Toast, Inc.

TOST

Exchange: NYSE
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001650164

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 774 institutions

Value heldQ2 2026: $13.3B

Institutions holding TOST and their total value by quarter
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.

Institutions holding TOST in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Pacer Advisors, Inc.	12	$0	0.00%	00.0%	Unchanged
CVA Family Office, LLC	1	$28	0.00%	−805−99.9%	Reduced
Gilpin Wealth Management, LLC	1	$28	0.00%	+1	New
Strive Financial Group ,LLC	2	$56	0.00%	−986−99.8%	Reduced
Plante Moran Financial Advisors, LLC	2	$56	0.00%	+2	New
First National Bank	3	$83	0.00%	+3	New
BFSG, LLC	3	$84	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	4	$111	0.00%	+4	New
Seneschal Advisors, LLC	4	$112	0.00%	00.0%	Unchanged
1015 Capital Partners, LLC	5	$139	0.00%	−1−16.7%	Reduced
South State Corp.	5	$140	0.00%	−68−93.2%	Reduced
Activest Wealth Management	7	$195	0.00%	+7	New
Concord Wealth Partners	8	$223	0.00%	+8	New
Abound Wealth Management	8	$223	0.00%	+8	New
Halbert Hargrove Global Advisors, LLC	9	$247	0.00%	+9	New
Quaker Wealth Management, LLC	11	$307	0.00%	−2−15.4%	Reduced
DiNuzzo Private Wealth, Inc.	12	$334	0.00%	−9−42.9%	Reduced
Strategic Investment Solutions, Inc.	12	$334	0.00%	+12	New
Davis Capital Management	13	$362	0.00%	−2−13.3%	Reduced
Fairscale Capital, LLC	16	$445	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	16	$446	0.00%	+4+33.3%	Added
Salomon & Ludwin, LLC	16	$459	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	21	$584	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	24	$668	0.00%	−18−42.9%	Reduced
Signature Equity Partners, LLC	24	$668	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	25	$696	0.00%	+14+127.3%	Added
Creative Financial Designs Inc	26	$723	0.00%	−170−86.7%	Reduced
Barnes Dennig Private Wealth Management LLC	33	$918	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	35	$974	0.00%	−600−94.5%	Reduced
Sawyer & Company, Inc	35	$974	0.00%	+35	New
Owl Creek Wealth Partners LLC	40	$1.11K	0.00%	−220−84.6%	Reduced
AdvisorNet Financial, Inc	45	$1.25K	0.00%	−6−11.8%	Reduced
Whipplewood Advisors, LLC	47	$1.31K	0.00%	00.0%	Unchanged
Umb Bank N A	48	$1.33K	0.00%	−264−84.6%	Reduced
Atlas Capital Advisors LLC	48	$1.33K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	48	$1.33K	0.00%	+4+9.1%	Added
Atlantic Union Bankshares Corp	50	$1.39K	0.00%	−427−89.5%	Reduced
JFS Wealth Advisors, LLC	50	$1.39K	0.00%	−60−54.5%	Reduced
Addison Advisors LLC	50	$1.39K	0.00%	00.0%	Unchanged
JPL Wealth Management, LLC	50	$1.39K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	52	$1.45K	0.00%	+52	New
Private Trust Co NA	53	$1.47K	0.00%	−158−74.9%	Reduced
Principia Wealth Advisory, LLC	56	$1.56K	0.00%	+6+12.0%	Added
Marquette Asset Management, LLC	57	$1.59K	0.00%	−158−73.5%	Reduced
Smallwood Wealth Investment Management, LLC	58	$1.61K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	59	$1.64K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	59	$1.64K	0.00%	−125−67.9%	Reduced
Raffa Wealth Management, LLC	61	$1.70K	0.00%	+26+74.3%	Added
