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, Q1 2026
Institutional positions in Toast, Inc. as of Mar 31, 2026. 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
- 761
- −29 vs. Q4 2025
- Shares held
- 442.8M
- +46.3M (+11.7%) vs. Q4 2025
- Total value
- $11.9B
- −$2.19B (−15.5%) vs. Q4 2025
- New holders
- 109
- 313 more added
- Sold out
- 138
- 226 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 31,731,204 | $841.2M | 0.04% | +1,926,185+6.5% | Added |
| Capital International Investors | 30,603,273 | $811.2M | 0.19% | −14,788,186−32.6% | Reduced |
| BlackRock, Inc. | 27,164,813 | $720.1M | 0.01% | +264,761+1.0% | Added |
| Alliancebernstein L.P. | 18,173,374 | $645.3M | 0.21% | +8,842,108+94.8% | Added |
| Vanguard Capital Management LLC | 22,063,096 | $584.9M | 0.01% | +22,063,096 | New |
| Vanguard Portfolio Management LLC | 20,258,557 | $537.1M | 0.03% | +20,258,557 | New |
| JPMorgan Chase & Co | 16,783,899 | $437.4M | 0.03% | +7,405,241+79.0% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 12,895,438 | $341.9M | 5.98% | +4,880,161+60.9% | Added |
| Morgan Stanley | 11,659,138 | $309.1M | 0.02% | +1,286,512+12.4% | Added |
| State Street Corp | 10,147,233 | $269.0M | 0.01% | +326,639+3.3% | Added |
| Geode Capital Management, LLC | 8,985,342 | $237.6M | 0.01% | +310,286+3.6% | Added |
| Principal Financial Group Inc | 7,977,244 | $211.5M | 0.11% | +2,111,009+36.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,859,633 | $181.8M | 0.12% | −173,262−2.5% | Reduced |
| UBS Group AG | 6,583,386 | $174.5M | 0.03% | +2,372,882+56.4% | Added |
| XN LP | 6,509,924 | $172.6M | 6.34% | −2,478,462−27.6% | Reduced |
| Bank of America Corp | 4,866,197 | $129.0M | 0.01% | +465,006+10.6% | Added |
| Millennium Management LLC | 4,736,296 | $125.6M | 0.09% | +2,473,528+109.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,648,200 | $123.2M | 0.14% | +274,894+6.3% | Added |
| Price T Rowe Associates Inc | 4,509,903 | $119.6M | 0.01% | +1,095,852+32.1% | Added |
| Renaissance Technologies LLC | 4,321,437 | $114.6M | 0.18% | +867,509+25.1% | Added |
| Qube Research & Technologies Ltd | 4,249,385 | $112.7M | 0.16% | +586,240+16.0% | Added |
| Gilder Gagnon Howe & Co LLC | 4,069,162 | $107.9M | 1.29% | −321,402−7.3% | Reduced |
| Jane Street Group, LLC | 3,972,585 | $105.3M | 0.11% | +3,945,477+14,554.7% | Added |
| Worldquant Millennium Advisors LLC | 3,938,703 | $104.4M | 0.40% | +998,791+34.0% | Added |
| Nikko Asset Management Americas, Inc. | 3,817,961 | $101.2M | 1.43% | +16,614+0.4% | Added |
| HMI Capital Management, L.P. | 3,814,983 | $101.1M | 13.41% | −488,500−11.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,461,654 | $91.8M | 0.05% | −1,117,392−24.4% | Reduced |
| Meritage Group LP | 3,410,223 | $90.4M | 3.41% | +3,410,223 | New |
| Amundi | 3,329,206 | $88.3M | 0.02% | +655,717+24.5% | Added |
| Jennison Associates LLC | 3,226,502 | $85.5M | 0.06% | −11,931,453−78.7% | Reduced |
