Toast Inc. Class ATOST
13F holders, Q2 2026 (June 30)774holders +13
119new positions
111sold out
9famous investors
$27.84avg. 13F price*
At the end of Q2 2026, 774 institutions reported holding Toast Inc. Class A (TOST) in their 13F filings, up 13 from Q1 2026. 119 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($1.4B), FMR LLC ($932.8M) and Capital International Investors ($744.0M). 9 famous investors held it, including Mason Morfit (7.0% of ValueAct Capital's portfolio), Cathie Wood (0.3% of ARK Investment Management's portfolio) and Ray Dalio (0.2% of Bridgewater Associates's portfolio).
- Company
- Toast Inc. Class A
- CUSIP
- 888787108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $375.1M |
| Exits | 111 | $391.3M |
All 13F filers, Q1 2026 → Q2 2026: 94,391,330 shares bought and 64,140,873 shares sold, net +30,250,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 774 holders
| BlackRock, Inc. | 0.02% | Add +79.4% | 48,745,880 | $1.4B |
| FMR LLC | 0.04% | Add +5.7% | 33,528,155 | $932.8M |
| Capital International Investors | 0.15% | Reduce -12.6% | 26,744,340 | $744.0M |
| Vanguard Portfolio Management LLC | 0.03% | Add +9.0% | 22,085,011 | $614.4M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.7% | 21,905,520 | $609.4M |
| JPMorgan Chase & Co. | 0.03% | Add +0.4% | 16,843,519 | $475.0M |
| State Street Corp. | 0.01% | Add +66.4% | 16,888,718 | $469.8M |
| Principal Financial Group Inc. | 0.21% | Add +90.1% | 15,164,024 | $421.9M |
| ValueAct Capital | 6.98% | Add +9.6% | 14,134,038 | $393.2M |
| Morgan Stanley | 0.02% | Reduce -2.3% | 11,392,209 | $316.9M |
| Geode Capital Management, LLC | 0.02% | Add +8.6% | 9,754,026 | $289.8M |
| Alliancebernstein L.P. | 0.10% | Reduce -40.0% | 10,895,417 | $288.8M |
| Balyasny Asset Management L.P. | 0.37% | Add +220.8% | 7,126,975 | $198.3M |
| Citadel Advisors | 0.11% | Add +1213.0% | 6,866,389 | $191.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Add +0.0% | 6,861,646 | $190.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +40.8% | 6,348,787 | $176.6M |
| UBS Group AG | 0.03% | Reduce -11.7% | 5,815,906 | $161.8M |
| Norges Bank | 0.02% | — | 5,765,060 | $160.4M |
| Bank of America Corp. | 0.01% | Add +5.0% | 5,111,691 | $142.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +2.1% | 4,744,628 | $132.0M |
| XN LP | 3.21% | Reduce -32.6% | 4,389,160 | $122.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +51.7% | 4,233,525 | $117.8M |
| Northern Trust Corp. | 0.01% | Add +41.8% | 4,112,230 | $114.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +17.1% | 4,053,255 | $112.8M |
| Gilder Gagnon Howe & Co. LLC | 1.14% | Reduce -2.8% | 3,957,072 | $110.1M |
| Amova Asset Management Americas, Inc. | 1.35% | Reduce -1.3% | 3,769,156 | $104.9M |
| HMI Capital Management, L.P. | 14.21% | Reduce -8.1% | 3,504,744 | $97.5M |
| Amundi | 0.02% | Add +5.1% | 3,497,735 | $97.3M |
| Meritage Group LP | 3.68% | Add +0.6% | 3,432,027 | $95.5M |
| Nordea Investment Management AB | 0.07% | Add +48.5% | 3,294,166 | $91.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.8% | 3,058,506 | $85.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +0.5% | 3,055,579 | $85.0M |
| Lead Edge Capital Management, LLC | 15.27% | Add +131.3% | 3,021,216 | $84.1M |
| Jennison Associates LLC | 0.05% | Reduce -15.4% | 2,730,780 | $76.0M |
| Federated Hermes, Inc. | 0.11% | Reduce -11.9% | 2,692,637 | $74.9M |
| Bank of New York Mellon Corp | 0.01% | Add +74.2% | 2,597,350 | $72.3M |
| American Century Companies Inc. | 0.03% | Reduce -3.8% | 2,498,487 | $69.5M |
| Eventide Asset Management, LLC | 0.93% | Add +0.2% | 2,494,706 | $69.4M |
| Wellington Management Group LLP | 0.01% | Add +131.9% | 2,456,114 | $68.3M |
| Wells Fargo & Company | 0.01% | Add +125.7% | 2,218,469 | $61.7M |
| Stephens Investment Management Group LLC | 0.65% | Add +8.0% | 2,170,232 | $60.4M |
| Edmond DE Rothschild Holding S.A. | 0.77% | Add +2.4% | 2,112,357 | $58.8M |
| Citigroup Inc. | 0.03% | Add +53.3% | 2,059,932 | $57.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.1% | 1,992,308 | $55.4M |
