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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $103.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,897 | $102.9K | 0.00% | +496+20.7% | Added |
| Harbour Investments, Inc. | 2,736 | $97.2K | 0.00% | +1,053+62.6% | Added |
| Whittier Trust Co | 2,670 | $96.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,605 | $92.5K | 0.00% | +3+0.1% | Added |
| Manchester Capital Management LLC | 2,593 | $92.1K | 0.01% | −13−0.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,518 | $89.4K | 0.06% | +52+2.1% | Added |
| Your Advocates Ltd., LLP | 2,508 | $89.1K | 0.03% | +108+4.5% | Added |
| Orion Capital Management LLC | 2,500 | $88.8K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,416 | $85.8K | 0.00% | +2,416 | New |
| GPS Wealth Strategies Group, LLC | 2,235 | $79.4K | 0.07% | −4,156−65.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,152 | $76.4K | 0.00% | +2,152 | New |
| TD Private Client Wealth LLC | 2,100 | $74.6K | 0.00% | +49+2.4% | Added |
| Garner Asset Management Corp | 2,090 | $74.2K | 0.03% | +2,090 | New |
| Roxbury Financial LLC | 2,085 | $74.0K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,045 | $72.6K | 0.01% | +1,045+104.5% | Added |
| Park Place Capital Corp | 2,026 | $71.9K | 0.01% | +79+4.1% | Added |
| SBI Securities Co., Ltd. | 1,930 | $68.5K | 0.00% | −708−26.8% | Reduced |
| CoreCap Advisors, LLC | 1,805 | $64.1K | 0.00% | −10,209−85.0% | Reduced |
| Spire Wealth Management | 1,700 | $60.4K | 0.00% | −2,110−55.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,599 | $56.8K | 0.00% | +1,416+773.8% | Added |
| 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 |
| SageView Advisory Group, LLC | 1,492 | $53.0K | 0.00% | +1,492 | New |
| ZRC Wealth Management, LLC | 1,486 | $52.8K | 0.02% | +1,486 | New |
| Atlantic Trust, LLC | 1,468 | $52.1K | 0.01% | +1,389+1,758.2% | Added |
| Chesapeake Asset Management LLC | 1,440 | $51.1K | 0.04% | +1,440 | New |
| GHP Investment Advisors, Inc. | 1,400 | $49.7K | 0.00% | +400+40.0% | Added |
| Ankerstar Wealth, LLC | 1,390 | $49.4K | 0.05% | +1,390 | New |
| LRI Investments, LLC | 1,335 | $47.4K | 0.00% | −837−38.5% | Reduced |
| Smartleaf Asset Management LLC | 1,263 | $45.8K | 0.00% | +81+6.9% | Added |
| Quarry LP | 1,268 | $45.0K | 0.01% | −1,487−54.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,261 | $44.8K | 0.00% | +1,261 | New |
| EFG International AG | 1,176 | $41.8K | 0.00% | +1,176 | New |
| Cornerstone Planning Group LLC | 1,247 | $39.7K | 0.01% | +1,233+8,807.1% | Added |
| Piscataqua Savings Bank | 1,100 | $39.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,048 | $37.2K | 0.00% | +1,000+2,083.3% | Added |
| REAP Financial Group, LLC | 1,032 | $36.6K | 0.01% | +163+18.8% | Added |
| Nemes Rush Group LLC | 1,001 | $35.5K | 0.00% | +1+0.1% | 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 |
| Central Pacific Bank - Trust Division | 943 | $33.5K | 0.00% | +521+123.5% | Added |
| Root Financial Partners, LLC | 879 | $31.2K | 0.00% | −275−23.8% | Reduced |
| Truvestments Capital LLC | 846 | $30.0K | 0.01% | −153−15.3% | Reduced |
| Strive Financial Group ,LLC | 830 | $29.5K | 0.02% | +830 | New |
| SHP Wealth Management | 808 | $28.7K | 0.00% | +808 | New |
| Umb Bank N A | 749 | $26.6K | 0.00% | +237+46.3% | Added |