| Champlain Investment Partners, LLC | 3,068,101 | $81.3M | 1.03% | +162,453+5.6% | Added |
| Federated Hermes, Inc. | 3,055,000 | $81.0M | 0.13% | −214,070−6.5% | Reduced |
| Vanguard Fiduciary Trust Co | 3,039,146 | $80.6M | 0.02% | +3,039,146 | New |
| Marshall Wace, LLP | 2,899,621 | $76.9M | 0.08% | −2,392,947−45.2% | Reduced |
| Northern Trust Corp | 2,899,372 | $76.9M | 0.01% | −337,288−10.4% | Reduced |
| Goldman Sachs Group Inc | 2,790,519 | $74.0M | 0.01% | +1,191,732+74.5% | Added |
| Charles Schwab Investment Management Inc | 2,736,658 | $72.5M | 0.01% | +256,675+10.3% | Added |
| American Century Companies Inc | 2,597,902 | $68.9M | 0.04% | +1,061,204+69.1% | Added |
| Eventide Asset Management, LLC | 2,488,669 | $66.0M | 1.09% | +2,629+0.1% | Added |
| D. E. Shaw & Co., Inc. | 2,411,395 | $63.9M | 0.05% | +1,083,200+81.6% | Added |
| Balyasny Asset Management LLC | 2,221,675 | $58.9M | 0.12% | −1,810,030−44.9% | Reduced |
| Nordea Investment Management AB | 2,219,103 | $57.5M | 0.05% | +911,945+69.8% | Added |
| BNP Paribas Arbitrage, SA | 2,079,567 | $55.1M | 0.04% | +255,009+14.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,062,404 | $54.7M | 0.79% | +1,291,007+167.4% | Added |
| Stephens Investment Management Group LLC | 2,008,871 | $53.3M | 0.73% | +259,457+14.8% | Added |
| Greenvale Capital LLP | 2,000,000 | $53.0M | 5.81% | +100,000+5.3% | Added |
| Greenhouse Funds LLLP | 1,972,912 | $52.3M | 2.48% | +112,769+6.1% | Added |
| Trexquant Investment LP | 1,879,041 | $49.8M | 0.36% | +909,809+93.9% | Added |
| UBS Asset Management Americas Inc | 1,842,602 | $48.8M | 0.01% | −46,872−2.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,810,754 | $48.0M | 0.37% | −155,612−7.9% | Reduced |
| Westfield Capital Management Co LP | 1,790,873 | $47.5M | 0.20% | +522,536+41.2% | Added |
| Zevenbergen Capital Investments LLC | 1,774,581 | $47.0M | 1.35% | −80,415−4.3% | Reduced |
| 1832 Asset Management L.P. | 1,732,400 | $45.9M | 0.06% | −2,331,800−57.4% | Reduced |
| Nuveen, LLC | 1,584,712 | $42.0M | 0.01% | +172,689+12.2% | Added |
| Blair William & Co | 1,539,203 | $40.8M | 0.12% | −119,274−7.2% | Reduced |
| Dimensional Fund Advisors LP | 1,522,094 | $40.3M | 0.01% | +61,269+4.2% | Added |
| Bank of New York Mellon Corp | 1,491,062 | $39.5M | 0.01% | −15,080−1.0% | Reduced |
| NZS Capital, LLC | 1,475,513 | $39.1M | 1.30% | +178,995+13.8% | Added |
| Swiss National Bank | 1,360,400 | $36.1M | 0.02% | +102,600+8.2% | Added |
| Fiera Capital Corp | 1,350,340 | $35.8M | 0.12% | +1,336+0.1% | Added |
| Citigroup Inc | 1,343,612 | $35.6M | 0.02% | +109,695+8.9% | Added |
| Lead Edge Capital Management, LLC | 1,306,362 | $34.6M | 8.49% | +1,306,362 | New |
| Mackenzie Financial Corp | 1,273,067 | $33.7M | 0.04% | +212,214+20.0% | Added |
| 12 West Capital Management LP | 1,247,840 | $33.1M | 5.58% | −600,000−32.5% | Reduced |
| Alkeon Capital Management LLC | 1,238,096 | $32.8M | 0.15% | +88,096+7.7% | Added |