Bayban	62	$1.73K	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	65	$1.81K	0.00%	−69−51.5%	Reduced
Planning Strategies Inc.	65	$1.81K	0.00%	+65	New
Minot DeBlois Advisors LLC	67	$1.86K	0.00%	+67	New
IFG Advisory, LLC	72	$2.00K	0.00%	+72	New
Keating Financial Advisory Services, Inc.	77	$2.14K	0.00%	+75+3,750.0%	Added
Retirement Wealth Solutions LLC	79	$2.20K	0.00%	−12−13.2%	Reduced
Cape Investment Advisory, Inc.	83	$2.31K	0.00%	+83	New
Cullen/Frost Bankers, Inc.	84	$2.34K	0.00%	−681−89.0%	Reduced
Horizon Financial Services, LLC	89	$2.48K	0.00%	+89	New
Pinnacle Wealth Planning Services, Inc.	93	$2.59K	0.00%	−47−33.6%	Reduced
Lodestone Wealth Management LLC	96	$2.67K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	98	$2.73K	0.00%	+34+53.1%	Added
Westside Investment Management, Inc.	100	$2.78K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	100	$2.78K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	100	$2.78K	0.00%	00.0%	Unchanged
Vanguard National Trust Co	101	$2.81K	0.00%	00.0%	Unchanged
Manning & Napier Advisors LLC	101	$2.84K	0.00%	+94+1,342.9%	Added
UMA Financial Services, Inc.	107	$2.98K	0.00%	−79−42.5%	Reduced
Mather Group, LLC.	114	$3.17K	0.00%	+72+171.4%	Added
Essential Partners LLC	116	$3.23K	0.00%	−223−65.8%	Reduced
Bell Investment Advisors, Inc	116	$3.23K	0.00%	−51−30.5%	Reduced
Glen Eagle Advisors, LLC	118	$3.28K	0.00%	00.0%	Unchanged
Highland Investment Advisors LLC	122	$3.39K	0.00%	+122	New
Cornerstone Financial Management LLC	131	$3.64K	0.00%	−18−12.1%	Reduced
Vision Financial Markets LLC	135	$3.88K	0.00%	00.0%	Unchanged
Cromwell Holdings LLC	141	$3.92K	0.00%	+63+80.8%	Added
Forum Finance Group S.A.	200	$4.00K	0.00%	00.0%	Unchanged
Grove Bank & Trust	145	$4.03K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	150	$4.17K	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	150	$4.17K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	150	$4.17K	0.00%	+150	New
Bryn Mawr Trust Co	160	$4.45K	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	165	$4.59K	0.00%	+165	New
Hazlett, Burt & Watson, Inc.	160	$5.00K	0.00%	−15−8.6%	Reduced
Brown, Lisle/Cummings, Inc.	181	$5.04K	0.00%	−205−53.1%	Reduced
Greykasell Wealth Strategies, Inc.	190	$5.29K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	200	$5.56K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	200	$5.56K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	210	$5.84K	0.00%	−640−75.3%	Reduced
Massmutual Trust Co FSB	212	$5.90K	0.00%	−227−51.7%	Reduced
Asset Dedication, LLC	217	$6.04K	0.00%	+124+133.3%	Added
Silver Grove Financial Group, Inc.	234	$6.51K	0.00%	+234	New
SJS Investment Consulting Inc.	242	$6.73K	0.00%	−69−22.2%	Reduced
Millstone Evans Group, LLC	250	$6.96K	0.00%	00.0%	Unchanged
Osbon Capital Management LLC	283	$7.87K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	300	$8.00K	0.00%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	294	$8.18K	0.00%	00.0%	Unchanged
Quantbot Technologies LP	296	$8.23K	0.00%	+296	New
Ankerstar Wealth, LLC	311	$8.65K	0.01%	−930−74.9%	Reduced
LifeSteps Financial, Inc.	316	$8.79K	0.00%	+316	New
Institute for Wealth Management, LLC.	334	$9.29K	0.00%	+334	New