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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 20,975 | $556.0K | 0.00% | −56−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 20,717 | $549.2K | 0.00% | +5,353+34.8% | Added |
| Havemeyer Place LP | 20,684 | $548.3K | 0.06% | −280−1.3% | Reduced |
| MOKAN Wealth Management Inc. | 19,877 | $527.0K | 0.23% | +19,877 | New |
| Pinnacle Associates Ltd | 19,876 | $526.9K | 0.01% | +3,980+25.0% | Added |
| Triumph Capital Management | 19,774 | $524.2K | 0.11% | +4,478+29.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 19,770 | $524.1K | 0.02% | −318−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,648 | $520.9K | 0.00% | −3,328−14.5% | Reduced |
| Larson Financial Group LLC | 19,365 | $513.4K | 0.02% | +13,600+235.9% | Added |
| Brown Brothers Harriman & Co | 19,300 | $511.6K | 0.00% | +11,480+146.8% | Added |
| Meeder Asset Management Inc | 19,235 | $509.9K | 0.03% | +14,114+275.6% | Added |
| Keybank National Association | 18,612 | $493.4K | 0.00% | +5,718+44.3% | Added |
| Capital International Sarl | 18,338 | $486.1K | 0.01% | +18,338 | New |
| Intrepid Capital Management Inc | 18,295 | $485.0K | 0.19% | +452+2.5% | Added |
| Woodline Partners LP | 18,142 | $480.9K | 0.00% | +9,684+114.5% | Added |
| Cravens & Co Advisors, LLC | 18,041 | $478.3K | 0.31% | +2,050+12.8% | Added |
| Capital Investment Counsel, Inc | 17,800 | $471.9K | 0.06% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 17,477 | $463.3K | 0.23% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,451 | $462.6K | 0.01% | +17,451 | New |
| E. Ohman J:or Asset Management AB | 17,400 | $461.3K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,202 | $456.0K | 0.00% | +1,340+8.4% | Added |
| Saudi Central Bank | 17,108 | $453.5K | 0.01% | +17,108 | New |
| Allspring Global Investments Holdings, LLC | 17,308 | $451.2K | 0.00% | −705,364−97.6% | Reduced |
| Whalen Wealth Management Inc. | 16,882 | $447.6K | 0.24% | +16,882 | New |
| Enhancing Capital LLC | 16,847 | $446.6K | 0.33% | +272+1.6% | Added |
| Beck Mack & Oliver LLC | 16,534 | $438.3K | 0.01% | −4,386−21.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 16,481 | $436.9K | 0.24% | +16,481 | New |
| Wellington Shields Capital Management, LLC | 16,400 | $434.8K | 0.07% | −3,000−15.5% | Reduced |
| Signaturefd, LLC | 16,293 | $431.9K | 0.01% | +6,761+70.9% | Added |
| Sequoia Financial Advisors, LLC | 16,289 | $431.8K | 0.00% | +2,089+14.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 16,260 | $431.1K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 16,255 | $430.9K | 0.01% | −498−3.0% | Reduced |
| CWM, LLC | 16,069 | $426.0K | 0.00% | +4,976+44.9% | Added |
| Tortuga Wealth Management, Inc | 15,850 | $420.2K | 0.39% | +5,200+48.8% | Added |
| Peloton Wealth Strategists | 15,800 | $419.0K | 0.17% | +15,800 | New |
| Fox Run Management, L.L.C. | 15,816 | $412.2K | 0.07% | −10,810−40.6% | Reduced |
| Ostrum Asset Management | 15,462 | $409.9K | 0.02% | +227+1.5% | Added |
| Credit Agricole S A | 15,408 | $408.5K | 0.00% | +294+1.9% | Added |
| DRW Securities, LLC | 15,386 | $407.9K | 0.02% | +15,386 | New |
| Tamar Securities, LLC | 15,248 | $404.2K | 0.04% | +15,248 | New |
| iA Global Asset Management Inc. | 15,212 | $403.0K | 0.01% | +15,212 | New |
| Geneos Wealth Management Inc. | 15,200 | $403.0K | 0.01% | +7,000+85.4% | Added |
| Avondale Wealth Management | 15,124 | $400.9K | 0.20% | +15,124 | New |
| Caitong International Asset Management Co., Ltd | 15,110 | $400.6K | 0.07% | +15,093+88,782.4% | Added |
| Storebrand Asset Management AS | 14,983 | $397.2K | 0.00% | −26,354−63.8% | Reduced |
| ZRC Wealth Management, LLC | 14,643 | $388.2K | 0.14% | +13,157+885.4% | Added |
| Investment Management Corp | 14,642 | $388.2K | 0.33% | +300+2.1% | Added |
| Blueshift Asset Management, LLC | 14,465 | $383.5K | 0.12% | −6,856−32.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,428 | $382.5K | 0.00% | −11,369−44.1% | Reduced |
