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 |
|---|---|---|---|---|---|
| Osbon Capital Management LLC | 283 | $7.50K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 289 | $7.66K | 0.00% | +71+32.6% | Added |
| Medallion Wealth Advisors, LLC | 294 | $7.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 311 | $8.25K | 0.00% | −62−16.6% | Reduced |
| Umb Bank N A | 312 | $8.27K | 0.00% | −437−58.3% | Reduced |
| Raiffeisen Bank International AG | 341 | $8.89K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 339 | $8.99K | 0.00% | +339 | New |
| Cary Street Partner Investment Advisory LLC | 367 | $9.73K | 0.00% | +33+9.9% | Added |
| Rachor Investment Advisory Services, LLC | 380 | $10.1K | 0.01% | −18−4.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 386 | $10.2K | 0.00% | +386 | New |
| North Star Investment Management Corp. | 388 | $10.3K | 0.00% | +173+80.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $10.6K | 0.00% | +150+60.0% | Added |
| TD Waterhouse Canada Inc. | 420 | $10.9K | 0.00% | +290+223.1% | Added |
| Gould Capital, LLC | 415 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 439 | $11.6K | 0.00% | +99+29.1% | Added |
| Whittier Trust Co of Nevada Inc | 452 | $12.2K | 0.00% | −118−20.7% | Reduced |
| WPG Advisers, LLC | 467 | $12.4K | 0.01% | −17−3.5% | Reduced |
| Finley Financial, LLC | 469 | $12.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 470 | $12.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 471 | $12.5K | 0.00% | +33+7.5% | Added |
| Atlantic Union Bankshares Corp | 477 | $12.6K | 0.00% | +131+37.9% | Added |
| High Note Wealth, LLC | 490 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 510 | $13.5K | 0.01% | +100+24.4% | Added |
| Raleigh Capital Management Inc. | 515 | $13.7K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 532 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 550 | $14.6K | 0.00% | +550 | New |
| Private Wealth Asset Management, LLC | 635 | $16.8K | 0.00% | +294+86.2% | Added |
| Eastern Bank | 650 | $17.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 650 | $17.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 701 | $18.6K | 0.00% | −178−20.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 765 | $20.3K | 0.00% | +314+69.6% | Added |
| CVA Family Office, LLC | 806 | $21.4K | 0.00% | +636+374.1% | Added |
| Transamerica Financial Advisors, Inc. | 832 | $22.1K | 0.00% | +431+107.5% | Added |
| Central Trust Co | 840 | $22.3K | 0.00% | +834+13,900.0% | Added |
| Truvestments Capital LLC | 850 | $22.5K | 0.00% | +4+0.5% | Added |
| Avion Wealth | 907 | $24.0K | 0.00% | +307+51.2% | Added |
| Smartleaf Asset Management LLC | 933 | $24.3K | 0.00% | −330−26.1% | Reduced |
| Strive Financial Group ,LLC | 988 | $26.0K | 0.01% | +158+19.0% | Added |
| Nemes Rush Group LLC | 1,000 | $26.5K | 0.00% | −1−0.1% | Reduced |
| Silicon Valley Capital Partners | 1,000 | $26.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $26.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,044 | $27.7K | 0.01% | +12+1.2% | Added |
| Ancora Advisors, LLC | 1,114 | $29.5K | 0.00% | +600+116.7% | Added |
| CoreCap Advisors, LLC | 1,143 | $30.3K | 0.00% | −662−36.7% | Reduced |
| SHP Wealth Management | 1,148 | $30.4K | 0.00% | +340+42.1% | Added |
| EFG International AG | 1,176 | $31.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,200 | $31.8K | 0.02% | +100+9.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,200 | $31.8K | 0.00% | +1,200 | New |
| Ankerstar Wealth, LLC | 1,241 | $32.9K | 0.03% | −149−10.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,400 | $37.1K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,440 | $38.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,455 | $38.6K | 0.00% | +920+172.0% | Added |
