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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
3,854
shares
|
$172,042
0.01% of portfolio
|
Q1 2025
Added 2521.77%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,649
shares
|
$162,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
3,500
shares
|
$156,240
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,472
shares
|
$154,990
0.01% of portfolio
|
Q1 2025
Reduced 50.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,200
shares
|
$142,848
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
May 14, 2025 Q1 2025 |
3,197
shares
|
$142,714
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,174
shares
|
$141,687
0.0% of portfolio
|
Q1 2025
Added 52.82%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,154
shares
|
$140,794
0.03% of portfolio
|
Q1 2024
Added 2506.61%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,117
shares
|
$139,142
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
3,090
shares
|
$137,937
0.02% of portfolio
|
Q4 2024
Added 107.1%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
3,016
shares
|
$134,634
0.07% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,900
shares
|
$129,456
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,869
shares
|
$128,072
0.01% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,598
shares
|
$115,974
0.01% of portfolio
|
Q1 2025
Added 97.87%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
2,582
shares
|
$115,260
0.0% of portfolio
|
Q1 2025
Reduced 65.26%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,576
shares
|
$114,992
0.0% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,573
shares
|
$114,858
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,435
shares
|
$108,698
0.0% of portfolio
|
Q4 2023
Added 58.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,402
shares
|
$107,225
0.0% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,096
shares
|
$93,565
0.0% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
2,085
shares
|
$93,074
0.09% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,078
shares
|
$92,761
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
2,000
shares
|
$89,280
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,906
shares
|
$85,083
0.0% of portfolio
|
Q1 2025
Added 53.09%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,841
shares
|
$82,182
0.0% of portfolio
|
Q1 2025
Added 108.73%
|