| Snowden Capital Advisors LLC | 14,366 | $380.8K | 0.01% | +188+1.3% | Added |
| Wynn Capital, LLC | 14,020 | $371.7K | 0.19% | +265+1.9% | Added |
| Schroder Investment Management Group | 14,167 | $369.2K | 0.00% | −13,708−49.2% | Reduced |
| CAPROCK Group, Inc. | 13,894 | $368.3K | 0.01% | +6,031+76.7% | Added |
| Carlson Financial, Inc. | 13,846 | $367.1K | 0.22% | +255+1.9% | Added |
| Elo Mutual Pension Insurance Co | 13,739 | $364.2K | 0.01% | −65,255−82.6% | Reduced |
| Toroso Investments, LLC | 13,699 | $363.2K | 0.00% | −8,171−37.4% | Reduced |
| Northeast Investment Management | 13,671 | $362.4K | 0.01% | −62,755−82.1% | Reduced |
| United Capital Financial Advisers, LLC | 13,648 | $361.8K | 0.00% | −27,399−66.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,552 | $359.3K | 0.00% | −966−6.7% | Reduced |
| North Dakota State Investment Board | 13,541 | $359.0K | 0.02% | −2,373−14.9% | Reduced |
| Loomis Sayles & Co L P | 13,432 | $356.1K | 0.00% | +3,850+40.2% | Added |
| Human Investing LLC | 13,396 | $355.1K | 0.05% | +13,396 | New |
| Keel Point, LLC | 13,347 | $353.8K | 0.02% | −1,254−8.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,339 | $353.6K | 0.01% | −2,927−18.0% | Reduced |
| Compass Capital Corp | 11,850 | $352.1K | 0.13% | +11,850 | New |
| Y-Intercept (Hong Kong) Ltd | 13,267 | $351.7K | 0.01% | +13,267 | New |
| Clearstead Advisors, LLC | 13,182 | $349.5K | 0.00% | +451+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,028 | $344.9K | 0.00% | −11,717−47.4% | Reduced |
| Leonteq Securities AG | 12,865 | $341.1K | 0.02% | +2,322+22.0% | Added |
| J. Safra Sarasin Holding AG | 12,782 | $338.4K | 0.01% | +2,154+20.3% | Added |
| Callan Family Office, LLC | 12,619 | $334.5K | 0.01% | −33,857−72.8% | Reduced |
| Knollwood Investment Advisory, LLC | 12,609 | $334.3K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,521 | $331.9K | 0.00% | −371,889−96.7% | Reduced |
| Cascade Investment Group, Inc. | 12,482 | $330.9K | 0.22% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 12,461 | $330.3K | 0.34% | +12,461 | New |
| HB Wealth Management, LLC | 12,433 | $329.6K | 0.00% | +1,467+13.4% | Added |
| Everence Capital Management Inc | 12,360 | $328.0K | 0.02% | −720−5.5% | Reduced |
| Qtron Investments LLC | 12,273 | $325.4K | 0.04% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 12,254 | $324.9K | 0.24% | +12,254 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 12,156 | $322.3K | 0.00% | −143,807−92.2% | Reduced |
| Concurrent Investment Advisors, LLC | 11,951 | $316.8K | 0.00% | +707+6.3% | Added |
| EntryPoint Capital, LLC | 11,932 | $316.3K | 0.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,888 | $315.2K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,875 | $314.8K | 0.00% | −653−5.2% | Reduced |
| Cookson Peirce & Co Inc | 11,810 | $313.1K | 0.01% | +11,810 | New |
| Ar Asset Management Inc | 11,800 | $313.0K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 11,709 | $310.4K | 0.03% | +1,238+11.8% | Added |
| Prime Capital Investment Advisors, LLC | 11,523 | $305.5K | 0.00% | +4,100+55.2% | Added |
| Bluebird Wealth Management LLC | 11,440 | $303.3K | 0.31% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 11,335 | $300.0K | 0.01% | +11,335 | New |
| National Bank of Canada | 11,216 | $297.8K | 0.00% | +1,246+12.5% | Added |
| Regatta Capital Group, LLC | 11,230 | $297.7K | 0.05% | +1,675+17.5% | Added |
| Scientech Research LLC | 11,210 | $297.2K | 0.25% | +11,210 | New |
| Union Bancaire Privee, UBP SA | 11,572 | $296.7K | 0.01% | −2,080−15.2% | Reduced |
| Prudential Financial Inc | 10,750 | $293.6K | 0.00% | −2,045−16.0% | Reduced |
| Silver Oak Securities, Inc | 11,051 | $293.0K | 0.02% | +11,051 | New |
| Bridgewater Advisors Inc. | 13,213 | $291.6K | 0.02% | +234+1.8% | Added |
| LVW Advisors, LLC | 10,982 | $291.1K | 0.03% | +949+9.5% | Added |
| Independent Financial Group, LLC | 10,590 | $280.7K | 0.01% | −657−5.8% | Reduced |
| Blossom Wealth Management | 10,400 | $275.7K | 0.41% | 00.0% | Unchanged |