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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 19,444 | $709.9K | 0.00% | −6,021−23.6% | Reduced |
| Illinois Municipal Retirement Fund | 19,794 | $702.9K | 0.01% | −24,188−55.0% | Reduced |
| Wellington Shields & Co., LLC | 19,700 | $699.5K | 0.17% | +19,700 | New |
| Wellington Shields Capital Management, LLC | 19,400 | $688.9K | 0.10% | +19,400 | New |
| Ethic Inc. | 19,338 | $686.7K | 0.01% | −3,844−16.6% | Reduced |
| Lazard Asset Management LLC | 18,589 | $660.1K | 0.00% | +10,852+140.3% | Added |
| Intrepid Capital Management Inc | 17,843 | $633.6K | 0.25% | +1,200+7.2% | Added |
| Capital Investment Counsel, Inc | 17,800 | $632.1K | 0.07% | −1,000−5.3% | Reduced |
| Keystone Financial Group | 17,680 | $627.8K | 0.05% | +17,680 | New |
| Brookwood Investment Group LLC | 17,614 | $625.5K | 0.08% | +17,614 | New |
| Trevian Wealth Management LLC | 17,477 | $620.6K | 0.29% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,400 | $617.9K | 0.01% | 00.0% | Unchanged |
| Lighthouse Financial Services Inc | 16,853 | $598.5K | 0.14% | +16,853 | New |
| IHT Wealth Management, LLC | 16,753 | $593.5K | 0.01% | −1,289−7.1% | Reduced |
| Enhancing Capital LLC | 16,575 | $588.6K | 0.42% | +16,575 | New |
| Wellington Management Group LLP | 16,453 | $584.2K | 0.00% | −181,912−91.7% | Reduced |
| Pier 88 Investment Partners LLC | 16,430 | $583.4K | 0.13% | +3,120+23.4% | Added |
| American Capital Advisory, LLC | 16,335 | $580.1K | 0.25% | −279−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,266 | $577.6K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 16,260 | $577.4K | 0.11% | 00.0% | Unchanged |
| Range Advisory, LLC | 16,219 | $575.9K | 0.15% | +16,219 | New |
| GAM Holding AG | 16,131 | $572.8K | 0.04% | −3,332−17.1% | Reduced |
| CIBC World Markets Corp | 15,927 | $565.6K | 0.00% | +15,927 | New |
| North Dakota State Investment Board | 15,914 | $565.1K | 0.02% | +15,914 | New |
| Pinnacle Associates Ltd | 15,896 | $564.5K | 0.01% | +200+1.3% | Added |
| EP Wealth Advisors, LLC | 15,862 | $563.2K | 0.00% | +15,862 | New |
| Cravens & Co Advisors, LLC | 15,991 | $556.5K | 0.36% | −1,027−6.0% | Reduced |
| The PNC Financial Services Group, Inc. | 15,364 | $545.6K | 0.00% | −1,328−8.0% | Reduced |
| Triumph Capital Management | 15,296 | $543.2K | 0.12% | +777+5.4% | Added |
| Ostrum Asset Management | 15,235 | $541.0K | 0.03% | −25,706−62.8% | Reduced |
| Credit Agricole S A | 15,114 | $536.7K | 0.00% | −2,154−12.5% | Reduced |
| Teacher Retirement System of Texas | 15,095 | $536.0K | 0.00% | −43,588−74.3% | Reduced |
| Cannon Global Investment Management, LLC | 15,000 | $532.6K | 1.41% | +15,000 | New |
| Keel Point, LLC | 14,601 | $518.5K | 0.03% | +1,070+7.9% | Added |
| Lewis Asset Management, LLC | 14,563 | $517.1K | 0.21% | −1,090−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,518 | $515.5K | 0.00% | −639−4.2% | Reduced |
| Headlands Technologies LLC | 14,425 | $512.2K | 0.04% | +14,425 | New |
| Investment Management Corp | 14,342 | $509.3K | 0.43% | +150+1.1% | Added |
| Omers Administration Corp | 14,228 | $505.2K | 0.00% | −42,447−74.9% | 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 |
| Snowden Capital Advisors LLC | 14,178 | $503.5K | 0.01% | −6,303−30.8% | Reduced |
| Counterpoint Mutual Funds LLC | 14,085 | $500.2K | 0.04% | +14,085 | New |
| Union Bancaire Privee, UBP SA | 13,652 | $498.4K | 0.01% | +2,835+26.2% | Added |
| Wynn Capital, LLC | 13,755 | $488.4K | 0.24% | +280+2.1% | Added |
| Versor Investments LP | 13,600 | $482.9K | 0.08% | −11,300−45.4% | Reduced |
| Carlson Financial, Inc. | 13,591 | $482.6K | 0.28% | +13,591 | New |
| Bayforest Capital Ltd | 13,510 | $479.7K | 0.36% | −1,130−7.7% | Reduced |
| Altfest L J & Co Inc | 13,439 | $477.2K | 0.05% | +13,439 | New |
| Quest Partners LLC | 13,279 | $471.5K | 0.03% | +7,397+125.8% | Added |
