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 $13.4B in total; superinvestors ValueAct Capital and ARK Invest hold it.
13F holders, Q2 2026
Institutional positions in Toast, Inc. as of Jun 30, 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
- 774
- +17 vs. Q1 2026
- Shares held
- 478.8M
- +36.7M (+8.3%) vs. Q1 2026
- Total value
- $13.3B
- +$1.46B (+12.3%) vs. Q1 2026
- New holders
- 129
- 295 more added
- Sold out
- 112
- 250 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $13.4B |
| Q1 2026 | 761 | $11.9B |
| Q4 2025 | 804 | $16.1B |
| Q3 2025 | 740 | $16.4B |
| Q2 2025 | 750 | $19.7B |
| Q1 2025 | 659 | $14.1B |
| Q4 2024 | 631 | $15.2B |
| Q3 2024 | 519 | $11.7B |
| Q2 2024 | 505 | $10.1B |
| Q1 2024 | 473 | $9.45B |
| Q4 2023 | 442 | $6.50B |
| Q3 2023 | 416 | $6.51B |
| Q2 2023 | 395 | $7.44B |
| Q1 2023 | 365 | $5.98B |
| Q4 2022 | 345 | $5.47B |
| Q3 2022 | 285 | $4.48B |
| Q2 2022 | 239 | $3.05B |
| Q1 2022 | 183 | $3.63B |
| Q4 2021 | 161 | $4.80B |
| Q3 2021 | 121 | $2.38B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 48,745,880 | $1.36B | 0.02% | +21,581,067+79.4% | Added |
| FMR LLC | 33,528,155 | $932.8M | 0.04% | +1,796,951+5.7% | Added |
| Capital International Investors | 26,744,340 | $744.0M | 0.15% | −3,858,933−12.6% | Reduced |
| Vanguard Portfolio Management LLC | 22,085,011 | $614.4M | 0.03% | +1,826,454+9.0% | Added |
| Vanguard Capital Management LLC | 21,905,520 | $609.4M | 0.01% | −157,576−0.7% | Reduced |
| JPMorgan Chase & Co | 16,843,519 | $475.0M | 0.03% | +59,620+0.4% | Added |
| State Street Corp | 16,888,718 | $469.8M | 0.01% | +6,741,485+66.4% | Added |
| Principal Financial Group Inc | 15,164,024 | $421.9M | 0.21% | +7,186,780+90.1% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 14,134,038 | $393.2M | 6.98% | +1,238,600+9.6% | Added |
| Morgan Stanley | 11,392,209 | $316.9M | 0.02% | −266,929−2.3% | Reduced |
| Geode Capital Management, LLC | 9,754,026 | $289.8M | 0.02% | +768,684+8.6% | Added |
| Alliancebernstein L.P. | 10,895,417 | $288.8M | 0.10% | −7,277,957−40.0% | Reduced |
| Balyasny Asset Management LLC | 7,126,975 | $198.3M | 0.36% | +4,905,300+220.8% | Added |
| Citadel Advisors LLC | 6,866,389 | $191.0M | 0.11% | +6,343,414+1,212.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,861,646 | $190.9M | 0.11% | +2,0130.0% | Added |
| Price T Rowe Associates Inc | 6,348,787 | $176.6M | 0.02% | +1,838,884+40.8% | Added |
| UBS Group AG | 5,815,906 | $161.8M | 0.03% | −767,480−11.7% | Reduced |
| Norges Bank | 5,765,060 | $160.4M | 0.02% | +5,765,060 | New |
| Bank of America Corp | 5,111,691 | $142.2M | 0.01% | +245,494+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,744,628 | $132.0M | 0.13% | +96,428+2.1% | Added |
| XN LP | 4,389,160 | $122.1M | 3.21% | −2,120,764−32.6% | Reduced |
| Goldman Sachs Group Inc | 4,233,525 | $117.8M | 0.01% | +1,443,006+51.7% | Added |
| Northern Trust Corp | 4,112,230 | $114.4M | 0.01% | +1,212,858+41.8% | Added |
| Arrowstreet Capital, Limited Partnership | 4,053,255 | $112.8M | 0.05% | +591,601+17.1% | Added |
