Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 842 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
55,000
shares
|
$1.97 Million
0.68% of portfolio
|
Q1 2024
Added 139.13%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
54,700
shares
|
$1.96 Million
0.14% of portfolio
|
Q2 2023
Reduced 15.06%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2026 Q4 2025 |
53,796
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
53,671
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Oct 27, 2025 Q3 2025 |
51,622
shares
|
$1.85 Million
1.46% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
51,530
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
51,473
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
50,945
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
50,498
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
49,933
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
49,510
shares
|
$1.78 Million
1.32% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
49,102
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Added 22.63%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
48,990
shares
|
$1.76 Million
1.03% of portfolio
|
Q4 2025
Added 136.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
48,666
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 88.4%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
48,659
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
48,470
shares
|
$1.74 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
47,533
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
Added 60.11%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
47,107
shares
|
$1.69 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
46,784
shares
|
$1.68 Million
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
45,037
shares
|
$1.62 Million
0.2% of portfolio
|
Q1 2023
Added 13.5%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
45,000
shares
|
$1.62 Million
0.2% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
44,997
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
43,982
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
43,745
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
43,536
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.42%
|
|