Toast Inc. Class ATOST
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 739 institutions reported holding Toast Inc. Class A (TOST) in their 13F filings, down 11 from Q2 2025. 109 opened new positions and 118 sold out. The largest holders were Capital International Investors ($1.8B), Vanguard Group Inc. ($1.6B) and FMR LLC ($998.5M). 9 famous investors held it, including Mason Morfit (2.1% of ValueAct Capital's portfolio), Cathie Wood (0.4% of ARK Investment Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Toast Inc. Class A
- CUSIP
- 888787108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $317.6M |
| Exits | 118 | $604.6M |
All 13F filers, Q2 2025 → Q3 2025: 53,207,265 shares bought and 52,431,698 shares sold, net +775,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 739 holders
| Capital International Investors | 0.29% | Add +7.4% | 48,428,060 | $1.8B |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 44,764,157 | $1.6B |
| FMR LLC | 0.05% | Add +2.5% | 27,349,179 | $998.5M |
| BlackRock, Inc. | 0.02% | Add +2.9% | 26,477,381 | $966.7M |
| Jennison Associates LLC | 0.32% | Add +74.4% | 15,000,561 | $547.7M |
| T. Rowe Price Investment Management, Inc. | 0.24% | Reduce -24.9% | 10,688,479 | $390.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -4.7% | 9,914,507 | $362.0M |
| Morgan Stanley | 0.02% | Add +0.6% | 9,719,139 | $354.8M |
| State Street Corp. | 0.01% | Add +3.5% | 9,538,312 | $348.2M |
| Geode Capital Management, LLC | 0.02% | Add +7.6% | 8,505,826 | $309.7M |
| Alliancebernstein L.P. | 0.09% | Add +2432.8% | 8,215,758 | $300.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Add +35.8% | 7,517,216 | $274.5M |
| Qube Research & Technologies Ltd | 0.34% | Reduce -3.1% | 6,519,461 | $238.0M |
| Durable Capital Partners LP | 1.72% | Reduce -37.9% | 6,360,898 | $232.2M |
| XN LP | 6.40% | Add +14.3% | 5,958,530 | $217.5M |
| Bank of America Corp. | 0.02% | Reduce -6.3% | 5,927,355 | $216.4M |
| Principal Financial Group Inc. | 0.11% | Add +2.6% | 5,909,100 | $215.7M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -56.8% | 5,221,491 | $190.6M |
| Marshall Wace, LLP | 0.21% | Reduce -35.4% | 5,093,785 | $186.0M |
| Gilder Gagnon Howe & Co. LLC | 1.71% | Add +4.8% | 4,585,760 | $167.4M |
| UBS Group AG | 0.03% | Reduce -26.2% | 4,494,787 | $164.1M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +24.9% | 4,343,474 | $158.6M |
| Amova Asset Management Americas, Inc. | 1.51% | Reduce -8.2% | 4,278,523 | $156.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.38% | Add +17.0% | 4,044,838 | $147.7M |
| Federated Hermes, Inc. | 0.23% | Reduce -12.4% | 3,526,694 | $128.8M |
| ValueAct Capital | 2.09% | New | 3,397,200 | $124.0M |
| Worldquant Millennium Advisors LLC | 0.53% | Add +88.1% | 3,370,836 | $123.1M |
| HMI Capital Management, L.P. | 7.05% | Add +18.5% | 3,342,383 | $122.0M |
| Lord, Abbett & Co. LLC | 0.38% | Add +0.7% | 3,320,392 | $121.2M |
| Northern Trust Corp. | 0.01% | Add +9.0% | 3,118,343 | $113.9M |
| Invesco Ltd. | 0.01% | Reduce -21.6% | 2,609,655 | $95.3M |
| Eventide Asset Management, LLC | 1.49% | Add +0.3% | 2,481,575 | $90.6M |
| Renaissance Technologies | 0.12% | Add +0.7% | 2,460,812 | $89.8M |
| Champlain Investment Partners, LLC | 0.67% | Reduce -16.4% | 2,436,695 | $89.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.7% | 2,423,633 | $88.5M |
| Amundi | 0.03% | Add +27.9% | 2,343,486 | $86.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -29.1% | 2,340,405 | $85.4M |
| Franklin Resources Inc. | 0.02% | Add +14.8% | 2,306,479 | $84.2M |
| Millennium Management | 0.07% | Add +8.5% | 2,188,778 | $79.9M |
| Zevenbergen Capital Investments LLC | 1.50% | Reduce -1.8% | 2,117,310 | $77.3M |
| ARK Investment Management | 0.45% | Add +9.9% | 2,063,456 | $75.3M |
| Two Sigma Investments, LP | 0.11% | Add +5.8% | 1,915,901 | $69.9M |
| Macquarie Group Ltd. | 0.08% | Add +7.1% | 1,905,720 | $69.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -18.7% | 1,894,877 | $69.2M |
| 12 West Capital Management LP | 6.75% | Add +1.1% | 1,782,840 | $65.1M |
