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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 630,594 | $17.5M | 0.01% | −4,105,702−86.7% | Reduced |
| Nixon Capital, LLC | 622,725 | $17.3M | 5.53% | +243,224+64.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 595,954 | $16.6M | 0.05% | −298,805−33.4% | Reduced |
| Distillate Capital Partners LLC | 546,140 | $15.2M | 0.79% | +8,020+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 527,304 | $14.7M | 0.02% | −226,019−30.0% | Reduced |
| Teacher Retirement System of Texas | 526,071 | $14.6M | 0.04% | −131,275−20.0% | Reduced |
| Janney Montgomery Scott LLC | 513,260 | $14.3M | 0.03% | −11,532−2.2% | Reduced |
| Gillson Capital LP | 495,752 | $13.8M | 0.81% | +495,752 | New |
| New York State Common Retirement Fund | 486,639 | $13.5M | 0.02% | +5,700+1.2% | Added |
| Retirement Systems of Alabama | 485,775 | $13.5M | 0.04% | +485,775 | New |
| Night Squared LP | 477,191 | $13.3M | 1.43% | −54,876−10.3% | Reduced |
| Bank of Nova Scotia | 470,089 | $13.1M | 0.02% | +437,036+1,322.2% | Added |
| State of Wisconsin Investment Board | 448,784 | $12.5M | 0.03% | −10,670−2.3% | Reduced |
| 1832 Asset Management L.P. | 438,300 | $12.2M | 0.01% | −1,294,100−74.7% | Reduced |
| SEI Investments Co | 429,776 | $12.0M | 0.01% | +80,261+23.0% | Added |
| Ameriprise Financial Inc | 422,258 | $11.7M | 0.00% | +362,568+607.4% | Added |
| Arohi Asset Management PTE Ltd. | 415,737 | $11.6M | 4.23% | −113,003−21.4% | Reduced |
| Russell Investments Group, Ltd. | 409,146 | $11.4M | 0.01% | +84,474+26.0% | Added |
| State Board of Administration of Florida Retirement System | 405,269 | $11.3M | 0.02% | −6,670−1.6% | Reduced |
| Terril Brothers, Inc. | 404,955 | $11.3M | 2.90% | +288,715+248.4% | Added |
| Royal Bank of Canada | 402,659 | $11.2M | 0.00% | −209,298−34.2% | Reduced |
| Hamilton Lane Advisors LLC | 400,490 | $11.1M | 7.50% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 399,492 | $11.1M | 0.31% | −60,315−13.1% | Reduced |
| Aviva PLC | 392,085 | $10.9M | 0.02% | +6,176+1.6% | Added |
| Ossiam | 379,660 | $10.6M | 0.14% | +379,660 | New |
| LPL Financial LLC | 368,401 | $10.2M | 0.00% | +92,833+33.7% | Added |
| Sands Capital Ventures, LLC | 364,879 | $10.2M | 1.65% | +63,232+21.0% | Added |
| Korea Investment CORP | 363,826 | $10.1M | 0.02% | +196,158+117.0% | Added |
| TFJ Management, LLC | 350,565 | $9.75M | 6.36% | +287,453+455.5% | Added |
| Whetstone Capital Advisors, LLC | 336,853 | $9.37M | 2.48% | +804+0.2% | Added |
| SCS Capital Management LLC | 298,212 | $8.30M | 0.08% | +4,300+1.5% | Added |
| Mirova | 295,993 | $8.23M | 0.30% | +209,116+240.7% | Added |
| HSBC Holdings PLC | 292,839 | $8.19M | 0.00% | +8,329+2.9% | Added |
| State of Michigan Retirement System | 292,900 | $8.15M | 0.04% | +109,900+60.1% | Added |
| Quantinno Capital Management LP | 292,009 | $8.12M | 0.01% | −37,608−11.4% | Reduced |
| Penserra Capital Management LLC | 290,074 | $8.07M | 0.06% | −1,691−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 287,405 | $8.00M | 2.20% | +46,210+19.2% | Added |
| Cander Asset Management LP | 283,470 | $7.89M | 1.47% | −232,668−45.1% | Reduced |
| Rothschild Investment LLC | 283,251 | $7.88M | 0.29% | +93,267+49.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 264,821 | $7.81M | 2.33% | +153,928+138.8% | Added |
| Triavera Capital LLC | 280,000 | $7.79M | 4.24% | +280,000 | New |
| Campbell Capital Management Inc | 274,436 | $7.63M | 2.74% | −1,379−0.5% | Reduced |
| Mayar Capital Ltd. | 258,200 | $7.18M | 8.06% | +120,900+88.1% | Added |
| Vanguard Asset Management, Ltd | 256,272 | $7.13M | 0.00% | +17,406+7.3% | Added |
| Great West Life Assurance Co | 255,363 | $7.10M | 0.01% | +13,790+5.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 253,331 | $7.05M | 0.10% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 252,629 | $7.03M | 1.93% | −178,264−41.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 252,406 | $7.02M | 0.02% | +8,527+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 244,370 | $7.02M | 0.01% | +227,062+1,311.9% | Added |
