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 |
|---|---|---|---|---|---|
| Allied Private Wealth LLC | 340 | $9.71K | 0.01% | +340 | New |
| NBC Securities, Inc. | 350 | $9.74K | 0.00% | +200+133.3% | Added |
| GW&K Investment Management, LLC | 343 | $10.0K | 0.00% | +343 | New |
| Tidemark, LLC | 375 | $10.4K | 0.00% | +180+92.3% | Added |
| Tower Research Capital LLC (TRC) | 377 | $10.5K | 0.00% | −34,728−98.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 378 | $10.5K | 0.00% | −454−54.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 400 | $11.1K | 0.00% | +400 | New |
| Zions Bancorporation, National Association | 404 | $11.2K | 0.00% | −67−14.2% | Reduced |
| Anchor Bay Capital, Inc. | 320 | $11.4K | 0.01% | +320 | New |
| First Command Advisory Services, Inc. | 411 | $11.4K | 0.00% | +122+42.2% | Added |
| Rakuten Securities, Inc. | 415 | $11.5K | 0.00% | −95−18.6% | Reduced |
| Gould Capital, LLC | 415 | $11.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 433 | $12.4K | 0.00% | +13+3.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 450 | $12.5K | 0.00% | +50+12.5% | Added |
| WPG Advisers, LLC | 467 | $13.0K | 0.01% | 00.0% | Unchanged |
| Finley Financial, LLC | 469 | $13.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 470 | $13.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 452 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 534 | $14.9K | 0.00% | +494+1,235.0% | Added |
| Anchor Investment Management, LLC | 620 | $17.2K | 0.00% | +620 | New |
| Investment Research & Advisory Group, Inc. | 627 | $17.4K | 0.01% | +627 | New |
| Eastern Bank | 650 | $18.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 775 | $21.6K | 0.00% | +775 | New |
| Avion Wealth | 841 | $23.0K | 0.00% | −66−7.3% | Reduced |
| Action Point Financial Planning, LLC | 879 | $24.4K | 0.00% | +879 | New |
| Chesapeake Asset Management LLC | 890 | $24.8K | 0.02% | −550−38.2% | Reduced |
| CoreCap Advisors, LLC | 897 | $25.0K | 0.00% | −246−21.5% | Reduced |
| Smartleaf Asset Management LLC | 933 | $26.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $27.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $27.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,040 | $28.9K | 0.00% | −5,460−84.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,041 | $29.0K | 0.01% | +674+183.7% | Added |
| Tradition Wealth Management, LLC | 1,087 | $30.2K | 0.00% | +1,087 | New |
| Ancora Advisors, LLC | 1,114 | $31.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,131 | $31.5K | 0.00% | −869−43.5% | Reduced |
| EFG International AG | 1,176 | $32.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,200 | $33.4K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,200 | $33.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,236 | $34.4K | 0.00% | −219−15.1% | Reduced |
| Harbour Investments, Inc. | 1,251 | $34.8K | 0.00% | −865−40.9% | Reduced |
| High Note Wealth, LLC | 1,277 | $35.5K | 0.01% | +787+160.6% | Added |
| Quarry LP | 1,312 | $36.5K | 0.01% | −3,132−70.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,444 | $40.2K | 0.01% | −13,666−90.4% | Reduced |
| TD Private Client Wealth LLC | 1,453 | $40.4K | 0.00% | −500−25.6% | Reduced |
| Proathlete Wealth Management LLC | 1,500 | $41.7K | 0.01% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 1,500 | $41.7K | 0.02% | +1,500 | New |
| Canton Hathaway, LLC | 1,534 | $42.7K | 0.01% | −2,558−62.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,553 | $43.2K | 0.00% | −367−19.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,568 | $43.6K | 0.00% | +1,068+213.6% | Added |
| Central Trust Co | 1,595 | $44.4K | 0.00% | +755+89.9% | Added |
