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 |
|---|---|---|---|---|---|
| Arista Wealth Management, LLC | 10,369 | $274.9K | 0.03% | +38+0.4% | Added |
| Third View Private Wealth, LLC | 10,355 | $274.5K | 0.04% | +1,919+22.7% | Added |
| Yorktown Management & Research Co Inc | 10,200 | $270.4K | 0.23% | +2,600+34.2% | Added |
| GWM Advisors LLC | 10,037 | $266.1K | 0.00% | −13,958−58.2% | Reduced |
| Pale Fire Capital SE | 10,000 | $265.1K | 0.02% | +10,000 | New |
| Arkadios Wealth Advisors | 9,962 | $264.1K | 0.00% | +3,510+54.4% | Added |
| Range Advisory, LLC | 9,913 | $262.8K | 0.05% | −6,306−38.9% | Reduced |
| Seamount Financial Group Inc | 9,873 | $261.7K | 0.12% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 9,700 | $257.1K | 0.07% | −6,730−41.0% | Reduced |
| DGS Capital Management, LLC | 9,632 | $255.3K | 0.04% | +28+0.3% | Added |
| Mayflower Financial Advisors, LLC | 9,597 | $254.4K | 0.03% | +147+1.6% | Added |
| Cliffwater LLC | 9,591 | $254.3K | 0.07% | 00.0% | Unchanged |
| Prudential PLC | 9,504 | $252.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,402 | $249.0K | 0.01% | +9,402 | New |
| Farther Finance Advisors, LLC | 9,519 | $248.2K | 0.00% | +1,549+19.4% | Added |
| Integrated Wealth Concepts LLC | 9,237 | $244.9K | 0.00% | +9,237 | New |
| Principal Securities, Inc. | 9,225 | $244.6K | 0.00% | +918+11.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,208 | $244.1K | 0.01% | +2,140+30.3% | Added |
| Malaga Cove Capital, LLC | 9,199 | $243.9K | 0.09% | +1,788+24.1% | Added |
| Evergreen Capital Management LLC | 9,174 | $243.2K | 0.01% | +9,174 | New |
| Legacy Wealth Asset Management, LLC | 9,138 | $242.2K | 0.06% | +9,138 | New |
| Graetz Wealth LLC | 9,012 | $238.9K | 0.21% | +9,012 | New |
| Menard Financial Group LLC | 8,829 | $234.1K | 0.16% | 00.0% | Unchanged |
| Norden Group LLC | 8,761 | $232.3K | 0.02% | −216−2.4% | Reduced |
| 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 |
| Granville Capital, Inc. | 8,553 | $226.7K | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,527 | $226.1K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,363 | $225.9K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 8,480 | $224.8K | 0.04% | +8,480 | New |
| Baldwin Investment Management, LLC | 8,450 | $224.0K | 0.03% | +8,450 | New |
| Dynasty Wealth Management, LLC | 8,423 | $223.3K | 0.00% | +8,423 | New |
| Bradley Foster & Sargent Inc | 8,351 | $221.4K | 0.00% | −4,409−34.6% | Reduced |
| Swedbank AB | 8,319 | $220.5K | 0.00% | −36,678−81.5% | Reduced |
| UniSuper Management Pty Ltd | 8,200 | $217.4K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 8,173 | $216.7K | 0.02% | +1,177+16.8% | Added |
| Advisory Services Network, LLC | 8,151 | $216.1K | 0.00% | +347+4.4% | Added |
| Ethic Inc. | 8,141 | $215.8K | 0.00% | −11,197−57.9% | Reduced |
| Jump Financial, LLC | 8,140 | $215.8K | 0.00% | −790,479−99.0% | Reduced |
| Ritholtz Wealth Management | 8,093 | $214.5K | 0.00% | −36−0.4% | Reduced |
| Caden Capital Partners, LP | 7,841 | $207.9K | 2.56% | +4,874+164.3% | Added |
| Ballentine Partners, LLC | 7,840 | $207.8K | 0.00% | +290+3.8% | Added |
| Verus Capital Partners, LLC | 7,797 | $206.7K | 0.01% | −124−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 7,753 | $205.5K | 0.00% | −3,179−29.1% | Reduced |
| Aries Wealth Management | 7,710 | $204.4K | 0.04% | +200+2.7% | Added |
| Delta Asset Management LLC | 7,701 | $204.2K | 0.02% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 7,670 | $203.3K | 0.09% | +200+2.7% | Added |
| Venturi Wealth Management, LLC | 7,624 | $202.1K | 0.01% | +7,624 | New |