| Gilder Gagnon Howe & Co LLC | 3,957,072 | $110.1M | 1.14% | −112,090−2.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,769,156 | $104.9M | 1.35% | −48,805−1.3% | Reduced |
| HMI Capital Management, L.P. | 3,504,744 | $97.5M | 14.21% | −310,239−8.1% | Reduced |
| Amundi | 3,497,735 | $97.3M | 0.02% | +168,529+5.1% | Added |
| Meritage Group LP | 3,432,027 | $95.5M | 3.68% | +21,804+0.6% | Added |
| Nordea Investment Management AB | 3,294,166 | $91.4M | 0.07% | +1,075,063+48.4% | Added |
| Charles Schwab Investment Management Inc | 3,058,506 | $85.1M | 0.01% | +321,848+11.8% | Added |
| Vanguard Fiduciary Trust Co | 3,055,579 | $85.0M | 0.02% | +16,433+0.5% | Added |
| Lead Edge Capital Management, LLC | 3,021,216 | $84.1M | 15.27% | +1,714,854+131.3% | Added |
| Jennison Associates LLC | 2,730,780 | $76.0M | 0.05% | −495,722−15.4% | Reduced |
| Federated Hermes, Inc. | 2,692,637 | $74.9M | 0.11% | −362,363−11.9% | Reduced |
| Bank of New York Mellon Corp | 2,597,350 | $72.3M | 0.01% | +1,106,288+74.2% | Added |
| American Century Companies Inc | 2,498,487 | $69.5M | 0.03% | −99,415−3.8% | Reduced |
| Eventide Asset Management, LLC | 2,494,706 | $69.4M | 0.93% | +6,037+0.2% | Added |
| Wellington Management Group LLP | 2,456,114 | $68.3M | 0.01% | +1,397,021+131.9% | Added |
| Wells Fargo & Company | 2,218,469 | $61.7M | 0.01% | +1,235,640+125.7% | Added |
| Stephens Investment Management Group LLC | 2,170,232 | $60.4M | 0.65% | +161,361+8.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,112,357 | $58.8M | 0.77% | +49,953+2.4% | Added |
| Citigroup Inc | 2,059,932 | $57.3M | 0.03% | +716,320+53.3% | Added |
| UBS Asset Management Americas Inc | 1,992,308 | $55.4M | 0.01% | +149,706+8.1% | Added |
| Zevenbergen Capital Investments LLC | 1,992,026 | $55.4M | 1.27% | +217,445+12.3% | Added |
| Junto Capital Management LP | 1,952,539 | $54.3M | 1.00% | +1,952,539 | New |
| Renaissance Technologies LLC | 1,935,128 | $53.8M | 0.07% | −2,386,309−55.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,859,887 | $51.7M | 0.34% | +49,133+2.7% | Added |
| BNP Paribas Arbitrage, SA | 1,778,694 | $49.5M | 0.03% | −300,873−14.5% | Reduced |
| Kensico Capital Management Corp | 1,659,800 | $46.2M | 0.79% | +1,659,800 | New |
| Park West Asset Management LLC | 1,642,010 | $45.7M | 3.12% | +899,885+121.3% | Added |
| SG Americas Securities, LLC | 1,621,492 | $45.1M | 0.03% | +1,187,316+273.5% | Added |
| NZS Capital, LLC | 1,610,331 | $44.8M | 1.16% | +134,818+9.1% | Added |
| Barclays PLC | 1,479,174 | $41.2M | 0.01% | +461,259+45.3% | Added |
| Marshall Wace, LLP | 1,470,827 | $40.9M | 0.03% | −1,428,794−49.3% | Reduced |
| Bridgewater Associates, LP | 1,428,975 | $39.8M | 0.16% | +1,091,740+323.7% | Added |
| Dimensional Fund Advisors LP | 1,415,140 | $39.4M | 0.01% | −106,954−7.0% | Reduced |
| Blair William & Co | 1,405,951 | $39.1M | 0.10% | −133,252−8.7% | Reduced |
| Westfield Capital Management Co LP | 1,373,221 | $38.2M | 0.12% | −417,652−23.3% | Reduced |
| Capital Impact Advisors, LLC | 1,338,338 | $37.2M | 2.09% | +1,100,058+461.7% | Added |
| Swiss National Bank | 1,324,400 | $36.8M | 0.02% | −36,000−2.6% | Reduced |
| Nuveen, LLC | 1,323,148 | $36.8M | 0.01% | −261,564−16.5% | Reduced |
