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 |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 135 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 131 | $3.64K | 0.00% | −18−12.1% | Reduced |
| Highland Investment Advisors LLC | 122 | $3.39K | 0.00% | +122 | New |
| Glen Eagle Advisors, LLC | 118 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $3.23K | 0.00% | −51−30.5% | Reduced |
| Essential Partners LLC | 116 | $3.23K | 0.00% | −223−65.8% | Reduced |
| Mather Group, LLC. | 114 | $3.17K | 0.00% | +72+171.4% | Added |
| UMA Financial Services, Inc. | 107 | $2.98K | 0.00% | −79−42.5% | Reduced |
| Manning & Napier Advisors LLC | 101 | $2.84K | 0.00% | +94+1,342.9% | Added |
| Vanguard National Trust Co | 101 | $2.81K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 98 | $2.73K | 0.00% | +34+53.1% | Added |
| Lodestone Wealth Management LLC | 96 | $2.67K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 93 | $2.59K | 0.00% | −47−33.6% | Reduced |
| Horizon Financial Services, LLC | 89 | $2.48K | 0.00% | +89 | New |
| Cullen/Frost Bankers, Inc. | 84 | $2.34K | 0.00% | −681−89.0% | Reduced |
| Cape Investment Advisory, Inc. | 83 | $2.31K | 0.00% | +83 | New |
| Retirement Wealth Solutions LLC | 79 | $2.20K | 0.00% | −12−13.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 77 | $2.14K | 0.00% | +75+3,750.0% | Added |
| IFG Advisory, LLC | 72 | $2.00K | 0.00% | +72 | New |
| Minot DeBlois Advisors LLC | 67 | $1.86K | 0.00% | +67 | New |
| Golden State Wealth Management, LLC | 65 | $1.81K | 0.00% | −69−51.5% | Reduced |
| Planning Strategies Inc. | 65 | $1.81K | 0.00% | +65 | New |
| Bayban | 62 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $1.70K | 0.00% | +26+74.3% | Added |
| True Wealth Design, LLC | 59 | $1.64K | 0.00% | −125−67.9% | Reduced |
| Winch Advisory Services, LLC | 59 | $1.64K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 58 | $1.61K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 57 | $1.59K | 0.00% | −158−73.5% | Reduced |
| Principia Wealth Advisory, LLC | 56 | $1.56K | 0.00% | +6+12.0% | Added |
| Private Trust Co NA | 53 | $1.47K | 0.00% | −158−74.9% | Reduced |
| West Paces Advisors Inc. | 52 | $1.45K | 0.00% | +52 | New |
| Atlantic Union Bankshares Corp | 50 | $1.39K | 0.00% | −427−89.5% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $1.39K | 0.00% | −60−54.5% | Reduced |
| Addison Advisors LLC | 50 | $1.39K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $1.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 48 | $1.33K | 0.00% | −264−84.6% | Reduced |
| Atlas Capital Advisors LLC | 48 | $1.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $1.33K | 0.00% | +4+9.1% | Added |
| Whipplewood Advisors, LLC | 47 | $1.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $1.25K | 0.00% | −6−11.8% | Reduced |
| Owl Creek Wealth Partners LLC | 40 | $1.11K | 0.00% | −220−84.6% | Reduced |
| Private Wealth Asset Management, LLC | 35 | $974 | 0.00% | −600−94.5% | Reduced |
| Sawyer & Company, Inc | 35 | $974 | 0.00% | +35 | New |
| Barnes Dennig Private Wealth Management LLC | 33 | $918 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $723 | 0.00% | −170−86.7% | Reduced |
| Hughes Financial Services, LLC | 25 | $696 | 0.00% | +14+127.3% | Added |
| Bare Financial Services, Inc | 24 | $668 | 0.00% | −18−42.9% | Reduced |
| Signature Equity Partners, LLC | 24 | $668 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 21 | $584 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 16 | $459 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $446 | 0.00% | +4+33.3% | Added |
| Fairscale Capital, LLC | 16 | $445 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 13 | $362 | 0.00% | −2−13.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $334 | 0.00% | −9−42.9% | Reduced |
| Strategic Investment Solutions, Inc. | 12 | $334 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 11 | $307 | 0.00% | −2−15.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 9 | $247 | 0.00% | +9 | New |
| Concord Wealth Partners | 8 | $223 | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $223 | 0.00% | +8 | New |
| Activest Wealth Management | 7 | $195 | 0.00% | +7 | New |
| South State Corp. | 5 | $140 | 0.00% | −68−93.2% | Reduced |
| 1015 Capital Partners, LLC | 5 | $139 | 0.00% | −1−16.7% | Reduced |
| Seneschal Advisors, LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 4 | $111 | 0.00% | +4 | New |
| BFSG, LLC | 3 | $84 | 0.00% | 00.0% | Unchanged |
| First National Bank | 3 | $83 | 0.00% | +3 | New |
| Strive Financial Group ,LLC | 2 | $56 | 0.00% | −986−99.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $56 | 0.00% | +2 | New |
| CVA Family Office, LLC | 1 | $28 | 0.00% | −805−99.9% | Reduced |
| Gilpin Wealth Management, LLC | 1 | $28 | 0.00% | +1 | New |
| Pacer Advisors, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,249,385−100.0% | Sold out |
| Greenvale Capital LLP | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −1,972,912−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −740,300−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −732,027−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −616,146−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −499,142−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −335,634−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −299,335−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −257,700−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −251,014−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −248,939−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −248,000−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −222,570−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −209,340−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −204,091−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −172,900−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −158,812−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −145,779−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −97,159−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −90,722−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −79,287−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −76,500−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −75,481−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −72,791−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −67,909−100.0% | Sold out |