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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 6,628 | $184.4K | 0.01% | +386+6.2% | Added |
| International Assets Investment Management, LLC | 6,705 | $192.5K | 0.01% | +224+3.5% | Added |
| Jupiter Wealth Management LLC | 7,000 | $194.7K | 0.08% | +2,000+40.0% | Added |
| Bokf, NA | 7,157 | $199.1K | 0.00% | −262−3.5% | Reduced |
| Advisors Asset Management, Inc. | 7,197 | $200.2K | 0.00% | +1,395+24.0% | Added |
| Frec Markets, Inc. | 7,215 | $200.7K | 0.02% | −1,265−14.9% | Reduced |
| Arkadios Wealth Advisors | 7,251 | $201.7K | 0.00% | −2,711−27.2% | Reduced |
| Portside Wealth Group, LLC | 7,276 | $202.4K | 0.02% | +7,276 | New |
| GWM Advisors LLC | 7,440 | $207.0K | 0.00% | −2,597−25.9% | Reduced |
| Exchange Traded Concepts, LLC | 7,474 | $207.9K | 0.00% | −279−3.6% | Reduced |
| Stonekeep Investments, LLC | 7,490 | $208.0K | 0.12% | +7,490 | New |
| Lewis Asset Management, LLC | 7,518 | $209.2K | 0.07% | −23,400−75.7% | Reduced |
| Bradley Foster & Sargent Inc | 7,526 | $209.4K | 0.00% | −825−9.9% | Reduced |
| Kovack Advisors, Inc. | 7,330 | $210.4K | 0.01% | +7,330 | New |
| DRW Securities, LLC | 7,643 | $212.6K | 0.01% | −7,743−50.3% | Reduced |
| Callan Family Office, LLC | 7,650 | $212.8K | 0.00% | −4,969−39.4% | Reduced |
| Wealthspire Advisors, LLC | 7,659 | $213.1K | 0.00% | +7,659 | New |
| Delta Asset Management LLC | 7,701 | $214.2K | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 7,702 | $214.3K | 0.04% | +7,702 | New |
| Aries Wealth Management | 7,710 | $214.5K | 0.04% | 00.0% | Unchanged |
| Caden Capital Partners, LP | 7,841 | $218.1K | 2.63% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,919 | $220.3K | 0.00% | +1,556+24.5% | Added |
| Ballentine Partners, LLC | 8,027 | $223.3K | 0.00% | +187+2.4% | Added |
| Norden Group LLC | 8,031 | $223.4K | 0.02% | −730−8.3% | Reduced |
| Secure Asset Management, LLC | 8,054 | $224.1K | 0.03% | −577−6.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,055 | $224.1K | 0.01% | +8,055 | New |
| Northwestern Mutual Wealth Management Co | 8,058 | $224.2K | 0.00% | +4,462+124.1% | Added |
| Trinity Financial Advisors LLC | 8,158 | $227.0K | 0.06% | +8,158 | New |
| Frank, Rimerman Advisors LLC | 8,263 | $229.9K | 0.01% | +8,263 | New |
| Roberts Glore & Co Inc | 8,345 | $232.2K | 0.06% | +8,345 | New |
| 1620 Investment Advisors, Inc. | 8,498 | $236.4K | 0.15% | +3,208+60.6% | Added |
| AlTi Global, Inc. | 8,527 | $237.2K | 0.00% | 00.0% | Unchanged |
| Granville Capital, Inc. | 8,553 | $237.9K | 0.11% | 00.0% | Unchanged |
| TCW Group Inc | 8,668 | $241.1K | 0.00% | +37+0.4% | Added |
| CAPROCK Group, Inc. | 8,799 | $244.8K | 0.00% | −5,095−36.7% | Reduced |
| Storebrand Asset Management AS | 8,824 | $245.5K | 0.00% | −6,159−41.1% | Reduced |
| Range Advisory, LLC | 8,843 | $246.0K | 0.03% | −1,070−10.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,890 | $247.3K | 0.05% | −248−2.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,915 | $248.0K | 0.00% | −5,513−38.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,964 | $249.4K | 0.00% | −975,949−99.1% | Reduced |
| Venturi Wealth Management, LLC | 9,095 | $253.0K | 0.01% | +1,471+19.3% | Added |
| Steward Partners Investment Advisory, LLC | 9,243 | $257.1K | 0.00% | −4,309−31.8% | Reduced |
| Yorktown Management & Research Co Inc | 9,400 | $261.5K | 0.16% | −800−7.8% | Reduced |
| United Capital Financial Advisers, LLC | 9,491 | $264.0K | 0.00% | −4,157−30.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,457 | $264.4K | 0.00% | −2,699−22.2% | Reduced |
| Limestone Investment Advisors LP | 9,530 | $265.1K | 0.13% | +9,530 | New |
| Cliffwater LLC | 9,591 | $266.8K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 9,600 | $267.1K | 0.06% | −11,600−54.7% | Reduced |