| DnB Asset Management AS | 252,052 | $7.01M | 0.02% | +158,315+168.9% | Added |
| Franklin Resources Inc | 251,263 | $6.99M | 0.00% | −330,742−56.8% | Reduced |
| Independent Family Office, LLC | 250,000 | $6.96M | 2.79% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 247,505 | $6.89M | 0.27% | −25,747−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 244,842 | $6.81M | 0.01% | −17,504−6.7% | Reduced |
| Abn Amro Investment Solutions | 236,252 | $6.57M | 0.06% | +5,001+2.2% | Added |
| Flight Deck Capital, LP | 236,062 | $6.57M | 3.19% | +79,900+51.2% | Added |
| Manufacturers Life Insurance Company, The | 231,127 | $6.43M | 0.01% | +205,712+809.4% | Added |
| Swiss Life Asset Management Ltd | 229,828 | $6.39M | 0.03% | −29,516−11.4% | Reduced |
| Stifel Financial Corp | 227,413 | $6.33M | 0.01% | −16,581−6.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 224,572 | $6.25M | 0.02% | +9,981+4.7% | Added |
| Danske Bank A/S | 224,328 | $6.24M | 0.01% | −7,200−3.1% | Reduced |
| Amalgamated Bank | 220,708 | $6.14M | 0.04% | +184,038+501.9% | Added |
| Voya Investment Management LLC | 211,142 | $5.87M | 0.01% | −276,435−56.7% | Reduced |
| Mariner, LLC | 208,057 | $5.79M | 0.01% | −67,799−24.6% | Reduced |
| Bank of Montreal | 204,276 | $5.68M | 0.00% | +178,102+680.5% | Added |
| Voleon Capital Management LP | 204,101 | $5.68M | 0.10% | −220,384−51.9% | Reduced |
| Treasurer of the State of North Carolina | 202,984 | $5.65M | 0.01% | +4,690+2.4% | Added |
| Aristides Capital LLC | 201,480 | $5.61M | 1.43% | +56,480+39.0% | Added |
| Edgestream Partners, L.P. | 197,727 | $5.50M | 0.16% | +8,361+4.4% | Added |
| Empowered Funds, LLC | 197,023 | $5.48M | 0.03% | −826−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 196,854 | $5.48M | 0.01% | −83,580−29.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 195,645 | $5.44M | 0.01% | +72,453+58.8% | Added |
| Miracle Mile Advisors, LLC | 193,794 | $5.39M | 0.06% | +1,751+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 188,658 | $5.25M | 0.03% | +188,658 | New |
| Gotham Asset Management, LLC | 184,453 | $5.13M | 0.01% | +64,762+54.1% | Added |
| Aquatic Capital Management LLC | 183,195 | $5.10M | 0.18% | +183,195 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 182,406 | $5.08M | 0.01% | −15,678−7.9% | Reduced |
| Vanguard Global Advisers, LLC | 181,896 | $5.06M | 0.00% | −11,732−6.1% | Reduced |
| Nomura Holdings Inc | 179,076 | $4.98M | 0.02% | −127,817−41.6% | Reduced |
| Jones Financial Companies LLLP | 181,595 | $4.92M | 0.00% | +32,269+21.6% | Added |
| Macquarie Group Ltd | 176,502 | $4.91M | 0.02% | +3,629+2.1% | Added |
| McGowan Group Asset Management, Inc. | 176,307 | $4.90M | 0.60% | +143+0.1% | Added |
| Asset Management One Co.,Ltd. | 175,150 | $4.87M | 0.01% | −1,948−1.1% | Reduced |
| Mutual of America Capital Management LLC | 174,421 | $4.85M | 0.05% | +174,421 | New |
| Peak Retirement Planning, Inc. | 173,678 | $4.83M | 0.76% | +60,205+53.1% | Added |
| KLP Kapitalforvaltning AS | 171,400 | $4.77M | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 171,397 | $4.77M | 0.00% | −7,170−4.0% | Reduced |
| HighTower Advisors, LLC | 170,716 | $4.75M | 0.00% | −11,121−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 165,939 | $4.62M | 0.01% | −21,903−11.7% | Reduced |
| Nykredit A/S | 165,723 | $4.61M | 0.02% | +165,723 | New |
| Citizens Business Bank | 165,425 | $4.60M | 0.69% | +165,425 | New |
| Two Sigma Investments, LP | 164,179 | $4.57M | 0.00% | −667,685−80.3% | Reduced |
| Globeflex Capital L P | 162,676 | $4.53M | 0.58% | +425+0.3% | Added |
| Thrive Capital Management, LLC | 157,397 | $4.38M | 0.83% | +25,786+19.6% | Added |
| Sora Investors LLC | 157,139 | $4.37M | 0.34% | +14,282+10.0% | Added |
| Meeder Asset Management Inc | 155,103 | $4.31M | 0.22% | +135,868+706.4% | Added |
| LB Partners LLC | 155,000 | $4.31M | 2.94% | +155,000 | New |
| State of New Jersey Common Pension Fund D | 154,043 | $4.29M | 0.01% | −7,550−4.7% | Reduced |
| Handelsbanken Fonder AB | 151,500 | $4.21M | 0.01% | +16,200+12.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 151,300 | $4.21M | 0.02% | −50,600−25.1% | Reduced |