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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
202
shares
|
$7,251
0.0% of portfolio
|
Q3 2021
Reduced 79.21%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
200
shares
|
$7,180
0.0% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
200
shares
|
$7,180
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
200
shares
|
$7,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
200
shares
|
$7,180
0.0% of portfolio
|
Q4 2025
Reduced 89.47%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
196
shares
|
$7,036
0.0% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
195
shares
|
$7,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
190
shares
|
$6,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
182
shares
|
$6,533
0.0% of portfolio
|
Q3 2025
Reduced 91.38%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
177
shares
|
$6,354
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
175
shares
|
$6,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
172
shares
|
$6,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
172
shares
|
$6,174
0.0% of portfolio
|
Q4 2025
Added 26.47%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
170
shares
|
$6,103
0.0% of portfolio
|
Q4 2025
Reduced 38.41%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
170
shares
|
$6,103
0.0% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
167
shares
|
$5,995
0.0% of portfolio
|
Q3 2025
Added 41.53%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
162
shares
|
$5,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$5,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
150
shares
|
$5,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
145
shares
|
$5,205
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
130
shares
|
$4,667
0.0% of portfolio
|
Q3 2025
Added 550.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
127
shares
|
$4,559
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
126
shares
|
$4,523
0.0% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
116
shares
|
$4,164
0.0% of portfolio
|
Q2 2025
Reduced 89.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
113
shares
|
$4,056
0.0% of portfolio
|
Q2 2025
New holding
|
|