| Mayflower Financial Advisors, LLC | 9,607 | $267.3K | 0.02% | +10+0.1% | Added |
| Evanson Financial, LLC | 9,667 | $268.9K | 0.01% | +9,667 | New |
| Mirabella Financial Services LLP | 9,707 | $270.0K | 0.03% | +1,534+18.8% | Added |
| Seamount Financial Group Inc | 9,873 | $274.7K | 0.11% | 00.0% | Unchanged |
| 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 |
| Arista Wealth Management, LLC | 10,052 | $279.6K | 0.03% | −317−3.1% | Reduced |
| Stenger Family Office, LLC | 10,248 | $285.1K | 0.05% | +10,248 | New |
| Independent Financial Group, LLC | 10,292 | $286.3K | 0.01% | −298−2.8% | Reduced |
| Union Bancaire Privee, UBP SA | 10,642 | $288.2K | 0.00% | −930−8.0% | Reduced |
| Blossom Wealth Management | 10,400 | $289.3K | 0.41% | 00.0% | Unchanged |
| Graetz Wealth LLC | 10,590 | $294.6K | 0.23% | +1,578+17.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,067 | $295.2K | 0.00% | −2,961−22.7% | Reduced |
| Profund Advisors LLC | 10,658 | $296.5K | 0.01% | +10,658 | New |
| STRS Ohio | 10,663 | $296.6K | 0.00% | −25,416−70.4% | Reduced |
| Americana Partners, LLC | 10,664 | $296.7K | 0.01% | +10,664 | New |
| Independent Wealth Network Inc. | 10,788 | $300.1K | 0.08% | +10,788 | New |
| Vinva Investment Management Ltd | 10,688 | $301.0K | 0.00% | +10,688 | New |
| Pier 88 Investment Partners LLC | 10,900 | $303.2K | 0.07% | +1,200+12.4% | Added |
| Signaturefd, LLC | 10,917 | $303.7K | 0.00% | −5,376−33.0% | Reduced |
| Pzena Investment Management LLC | 10,945 | $304.5K | 0.00% | +10,945 | New |
| Loomis Sayles & Co L P | 10,952 | $304.7K | 0.00% | −2,480−18.5% | Reduced |
| Concurrent Investment Advisors, LLC | 11,082 | $308.3K | 0.00% | −869−7.3% | Reduced |
| Snowden Capital Advisors LLC | 11,168 | $310.7K | 0.01% | −3,198−22.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,295 | $314.2K | 0.00% | −228−2.0% | Reduced |
| Tortuga Wealth Management, Inc | 11,350 | $315.8K | 0.24% | −4,500−28.4% | Reduced |
| Gilbert & Cook, Inc. | 11,388 | $316.8K | 0.04% | +11,388 | New |
| Bluebird Wealth Management LLC | 11,440 | $318.3K | 0.28% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 11,467 | $319.0K | 0.00% | +3,267+39.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,765 | $327.3K | 0.01% | +11,765 | New |
| Ar Asset Management Inc | 11,800 | $328.0K | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,875 | $330.4K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 11,877 | $330.4K | 0.00% | +11,877 | New |
| EntryPoint Capital, LLC | 11,932 | $331.9K | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 12,134 | $337.6K | 0.02% | +246+2.1% | Added |
| Cascade Investment Group, Inc. | 12,169 | $338.5K | 0.19% | −313−2.5% | Reduced |
| National Bank of Canada | 12,170 | $339.1K | 0.00% | +954+8.5% | Added |
| Qtron Investments LLC | 12,273 | $341.4K | 0.05% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 12,399 | $344.9K | 0.05% | +12,399 | New |
| Oakmont Advisory Group, LLC | 12,537 | $348.8K | 0.29% | +76+0.6% | Added |
| Knollwood Investment Advisory, LLC | 12,609 | $350.8K | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 12,633 | $351.4K | 0.02% | +12,633 | New |
| HB Wealth Management, LLC | 12,748 | $354.6K | 0.00% | +315+2.5% | Added |
| Keel Point, LLC | 12,833 | $357.0K | 0.02% | −514−3.9% | Reduced |
| Cravens & Co Advisors, LLC | 12,859 | $357.7K | 0.24% | −5,182−28.7% | Reduced |
| Yarbrough Capital, LLC | 13,202 | $367.3K | 0.01% | −40,594−75.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,339 | $371.1K | 0.01% | 00.0% | Unchanged |
| Human Investing LLC | 13,396 | $372.7K | 0.05% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 13,546 | $376.9K | 0.19% | −300−2.2% | Reduced |
| Clearstead Advisors, LLC | 13,696 | $381.0K | 0.00% | +514+3.9% | Added |
| North Dakota State Investment Board | 13,775 | $383.2K | 0.02% | +234+1.7% | Added |