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 |
|---|---|---|---|---|---|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
108
shares
|
$3,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
107
shares
|
$3,841
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
101
shares
|
$3,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
100
shares
|
$3,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$3,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
100
shares
|
$3,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
96
shares
|
$3,446
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
95
shares
|
$3,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
93
shares
|
$3,338
0.0% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
90
shares
|
$3,231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
84
shares
|
$3,015
0.0% of portfolio
|
Q4 2025
Added 425.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
79
shares
|
$2,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
78
shares
|
$2,800
0.0% of portfolio
|
Q2 2025
Added 290.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
78
shares
|
$2,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
74
shares
|
$2,656
0.0% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
63
shares
|
$2,261
0.0% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
60
shares
|
$2,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
59
shares
|
$2,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
58
shares
|
$2,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
50
shares
|
$1,795
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
49
shares
|
$1,759
0.0% of portfolio
|
Q2 2025
Added 157.89%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
48
shares
|
$1,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
44
shares
|
$1,579
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
41
shares
|
$1,471
0.0% of portfolio
|
Q3 2025
Added 41.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40
shares
|
$1,436
0.0% of portfolio
|
Q3 2024
New holding
|
|