Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 705 institutions that hold shares in the stock, with a total of 383 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
24,473
shares
|
$851,170
0.0% of portfolio
|
Q4 2024
Reduced 62.7%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
24,400
shares
|
$848,632
0.01% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
23,476
shares
|
$816,495
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
23,277
shares
|
$809,574
0.63% of portfolio
|
Q4 2024
Reduced 52.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
23,049
shares
|
$801,644
0.01% of portfolio
|
Q4 2024
Added 81.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,584
shares
|
$750,691
0.03% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
21,460
shares
|
$746,378
0.05% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
21,412
shares
|
$744,709
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,369
shares
|
$743,213
0.02% of portfolio
|
Q2 2023
Added 51.83%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
21,368
shares
|
$743,179
0.02% of portfolio
|
Q4 2024
Reduced 41.49%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
21,199
shares
|
$737,301
0.04% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
21,000
shares
|
$730,380
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
20,967
shares
|
$729,232
0.0% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,920
shares
|
$727,597
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
20,787
shares
|
$722,971
0.03% of portfolio
|
Q3 2023
Reduced 30.68%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
20,549
shares
|
$714,694
0.02% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,967
shares
|
$694,452
0.0% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
19,826
shares
|
$689,548
0.33% of portfolio
|
Q4 2024
Reduced 61.18%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
19,380
shares
|
$674,036
0.05% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
19,314
shares
|
$671,740
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,120
shares
|
$664,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
18,498
shares
|
$643,360
0.0% of portfolio
|
Q4 2024
Reduced 42.77%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
18,498
shares
|
$643,360
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
18,122
shares
|
$630,283
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
17,732
shares
|
$616,718
0.0% of portfolio
|
Q4 2024
Reduced 16.03%
|