Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 845 institutions that hold shares in the stock, with a total of 413 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
18,388
shares
|
$739,565
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
17,808
shares
|
$716,237
0.46% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
17,711
shares
|
$712,336
0.03% of portfolio
|
Q2 2025
Reduced 58.06%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
17,511
shares
|
$704,292
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
17,477
shares
|
$702,924
0.47% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
17,400
shares
|
$699,828
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Jul 28, 2025 Q2 2025 |
16,848
shares
|
$677,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
16,837
shares
|
$677,184
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
16,816
shares
|
$676,339
0.07% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
16,697
shares
|
$671,553
0.0% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
16,665
shares
|
$670,266
0.0% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
16,589
shares
|
$667,209
0.03% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
16,569
shares
|
$666,405
0.6% of portfolio
|
Q4 2023
Reduced 17.63%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
16,235
shares
|
$652,971
0.01% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
16,114
shares
|
$648,105
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,043
shares
|
$645,249
0.01% of portfolio
|
Q3 2024
Reduced 56.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,913
shares
|
$640,020
0.0% of portfolio
|
Q2 2023
Reduced 11.4%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
15,854
shares
|
$637,647
0.02% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,753
shares
|
$633,585
0.0% of portfolio
|
Q2 2025
Added 115.74%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
15,702
shares
|
$631,534
0.52% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
15,679
shares
|
$630,609
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,604
shares
|
$627,592
0.0% of portfolio
|
Q2 2025
Added 58.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
15,097
shares
|
$607,201
0.03% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
15,042
shares
|
$604,989
0.1% of portfolio
|
Q2 2025
Added 62575.0%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
15,021
shares
|
$604,144
0.41% of portfolio
|
Q2 2025
Reduced 8.43%
|