| Cornerstone Planning Group LLC | 1,388 | $39.6K | 0.01% | +141+11.3% | Added |
| Proathlete Wealth Management LLC | 1,500 | $39.8K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,508 | $40.0K | 0.00% | +8+0.5% | Added |
| SBI Securities Co., Ltd. | 1,651 | $43.8K | 0.00% | −279−14.5% | Reduced |
| TFC Financial Management | 1,814 | $48.1K | 0.01% | +1,498+474.1% | Added |
| Ronald Blue Trust, Inc. | 1,920 | $50.9K | 0.00% | +321+20.1% | Added |
| TD Private Client Wealth LLC | 1,953 | $51.8K | 0.00% | −147−7.0% | Reduced |
| Spire Wealth Management | 2,000 | $53.0K | 0.00% | +300+17.6% | Added |
| Harbour Investments, Inc. | 2,116 | $56.1K | 0.00% | −620−22.7% | Reduced |
| Gables Capital Management Inc. | 2,200 | $58.3K | 0.02% | +2,200 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,419 | $64.1K | 0.00% | −478−16.5% | Reduced |
| Orion Capital Management LLC | 2,500 | $66.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,593 | $68.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,557 | $69.1K | 0.00% | −113−4.2% | Reduced |
| Your Advocates Ltd., LLP | 2,608 | $69.1K | 0.02% | +100+4.0% | Added |
| Huntington National Bank | 2,736 | $72.5K | 0.00% | −1,123−29.1% | Reduced |
| Bogart Wealth, LLC | 2,740 | $72.6K | 0.00% | +135+5.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $76.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,932 | $77.7K | 0.02% | +906+44.7% | Added |
| St Germain D J Co Inc | 3,000 | $79.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,000 | $79.5K | 0.04% | +2,000+200.0% | Added |
| Quadrant Capital Group LLC | 3,027 | $80.2K | 0.00% | +1,979+188.8% | Added |
| Fulcrum Asset Management LLP | 3,092 | $80.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,045 | $80.7K | 0.01% | +1,000+48.9% | Added |
| LRI Investments, LLC | 3,257 | $86.3K | 0.01% | +1,922+144.0% | Added |
| Sterling Capital Management LLC | 3,325 | $88.1K | 0.00% | +10+0.3% | Added |
| FIL Ltd | 3,466 | $91.9K | 0.00% | +3,358+3,109.3% | Added |
| Covestor Ltd | 3,501 | $93.0K | 0.06% | −2,465−41.3% | Reduced |
| MAI Capital Management | 3,510 | $93.1K | 0.00% | −596−14.5% | Reduced |
| Versant Capital Management, Inc | 3,566 | $94.5K | 0.01% | +3,295+1,215.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,596 | $95.3K | 0.00% | −982,057−99.6% | Reduced |
| Sachetta, LLC | 3,873 | $102.7K | 0.06% | +23+0.6% | Added |
| EverSource Wealth Advisors, LLC | 3,985 | $105.6K | 0.00% | +539+15.6% | Added |
| Canton Hathaway, LLC | 4,092 | $108.5K | 0.02% | −1,023−20.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,190 | $111.1K | 0.00% | +2,038+94.7% | Added |
| Jupiter Wealth Management LLC | 5,000 | $111.7K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,413 | $117.0K | 0.00% | −18,931−81.1% | Reduced |
| Walleye Capital LLC | 4,438 | $117.7K | 0.00% | −172,931−97.5% | Reduced |
| Quarry LP | 4,444 | $117.8K | 0.02% | +3,176+250.5% | Added |
| GAMMA Investing LLC | 4,480 | $118.8K | 0.01% | +774+20.9% | Added |
| Wall Street Access Asset Management, LLC | 4,610 | $122.2K | 0.03% | 00.0% | Unchanged |
| Natixis | 4,870 | $129.1K | 0.00% | −466,342−99.0% | Reduced |
| Crewe Advisors LLC | 5,000 | $132.6K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 5,000 | $132.6K | 0.09% | +5,000 | New |
| Allworth Financial LP | 5,249 | $139.2K | 0.00% | +1,067+25.5% | Added |
| 1620 Investment Advisors, Inc. | 5,290 | $140.2K | 0.09% | +2,772+110.1% | Added |
| Bayforest Capital Ltd | 5,355 | $142.0K | 0.16% | −8,155−60.4% | Reduced |