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 |
|---|---|---|---|---|---|
| Commerce Bank | 232,429 | $6.16M | 0.03% | −617,508−72.7% | Reduced |
| Capital Impact Advisors, LLC | 238,280 | $6.32M | 2.55% | −1,171,484−83.1% | Reduced |
| Vanguard Asset Management, Ltd | 238,866 | $6.33M | 0.01% | +238,866 | New |
| Westbourne Investment Advisors, Inc. | 241,195 | $6.39M | 1.86% | +7,742+3.3% | Added |
| Great West Life Assurance Co | 241,573 | $6.41M | 0.01% | +48,866+25.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 243,879 | $6.47M | 0.02% | −90,120−27.0% | Reduced |
| Stifel Financial Corp | 243,994 | $6.47M | 0.01% | −18,693−7.1% | Reduced |
| Skye Global Management LP | 248,000 | $6.57M | 0.14% | +248,000 | New |
| Jain Global LLC | 248,939 | $6.60M | 0.08% | +47,416+23.5% | Added |
| Independent Family Office, LLC | 250,000 | $6.63M | 2.73% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 251,014 | $6.65M | 1.26% | −48,974−16.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 253,331 | $6.72M | 0.10% | +253,331 | New |
| Hawk Ridge Capital Management LP | 257,700 | $6.83M | 0.25% | +257,700 | New |
| Swiss Life Asset Management Ltd | 259,344 | $6.88M | 0.03% | +208,353+408.6% | Added |
| Rockefeller Capital Management L.P. | 262,346 | $6.95M | 0.01% | +93,224+55.1% | Added |
| Motley Fool Asset Management LLC | 273,252 | $7.24M | 0.31% | −15,447−5.4% | Reduced |
| LPL Financial LLC | 275,568 | $7.31M | 0.00% | +56,632+25.9% | Added |
| Campbell Capital Management Inc | 275,815 | $7.31M | 3.50% | −500−0.2% | Reduced |
| Mariner, LLC | 275,856 | $7.31M | 0.01% | −41,245−13.0% | Reduced |
| Ensign Peak Advisors, Inc | 280,434 | $7.43M | 0.01% | +44,022+18.6% | Added |
| HSBC Holdings PLC | 284,510 | $7.54M | 0.00% | +103,139+56.9% | Added |
| Penserra Capital Management LLC | 291,765 | $7.73M | 0.09% | +12,478+4.5% | Added |
| SCS Capital Management LLC | 293,912 | $7.79M | 0.08% | −5,589−1.9% | Reduced |
| Zacks Investment Management | 299,335 | $7.94M | 0.06% | −9,753−3.2% | Reduced |
| Sands Capital Ventures, LLC | 301,647 | $8.00M | 1.90% | 00.0% | Unchanged |
| Nomura Holdings Inc | 306,893 | $8.14M | 0.07% | +113,331+58.6% | Added |
| Russell Investments Group, Ltd. | 324,672 | $8.60M | 0.01% | −58,041−15.2% | Reduced |
| Quantinno Capital Management LP | 329,617 | $8.74M | 0.01% | +198,066+150.6% | Added |
| Dark Forest Capital Management LP | 333,842 | $8.85M | 0.79% | −84,444−20.2% | Reduced |
| AustralianSuper Pty Ltd | 335,634 | $8.90M | 0.05% | −510,913−60.4% | Reduced |
| Whetstone Capital Advisors, LLC | 336,049 | $8.91M | 3.35% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 337,235 | $8.94M | 0.04% | −789,817−70.1% | Reduced |
| SEI Investments Co | 349,515 | $9.27M | 0.01% | −429,582−55.1% | Reduced |
| Nixon Capital, LLC | 379,501 | $10.1M | 3.44% | +379,501 | New |
| Aviva PLC | 385,909 | $10.2M | 0.02% | +13,237+3.6% | Added |
| Granahan Investment Management Inc | 399,067 | $10.6M | 0.51% | −638,079−61.5% | Reduced |
| Andra AP-fonden | 399,267 | $10.6M | 0.13% | −194,933−32.8% | Reduced |
| Hamilton Lane Advisors LLC | 400,490 | $10.6M | 7.59% | −43,601−9.8% | Reduced |
| State Board of Administration of Florida Retirement System | 411,939 | $10.9M | 0.02% | 00.0% | Unchanged |
| Voleon Capital Management LP | 424,485 | $11.3M | 0.24% | +57,096+15.5% | Added |
| Glynn Capital Management LLC | 430,893 | $11.4M | 5.46% | −55,690−11.4% | Reduced |
| SG Americas Securities, LLC | 434,176 | $11.5M | 0.01% | +145,890+50.6% | Added |
| State of Wisconsin Investment Board | 459,454 | $12.2M | 0.03% | +117,224+34.3% | Added |
| Riverbridge Partners LLC | 459,807 | $12.2M | 0.30% | −295,245−39.1% | Reduced |
| Primecap Management Co | 476,500 | $12.6M | 0.01% | +320,500+205.4% | Added |
| New York State Common Retirement Fund | 480,939 | $12.7M | 0.02% | −27,300−5.4% | Reduced |
| Voya Investment Management LLC | 487,577 | $12.9M | 0.01% | −39,918−7.6% | Reduced |
| XTX Topco Ltd | 499,142 | $13.2M | 0.23% | +410,863+465.4% | Added |
| Cander Asset Management LP | 516,138 | $13.7M | 2.46% | +132,196+34.4% | Added |
| Citadel Advisors LLC | 522,975 | $13.9M | 0.01% | +457,546+699.3% | Added |
