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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 28,876 | $765.5K | 0.01% | +8,712+43.2% | Added |
| Quantitative Investment Management, LLC | 28,992 | $768.0K | 0.08% | +28,992 | New |
| Romano Brothers and Company | 29,006 | $768.9K | 0.09% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 29,048 | $770.1K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 29,134 | $772.4K | 0.00% | +3,391+13.2% | Added |
| S.A. Mason LLC | 29,240 | $775.2K | 0.29% | +7,100+32.1% | Added |
| Squarepoint Ops LLC | 29,350 | $778.1K | 0.00% | −143,691−83.0% | Reduced |
| CI Private Wealth, LLC | 29,932 | $789.5K | 0.00% | −9,012−23.1% | Reduced |
| Ascent Group, LLC | 29,888 | $792.3K | 0.03% | +2,812+10.4% | Added |
| Truist Financial Corp | 29,990 | $795.0K | 0.00% | −27,496−47.8% | Reduced |
| Silver Lake Advisory, LLC | 30,065 | $797.0K | 0.32% | +2,280+8.2% | Added |
| Lighthouse Financial Services Inc | 29,455 | $798.2K | 0.18% | +12,602+74.8% | Added |
| Fifth Third Bancorp | 30,166 | $799.7K | 0.00% | +29,867+9,989.0% | Added |
| Values First Advisors, Inc. | 30,467 | $807.7K | 0.42% | +829+2.8% | Added |
| Brasada Capital Management, LP | 30,000 | $810.6K | 0.15% | +7,360+32.5% | Added |
| IFP Advisors, Inc | 30,917 | $819.6K | 0.02% | +1,250+4.2% | Added |
| Lewis Asset Management, LLC | 30,918 | $819.6K | 0.34% | +16,355+112.3% | Added |
| Counterpoint Mutual Funds LLC | 32,265 | $855.3K | 0.13% | +18,180+129.1% | Added |
| Neuberger Berman Group LLC | 32,426 | $859.6K | 0.00% | −465,050−93.5% | Reduced |
| American Capital Advisory, LLC | 32,601 | $864.3K | 0.35% | +16,266+99.6% | Added |
| Bank of Nova Scotia | 33,053 | $876.2K | 0.00% | −1,213,984−97.3% | Reduced |
| Vontobel Holding Ltd. | 33,480 | $887.6K | 0.00% | −1,532,978−97.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 33,911 | $897.5K | 0.00% | −9,991−22.8% | Reduced |
| Diversified Trust Co | 34,508 | $914.8K | 0.02% | +5,143+17.5% | Added |
| Tower Research Capital LLC (TRC) | 35,105 | $930.6K | 0.02% | +28,453+427.7% | Added |
| Silvercrest Asset Management Group LLC | 35,699 | $946.4K | 0.01% | +7,956+28.7% | Added |
| Keystone Financial Group | 35,880 | $951.2K | 0.07% | +18,200+102.9% | Added |
| Intech Investment Management LLC | 36,039 | $955.4K | 0.01% | −90,803−71.6% | Reduced |
| STRS Ohio | 36,079 | $956.5K | 0.00% | −160.0% | Reduced |
| Gulf International Bank (UK) Ltd | 36,120 | $958.0K | 0.02% | +13,190+57.5% | Added |
| Amalgamated Bank | 36,670 | $972.0K | 0.01% | −4,469−10.9% | Reduced |
| Group One Trading, L.P. | 37,029 | $981.6K | 0.03% | +2,770+8.1% | Added |
| DekaBank Deutsche Girozentrale | 36,630 | $988.0K | 0.00% | 00.0% | Unchanged |
| Baxter Bros Inc | 37,390 | $991.2K | 0.12% | +16,000+74.8% | Added |
| Public Employees Retirement Association of Colorado | 37,561 | $996.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 38,829 | $1.03M | 0.00% | +8,141+26.5% | Added |
| Sit Investment Associates Inc | 39,420 | $1.04M | 0.02% | +393+1.0% | Added |
| Royal Fund Management, LLC | 40,000 | $1.06M | 0.10% | +9,089+29.4% | Added |
| Bridger Management, LLC | 40,392 | $1.07M | 0.84% | 00.0% | Unchanged |
| Cim, LLC | 41,148 | $1.09M | 0.16% | +785+1.9% | Added |
| Qsemble Capital Management, LP | 41,549 | $1.10M | 0.08% | +41,549 | New |
| Park Avenue Securities LLC | 41,621 | $1.10M | 0.01% | +2,536+6.5% | Added |
| Assetmark, Inc | 41,873 | $1.11M | 0.00% | −15,185−26.6% | Reduced |
| Greenwood Gearhart Inc | 42,740 | $1.13M | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 43,871 | $1.16M | 0.00% | +3,622+9.0% | Added |
| Bessemer Group Inc | 43,929 | $1.17M | 0.00% | +1,957+4.7% | Added |
| Kestra Private Wealth Services, LLC | 43,963 | $1.17M | 0.01% | +786+1.8% | Added |
| Moran Wealth Management, LLC | 44,835 | $1.19M | 0.04% | +44,835 | New |
| Summit Financial, LLC | 45,147 | $1.20M | 0.02% | −24,167−34.9% | Reduced |
