Toast, Inc.

TOST

Exchange: NYSE
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001650164

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2026: 761 institutions

Value heldQ1 2026: $11.9B

Institutions holding TOST and their total value by quarter
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.

Institutions holding TOST in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Pacer Advisors, Inc.	12	$0	0.00%	−1−7.7%	Reduced
Rialto Wealth Management, LLC	1	$27	0.00%	−10−90.9%	Reduced
Keating Financial Advisory Services, Inc.	2	$53	0.00%	−78−97.5%	Reduced
HFM Investment Advisors, LLC	2	$53	0.00%	−31−93.9%	Reduced
Golden State Equity Partners	2	$53	0.00%	+2	New
BFSG, LLC	3	$80	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$107	0.00%	00.0%	Unchanged
1015 Capital Partners, LLC	6	$159	0.00%	−5−45.5%	Reduced
Manning & Napier Advisors LLC	7	$182	0.00%	−15−68.2%	Reduced
Leo H. Evart, Inc.	10	$265	0.00%	+10	New
Dunhill Financial, LLC	10	$283	0.00%	−1−9.1%	Reduced
Hughes Financial Services, LLC	11	$292	0.00%	−25−69.4%	Reduced
Anfield Capital Management, LLC	11	$292	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	11	$292	0.00%	+11	New
Bay Harbor Wealth Management, LLC	12	$318	0.00%	−11−47.8%	Reduced
MV Capital Management, Inc.	12	$319	0.00%	+6+100.0%	Added
Quaker Wealth Management, LLC	13	$345	0.00%	−7−35.0%	Reduced
Financial Freedom, LLC	15	$398	0.00%	00.0%	Unchanged
Davis Capital Management	15	$398	0.00%	+15	New
Salomon & Ludwin, LLC	16	$424	0.00%	−356−95.7%	Reduced
Fairscale Capital, LLC	16	$424	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	21	$557	0.00%	−15−41.7%	Reduced
Cedar Mountain Advisors, LLC	21	$557	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	22	$584	0.00%	+22	New
Signature Equity Partners, LLC	24	$636	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	26	$689	0.00%	00.0%	Unchanged
Barnes Dennig Private Wealth Management LLC	33	$875	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	35	$928	0.00%	+1+2.9%	Added
Aspect Partners, LLC	37	$981	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	56	$1.00K	0.00%	+40+250.0%	Added
Rossby Financial, LCC	40	$1.04K	0.00%	−5−11.1%	Reduced
Curio Wealth, LLC	40	$1.06K	0.00%	+1+2.6%	Added
Bare Financial Services, Inc	42	$1.11K	0.00%	+27+180.0%	Added
Mather Group, LLC.	42	$1.11K	0.00%	+42	New
Kilter Group LLC	42	$1.11K	0.00%	00.0%	Unchanged
Horizon Investments, LLC	44	$1.17K	0.00%	+34+340.0%	Added
Highline Wealth Partners LLC	44	$1.17K	0.00%	+44	New
Whipplewood Advisors, LLC	47	$1.25K	0.00%	+43+1,075.0%	Added
Richardson Capital Management LLC	47	$1.25K	0.00%	+47	New
Atlas Capital Advisors LLC	48	$1.27K	0.00%	00.0%	Unchanged
Addison Advisors LLC	50	$1.33K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	50	$1.33K	0.00%	+24+92.3%	Added
JPL Wealth Management, LLC	50	$1.33K	0.00%	+50	New
AdvisorNet Financial, Inc	51	$1.35K	0.00%	+23+82.1%	Added
Smallwood Wealth Investment Management, LLC	58	$1.54K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	59	$1.56K	0.00%	00.0%	Unchanged
Bayban	62	$1.64K	0.00%	−646−91.2%	Reduced
IMA Wealth, Inc.	64	$1.70K	0.00%	−7−9.9%	Reduced
Lloyd Advisory Services, LLC.	67	$1.78K	0.00%	+67	New
Kingdom Financial Group LLC.	67	$1.78K	0.00%	+67	New
South State Corp.	73	$1.94K	0.00%	+48+192.0%	Added
Winthrop Capital Management, LLC	57	$2.00K	0.00%	00.0%	Unchanged
Cromwell Holdings LLC	78	$2.07K	0.00%	00.0%	Unchanged
Accent Capital Management, LLC	78	$2.07K	0.00%	00.0%	Unchanged
Twin Peaks Wealth Advisors, LLC	79	$2.09K	0.00%	+79	New
Retirement Wealth Solutions LLC	91	$2.41K	0.00%	+7+8.3%	Added
Asset Dedication, LLC	93	$2.47K	0.00%	00.0%	Unchanged
Lodestone Wealth Management LLC	96	$2.54K	0.00%	00.0%	Unchanged
American National Bank	100	$2.65K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	100	$2.65K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	100	$2.65K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	100	$2.65K	0.00%	+40+66.7%	Added
Fortitude Family Office, LLC	101	$2.68K	0.00%	+71+236.7%	Added
Vanguard National Trust Co	101	$2.68K	0.00%	+101	New
JFS Wealth Advisors, LLC	110	$2.92K	0.00%	−62−36.0%	Reduced
CX Institutional	111	$3.00K	0.00%	+111	New
Colonial Trust Co	116	$3.08K	0.00%	+116	New
West Branch Capital LLC	116	$3.08K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	118	$3.13K	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	134	$3.55K	0.00%	−130−49.2%	Reduced
Vision Financial Markets LLC	135	$3.58K	0.00%	−200−59.7%	Reduced
Pinnacle Wealth Planning Services, Inc.	140	$3.71K	0.00%	−15−9.7%	Reduced
Grove Bank & Trust	145	$3.84K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	149	$3.95K	0.00%	+104+231.1%	Added
NBC Securities, Inc.	150	$3.98K	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	150	$3.98K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	150	$3.98K	0.00%	00.0%	Unchanged
Hanson & Doremus Investment Management	150	$4.00K	0.00%	+150	New
Forum Finance Group S.A.	200	$4.00K	0.00%	+200	New
Bryn Mawr Trust Co	160	$4.24K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	167	$4.43K	0.00%	+56+50.5%	Added
True Wealth Design, LLC	184	$4.88K	0.00%	+152+475.0%	Added
UMA Financial Services, Inc.	186	$4.93K	0.00%	+157+541.4%	Added
Hazlett, Burt & Watson, Inc.	175	$5.00K	0.00%	+25+16.7%	Added
Greykasell Wealth Strategies, Inc.	190	$5.04K	0.00%	00.0%	Unchanged
Tidemark, LLC	195	$5.17K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	196	$5.20K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	200	$5.30K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	200	$5.30K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	200	$5.30K	0.00%	00.0%	Unchanged
Private Trust Co NA	211	$5.59K	0.00%	−91−30.1%	Reduced
Marquette Asset Management, LLC	215	$5.70K	0.00%	+184+593.5%	Added
Innovative Asset Advisors Group, LLC	223	$5.91K	0.00%	+223	New
Millstone Evans Group, LLC	250	$6.63K	0.00%	00.0%	Unchanged
Noble Wealth Management PBC	250	$6.63K	0.00%	00.0%	Unchanged
Hurley Capital, LLC	250	$6.63K	0.00%	+149+147.5%	Added
Private Wealth Management Group, LLC	251	$6.66K	0.00%	+251	New
Owl Creek Wealth Partners LLC	260	$6.89K	0.00%	+260	New
Coston, McIsaac & Partners	300	$7.00K	0.00%	00.0%	Unchanged
Meramec Financial Planners, LLC	254	$7.41K	0.00%	00.0%	Unchanged