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, 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 | $13.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 24,020 | $668.2K | 0.00% | −76−0.3% | Reduced |
| CI Private Wealth, LLC | 23,897 | $664.9K | 0.00% | −6,035−20.2% | Reduced |
| Intech Investment Management LLC | 23,846 | $663.4K | 0.01% | −12,193−33.8% | Reduced |
| Militia Capital Management LLC | 23,679 | $658.8K | 0.12% | +23,679 | New |
| CIBC Asset Management Inc | 23,629 | $657.4K | 0.00% | +770+3.4% | Added |
| Angeles Wealth Management, LLC | 23,584 | $656.1K | 0.03% | −365−1.5% | Reduced |
| Legacy Advisors, LLC | 23,481 | $653.2K | 0.06% | −2,826−10.7% | Reduced |
| Chicago Capital, LLC | 23,340 | $649.3K | 0.02% | −3,821−14.1% | Reduced |
| Aviance Capital Partners, LLC | 23,108 | $642.9K | 0.07% | +23,108 | New |
| Cygnus Capital Advisors, LLC | 23,000 | $640.0K | 0.43% | +23,000 | New |
| Private Advisor Group, LLC | 22,837 | $635.3K | 0.00% | −83,476−78.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 22,615 | $629.1K | 0.07% | −6,200−21.5% | Reduced |
| Atria Investments LLC | 22,487 | $625.6K | 0.01% | +27+0.1% | Added |
| Jane Street Group, LLC | 22,319 | $620.9K | 0.00% | −3,950,266−99.4% | Reduced |
| CIBC Bancorp USA Inc. | 22,282 | $619.9K | 0.00% | −857−3.7% | Reduced |
| Prosperity Financial Group, Inc. | 22,218 | $618.1K | 0.19% | +609+2.8% | Added |
| Keybank National Association | 22,193 | $617.4K | 0.00% | +3,581+19.2% | Added |
| Advisory Research Inc | 21,952 | $610.7K | 0.06% | +155+0.7% | Added |
| State of Wyoming | 21,824 | $607.1K | 0.06% | −54,914−71.6% | Reduced |
| Counterpoint Mutual Funds LLC | 21,276 | $591.9K | 0.06% | −10,989−34.1% | Reduced |
| Sanctuary Advisors, LLC | 21,193 | $589.6K | 0.00% | −5,002−19.1% | Reduced |
| Elo Mutual Pension Insurance Co | 20,593 | $572.9K | 0.01% | +6,854+49.9% | Added |
| Tamar Securities, LLC | 20,360 | $566.4K | 0.05% | +5,112+33.5% | Added |
| Twinbeech Capital LP | 20,250 | $563.4K | 0.10% | +20,250 | New |
| Panagora Asset Management Inc | 20,118 | $559.7K | 0.00% | −146,251−87.9% | Reduced |
| Truist Financial Corp | 20,054 | $557.9K | 0.00% | −9,936−33.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,503 | $542.6K | 0.02% | −267−1.4% | Reduced |
| Whalen Wealth Management Inc. | 19,425 | $540.4K | 0.24% | +2,543+15.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 19,411 | $540.0K | 0.21% | +11,741+153.1% | Added |
| Brown Brothers Harriman & Co | 19,300 | $536.9K | 0.00% | 00.0% | Unchanged |
| Clifford Group, LLC | 18,986 | $528.2K | 0.37% | +18,986 | New |
| Peloton Wealth Strategists | 18,800 | $523.0K | 0.19% | +3,000+19.0% | Added |
| Intrepid Capital Management Inc | 18,295 | $509.0K | 0.18% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 18,093 | $503.3K | 0.08% | +18,093 | New |
| Toroso Investments, LLC | 18,071 | $502.7K | 0.00% | +4,372+31.9% | Added |
| Geneos Wealth Management Inc. | 17,900 | $498.0K | 0.01% | +2,700+17.8% | Added |
| Everence Capital Management Inc | 17,864 | $497.0K | 0.03% | +5,504+44.5% | Added |
| Capital Investment Counsel, Inc | 17,800 | $495.2K | 0.05% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 17,786 | $494.8K | 0.00% | −1,862−9.5% | Reduced |
| Pinnacle Associates Ltd | 17,738 | $493.5K | 0.01% | −2,138−10.8% | Reduced |
| Third View Private Wealth, LLC | 17,646 | $490.9K | 0.06% | +7,291+70.4% | Added |
| IHT Wealth Management, LLC | 17,539 | $487.9K | 0.01% | +1,284+7.9% | Added |
| Trevian Wealth Management LLC | 17,477 | $486.2K | 0.21% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 17,470 | $486.0K | 0.26% | +989+6.0% | Added |
| E. Ohman J:or Asset Management AB | 17,400 | $484.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,379 | $483.5K | 0.01% | +9,228+113.2% | Added |
| Polymer Capital Management (US) LLC | 17,318 | $481.8K | 0.07% | −11,548−40.0% | Reduced |
| Fox Run Management, L.L.C. | 16,899 | $470.1K | 0.08% | +1,083+6.8% | Added |
