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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 11,295 | $314.2K | 0.00% | −228−2.0% | Reduced |
| Snowden Capital Advisors LLC | 11,168 | $310.7K | 0.01% | −3,198−22.3% | Reduced |
| Concurrent Investment Advisors, LLC | 11,082 | $308.3K | 0.00% | −869−7.3% | Reduced |
| Loomis Sayles & Co L P | 10,952 | $304.7K | 0.00% | −2,480−18.5% | Reduced |
| Pzena Investment Management LLC | 10,945 | $304.5K | 0.00% | +10,945 | New |
| Signaturefd, LLC | 10,917 | $303.7K | 0.00% | −5,376−33.0% | Reduced |
| Pier 88 Investment Partners LLC | 10,900 | $303.2K | 0.07% | +1,200+12.4% | Added |
| Vinva Investment Management Ltd | 10,688 | $301.0K | 0.00% | +10,688 | New |
| Independent Wealth Network Inc. | 10,788 | $300.1K | 0.08% | +10,788 | New |
| Americana Partners, LLC | 10,664 | $296.7K | 0.01% | +10,664 | New |
| STRS Ohio | 10,663 | $296.6K | 0.00% | −25,416−70.4% | Reduced |
| Profund Advisors LLC | 10,658 | $296.5K | 0.01% | +10,658 | New |
| Wealth Enhancement Advisory Services, LLC | 10,067 | $295.2K | 0.00% | −2,961−22.7% | Reduced |
| Graetz Wealth LLC | 10,590 | $294.6K | 0.23% | +1,578+17.5% | Added |
| Blossom Wealth Management | 10,400 | $289.3K | 0.41% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 10,642 | $288.2K | 0.00% | −930−8.0% | Reduced |
| Independent Financial Group, LLC | 10,292 | $286.3K | 0.01% | −298−2.8% | Reduced |
| Stenger Family Office, LLC | 10,248 | $285.1K | 0.05% | +10,248 | New |
| Arista Wealth Management, LLC | 10,052 | $279.6K | 0.03% | −317−3.1% | Reduced |
| Pale Fire Capital SE | 10,000 | $278.2K | 0.02% | 00.0% | Unchanged |
| J. Goldman & Co LP | 10,000 | $278.2K | 0.01% | +10,000 | New |
| Partners Capital Investment Group, LLP | 10,000 | $278.2K | 0.01% | +10,000 | New |
| Seamount Financial Group Inc | 9,873 | $274.7K | 0.11% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 9,707 | $270.0K | 0.03% | +1,534+18.8% | Added |
| Evanson Financial, LLC | 9,667 | $268.9K | 0.01% | +9,667 | New |
| Mayflower Financial Advisors, LLC | 9,607 | $267.3K | 0.02% | +10+0.1% | Added |
| Wellington Shields & Co., LLC | 9,600 | $267.1K | 0.06% | −11,600−54.7% | Reduced |
| Cliffwater LLC | 9,591 | $266.8K | 0.07% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 9,530 | $265.1K | 0.13% | +9,530 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 9,457 | $264.4K | 0.00% | −2,699−22.2% | Reduced |
| United Capital Financial Advisers, LLC | 9,491 | $264.0K | 0.00% | −4,157−30.5% | Reduced |
| Yorktown Management & Research Co Inc | 9,400 | $261.5K | 0.16% | −800−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,243 | $257.1K | 0.00% | −4,309−31.8% | Reduced |
| Venturi Wealth Management, LLC | 9,095 | $253.0K | 0.01% | +1,471+19.3% | Added |
| Caisse de Depot Et Placement du Quebec | 8,964 | $249.4K | 0.00% | −975,949−99.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,915 | $248.0K | 0.00% | −5,513−38.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,890 | $247.3K | 0.05% | −248−2.7% | Reduced |
| Range Advisory, LLC | 8,843 | $246.0K | 0.03% | −1,070−10.8% | Reduced |
| Storebrand Asset Management AS | 8,824 | $245.5K | 0.00% | −6,159−41.1% | Reduced |
| CAPROCK Group, Inc. | 8,799 | $244.8K | 0.00% | −5,095−36.7% | Reduced |
| TCW Group Inc | 8,668 | $241.1K | 0.00% | +37+0.4% | Added |
| Granville Capital, Inc. | 8,553 | $237.9K | 0.11% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,527 | $237.2K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8,498 | $236.4K | 0.15% | +3,208+60.6% | Added |
| Roberts Glore & Co Inc | 8,345 | $232.2K | 0.06% | +8,345 | New |
| Frank, Rimerman Advisors LLC | 8,263 | $229.9K | 0.01% | +8,263 | New |
| Trinity Financial Advisors LLC | 8,158 | $227.0K | 0.06% | +8,158 | New |
| Northwestern Mutual Wealth Management Co | 8,058 | $224.2K | 0.00% | +4,462+124.1% | Added |