| WoodTrust Financial Corp | 45,550 | $1.21M | 0.16% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 45,794 | $1.21M | 0.20% | +20,115+78.3% | Added |
| TBH Global Asset Management, LLC | 46,077 | $1.22M | 0.25% | −1,030−2.2% | Reduced |
| Loup Funds, LLC | 46,180 | $1.22M | 0.78% | +46,180 | New |
| Change Path, LLC | 46,559 | $1.23M | 0.03% | +46,559 | New |
| Weiss Asset Management LP | 46,639 | $1.24M | 0.02% | +46,639 | New |
| Fiduciary Financial Group, LLC | 46,779 | $1.24M | 0.16% | −50.0% | Reduced |
| Candriam Luxembourg S.C.A. | 46,888 | $1.24M | 0.01% | −250,087−84.2% | Reduced |
| Chapman Financial Group, LLC | 47,954 | $1.27M | 0.91% | +159+0.3% | Added |
| JustInvest LLC | 48,090 | $1.27M | 0.01% | +14,420+42.8% | Added |
| Odyssean, LLC | 49,075 | $1.30M | 0.47% | +28,436+137.8% | Added |
| Osmosis Investment Management UK Ltd | 49,676 | $1.32M | 0.04% | −55,159−52.6% | Reduced |
| Kampmann Melissa S. | 49,810 | $1.32M | 1.06% | −600−1.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,032 | $1.33M | 0.01% | +39+0.1% | Added |
| Daiwa Securities Group Inc. | 50,622 | $1.34M | 0.00% | −36,404−41.8% | Reduced |
| Azzad Asset Management Inc | 50,773 | $1.35M | 0.14% | +17,653+53.3% | Added |
| Generali Asset Management SPA SGR | 51,255 | $1.36M | 0.03% | +51,255 | New |
| QRG Capital Management, Inc. | 53,432 | $1.42M | 0.01% | −2,105−3.8% | Reduced |
| Yarbrough Capital, LLC | 53,796 | $1.43M | 0.05% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 55,059 | $1.43M | 0.00% | +692+1.3% | Added |
| Wisconsin Capital Management LLC | 54,200 | $1.44M | 0.79% | −75,046−58.1% | Reduced |
| Lavelle Capital LP | 55,000 | $1.46M | 0.90% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 56,314 | $1.49M | 0.09% | −3,945−6.5% | Reduced |
| Mainstream Capital Management LLC | 57,404 | $1.52M | 1.02% | +57,404 | New |
| M&T Bank Corp | 57,685 | $1.53M | 0.01% | +5,415+10.4% | Added |
| Eurizon SLJ Capital Ltd | 60,407 | $1.57M | 0.75% | +60,407 | New |
| Ameriprise Financial Inc | 59,690 | $1.58M | 0.00% | −101,821−63.0% | Reduced |
| Firsthand Capital Management, Inc. | 60,000 | $1.59M | 3.39% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 60,074 | $1.59M | 0.01% | +1,440+2.5% | Added |
| Vident Advisory, LLC | 60,646 | $1.61M | 0.01% | −8,033−11.7% | Reduced |
| Toronto Dominion Bank | 61,488 | $1.63M | 0.00% | −12,304−16.7% | Reduced |
| Mirador Capital Partners LP | 61,828 | $1.64M | 0.23% | +2,706+4.6% | Added |
| TFJ Management, LLC | 63,112 | $1.67M | 1.60% | +63,112 | New |
| RSM US Wealth Management LLC | 63,315 | $1.68M | 0.02% | −346−0.5% | Reduced |
| Pinebridge Investments LLC | 63,671 | $1.69M | 0.01% | −11,291−15.1% | Reduced |
| British Columbia Investment Management Corp | 63,897 | $1.69M | 0.01% | −17,409−21.4% | Reduced |
| Beaumont Financial Advisors, LLC | 65,000 | $1.72M | 0.12% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 65,627 | $1.74M | 0.03% | −12,322−15.8% | Reduced |
| Dnca Finance | 67,000 | $1.78M | 0.10% | −91,300−57.7% | Reduced |
| Nia Impact Advisors, LLC | 67,180 | $1.78M | 0.79% | −1,954−2.8% | Reduced |
| BloombergSen Inc. | 67,438 | $1.79M | 0.20% | +67,438 | New |
| US Bancorp | 67,622 | $1.79M | 0.00% | +5,119+8.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 67,806 | $1.80M | 0.99% | +18,816+38.4% | Added |
| Fifth Third Wealth Advisors LLC | 67,909 | $1.80M | 0.06% | +358+0.5% | Added |
| Nano Cap New Millennium Growth Fund L P | 68,000 | $1.80M | 1.69% | +19,500+40.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 69,888 | $1.85M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 72,079 | $1.91M | 0.01% | +24,868+52.7% | Added |
| HRT Financial LP | 72,791 | $1.93M | 0.00% | −43,217−37.3% | Reduced |
| Crestwood Capital Management, L.P. | 75,000 | $1.99M | 1.37% | +75,000 | New |
| Xcel Wealth Management, LLC | 75,481 | $2.00M | 0.56% | −2,315−3.0% | Reduced |
| Pathstone Holdings, LLC | 75,884 | $2.01M | 0.01% | +1,629+2.2% | Added |