| Enhancing Capital LLC | 16,847 | $468.7K | 0.32% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 16,756 | $466.2K | 0.14% | +2,113+14.4% | Added |
| Royal London Asset Management Ltd | 16,626 | $462.5K | 0.00% | −4,349−20.7% | Reduced |
| Beck Mack & Oliver LLC | 16,534 | $460.0K | 0.01% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 16,524 | $459.6K | 0.01% | +3,742+29.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 16,260 | $452.4K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 15,809 | $439.8K | 0.00% | −8,536−35.1% | Reduced |
| Guggenheim Capital LLC | 15,708 | $437.0K | 0.00% | +15,708 | New |
| EP Wealth Advisors, LLC | 15,707 | $437.0K | 0.00% | −1,495−8.7% | Reduced |
| Prudential Financial Inc | 16,680 | $434.2K | 0.00% | +5,930+55.2% | Added |
| Unified Investment Management | 15,541 | $432.4K | 0.40% | +15,541 | New |
| Ostrum Asset Management | 15,462 | $430.2K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 15,124 | $420.8K | 0.17% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 15,098 | $420.0K | 0.26% | +2,844+23.2% | Added |
| Investment Management Corp | 14,787 | $411.4K | 0.34% | +145+1.0% | Added |
| AlphaCore Capital LLC | 14,669 | $408.1K | 0.01% | +14,669 | New |
| Wynn Capital, LLC | 14,615 | $406.6K | 0.18% | +595+4.2% | Added |
| Schroder Investment Management Group | 14,178 | $399.3K | 0.00% | +11+0.1% | Added |
| LVW Advisors, LLC | 14,217 | $395.5K | 0.03% | +3,235+29.5% | Added |
| Vontobel Holding Ltd. | 14,143 | $393.5K | 0.00% | −19,337−57.8% | Reduced |
| Silver Oak Securities, Inc | 14,112 | $392.6K | 0.02% | +3,061+27.7% | Added |
| Graham Capital Management, L.P. | 14,100 | $392.3K | 0.01% | +14,100 | New |
| Sequoia Financial Advisors, LLC | 14,074 | $391.5K | 0.00% | −2,215−13.6% | Reduced |
| Larson Financial Group LLC | 13,955 | $388.2K | 0.01% | −5,410−27.9% | Reduced |
| Ritholtz Wealth Management | 13,892 | $386.5K | 0.01% | +5,799+71.7% | Added |
| Principal Securities, Inc. | 13,791 | $383.7K | 0.00% | +4,566+49.5% | Added |
| North Dakota State Investment Board | 13,775 | $383.2K | 0.02% | +234+1.7% | Added |
| Clearstead Advisors, LLC | 13,696 | $381.0K | 0.00% | +514+3.9% | Added |
| Carlson Financial, Inc. | 13,546 | $376.9K | 0.19% | −300−2.2% | Reduced |
| Human Investing LLC | 13,396 | $372.7K | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 13,339 | $371.1K | 0.01% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 13,202 | $367.3K | 0.01% | −40,594−75.5% | Reduced |
| Cravens & Co Advisors, LLC | 12,859 | $357.7K | 0.24% | −5,182−28.7% | Reduced |
| Keel Point, LLC | 12,833 | $357.0K | 0.02% | −514−3.9% | Reduced |
| HB Wealth Management, LLC | 12,748 | $354.6K | 0.00% | +315+2.5% | Added |
| Evolve Private Wealth, LLC | 12,633 | $351.4K | 0.02% | +12,633 | New |
| Knollwood Investment Advisory, LLC | 12,609 | $350.8K | 0.03% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 12,537 | $348.8K | 0.29% | +76+0.6% | Added |
| Canvas Wealth Advisors, LLC | 12,399 | $344.9K | 0.05% | +12,399 | New |
| Qtron Investments LLC | 12,273 | $341.4K | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 12,170 | $339.1K | 0.00% | +954+8.5% | Added |
| Cascade Investment Group, Inc. | 12,169 | $338.5K | 0.19% | −313−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,134 | $337.6K | 0.02% | +246+2.1% | Added |
| EntryPoint Capital, LLC | 11,932 | $331.9K | 0.08% | 00.0% | Unchanged |
| Boston Partners | 11,877 | $330.4K | 0.00% | +11,877 | New |
| B. Metzler seel. Sohn & Co. AG | 11,875 | $330.4K | 0.00% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,800 | $328.0K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 11,765 | $327.3K | 0.01% | +11,765 | New |
| UniSuper Management Pty Ltd | 11,467 | $319.0K | 0.00% | +3,267+39.8% | Added |
| Bluebird Wealth Management LLC | 11,440 | $318.3K | 0.28% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 11,388 | $316.8K | 0.04% | +11,388 | New |
| Tortuga Wealth Management, Inc | 11,350 | $315.8K | 0.24% | −4,500−28.4% | Reduced |