| Cornerstone Planning Group LLC | 1,529 | $44.7K | 0.01% | +141+10.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,665 | $46.3K | 0.02% | +1,665 | New |
| EverSource Wealth Advisors, LLC | 1,691 | $47.0K | 0.00% | −2,294−57.6% | Reduced |
| SBI Securities Co., Ltd. | 1,771 | $49.3K | 0.00% | +120+7.3% | Added |
| Financial Consulate, Inc | 1,809 | $50.3K | 0.01% | +301+20.0% | Added |
| Group One Trading, L.P. | 1,846 | $51.4K | 0.00% | −35,183−95.0% | Reduced |
| Acadian Asset Management LLC | 1,892 | $52.0K | 0.00% | +1,892 | New |
| SHP Wealth Management | 1,926 | $53.6K | 0.00% | +778+67.8% | Added |
| GHP Investment Advisors, Inc. | 2,000 | $55.6K | 0.00% | +600+42.9% | Added |
| Providence Capital Advisors, LLC | 2,000 | $55.6K | 0.01% | +2,000 | New |
| Los Angeles Capital Management LLC | 2,164 | $60.2K | 0.00% | −2,249−51.0% | Reduced |
| Triumph Capital Management | 2,335 | $65.0K | 0.01% | −17,439−88.2% | Reduced |
| Orion Capital Management LLC | 2,500 | $69.5K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,601 | $72.4K | 0.01% | +8+0.3% | Added |
| Bogart Wealth, LLC | 2,676 | $74.4K | 0.00% | −64−2.3% | Reduced |
| Whittier Trust Co | 2,683 | $79.1K | 0.00% | +126+4.9% | Added |
| Park Place Capital Corp | 2,877 | $80.0K | 0.01% | −55−1.9% | Reduced |
| Versant Capital Management, Inc | 2,880 | $80.1K | 0.01% | −686−19.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $80.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,000 | $83.5K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 3,008 | $83.7K | 0.02% | +400+15.3% | Added |
| Wolff Wiese Magana LLC | 3,025 | $84.2K | 0.04% | +25+0.8% | Added |
| Toth Financial Advisory Corp | 3,045 | $84.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,090 | $86.0K | 0.00% | +3,090 | New |
| Fulcrum Asset Management LLP | 3,092 | $87.1K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,145 | $87.5K | 0.00% | −180−5.4% | Reduced |
| Leonteq Securities AG | 3,486 | $97.0K | 0.01% | −9,379−72.9% | Reduced |
| FIL Ltd | 3,687 | $102.6K | 0.00% | +221+6.4% | Added |
| CX Institutional | 3,805 | $106.0K | 0.00% | +3,694+3,327.9% | Added |
| Twin Tree Management, LP | 3,985 | $110.9K | 0.02% | +3,985 | New |
| Huntington National Bank | 4,198 | $116.8K | 0.00% | +1,462+53.4% | Added |
| GAMMA Investing LLC | 4,223 | $117.5K | 0.00% | −257−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,476 | $124.5K | 0.00% | +2,057+85.0% | Added |
| Walleye Capital LLC | 4,605 | $128.1K | 0.00% | +167+3.8% | Added |
| Covestor Ltd | 4,650 | $129.0K | 0.07% | +1,149+32.8% | Added |
| Employees Retirement System of Texas | 4,808 | $134.0K | 0.00% | −1,053,000−99.5% | Reduced |
| North Star Investment Management Corp. | 4,953 | $137.8K | 0.01% | +4,565+1,176.5% | 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 |
| Hurley Capital, LLC | 5,042 | $140.3K | 0.07% | +4,792+1,916.8% | Added |
| Allworth Financial LP | 5,165 | $143.7K | 0.00% | −84−1.6% | Reduced |
| LRI Investments, LLC | 5,400 | $150.2K | 0.01% | +2,143+65.8% | Added |
| MeadowBrook Investment Advisors LLC | 5,845 | $162.6K | 0.13% | −220−3.6% | Reduced |
| HM Payson & Co | 5,850 | $162.7K | 0.00% | −704−10.7% | Reduced |
| Nisa Investment Advisors, LLC | 6,060 | $168.6K | 0.00% | −1,476−19.6% | Reduced |
| Colonial Trust Advisors | 6,100 | $169.7K | 0.01% | 00.0% | Unchanged |
| Natixis | 6,459 | $179.7K | 0.00% | +1,589+32.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,500 | $180.8K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,530 | $181.7K | 0.01% | +5+0.1% | Added |
| Parallel Advisors, LLC | 6,543 | $182.0K | 0.00% | −395−5.7% | Reduced |