+5.4% | Added |
| Marshall Wace, LLP | 5,292,568 | $187.9M | 0.18% | +198,783+3.9% | Added |
| Norges Bank | 5,711,282 | $202.8M | 0.02% | +5,711,282 | New |
| Principal Financial Group Inc | 5,866,235 | $208.3M | 0.11% | −42,865−0.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,032,895 | $249.7M | 0.15% | −484,321−6.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 7,167,843 | $254.5M | 0.16% | −3,520,636−32.9% | Reduced |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 8,015,277 | $284.6M | 4.05% | +4,618,077+135.9% | Added |
| Geode Capital Management, LLC | 8,675,056 | $307.2M | 0.02% | +169,230+2.0% | Added |
| XN LP | 8,988,386 | $319.2M | 8.94% | +3,029,856+50.8% | Added |
| Alliancebernstein L.P. | 9,331,266 | $331.4M | 0.10% | +1,115,508+13.6% | Added |
| JPMorgan Chase & Co | 9,378,658 | $333.0M | 0.02% | −535,849−5.4% | Reduced |
| State Street Corp | 9,820,594 | $348.7M | 0.01% | +282,282+3.0% | Added |
| Morgan Stanley | 10,372,626 | $368.3M | 0.02% | +653,487+6.7% | Added |
| Jennison Associates LLC | 15,157,955 | $538.3M | 0.32% | +157,394+1.0% | Added |