| Congress Asset Management Co | 1,091,236 | $28.9M | 0.21% | +314,501+40.5% | Added |
| Man Group plc | 1,079,486 | $28.6M | 0.06% | +664,812+160.3% | Added |
| Wellington Management Group LLP | 1,059,093 | $28.1M | 0.01% | +1,042,640+6,337.1% | Added |
| Employees Retirement System of Texas | 1,057,808 | $28.0M | 0.25% | −56,600−5.1% | Reduced |
| Legal & General Group Plc | 1,054,825 | $28.0M | 0.01% | +22,756+2.2% | Added |
| First Trust Advisors LP | 1,033,066 | $27.4M | 0.02% | −186,721−15.3% | Reduced |
| Barclays PLC | 1,017,915 | $27.0M | 0.01% | +699,111+219.3% | Added |
| Caisse de Depot Et Placement du Quebec | 984,913 | $26.1M | 0.04% | −38,092−3.7% | Reduced |
| Wells Fargo & Company | 982,829 | $26.1M | 0.01% | −168,742−14.7% | Reduced |
| Capital Fund Management S.A. | 982,538 | $26.0M | 0.23% | +780,143+385.5% | Added |
| Longaeva Partners L.P. | 941,001 | $24.9M | 1.20% | +600,076+176.0% | Added |
| Delta Global Management LP | 938,753 | $24.9M | 2.04% | −203,119−17.8% | Reduced |
| Victory Capital Management Inc | 930,625 | $24.7M | 0.02% | +232,689+33.3% | Added |
| Susquehanna International Group, LLP | 907,792 | $24.1M | 0.03% | +209,729+30.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 894,759 | $23.7M | 0.07% | −208,802−18.9% | Reduced |
| AQR Capital Management LLC | 901,879 | $23.7M | 0.01% | +647,535+254.6% | Added |
| Deutsche Bank AG | 874,811 | $23.2M | 0.01% | −224,388−20.4% | Reduced |
| Two Sigma Investments, LP | 831,864 | $22.1M | 0.02% | −401,177−32.5% | Reduced |
| Stony Point Capital LLC | 820,382 | $21.7M | 1.76% | +820,382 | New |
| Canada Pension Plan Investment Board | 790,000 | $20.9M | 0.01% | +260,300+49.1% | Added |
| Robeco Institutional Asset Management B.V. | 753,323 | $20.0M | 0.03% | −218,907−22.5% | Reduced |
| Park West Asset Management LLC | 742,125 | $19.7M | 1.74% | +22,550+3.1% | Added |
| Alta Fox Capital Management, LLC | 740,300 | $19.6M | 5.19% | +740,300 | New |
| Shannon River Fund Management LLC | 732,027 | $19.4M | 3.70% | +732,027 | New |
| Rhumbline Advisers | 727,033 | $19.3M | 0.02% | −2,657−0.4% | Reduced |
| Raymond James Financial Inc | 686,349 | $18.2M | 0.01% | −120,942−15.0% | Reduced |
| Janus Henderson Group PLC | 674,792 | $17.9M | 0.01% | −61,413−8.3% | Reduced |
| California Public Employees Retirement System | 671,880 | $17.8M | 0.01% | −177,043−20.9% | Reduced |
| Assenagon Asset Management S.A. | 658,722 | $17.5M | 0.03% | +339,762+106.5% | Added |
| Teacher Retirement System of Texas | 657,346 | $17.4M | 0.07% | +642,251+4,254.7% | Added |
| Invesco Ltd. | 656,368 | $17.4M | 0.00% | +8,860+1.4% | Added |
| California State Teachers Retirement System | 652,724 | $17.3M | 0.02% | −3,775−0.6% | Reduced |
| Envestnet Asset Management Inc | 634,959 | $16.8M | 0.00% | +77,905+14.0% | Added |
| Apis Capital Advisors, LLC | 630,000 | $16.7M | 2.58% | +388,000+160.3% | Added |
| Mane Global Capital Management LP | 616,146 | $16.3M | 1.68% | −318,392−34.1% | Reduced |