| Zevenbergen Capital Investments LLC | 1.27% | Add +12.3% | 1,992,026 | $55.4M |
| Junto Capital Management LP | 1.00% | New | 1,952,539 | $54.3M |
| Renaissance Technologies | 0.07% | Reduce -55.2% | 1,935,128 | $53.8M |
| ARK Investment Management | 0.34% | Add +2.7% | 1,859,887 | $51.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -14.5% | 1,778,694 | $49.5M |
| Kensico Capital Management Corp. | 0.79% | New | 1,659,800 | $46.2M |
| Park West Asset Management LLC | 3.12% | Add +121.3% | 1,642,010 | $45.7M |
| SG Americas Securities, LLC | 0.03% | Add +273.5% | 1,621,492 | $45.1M |
| NZS Capital, LLC | 1.16% | Add +9.1% | 1,610,331 | $44.8M |
| Barclays PLC | 0.01% | Add +45.3% | 1,479,174 | $41.2M |
| Marshall Wace, LLP | 0.03% | Reduce -49.3% | 1,470,827 | $40.9M |
| Bridgewater Associates | 0.16% | Add +323.7% | 1,428,975 | $39.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -7.0% | 1,415,140 | $39.4M |
| Blair William & Co. | 0.10% | Reduce -8.7% | 1,405,951 | $39.1M |
| Westfield Capital Management Co. LP | 0.12% | Reduce -23.3% | 1,373,221 | $38.2M |
| Capital Impact Advisors, LLC | 2.09% | Add +461.7% | 1,338,338 | $37.2M |
| Swiss National Bank | 0.02% | Reduce -2.6% | 1,324,400 | $36.8M |
| Nuveen, LLC | 0.01% | Reduce -16.5% | 1,323,148 | $36.8M |
| Champlain Investment Partners, LLC | 0.94% | Reduce -57.2% | 1,313,974 | $36.6M |
| 12 West Capital Management LP | 6.49% | No change | 1,247,840 | $34.7M |
| Alkeon Capital Management LLC | 0.13% | No change | 1,238,096 | $34.4M |
| Congress Asset Management Co. | 0.21% | Add +9.9% | 1,199,504 | $33.4M |
| First Trust Advisors LP | 0.02% | Add +14.5% | 1,182,752 | $32.9M |
| Light Street Capital Management, LLC | 3.82% | New | 1,167,500 | $32.5M |
| Philosophy Capital Management LLC | 3.07% | New | 1,150,000 | $32.0M |
| Keenan Capital, LLC | 6.14% | New | 1,115,979 | $31.0M |
| Victory Capital Management Inc. | 0.02% | Add +16.5% | 1,084,178 | $30.2M |
| Legal & General Group Plc | 0.01% | Add +1.7% | 1,073,031 | $29.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +102.9% | 1,065,125 | $29.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -56.9% | 1,039,379 | $28.9M |
| Man Group plc | 0.05% | Reduce -4.2% | 1,034,339 | $28.8M |
| AQR Capital Management | 0.01% | Add +14.1% | 1,029,079 | $28.6M |
| Rhumbline Advisers | 0.02% | Add +38.3% | 1,005,708 | $28.0M |
| Invesco Ltd. | 0.00% | Add +49.2% | 979,037 | $27.2M |
| Assenagon Asset Management S.A. | 0.04% | Add +47.4% | 970,799 | $27.0M |
| Trexquant Investment LP | 0.16% | Reduce -49.1% | 956,738 | $26.6M |
| Capital Fund Management S.A. | 0.19% | Reduce -3.4% | 949,098 | $26.4M |
| Deutsche Bank AG | 0.01% | Add +2.9% | 900,290 | $25.0M |
| Susquehanna Fundamental Investments, LLC | 0.46% | Add +63.2% | 879,896 | $24.5M |
| Longaeva Partners L.P. | 0.70% | Reduce -7.2% | 872,976 | $24.3M |
| Stony Point Capital LLC | 1.54% | Add +3.4% | 848,336 | $23.6M |
| Armistice Capital, LLC | 0.62% | Add +40.4% | 810,830 | $22.6M |
| Great Point Wealth Advisors, LLC | 3.62% | New | 806,646 | $22.4M |
| Raymond James Financial Inc. | 0.01% | Add +14.8% | 787,934 | $21.9M |
| Crawford Fund Management, LLC | 6.62% | Add +48.1% | 775,836 | $21.6M |
| Fiera Capital Corp | 0.08% | Reduce -42.6% | 774,818 | $21.6M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -3.9% | 759,400 | $21.1M |
| California Public Employees Retirement System | 0.01% | Add +7.5% | 722,530 | $20.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 691,053 | $19.2M |
| Jupiter Topco LLC | 0.01% | — | 686,669 | $19.1M |
| Granahan Investment Management, LLC | 0.68% | Add +71.8% | 685,751 | $19.1M |
| Primecap Management Co. | 0.01% | Add +41.5% | 674,300 | $18.8M |
| Apis Capital Advisors, LLC | 1.79% | Add +5.1% | 662,000 | $18.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +12.3% | 653,385 | $18.2M |
| California State Teachers Retirement System | 0.02% | Reduce -1.4% | 643,562 | $17.9M |
| Delta Global Management LP | 1.93% | Reduce -32.0% | 638,477 | $17.8M |
"% of holder's portfolio" is TOST's weight in each manager's 13F, not the share of Toast Inc. Class A the manager owns.