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 13 sales; 778 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
Q3 2026 data is still coming in: 562 institutions have reported holding TOST so far. See Q3 2026
- Institutional holders
- 778
- +16 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
- 296 more added
- Sold out
- 113
- 252 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 | 778 | $13.3B |
| Q1 2026 | 766 | $11.9B |
| Q4 2025 | 809 | $15.9B |
| Q3 2025 | 746 | $16.2B |
| Q2 2025 | 755 | $19.6B |
| Q1 2025 | 662 | $14.1B |
| Q4 2024 | 634 | $15.2B |
| Q3 2024 | 520 | $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 |
|---|---|---|---|---|---|
| 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 |
| Principal Securities, Inc. | 13,791 | $383.7K | 0.00% | +4,566+49.5% | Added |
| Ritholtz Wealth Management | 13,892 | $386.5K | 0.01% | +5,799+71.7% | Added |
| Larson Financial Group LLC | 13,955 | $388.2K | 0.01% | −5,410−27.9% | Reduced |
| Sequoia Financial Advisors, LLC | 14,074 | $391.5K | 0.00% | −2,215−13.6% | Reduced |
| Graham Capital Management, L.P. | 14,100 | $392.3K | 0.01% | +14,100 | New |
| Silver Oak Securities, Inc | 14,112 | $392.6K | 0.02% | +3,061+27.7% | Added |
| Vontobel Holding Ltd. | 14,143 | $393.5K | 0.00% | −19,337−57.8% | Reduced |
| LVW Advisors, LLC | 14,217 | $395.5K | 0.03% | +3,235+29.5% | Added |
| Schroder Investment Management Group | 14,178 | $399.3K | 0.00% | +11+0.1% | Added |
| Wynn Capital, LLC | 14,615 | $406.6K | 0.18% | +595+4.2% | Added |
| AlphaCore Capital LLC | 14,669 | $408.1K | 0.01% | +14,669 | New |
| Investment Management Corp | 14,787 | $411.4K | 0.34% | +145+1.0% | Added |
| BAM Wealth Management, LLC | 15,098 | $420.0K | 0.26% | +2,844+23.2% | Added |
| Avondale Wealth Management | 15,124 | $420.8K | 0.17% | 00.0% | Unchanged |
| Ostrum Asset Management | 15,462 | $430.2K | 0.02% | 00.0% | Unchanged |
| Unified Investment Management | 15,541 | $432.4K | 0.40% | +15,541 | New |
| Prudential Financial Inc | 16,680 | $434.2K | 0.00% | +5,930+55.2% | Added |
| EP Wealth Advisors, LLC | 15,707 | $437.0K | 0.00% | −1,495−8.7% | Reduced |
| Guggenheim Capital LLC | 15,708 | $437.0K | 0.00% | +15,708 | New |
| Beacon Pointe Advisors, LLC | 15,809 | $439.8K | 0.00% | −8,536−35.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 16,260 | $452.4K | 0.07% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 16,524 | $459.6K | 0.01% | +3,742+29.3% | Added |
| Beck Mack & Oliver LLC | 16,534 | $460.0K | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 16,626 | $462.5K | 0.00% | −4,349−20.7% | Reduced |
| ZRC Wealth Management, LLC | 16,756 | $466.2K | 0.14% | +2,113+14.4% | Added |
| Enhancing Capital LLC | 16,847 | $468.7K | 0.32% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 16,899 | $470.1K | 0.08% | +1,083+6.8% | Added |
| Polymer Capital Management (US) LLC | 17,318 | $481.8K | 0.07% | −11,548−40.0% | Reduced |
| Advisory Services Network, LLC | 17,379 | $483.5K | 0.01% | +9,228+113.2% | Added |
| E. Ohman J:or Asset Management AB | 17,400 | $484.1K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 17,470 | $486.0K | 0.26% | +989+6.0% | Added |
| Trevian Wealth Management LLC | 17,477 | $486.2K | 0.21% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 17,539 | $487.9K | 0.01% | +1,284+7.9% | Added |
| Third View Private Wealth, LLC | 17,646 | $490.9K | 0.06% | +7,291+70.4% | Added |
| Pinnacle Associates Ltd | 17,738 | $493.5K | 0.01% | −2,138−10.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,786 | $494.8K | 0.00% | −1,862−9.5% | Reduced |
| Capital Investment Counsel, Inc | 17,800 | $495.2K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 17,864 | $497.0K | 0.03% | +5,504+44.5% | Added |
| Geneos Wealth Management Inc. | 17,900 | $498.0K | 0.01% | +2,700+17.8% | Added |
| Toroso Investments, LLC | 18,071 | $502.7K | 0.00% | +4,372+31.9% | Added |
| Machina Capital S.A.S. | 18,093 | $503.3K | 0.08% | +18,093 | New |
| Intrepid Capital Management Inc | 18,295 | $509.0K | 0.18% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 18,800 | $523.0K | 0.19% | +3,000+19.0% | Added |
