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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 3,090 | $86.0K | 0.00% | +3,090 | New |
| Toth Financial Advisory Corp | 3,045 | $84.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,025 | $84.2K | 0.04% | +25+0.8% | Added |
| Your Advocates Ltd., LLP | 3,008 | $83.7K | 0.02% | +400+15.3% | Added |
| St Germain D J Co Inc | 3,000 | $83.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $80.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,880 | $80.1K | 0.01% | −686−19.2% | Reduced |
| Park Place Capital Corp | 2,877 | $80.0K | 0.01% | −55−1.9% | Reduced |
| Whittier Trust Co | 2,683 | $79.1K | 0.00% | +126+4.9% | Added |
| Bogart Wealth, LLC | 2,676 | $74.4K | 0.00% | −64−2.3% | Reduced |
| Manchester Capital Management LLC | 2,601 | $72.4K | 0.01% | +8+0.3% | Added |
| Orion Capital Management LLC | 2,500 | $69.5K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 2,335 | $65.0K | 0.01% | −17,439−88.2% | Reduced |
| Los Angeles Capital Management LLC | 2,164 | $60.2K | 0.00% | −2,249−51.0% | Reduced |
| 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 |
| SHP Wealth Management | 1,926 | $53.6K | 0.00% | +778+67.8% | Added |
| Acadian Asset Management LLC | 1,892 | $52.0K | 0.00% | +1,892 | New |
| Group One Trading, L.P. | 1,846 | $51.4K | 0.00% | −35,183−95.0% | Reduced |
| Financial Consulate, Inc | 1,809 | $50.3K | 0.01% | +301+20.0% | Added |
| SBI Securities Co., Ltd. | 1,771 | $49.3K | 0.00% | +120+7.3% | Added |
| EverSource Wealth Advisors, LLC | 1,691 | $47.0K | 0.00% | −2,294−57.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,665 | $46.3K | 0.02% | +1,665 | New |
| Cornerstone Planning Group LLC | 1,529 | $44.7K | 0.01% | +141+10.2% | Added |
| Central Trust Co | 1,595 | $44.4K | 0.00% | +755+89.9% | Added |
| Harbor Investment Advisory, LLC | 1,568 | $43.6K | 0.00% | +1,068+213.6% | Added |
| Ronald Blue Trust, Inc. | 1,553 | $43.2K | 0.00% | −367−19.1% | Reduced |
| Canton Hathaway, LLC | 1,534 | $42.7K | 0.01% | −2,558−62.5% | 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 |
| TD Private Client Wealth LLC | 1,453 | $40.4K | 0.00% | −500−25.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,444 | $40.2K | 0.01% | −13,666−90.4% | Reduced |
| Quarry LP | 1,312 | $36.5K | 0.01% | −3,132−70.5% | Reduced |
| High Note Wealth, LLC | 1,277 | $35.5K | 0.01% | +787+160.6% | Added |
| Harbour Investments, Inc. | 1,251 | $34.8K | 0.00% | −865−40.9% | Reduced |
| Montag A & Associates Inc | 1,236 | $34.4K | 0.00% | −219−15.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,200 | $33.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,200 | $33.4K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 1,176 | $32.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,131 | $31.5K | 0.00% | −869−43.5% | Reduced |
| Ancora Advisors, LLC | 1,114 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,087 | $30.2K | 0.00% | +1,087 | New |
| Cary Street Partner Investment Advisory LLC | 1,041 | $29.0K | 0.01% | +674+183.7% | Added |
| Catalyst Capital Advisors LLC | 1,040 | $28.9K | 0.00% | −5,460−84.0% | Reduced |
| 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 |
| Smartleaf Asset Management LLC | 933 | $26.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 897 | $25.0K | 0.00% | −246−21.5% | Reduced |
| Chesapeake Asset Management LLC | 890 | $24.8K | 0.02% | −550−38.2% | Reduced |
| Action Point Financial Planning, LLC | 879 | $24.4K | 0.00% | +879 | New |
| Avion Wealth | 841 | $23.0K | 0.00% | −66−7.3% | Reduced |
| MCF Advisors LLC | 775 | $21.6K | 0.00% | +775 | New |
| Eastern Bank | 650 | $18.1K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 627 | $17.4K | 0.01% | +627 | New |
| Anchor Investment Management, LLC | 620 | $17.2K | 0.00% | +620 | New |
| Rossby Financial, LCC | 534 | $14.9K | 0.00% | +494+1,235.0% | Added |
| Whittier Trust Co of Nevada Inc | 452 | $13.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 470 | $13.1K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 469 | $13.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 467 | $13.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 450 | $12.5K | 0.00% | +50+12.5% | Added |
| TD Waterhouse Canada Inc. | 433 | $12.4K | 0.00% | +13+3.1% | Added |
| Rakuten Securities, Inc. | 415 | $11.5K | 0.00% | −95−18.6% | Reduced |
| Gould Capital, LLC | 415 | $11.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 411 | $11.4K | 0.00% | +122+42.2% | Added |
| Anchor Bay Capital, Inc. | 320 | $11.4K | 0.01% | +320 | New |
| Zions Bancorporation, National Association | 404 | $11.2K | 0.00% | −67−14.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 400 | $11.1K | 0.00% | +400 | New |
| Transamerica Financial Advisors, Inc. | 378 | $10.5K | 0.00% | −454−54.6% | Reduced |
| Tower Research Capital LLC (TRC) | 377 | $10.5K | 0.00% | −34,728−98.9% | Reduced |
| Tidemark, LLC | 375 | $10.4K | 0.00% | +180+92.3% | Added |
| GW&K Investment Management, LLC | 343 | $10.0K | 0.00% | +343 | New |
| NBC Securities, Inc. | 350 | $9.74K | 0.00% | +200+133.3% | Added |
| Allied Private Wealth LLC | 340 | $9.71K | 0.01% | +340 | New |
| Institute for Wealth Management, LLC. | 334 | $9.29K | 0.00% | +334 | New |
| LifeSteps Financial, Inc. | 316 | $8.79K | 0.00% | +316 | New |
| Ankerstar Wealth, LLC | 311 | $8.65K | 0.01% | −930−74.9% | Reduced |
| Quantbot Technologies LP | 296 | $8.23K | 0.00% | +296 | New |
| Medallion Wealth Advisors, LLC | 294 | $8.18K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 283 | $7.87K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 250 | $6.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 242 | $6.73K | 0.00% | −69−22.2% | Reduced |
| Silver Grove Financial Group, Inc. | 234 | $6.51K | 0.00% | +234 | New |
| Asset Dedication, LLC | 217 | $6.04K | 0.00% | +124+133.3% | Added |
| Massmutual Trust Co FSB | 212 | $5.90K | 0.00% | −227−51.7% | Reduced |
| Truvestments Capital LLC | 210 | $5.84K | 0.00% | −640−75.3% | Reduced |
| Blume Capital Management, Inc. | 200 | $5.56K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $5.56K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 190 | $5.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 181 | $5.04K | 0.00% | −205−53.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 160 | $5.00K | 0.00% | −15−8.6% | Reduced |
| Continuum Advisory, LLC | 165 | $4.59K | 0.00% | +165 | New |
| Bryn Mawr Trust Co | 160 | $4.45K | 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 |
| Grove Bank & Trust | 145 | $4.03K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 141 | $3.92K | 0.00% | +63+80.8% | Added |