| Crawford Fund Management, LLC | 523,836 | $13.9M | 4.53% | +269,900+106.3% | Added |
| Janney Montgomery Scott LLC | 524,792 | $13.9M | 0.03% | +35,013+7.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 524,994 | $13.9M | 0.03% | +10,002+1.9% | Added |
| Arohi Asset Management PTE Ltd. | 528,740 | $14.0M | 5.09% | +287,240+118.9% | Added |
| Night Squared LP | 532,067 | $14.1M | 2.07% | +375,741+240.4% | Added |
| Distillate Capital Partners LLC | 538,120 | $14.3M | 0.75% | +538,120 | New |
| Susquehanna Fundamental Investments, LLC | 539,064 | $14.3M | 0.54% | +539,064 | New |
| Armistice Capital, LLC | 577,471 | $15.3M | 0.51% | +349,718+153.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 581,700 | $15.4M | 0.01% | +41,457+7.7% | Added |
| Franklin Resources Inc | 582,005 | $15.4M | 0.00% | −401,397−40.8% | Reduced |
| Royal Bank of Canada | 611,957 | $16.2M | 0.00% | −79,628−11.5% | Reduced |
| Mane Global Capital Management LP | 616,146 | $16.3M | 1.68% | −318,392−34.1% | Reduced |
| Apis Capital Advisors, LLC | 630,000 | $16.7M | 2.58% | +388,000+160.3% | Added |
| Envestnet Asset Management Inc | 634,959 | $16.8M | 0.00% | +77,905+14.0% | Added |
| California State Teachers Retirement System | 652,724 | $17.3M | 0.02% | −3,775−0.6% | Reduced |
| Invesco Ltd. | 656,368 | $17.4M | 0.00% | +8,860+1.4% | Added |
| Teacher Retirement System of Texas | 657,346 | $17.4M | 0.07% | +642,251+4,254.7% | Added |
| Assenagon Asset Management S.A. | 658,722 | $17.5M | 0.03% | +339,762+106.5% | Added |
| California Public Employees Retirement System | 671,880 | $17.8M | 0.01% | −177,043−20.9% | Reduced |
| Janus Henderson Group PLC | 674,792 | $17.9M | 0.01% | −61,413−8.3% | Reduced |
| Raymond James Financial Inc | 686,349 | $18.2M | 0.01% | −120,942−15.0% | Reduced |
| Rhumbline Advisers | 727,033 | $19.3M | 0.02% | −2,657−0.4% | Reduced |
| Shannon River Fund Management LLC | 732,027 | $19.4M | 3.70% | +732,027 | New |
| Alta Fox Capital Management, LLC | 740,300 | $19.6M | 5.19% | +740,300 | New |
| Park West Asset Management LLC | 742,125 | $19.7M | 1.74% | +22,550+3.1% | Added |
| Robeco Institutional Asset Management B.V. | 753,323 | $20.0M | 0.03% | −218,907−22.5% | Reduced |
| Canada Pension Plan Investment Board | 790,000 | $20.9M | 0.01% | +260,300+49.1% | Added |
| Stony Point Capital LLC | 820,382 | $21.7M | 1.76% | +820,382 | New |
| Two Sigma Investments, LP | 831,864 | $22.1M | 0.02% | −401,177−32.5% | Reduced |
| Deutsche Bank AG | 874,811 | $23.2M | 0.01% | −224,388−20.4% | Reduced |
| AQR Capital Management LLC | 901,879 | $23.7M | 0.01% | +647,535+254.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 894,759 | $23.7M | 0.07% | −208,802−18.9% | Reduced |
| Susquehanna International Group, LLP | 907,792 | $24.1M | 0.03% | +209,729+30.0% | Added |
| Victory Capital Management Inc | 930,625 | $24.7M | 0.02% | +232,689+33.3% | Added |
| Delta Global Management LP | 938,753 | $24.9M | 2.04% | −203,119−17.8% | Reduced |
| Longaeva Partners L.P. | 941,001 | $24.9M | 1.20% | +600,076+176.0% | Added |
| Capital Fund Management S.A. | 982,538 | $26.0M | 0.23% | +780,143+385.5% | Added |
| Wells Fargo & Company | 982,829 | $26.1M | 0.01% | −168,742−14.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 984,913 | $26.1M | 0.04% | −38,092−3.7% | Reduced |
| Barclays PLC | 1,017,915 | $27.0M | 0.01% | +699,111+219.3% | Added |
| First Trust Advisors LP | 1,033,066 | $27.4M | 0.02% | −186,721−15.3% | Reduced |
| Legal & General Group Plc | 1,054,825 | $28.0M | 0.01% | +22,756+2.2% | Added |
| Employees Retirement System of Texas | 1,057,808 | $28.0M | 0.25% | −56,600−5.1% | Reduced |
| Wellington Management Group LLP | 1,059,093 | $28.1M | 0.01% | +1,042,640+6,337.1% | Added |
| Man Group plc | 1,079,486 | $28.6M | 0.06% | +664,812+160.3% | Added |
| Congress Asset Management Co | 1,091,236 | $28.9M | 0.21% | +314,501+40.5% | Added |
| Alkeon Capital Management LLC | 1,238,096 | $32.8M | 0.15% | +88,096+7.7% | Added |
| 12 West Capital Management LP | 1,247,840 | $33.1M | 5.58% | −600,000−32.5% | Reduced |
| Mackenzie Financial Corp | 1,273,067 | $33.7M | 0.04% | +212,214+20.0% | Added |
| Lead Edge Capital Management, LLC | 1,306,362 | $34.6M | 8.49% | +1,306,362 | New |