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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 5,802 | $153.8K | 0.00% | +549+10.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,802 | $154.0K | 0.00% | −25,901−81.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,065 | $160.8K | 0.14% | +10+0.2% | Added |
| Colonial Trust Advisors | 6,100 | $161.7K | 0.01% | −350−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 6,242 | $165.5K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,481 | $169.0K | 0.01% | +2,129+48.9% | Added |
| Catalyst Capital Advisors LLC | 6,500 | $172.3K | 0.00% | −6,500−50.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,500 | $172.3K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,525 | $173.0K | 0.01% | −295−4.3% | Reduced |
| HM Payson & Co | 6,554 | $173.7K | 0.00% | −188−2.8% | Reduced |
| Parallel Advisors, LLC | 6,938 | $183.9K | 0.00% | −319−4.4% | Reduced |
| Bokf, NA | 7,419 | $196.7K | 0.00% | +1,072+16.9% | Added |
| Nisa Investment Advisors, LLC | 7,536 | $199.8K | 0.00% | +2,129+39.4% | Added |
| Venturi Wealth Management, LLC | 7,624 | $202.1K | 0.01% | +7,624 | New |
| Cherry Creek Investment Advisors, Inc. | 7,670 | $203.3K | 0.09% | +200+2.7% | Added |
| Delta Asset Management LLC | 7,701 | $204.2K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 7,710 | $204.4K | 0.04% | +200+2.7% | Added |
| Exchange Traded Concepts, LLC | 7,753 | $205.5K | 0.00% | −3,179−29.1% | Reduced |
| Verus Capital Partners, LLC | 7,797 | $206.7K | 0.01% | −124−1.6% | Reduced |
| Ballentine Partners, LLC | 7,840 | $207.8K | 0.00% | +290+3.8% | Added |
| Caden Capital Partners, LP | 7,841 | $207.9K | 2.56% | +4,874+164.3% | Added |
| Ritholtz Wealth Management | 8,093 | $214.5K | 0.00% | −36−0.4% | Reduced |
| Jump Financial, LLC | 8,140 | $215.8K | 0.00% | −790,479−99.0% | Reduced |
| Ethic Inc. | 8,141 | $215.8K | 0.00% | −11,197−57.9% | Reduced |
| Advisory Services Network, LLC | 8,151 | $216.1K | 0.00% | +347+4.4% | Added |
| Mirabella Financial Services LLP | 8,173 | $216.7K | 0.02% | +1,177+16.8% | Added |
| UniSuper Management Pty Ltd | 8,200 | $217.4K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 8,319 | $220.5K | 0.00% | −36,678−81.5% | Reduced |
| Bradley Foster & Sargent Inc | 8,351 | $221.4K | 0.00% | −4,409−34.6% | Reduced |
| Dynasty Wealth Management, LLC | 8,423 | $223.3K | 0.00% | +8,423 | New |
| Baldwin Investment Management, LLC | 8,450 | $224.0K | 0.03% | +8,450 | New |
| Frec Markets, Inc. | 8,480 | $224.8K | 0.04% | +8,480 | New |
| Vise Technologies, Inc. | 6,363 | $225.9K | 0.00% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,527 | $226.1K | 0.00% | 00.0% | Unchanged |
| Granville Capital, Inc. | 8,553 | $226.7K | 0.12% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 8,631 | $228.8K | 0.04% | +83+1.0% | Added |
| TCW Group Inc | 8,631 | $228.8K | 0.00% | +838+10.8% | Added |
| Norden Group LLC | 8,761 | $232.3K | 0.02% | −216−2.4% | Reduced |
| Menard Financial Group LLC | 8,829 | $234.1K | 0.16% | 00.0% | Unchanged |
| Graetz Wealth LLC | 9,012 | $238.9K | 0.21% | +9,012 | New |
| Legacy Wealth Asset Management, LLC | 9,138 | $242.2K | 0.06% | +9,138 | New |
| Evergreen Capital Management LLC | 9,174 | $243.2K | 0.01% | +9,174 | New |
| Malaga Cove Capital, LLC | 9,199 | $243.9K | 0.09% | +1,788+24.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,208 | $244.1K | 0.01% | +2,140+30.3% | Added |
| Principal Securities, Inc. | 9,225 | $244.6K | 0.00% | +918+11.1% | Added |
| Integrated Wealth Concepts LLC | 9,237 | $244.9K | 0.00% | +9,237 | New |
| Farther Finance Advisors, LLC | 9,519 | $248.2K | 0.00% | +1,549+19.4% | Added |
| Virtu Financial LLC | 9,402 | $249.0K | 0.01% | +9,402 | New |
| Prudential PLC | 9,504 | $252.0K | 0.00% | 00.0% | Unchanged |
| Cliffwater LLC | 9,591 | $254.3K | 0.07% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,597 | $254.4K | 0.03% | +147+1.6% | Added |
