Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 748 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,164
shares
|
$800,185
0.02% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
16,848
shares
|
$785,453
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
16,837
shares
|
$784,940
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
16,816
shares
|
$783,961
0.07% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
16,569
shares
|
$772,446
0.6% of portfolio
|
Q4 2023
Reduced 17.63%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
16,403
shares
|
$764,707
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
16,360
shares
|
$762,703
0.04% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16,289
shares
|
$759,393
0.03% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
16,235
shares
|
$756,875
0.01% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
16,055
shares
|
$748,484
0.41% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,043
shares
|
$747,924
0.01% of portfolio
|
Q3 2024
Reduced 56.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,913
shares
|
$741,864
0.0% of portfolio
|
Q2 2023
Reduced 11.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,763
shares
|
$734,871
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,533
shares
|
$724,148
0.0% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
15,501
shares
|
$722,656
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
15,471
shares
|
$721,258
0.01% of portfolio
|
Q1 2025
Reduced 85.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,418
shares
|
$718,787
0.0% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
15,270
shares
|
$711,887
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
15,042
shares
|
$701,258
0.1% of portfolio
|
Q2 2025
Added 62575.0%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
14,995
shares
|
$699,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
14,715
shares
|
$686,013
0.33% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
14,641
shares
|
$682,563
0.02% of portfolio
|
Q1 2025
Added 46.38%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
14,101
shares
|
$657,388
0.1% of portfolio
|
Q3 2023
Added 16.47%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,939
shares
|
$649,836
0.07% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,728
shares
|
$639,999
0.05% of portfolio
|
Q1 2025
Added 31.91%
|