Toast Inc. Class ATOST

13F holders, Q3 2025 (September 30)
739holders −11
109new positions
118sold out
9famous investors
$36.52avg. 13F price*

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

02004006008001,000 Q1 2024: 473Q1 2024Q2 2024: 505Q2 2024Q3 2024: 519Q3 2024Q4 2024: 631Q4 2024Q1 2025: 659Q1 2025Q2 2025: 750Q2 2025Q3 2025: 739Q3 2025Q4 2025: 804Q4 2025Q1 2026: 761Q1 2026Q2 2026: 774Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions109$317.6M
Exits118$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.

Show all 739 holders