| DGS Capital Management, LLC | 9,632 | $255.3K | 0.04% | +28+0.3% | Added |
| Pier 88 Investment Partners LLC | 9,700 | $257.1K | 0.07% | −6,730−41.0% | Reduced |
| Seamount Financial Group Inc | 9,873 | $261.7K | 0.12% | 00.0% | Unchanged |
| Range Advisory, LLC | 9,913 | $262.8K | 0.05% | −6,306−38.9% | Reduced |
| Arkadios Wealth Advisors | 9,962 | $264.1K | 0.00% | +3,510+54.4% | Added |
| Pale Fire Capital SE | 10,000 | $265.1K | 0.02% | +10,000 | New |
| GWM Advisors LLC | 10,037 | $266.1K | 0.00% | −13,958−58.2% | Reduced |
| Yorktown Management & Research Co Inc | 10,200 | $270.4K | 0.23% | +2,600+34.2% | Added |
| Third View Private Wealth, LLC | 10,355 | $274.5K | 0.04% | +1,919+22.7% | Added |
| Arista Wealth Management, LLC | 10,369 | $274.9K | 0.03% | +38+0.4% | Added |
| Blossom Wealth Management | 10,400 | $275.7K | 0.41% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,590 | $280.7K | 0.01% | −657−5.8% | Reduced |
| LVW Advisors, LLC | 10,982 | $291.1K | 0.03% | +949+9.5% | Added |
| Bridgewater Advisors Inc. | 13,213 | $291.6K | 0.02% | +234+1.8% | Added |
| Silver Oak Securities, Inc | 11,051 | $293.0K | 0.02% | +11,051 | New |
| Prudential Financial Inc | 10,750 | $293.6K | 0.00% | −2,045−16.0% | Reduced |
| Union Bancaire Privee, UBP SA | 11,572 | $296.7K | 0.01% | −2,080−15.2% | Reduced |
| Scientech Research LLC | 11,210 | $297.2K | 0.25% | +11,210 | New |
| Regatta Capital Group, LLC | 11,230 | $297.7K | 0.05% | +1,675+17.5% | Added |
| National Bank of Canada | 11,216 | $297.8K | 0.00% | +1,246+12.5% | Added |
| Banque Cantonale Vaudoise | 11,335 | $300.0K | 0.01% | +11,335 | New |
| Bluebird Wealth Management LLC | 11,440 | $303.3K | 0.31% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 11,523 | $305.5K | 0.00% | +4,100+55.2% | Added |
| Trust Point Inc. | 11,709 | $310.4K | 0.03% | +1,238+11.8% | Added |
| Ar Asset Management Inc | 11,800 | $313.0K | 0.06% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 11,810 | $313.1K | 0.01% | +11,810 | New |
| B. Metzler seel. Sohn & Co. AG | 11,875 | $314.8K | 0.00% | −653−5.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,888 | $315.2K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 11,932 | $316.3K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,951 | $316.8K | 0.00% | +707+6.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,156 | $322.3K | 0.00% | −143,807−92.2% | Reduced |
| BAM Wealth Management, LLC | 12,254 | $324.9K | 0.24% | +12,254 | New |
| Qtron Investments LLC | 12,273 | $325.4K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,360 | $328.0K | 0.02% | −720−5.5% | Reduced |
| HB Wealth Management, LLC | 12,433 | $329.6K | 0.00% | +1,467+13.4% | Added |
| Oakmont Advisory Group, LLC | 12,461 | $330.3K | 0.34% | +12,461 | New |
| Cascade Investment Group, Inc. | 12,482 | $330.9K | 0.22% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,521 | $331.9K | 0.00% | −371,889−96.7% | Reduced |
| Knollwood Investment Advisory, LLC | 12,609 | $334.3K | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 12,619 | $334.5K | 0.01% | −33,857−72.8% | Reduced |
| J. Safra Sarasin Holding AG | 12,782 | $338.4K | 0.01% | +2,154+20.3% | Added |
| Leonteq Securities AG | 12,865 | $341.1K | 0.02% | +2,322+22.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,028 | $344.9K | 0.00% | −11,717−47.4% | Reduced |
| Clearstead Advisors, LLC | 13,182 | $349.5K | 0.00% | +451+3.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,267 | $351.7K | 0.01% | +13,267 | New |
| Compass Capital Corp | 11,850 | $352.1K | 0.13% | +11,850 | New |
| Lombard Odier Asset Management (Switzerland) SA | 13,339 | $353.6K | 0.01% | −2,927−18.0% | Reduced |
| Keel Point, LLC | 13,347 | $353.8K | 0.02% | −1,254−8.6% | Reduced |
| Human Investing LLC | 13,396 | $355.1K | 0.05% | +13,396 | New |