| Nisa Investment Advisors, LLC | 7,536 | $199.8K | 0.00% | +2,129+39.4% | Added |
| Bokf, NA | 7,419 | $196.7K | 0.00% | +1,072+16.9% | Added |
| Parallel Advisors, LLC | 6,938 | $183.9K | 0.00% | −319−4.4% | Reduced |
| HM Payson & Co | 6,554 | $173.7K | 0.00% | −188−2.8% | Reduced |
| Parkside Financial Bank & Trust | 6,525 | $173.0K | 0.01% | −295−4.3% | Reduced |
| 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 |
| International Assets Investment Management, LLC | 6,481 | $169.0K | 0.01% | +2,129+48.9% | Added |
| Siemens Fonds Invest GmbH | 6,242 | $165.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6,100 | $161.7K | 0.01% | −350−5.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,065 | $160.8K | 0.14% | +10+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,802 | $154.0K | 0.00% | −25,901−81.7% | Reduced |
| Advisors Asset Management, Inc. | 5,802 | $153.8K | 0.00% | +549+10.5% | Added |
| Bayforest Capital Ltd | 5,355 | $142.0K | 0.16% | −8,155−60.4% | Reduced |
| 1620 Investment Advisors, Inc. | 5,290 | $140.2K | 0.09% | +2,772+110.1% | Added |
| Allworth Financial LP | 5,249 | $139.2K | 0.00% | +1,067+25.5% | Added |
| 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 |
| Natixis | 4,870 | $129.1K | 0.00% | −466,342−99.0% | Reduced |
| Wall Street Access Asset Management, LLC | 4,610 | $122.2K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,480 | $118.8K | 0.01% | +774+20.9% | Added |
| Quarry LP | 4,444 | $117.8K | 0.02% | +3,176+250.5% | Added |
| Walleye Capital LLC | 4,438 | $117.7K | 0.00% | −172,931−97.5% | Reduced |
| Los Angeles Capital Management LLC | 4,413 | $117.0K | 0.00% | −18,931−81.1% | Reduced |
| Jupiter Wealth Management LLC | 5,000 | $111.7K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,190 | $111.1K | 0.00% | +2,038+94.7% | Added |
| Canton Hathaway, LLC | 4,092 | $108.5K | 0.02% | −1,023−20.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,985 | $105.6K | 0.00% | +539+15.6% | Added |
| Sachetta, LLC | 3,873 | $102.7K | 0.06% | +23+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,596 | $95.3K | 0.00% | −982,057−99.6% | Reduced |
| Versant Capital Management, Inc | 3,566 | $94.5K | 0.01% | +3,295+1,215.9% | Added |
| MAI Capital Management | 3,510 | $93.1K | 0.00% | −596−14.5% | Reduced |
| Covestor Ltd | 3,501 | $93.0K | 0.06% | −2,465−41.3% | Reduced |
| FIL Ltd | 3,466 | $91.9K | 0.00% | +3,358+3,109.3% | Added |
| Sterling Capital Management LLC | 3,325 | $88.1K | 0.00% | +10+0.3% | Added |
| LRI Investments, LLC | 3,257 | $86.3K | 0.01% | +1,922+144.0% | Added |
| Toth Financial Advisory Corp | 3,045 | $80.7K | 0.01% | +1,000+48.9% | Added |
| Fulcrum Asset Management LLP | 3,092 | $80.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,027 | $80.2K | 0.00% | +1,979+188.8% | 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 |
| Park Place Capital Corp | 2,932 | $77.7K | 0.02% | +906+44.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $76.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,740 | $72.6K | 0.00% | +135+5.2% | Added |
| Huntington National Bank | 2,736 | $72.5K | 0.00% | −1,123−29.1% | Reduced |
| Your Advocates Ltd., LLP | 2,608 | $69.1K | 0.02% | +100+4.0% | Added |
| Whittier Trust Co | 2,557 | $69.1K | 0.00% | −113−4.2% | Reduced |
| Manchester Capital Management LLC | 2,593 | $68.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,500 | $66.3K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,419 | $64.1K | 0.00% | −478−16.5% | Reduced |
| Gables Capital Management Inc. | 2,200 | $58.3K | 0.02% | +2,200 | New |
| Harbour Investments, Inc. | 2,116 | $56.1K | 0.00% | −620−22.7% | Reduced |