Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 833 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
27
shares
|
$969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
25
shares
|
$897
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
25
shares
|
$897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
21
shares
|
$753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
20
shares
|
$718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
20
shares
|
$718
0.0% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
18
shares
|
$646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
16
shares
|
$574
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
16
shares
|
$574
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
15
shares
|
$538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
15
shares
|
$538
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$538
0.0% of portfolio
|
Q2 2025
Added 275.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
14
shares
|
$502
0.0% of portfolio
|
Q3 2025
Reduced 97.77%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14
shares
|
$502
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13
shares
|
$466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
12
shares
|
$430
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
12
shares
|
$430
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
11
shares
|
$394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
11
shares
|
$394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$359
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10
shares
|
$359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
7
shares
|
$251
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6
shares
|
$215
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|