| Robertson Stephens Wealth Management, LLC | 8,055 | $224.1K | 0.01% | +8,055 | New |
| Secure Asset Management, LLC | 8,054 | $224.1K | 0.03% | −577−6.7% | Reduced |
| Norden Group LLC | 8,031 | $223.4K | 0.02% | −730−8.3% | Reduced |
| Ballentine Partners, LLC | 8,027 | $223.3K | 0.00% | +187+2.4% | Added |
| Vise Technologies, Inc. | 7,919 | $220.3K | 0.00% | +1,556+24.5% | Added |
| Caden Capital Partners, LP | 7,841 | $218.1K | 2.63% | 00.0% | Unchanged |
| Aries Wealth Management | 7,710 | $214.5K | 0.04% | 00.0% | Unchanged |
| Ballast, Inc. | 7,702 | $214.3K | 0.04% | +7,702 | New |
| Delta Asset Management LLC | 7,701 | $214.2K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,659 | $213.1K | 0.00% | +7,659 | New |
| Callan Family Office, LLC | 7,650 | $212.8K | 0.00% | −4,969−39.4% | Reduced |
| DRW Securities, LLC | 7,643 | $212.6K | 0.01% | −7,743−50.3% | Reduced |
| Kovack Advisors, Inc. | 7,330 | $210.4K | 0.01% | +7,330 | New |
| Bradley Foster & Sargent Inc | 7,526 | $209.4K | 0.00% | −825−9.9% | Reduced |
| Lewis Asset Management, LLC | 7,518 | $209.2K | 0.07% | −23,400−75.7% | Reduced |
| Stonekeep Investments, LLC | 7,490 | $208.0K | 0.12% | +7,490 | New |
| Exchange Traded Concepts, LLC | 7,474 | $207.9K | 0.00% | −279−3.6% | Reduced |
| GWM Advisors LLC | 7,440 | $207.0K | 0.00% | −2,597−25.9% | Reduced |
| Portside Wealth Group, LLC | 7,276 | $202.4K | 0.02% | +7,276 | New |
| Arkadios Wealth Advisors | 7,251 | $201.7K | 0.00% | −2,711−27.2% | Reduced |
| Frec Markets, Inc. | 7,215 | $200.7K | 0.02% | −1,265−14.9% | Reduced |
| Advisors Asset Management, Inc. | 7,197 | $200.2K | 0.00% | +1,395+24.0% | Added |
| Bokf, NA | 7,157 | $199.1K | 0.00% | −262−3.5% | Reduced |
| Jupiter Wealth Management LLC | 7,000 | $194.7K | 0.08% | +2,000+40.0% | Added |
| International Assets Investment Management, LLC | 6,705 | $192.5K | 0.01% | +224+3.5% | Added |
| Siemens Fonds Invest GmbH | 6,628 | $184.4K | 0.01% | +386+6.2% | Added |
| Parallel Advisors, LLC | 6,543 | $182.0K | 0.00% | −395−5.7% | Reduced |
| Parkside Financial Bank & Trust | 6,530 | $181.7K | 0.01% | +5+0.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,500 | $180.8K | 0.06% | 00.0% | Unchanged |
| Natixis | 6,459 | $179.7K | 0.00% | +1,589+32.6% | Added |
| Colonial Trust Advisors | 6,100 | $169.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,060 | $168.6K | 0.00% | −1,476−19.6% | Reduced |
| HM Payson & Co | 5,850 | $162.7K | 0.00% | −704−10.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,845 | $162.6K | 0.13% | −220−3.6% | Reduced |
| LRI Investments, LLC | 5,400 | $150.2K | 0.01% | +2,143+65.8% | Added |
| Allworth Financial LP | 5,165 | $143.7K | 0.00% | −84−1.6% | Reduced |
| Hurley Capital, LLC | 5,042 | $140.3K | 0.07% | +4,792+1,916.8% | Added |
| Crewe Advisors LLC | 5,000 | $139.1K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 5,000 | $139.1K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,953 | $137.8K | 0.01% | +4,565+1,176.5% | Added |
| Employees Retirement System of Texas | 4,808 | $134.0K | 0.00% | −1,053,000−99.5% | Reduced |
| Covestor Ltd | 4,650 | $129.0K | 0.07% | +1,149+32.8% | Added |
| Walleye Capital LLC | 4,605 | $128.1K | 0.00% | +167+3.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,476 | $124.5K | 0.00% | +2,057+85.0% | Added |
| GAMMA Investing LLC | 4,223 | $117.5K | 0.00% | −257−5.7% | Reduced |
| Huntington National Bank | 4,198 | $116.8K | 0.00% | +1,462+53.4% | Added |
| Twin Tree Management, LP | 3,985 | $110.9K | 0.02% | +3,985 | New |
| CX Institutional | 3,805 | $106.0K | 0.00% | +3,694+3,327.9% | Added |
| FIL Ltd | 3,687 | $102.6K | 0.00% | +221+6.4% | Added |
| Leonteq Securities AG | 3,486 | $97.0K | 0.01% | −9,379−72.9% | Reduced |
| Sterling Capital Management LLC | 3,145 | $87.5K | 0.00% | −180−5.4% | Reduced |
| Fulcrum Asset Management LLP | 3,092 | $87.1K | 0.01% | 00.0% | Unchanged |