| Champlain Investment Partners, LLC | 1,313,974 | $36.6M | 0.94% | −1,754,127−57.2% | Reduced |
| 12 West Capital Management LP | 1,247,840 | $34.7M | 6.49% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 1,238,096 | $34.4M | 0.13% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,199,504 | $33.4M | 0.21% | +108,268+9.9% | Added |
| First Trust Advisors LP | 1,182,752 | $32.9M | 0.02% | +149,686+14.5% | Added |
| Light Street Capital Management, LLC | 1,167,500 | $32.5M | 3.82% | +1,167,500 | New |
| Philosophy Capital Management LLC | 1,150,000 | $32.0M | 3.07% | +1,150,000 | New |
| Keenan Capital, LLC | 1,115,979 | $31.0M | 6.14% | +1,115,979 | New |
| Victory Capital Management Inc | 1,084,178 | $30.2M | 0.02% | +153,553+16.5% | Added |
| Legal & General Group Plc | 1,073,031 | $29.9M | 0.01% | +18,206+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,065,125 | $29.6M | 0.06% | +540,131+102.9% | Added |
| D. E. Shaw & Co., Inc. | 1,039,379 | $28.9M | 0.02% | −1,372,016−56.9% | Reduced |
| Man Group plc | 1,034,339 | $28.8M | 0.05% | −45,147−4.2% | Reduced |
| AQR Capital Management LLC | 1,029,079 | $28.6M | 0.01% | +127,200+14.1% | Added |
| Rhumbline Advisers | 1,005,708 | $28.0M | 0.02% | +278,675+38.3% | Added |
| Invesco Ltd. | 979,037 | $27.2M | 0.00% | +322,669+49.2% | Added |
| Assenagon Asset Management S.A. | 970,799 | $27.0M | 0.04% | +312,077+47.4% | Added |
| Trexquant Investment LP | 956,738 | $26.6M | 0.16% | −922,303−49.1% | Reduced |
| Capital Fund Management S.A. | 949,098 | $26.4M | 0.19% | −33,440−3.4% | Reduced |
| Deutsche Bank AG | 900,290 | $25.0M | 0.01% | +25,479+2.9% | Added |
| Susquehanna Fundamental Investments, LLC | 879,896 | $24.5M | 0.46% | +340,832+63.2% | Added |
| Longaeva Partners L.P. | 872,976 | $24.3M | 0.70% | −68,025−7.2% | Reduced |
| Stony Point Capital LLC | 848,336 | $23.6M | 1.54% | +27,954+3.4% | Added |
| Armistice Capital, LLC | 810,830 | $22.6M | 0.62% | +233,359+40.4% | Added |
| Great Point Wealth Advisors, LLC | 806,646 | $22.4M | 3.62% | +806,646 | New |
| Raymond James Financial Inc | 787,934 | $21.9M | 0.01% | +101,585+14.8% | Added |
| Crawford Fund Management, LLC | 775,836 | $21.6M | 6.62% | +252,000+48.1% | Added |
| Fiera Capital Corp | 774,818 | $21.6M | 0.08% | −575,522−42.6% | Reduced |
| Canada Pension Plan Investment Board | 759,400 | $21.1M | 0.01% | −30,600−3.9% | Reduced |
| California Public Employees Retirement System | 722,530 | $20.1M | 0.01% | +50,650+7.5% | Added |
| Envestnet Asset Management Inc | 691,053 | $19.2M | 0.00% | +56,094+8.8% | Added |
| Jupiter Topco LLC | 686,669 | $19.1M | 0.01% | +686,669 | New |
| Granahan Investment Management Inc | 685,751 | $19.1M | 0.68% | +286,684+71.8% | Added |
| Primecap Management Co | 674,300 | $18.8M | 0.01% | +197,800+41.5% | Added |
| Apis Capital Advisors, LLC | 662,000 | $18.4M | 1.79% | +32,000+5.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 653,385 | $18.2M | 0.01% | +71,685+12.3% | Added |
| California State Teachers Retirement System | 643,562 | $17.9M | 0.02% | −9,162−1.4% | Reduced |
| Delta Global Management LP | 638,477 | $17.8M | 1.93% | −300,276−32.0% | Reduced |