Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 740 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 $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
7,660
shares
|
$341,942
0.07% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
7,600
shares
|
$339,264
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Penn Davis Mcfarland Inc
|
Apr 23, 2025 Q1 2025 |
7,500
shares
|
$334,800
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
7,500
shares
|
$334,800
0.0% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
7,500
shares
|
$334,800
0.01% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
7,446
shares
|
$332,389
0.01% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,432
shares
|
$331,764
0.0% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
7,420
shares
|
$331,228
0.23% of portfolio
|
Q1 2025
Added 52.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
7,400
shares
|
$330,336
0.02% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
7,380
shares
|
$329,443
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,302
shares
|
$325,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7,100
shares
|
$316,944
0.02% of portfolio
|
Q1 2025
Added 57.78%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,092
shares
|
$316,586
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
7,042
shares
|
$314,354
0.01% of portfolio
|
Q1 2025
Reduced 96.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,038
shares
|
$314,176
0.0% of portfolio
|
Q1 2025
Reduced 38.01%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
7,022
shares
|
$313,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,009
shares
|
$312,881
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,963
shares
|
$310,828
0.0% of portfolio
|
Q1 2025
Reduced 98.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
6,911
shares
|
$308,507
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,895
shares
|
$307,792
0.0% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
6,883
shares
|
$307,257
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,863
shares
|
$306,364
0.0% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
6,826
shares
|
$304,712
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
6,818
shares
|
$304,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,800
shares
|
$303,552
0.07% of portfolio
|
Q2 2025
New holding
|