| Atomi Financial Group, Inc. | 13,117 | $465.8K | 0.01% | −1,260−8.8% | Reduced |
| Everence Capital Management Inc | 13,080 | $464.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 13,000 | $461.6K | 0.01% | +13,000 | New |
| Keybank National Association | 12,894 | $457.9K | 0.00% | −151−1.2% | Reduced |
| Prudential Financial Inc | 12,795 | $454.4K | 0.00% | −13,685−51.7% | Reduced |
| Bradley Foster & Sargent Inc | 12,760 | $453.1K | 0.01% | −3,350−20.8% | Reduced |
| Clearstead Advisors, LLC | 12,731 | $452.1K | 0.01% | −2,668−17.3% | Reduced |
| Trinity Financial Advisors LLC | 12,726 | $451.9K | 0.13% | +632+5.2% | Added |
| Knollwood Investment Advisory, LLC | 12,609 | $447.7K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,528 | $444.9K | 0.00% | +653+5.5% | Added |
| Cumberland Partners Ltd | 12,500 | $443.9K | 0.03% | +12,500 | New |
| Cascade Investment Group, Inc. | 12,482 | $443.2K | 0.30% | +828+7.1% | Added |
| Qtron Investments LLC | 12,273 | $435.8K | 0.06% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 12,979 | $425.7K | 0.03% | −128−1.0% | Reduced |
| Wealthspire Advisors, LLC | 11,985 | $425.6K | 0.00% | +4,061+51.2% | Added |
| EntryPoint Capital, LLC | 11,932 | $423.7K | 0.17% | +11,932 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,888 | $422.1K | 0.03% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,800 | $419.0K | 0.09% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 11,440 | $406.2K | 0.38% | +11,440 | New |
| AssuredPartners Investment Advisors, LLC | 11,344 | $402.8K | 0.06% | −829−6.8% | Reduced |
| Independent Financial Group, LLC | 11,247 | $399.4K | 0.01% | +3,103+38.1% | Added |
| Concurrent Investment Advisors, LLC | 11,244 | $399.3K | 0.00% | +11,244 | New |
| CWM, LLC | 11,093 | $394.0K | 0.00% | +110+1.0% | Added |
| Chicago Partners Investment Group LLC | 11,598 | $392.0K | 0.01% | −652−5.3% | Reduced |
| HB Wealth Management, LLC | 10,966 | $389.4K | 0.00% | +2,874+35.5% | Added |
| Exchange Traded Concepts, LLC | 10,932 | $388.2K | 0.00% | +399+3.8% | Added |
| Tortuga Wealth Management, Inc | 10,650 | $378.2K | 0.40% | +10,650 | New |
| J. Safra Sarasin Holding AG | 10,628 | $377.4K | 0.01% | −69,802−86.8% | Reduced |
| Staley Capital Advisers Inc | 10,600 | $376.4K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 10,543 | $374.4K | 0.02% | −7,126−40.3% | Reduced |
| Trust Point Inc. | 10,471 | $371.8K | 0.03% | −209−2.0% | Reduced |
| Blossom Wealth Management | 10,400 | $369.3K | 0.61% | +10,400 | New |
| Arista Wealth Management, LLC | 10,331 | $366.9K | 0.05% | +10,331 | New |
| Benjamin Edwards Inc | 10,283 | $365.1K | 0.00% | +3,349+48.3% | Added |
| Graham Capital Management, L.P. | 10,279 | $365.0K | 0.01% | −6,412−38.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,200 | $362.2K | 0.01% | −220,280−95.6% | Reduced |
| LVW Advisors, LLC | 10,033 | $356.3K | 0.04% | +147+1.5% | Added |
| National Bank of Canada | 9,970 | $353.6K | 0.00% | +6,245+167.7% | Added |
| Forum Financial Management, LP | 9,880 | $350.8K | 0.00% | −466−4.5% | Reduced |
| Seamount Financial Group Inc | 9,873 | $350.6K | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,478 | $347.5K | 0.01% | −1,410−13.0% | Reduced |
| Janney Capital Management LLC | 9,779 | $347.0K | 0.02% | +2,643+37.0% | Added |
| DGS Capital Management, LLC | 9,604 | $341.0K | 0.06% | −54−0.6% | Reduced |
| Cliffwater LLC | 9,591 | $340.6K | 0.07% | +5,115+114.3% | Added |
| Loomis Sayles & Co L P | 9,582 | $340.3K | 0.00% | +7,786+433.5% | Added |
| Regatta Capital Group, LLC | 9,555 | $339.3K | 0.05% | −510−5.1% | Reduced |
| Signaturefd, LLC | 9,532 | $338.5K | 0.01% | +2,044+27.3% | Added |
| Prudential PLC | 9,504 | $337.5K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,500 | $337.3K | 0.77% | +9,500 | New |
| Mayflower Financial Advisors, LLC | 9,450 | $335.6K | 0.04% | +54+0.6% | Added |