Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 846 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 $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
213
shares
|
$7,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
213
shares
|
$7,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
208
shares
|
$7,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
205
shares
|
$7,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
202
shares
|
$7,298
0.0% of portfolio
|
Q3 2021
Reduced 79.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$7,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
200
shares
|
$7,226
0.0% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
200
shares
|
$7,226
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
195
shares
|
$7,045
0.0% of portfolio
|
Q2 2025
Reduced 96.95%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
195
shares
|
$7,045
0.0% of portfolio
|
Q1 2025
Reduced 54.33%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
190
shares
|
$6,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
170
shares
|
$6,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
150
shares
|
$5,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$5,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
147
shares
|
$5,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
146
shares
|
$5,274
0.0% of portfolio
|
Q2 2025
Added 121.21%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
145
shares
|
$5,238
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
142
shares
|
$5,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
141
shares
|
$5,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
140
shares
|
$5,058
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
136
shares
|
$4,913
0.0% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
135
shares
|
$4,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
126
shares
|
$4,552
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
126
shares
|
$4,552
0.0% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
118
shares
|
$4,263
0.0% of portfolio
|
Q1 2023
Reduced 15.25%
|