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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2,000 | $53.0K | 0.00% | +300+17.6% | Added |
| TD Private Client Wealth LLC | 1,953 | $51.8K | 0.00% | −147−7.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,920 | $50.9K | 0.00% | +321+20.1% | Added |
| TFC Financial Management | 1,814 | $48.1K | 0.01% | +1,498+474.1% | Added |
| SBI Securities Co., Ltd. | 1,651 | $43.8K | 0.00% | −279−14.5% | Reduced |
| Financial Consulate, Inc | 1,508 | $40.0K | 0.00% | +8+0.5% | Added |
| Proathlete Wealth Management LLC | 1,500 | $39.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,388 | $39.6K | 0.01% | +141+11.3% | Added |
| Montag A & Associates Inc | 1,455 | $38.6K | 0.00% | +920+172.0% | Added |
| Chesapeake Asset Management LLC | 1,440 | $38.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,400 | $37.1K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 1,241 | $32.9K | 0.03% | −149−10.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,200 | $31.8K | 0.00% | +1,200 | New |
| Piscataqua Savings Bank | 1,200 | $31.8K | 0.02% | +100+9.1% | Added |
| EFG International AG | 1,176 | $31.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,148 | $30.4K | 0.00% | +340+42.1% | Added |
| CoreCap Advisors, LLC | 1,143 | $30.3K | 0.00% | −662−36.7% | Reduced |
| Ancora Advisors, LLC | 1,114 | $29.5K | 0.00% | +600+116.7% | Added |
| REAP Financial Group, LLC | 1,044 | $27.7K | 0.01% | +12+1.2% | Added |
| Nemes Rush Group LLC | 1,000 | $26.5K | 0.00% | −1−0.1% | Reduced |
| Silicon Valley Capital Partners | 1,000 | $26.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $26.5K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 988 | $26.0K | 0.01% | +158+19.0% | Added |
| Smartleaf Asset Management LLC | 933 | $24.3K | 0.00% | −330−26.1% | Reduced |
| Avion Wealth | 907 | $24.0K | 0.00% | +307+51.2% | Added |
| Truvestments Capital LLC | 850 | $22.5K | 0.00% | +4+0.5% | Added |
| Central Trust Co | 840 | $22.3K | 0.00% | +834+13,900.0% | Added |
| Transamerica Financial Advisors, Inc. | 832 | $22.1K | 0.00% | +431+107.5% | Added |
| CVA Family Office, LLC | 806 | $21.4K | 0.00% | +636+374.1% | Added |
| Cullen/Frost Bankers, Inc. | 765 | $20.3K | 0.00% | +314+69.6% | Added |
| Root Financial Partners, LLC | 701 | $18.6K | 0.00% | −178−20.3% | Reduced |
| Eastern Bank | 650 | $17.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 650 | $17.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 635 | $16.8K | 0.00% | +294+86.2% | Added |
| Cassaday & Co Wealth Management LLC | 550 | $14.6K | 0.00% | +550 | New |
| Vega Investment Solutions | 532 | $14.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 515 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 510 | $13.5K | 0.01% | +100+24.4% | Added |
| Harbor Investment Advisory, LLC | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 490 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 477 | $12.6K | 0.00% | +131+37.9% | Added |
| Zions Bancorporation, National Association | 471 | $12.5K | 0.00% | +33+7.5% | Added |
| City State Bank | 470 | $12.5K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 469 | $12.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 467 | $12.4K | 0.01% | −17−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 452 | $12.2K | 0.00% | −118−20.7% | Reduced |
| Massmutual Trust Co FSB | 439 | $11.6K | 0.00% | +99+29.1% | Added |
| Gould Capital, LLC | 415 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 420 | $10.9K | 0.00% | +290+223.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $10.6K | 0.00% | +150+60.0% | Added |
| North Star Investment Management Corp. | 388 | $10.3K | 0.00% | +173+80.5% | Added |
| Brown, Lisle/Cummings, Inc. | 386 | $10.2K | 0.00% | +386 | New |
| Rachor Investment Advisory Services, LLC | 380 | $10.1K | 0.01% | −18−4.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 367 | $9.73K | 0.00% | +33+9.9% | Added |
| Essential Partners LLC | 339 | $8.99K | 0.00% | +339 | New |
| Raiffeisen Bank International AG | 341 | $8.89K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 312 | $8.27K | 0.00% | −437−58.3% | Reduced |
| SJS Investment Consulting Inc. | 311 | $8.25K | 0.00% | −62−16.6% | Reduced |
| Medallion Wealth Advisors, LLC | 294 | $7.79K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 289 | $7.66K | 0.00% | +71+32.6% | Added |
| Osbon Capital Management LLC | 283 | $7.50K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 254 | $7.41K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 260 | $6.89K | 0.00% | +260 | New |
| Private Wealth Management Group, LLC | 251 | $6.66K | 0.00% | +251 | New |
| Millstone Evans Group, LLC | 250 | $6.63K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 250 | $6.63K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 250 | $6.63K | 0.00% | +149+147.5% | Added |
| Innovative Asset Advisors Group, LLC | 223 | $5.91K | 0.00% | +223 | New |
| Marquette Asset Management, LLC | 215 | $5.70K | 0.00% | +184+593.5% | Added |
| Private Trust Co NA | 211 | $5.59K | 0.00% | −91−30.1% | Reduced |
| Blume Capital Management, Inc. | 200 | $5.30K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $5.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $5.30K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 196 | $5.20K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 195 | $5.17K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 190 | $5.04K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 175 | $5.00K | 0.00% | +25+16.7% | Added |
| UMA Financial Services, Inc. | 186 | $4.93K | 0.00% | +157+541.4% | Added |
| True Wealth Design, LLC | 184 | $4.88K | 0.00% | +152+475.0% | Added |
| Bell Investment Advisors, Inc | 167 | $4.43K | 0.00% | +56+50.5% | Added |
| Bryn Mawr Trust Co | 160 | $4.24K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 150 | $4.00K | 0.00% | +150 | New |
| Forum Finance Group S.A. | 200 | $4.00K | 0.00% | +200 | New |
| Morton Brown Family Wealth, LLC | 150 | $3.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 150 | $3.98K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 150 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 149 | $3.95K | 0.00% | +104+231.1% | Added |
| Grove Bank & Trust | 145 | $3.84K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 140 | $3.71K | 0.00% | −15−9.7% | Reduced |
| Vision Financial Markets LLC | 135 | $3.58K | 0.00% | −200−59.7% | Reduced |
| Golden State Wealth Management, LLC | 134 | $3.55K | 0.00% | −130−49.2% | Reduced |
| Glen Eagle Advisors, LLC | 118 | $3.13K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 116 | $3.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 116 | $3.08K | 0.00% | +116 | New |
| CX Institutional | 111 | $3.00K | 0.00% | +111 | New |
| JFS Wealth Advisors, LLC | 110 | $2.92K | 0.00% | −62−36.0% | Reduced |
| Fortitude Family Office, LLC | 101 | $2.68K | 0.00% | +71+236.7% | Added |
| Vanguard National Trust Co | 101 | $2.68K | 0.00% | +101 | New |
| Westside Investment Management, Inc. | 100 | $2.65K | 0.00% | 00.0% | Unchanged |