| Bayban | 708 | $25.1K | 0.02% | +708 | New |
| Eastern Bank | 650 | $23.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 650 | $23.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 644 | $22.9K | 0.00% | +644 | New |
| SRS Capital Advisors, Inc. | 600 | $21.3K | 0.00% | −221−26.9% | Reduced |
| Avion Wealth | 600 | $21.0K | 0.00% | −30−4.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 570 | $20.6K | 0.00% | −2−0.3% | Reduced |
| Montag A & Associates Inc | 535 | $19.0K | 0.00% | −247−31.6% | Reduced |
| Vega Investment Solutions | 532 | $18.9K | 0.00% | +532 | New |
| Raleigh Capital Management Inc. | 515 | $18.3K | 0.01% | −30−5.5% | Reduced |
| Ancora Advisors, LLC | 514 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $17.8K | 0.00% | −9,200−94.8% | Reduced |
| High Note Wealth, LLC | 490 | $17.4K | 0.00% | −3−0.6% | Reduced |
| WPG Advisers, LLC | 484 | $17.2K | 0.01% | −12−2.4% | Reduced |
| City State Bank | 470 | $16.7K | 0.00% | +170+56.7% | Added |
| Finley Financial, LLC | 469 | $16.7K | 0.01% | +256+120.2% | Added |
| Cullen/Frost Bankers, Inc. | 451 | $16.0K | 0.00% | −804−64.1% | Reduced |
| Zions Bancorporation, National Association | 438 | $15.6K | 0.00% | +438 | New |
| Reflection Asset Management | 436 | $15.5K | 0.01% | +436 | New |
| Gould Capital, LLC | 415 | $14.7K | 0.01% | +136+48.7% | Added |
| Rakuten Securities, Inc. | 410 | $14.6K | 0.00% | +185+82.2% | Added |
| Transamerica Financial Advisors, Inc. | 401 | $14.2K | 0.00% | +140+53.6% | Added |
| Berbice Capital Management LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 398 | $14.1K | 0.01% | +398 | New |
| SJS Investment Consulting Inc. | 373 | $13.2K | 0.00% | +279+296.8% | Added |
| Salomon & Ludwin, LLC | 372 | $12.8K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 341 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 346 | $12.3K | 0.00% | −176−33.7% | Reduced |
| Private Wealth Asset Management, LLC | 341 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 340 | $12.1K | 0.00% | −139−29.0% | Reduced |
| Vision Financial Markets LLC | 335 | $11.9K | 0.01% | +310+1,240.0% | Added |
| Cary Street Partner Investment Advisory LLC | 334 | $11.9K | 0.00% | −79−19.1% | Reduced |
| TFC Financial Management | 316 | $11.2K | 0.00% | −1,300−80.4% | Reduced |
| Private Trust Co NA | 302 | $10.7K | 0.00% | +27+9.8% | Added |
| Fifth Third Bancorp | 299 | $10.6K | 0.00% | +84+39.1% | Added |
| Medallion Wealth Advisors, LLC | 294 | $10.4K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 283 | $10.0K | 0.01% | +283 | New |
| Coston, McIsaac & Partners | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 271 | $9.62K | 0.00% | −50−15.6% | Reduced |
| Golden State Wealth Management, LLC | 264 | $9.37K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 250 | $8.88K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 250 | $8.88K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $8.88K | 0.00% | +250 | New |
| Alphadyne Asset Management LP | 232 | $8.24K | 0.00% | +232 | New |
| CBIZ Investment Advisory Services, LLC | 224 | $7.95K | 0.00% | +224 | New |
| First Command Advisory Services, Inc. | 218 | $7.74K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 215 | $7.63K | 0.00% | +15+7.5% | Added |
| MCF Advisors LLC | 205 | $7.28K | 0.00% | 00.0% | Unchanged |
| 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 |