| Stephens Investment Management Group LLC | 0.82% | Reduce -8.0% | 1,741,177 | $63.6M |
| Neuberger Berman Group LLC | 0.04% | Add +13.4% | 1,670,185 | $61.0M |
| Royal Bank of Canada | 0.01% | Add +95.1% | 1,653,410 | $60.4M |
| First Trust Advisors LP | 0.04% | Reduce -12.8% | 1,640,490 | $59.9M |
| Blair William & Co. | 0.16% | Add +0.3% | 1,616,065 | $59.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.0% | 1,555,297 | $56.8M |
| BNP Paribas Financial Markets | 0.04% | Add +123.3% | 1,547,974 | $56.5M |
| Voya Investment Management LLC | 0.06% | Reduce -1.6% | 1,489,723 | $54.4M |
| American Century Companies Inc. | 0.03% | Add +192.8% | 1,485,601 | $54.2M |
| Greenoaks LLC | 1.76% | Reduce -5.1% | 1,481,857 | $54.1M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -18.5% | 1,406,364 | $50.1M |
| Squarepoint Ops LLC | 0.11% | Add +79.1% | 1,362,669 | $49.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.3% | 1,327,263 | $48.5M |
| Swiss National Bank | 0.03% | Reduce -4.0% | 1,292,000 | $47.2M |
| NZS Capital, LLC | 1.44% | Add +6.1% | 1,286,284 | $47.0M |
| Nuveen, LLC | 0.01% | Reduce -4.2% | 1,263,081 | $46.1M |
| Granahan Investment Management, LLC | 1.85% | Reduce -23.2% | 1,237,612 | $45.2M |
| Caisse de depot et placement du Quebec | 0.08% | Add +91.9% | 1,236,534 | $45.1M |
| D. E. Shaw & Co. | 0.04% | Reduce -57.3% | 1,234,867 | $45.1M |
| Congress Asset Management Co. | 0.30% | New | 1,216,112 | $44.4M |
| Sei Investments Co. | 0.05% | Add +12.4% | 1,158,138 | $42.3M |
| KBC Group NV | 0.10% | Add +97.0% | 1,103,557 | $40.3M |
| Vontobel Holding Ltd. | 0.13% | Add +9671.2% | 1,100,532 | $40.2M |
| AustralianSuper Pty Ltd | 0.19% | Add +9.9% | 1,100,256 | $40.2M |
| Deutsche Bank AG | 0.01% | Add +12.2% | 1,098,873 | $40.1M |
| Legal & General Group Plc | 0.01% | Add +2.6% | 1,078,913 | $39.4M |
| Delta Global Management LP | 2.80% | Reduce -3.6% | 1,045,801 | $38.2M |
| Citigroup Inc. | 0.03% | Add +17.2% | 1,042,102 | $38.0M |
| Westfield Capital Management Co. LP | 0.16% | Reduce -35.5% | 1,034,305 | $37.8M |
| Wells Fargo & Company | 0.01% | Add +56.2% | 1,020,196 | $37.2M |
| Fiera Capital Corp | 0.12% | Reduce -2.2% | 1,013,501 | $37.0M |
| Commerce Bank | 0.20% | Add +1.3% | 1,000,483 | $36.5M |
| Panagora Asset Management Inc. | 0.15% | Add +390.2% | 1,000,470 | $36.5M |
| Susquehanna International Group, LLP | 0.05% | Add +258.3% | 989,986 | $36.1M |
| Riverbridge Partners LLC | 0.59% | Reduce -7.0% | 962,752 | $35.2M |
| Robeco Institutional Asset Management B.V. | 0.05% | Reduce -3.2% | 914,718 | $33.4M |
| Alkeon Capital Management LLC | 0.15% | No change | 900,000 | $32.9M |
| California Public Employees Retirement System | 0.02% | Add +9.0% | 887,807 | $32.4M |
| TD Asset Management Inc | 0.03% | Reduce -24.4% | 853,589 | $31.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -8.7% | 847,048 | $30.9M |
| Trexquant Investment LP | 0.31% | Add +57.4% | 824,031 | $30.1M |
| Victory Capital Management Inc. | 0.02% | Add +207.8% | 777,861 | $28.4M |
| Man Group plc | 0.06% | Add +37.9% | 776,577 | $28.4M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 750,680 | $27.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -32.3% | 745,500 | $27.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -4.0% | 722,148 | $26.4M |
| California State Teachers Retirement System | 0.03% | Add +0.6% | 681,933 | $24.9M |
| Capital International, Inc. | 0.19% | Reduce -5.1% | 653,351 | $23.9M |
| Technology Crossover Management X, Ltd. | 1.92% | No change | 625,000 | $22.8M |
| ICONIQ Capital, LLC | 0.28% | Reduce -1.3% | 619,524 | $22.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +37.4% | 617,810 | $22.6M |
| Candriam S.C.A. | 0.12% | Add +10.9% | 602,200 | $22.0M |
| Andra AP-fonden | 0.27% | Add +69.4% | 583,900 | $21.3M |
| Mackenzie Financial Corp. | 0.03% | Add +229.1% | 577,031 | $21.1M |
| Park West Asset Management LLC | 1.87% | Reduce -0.3% | 560,575 | $20.5M |
"% of holder's portfolio" is TOST's weight in each manager's 13F, not the share of Toast Inc. Class A the manager owns.