| Clifford Group, LLC | 18,986 | $528.2K | 0.37% | +18,986 | New |
| Brown Brothers Harriman & Co | 19,300 | $536.9K | 0.00% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 19,411 | $540.0K | 0.21% | +11,741+153.1% | Added |
| Whalen Wealth Management Inc. | 19,425 | $540.4K | 0.24% | +2,543+15.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 19,503 | $542.6K | 0.02% | −267−1.4% | Reduced |
| Truist Financial Corp | 20,054 | $557.9K | 0.00% | −9,936−33.1% | Reduced |
| Panagora Asset Management Inc | 20,118 | $559.7K | 0.00% | −146,251−87.9% | Reduced |
| Twinbeech Capital LP | 20,250 | $563.4K | 0.10% | +20,250 | New |
| Tamar Securities, LLC | 20,360 | $566.4K | 0.05% | +5,112+33.5% | Added |
| Elo Mutual Pension Insurance Co | 20,593 | $572.9K | 0.01% | +6,854+49.9% | Added |
| Sanctuary Advisors, LLC | 21,193 | $589.6K | 0.00% | −5,002−19.1% | Reduced |
| Counterpoint Mutual Funds LLC | 21,276 | $591.9K | 0.06% | −10,989−34.1% | Reduced |
| State of Wyoming | 21,824 | $607.1K | 0.06% | −54,914−71.6% | Reduced |
| Advisory Research Inc | 21,952 | $610.7K | 0.06% | +155+0.7% | Added |
| Keybank National Association | 22,193 | $617.4K | 0.00% | +3,581+19.2% | Added |
| Prosperity Financial Group, Inc. | 22,218 | $618.1K | 0.19% | +609+2.8% | Added |
| CIBC Bancorp USA Inc. | 22,282 | $619.9K | 0.00% | −857−3.7% | Reduced |
| Jane Street Group, LLC | 22,319 | $620.9K | 0.00% | −3,950,266−99.4% | Reduced |
| Atria Investments LLC | 22,487 | $625.6K | 0.01% | +27+0.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 22,615 | $629.1K | 0.07% | −6,200−21.5% | Reduced |
| Private Advisor Group, LLC | 22,837 | $635.3K | 0.00% | −83,476−78.5% | Reduced |
| Cygnus Capital Advisors, LLC | 23,000 | $640.0K | 0.43% | +23,000 | New |
| Aviance Capital Partners, LLC | 23,108 | $642.9K | 0.07% | +23,108 | New |
| Chicago Capital, LLC | 23,340 | $649.3K | 0.02% | −3,821−14.1% | Reduced |
| Legacy Advisors, LLC | 23,481 | $653.2K | 0.06% | −2,826−10.7% | Reduced |
| Angeles Wealth Management, LLC | 23,584 | $656.1K | 0.03% | −365−1.5% | Reduced |
| CIBC Asset Management Inc | 23,629 | $657.4K | 0.00% | +770+3.4% | Added |
| Militia Capital Management LLC | 23,679 | $658.8K | 0.12% | +23,679 | New |
| Intech Investment Management LLC | 23,846 | $663.4K | 0.01% | −12,193−33.8% | Reduced |
| CI Private Wealth, LLC | 23,897 | $664.9K | 0.00% | −6,035−20.2% | Reduced |
| Kestra Advisory Services, LLC | 24,020 | $668.2K | 0.00% | −76−0.3% | Reduced |
| Brighton Jones LLC | 24,343 | $677.2K | 0.01% | +2,137+9.6% | Added |
| Maryland State Retirement & Pension System | 24,437 | $679.8K | 0.01% | +2,286+10.3% | Added |
| Utah Retirement Systems | 24,570 | $683.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24,719 | $687.7K | 0.00% | +4,002+19.3% | Added |
| Syon Capital LLC | 25,111 | $698.6K | 0.03% | +107+0.4% | Added |
| Silver Lake Advisory, LLC | 25,645 | $713.4K | 0.25% | −4,420−14.7% | Reduced |
| Romano Brothers and Company | 25,838 | $718.8K | 0.07% | −3,168−10.9% | Reduced |
| Credit Agricole S A | 26,643 | $741.2K | 0.00% | +11,235+72.9% | Added |
| Woodline Partners LP | 26,918 | $748.9K | 0.00% | +8,776+48.4% | Added |
| Osmosis Investment Management UK Ltd | 26,949 | $749.7K | 0.03% | −22,727−45.8% | Reduced |
| Cresset Asset Management, LLC | 27,052 | $752.6K | 0.00% | −123−0.5% | Reduced |
| Rakuten Investment Management, Inc. | 27,135 | $764.1K | 0.00% | +3,995+17.3% | Added |
| Oppenheimer & Co Inc | 27,496 | $764.9K | 0.01% | +27,496 | New |
| Brinker Capital Investments, LLC | 27,499 | $765.0K | 0.01% | +2,853+11.6% | Added |
| BBR Partners, LLC | 27,649 | $769.2K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 28,244 | $785.7K | 0.02% | −804−2.8% | Reduced |
| Prudential PLC | 28,513 | $793.2K | 0.01% | +19,009+200.0% | Added |
| IFP Advisors, Inc | 28,809 | $801.5K | 0.01% | −2,108−6.8% | Reduced |
| Wealthcare Advisory Partners LLC | 28,910 | $804.3K | 0.02% | +3,481+13.7% | Added |
| Kentucky Retirement Systems | 29,240 | $813.5K | 0.02% | +29,240 | New |
| Firsthand Capital Management, Inc. | 30,000 | $834.6K | 1.33% | −30,000−50.0% | Reduced |
| Talon Private Wealth, LLC | 30,098 | $837.3K | 0.10% | +30,098 | New |