Toast Inc. Class ATOST
13F holders, Q4 2025 (December 31)804holders +65
102new positions
75sold out
10famous investors
$35.51avg. 13F price*
At the end of Q4 2025, 804 institutions reported holding Toast Inc. Class A (TOST) in their 13F filings, up 65 from Q3 2025. 102 opened new positions and 75 sold out. The largest holders were Capital International Investors ($1.6B), Vanguard Group Inc. ($1.6B) and FMR LLC ($1.1B). 10 famous investors held it, including Mason Morfit (4.1% of ValueAct Capital's portfolio), Cathie Wood (0.5% of ARK Investment Management's portfolio) and Jim Simons / Peter Brown (0.2% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $494.8M |
| Exits | 75 | $200.9M |
All 13F filers, Q3 2025 → Q4 2025: 50,835,029 shares bought and 51,001,259 shares sold, net −166,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 804 holders
| Capital International Investors | 0.25% | Reduce -6.3% | 45,391,459 | $1.6B |
| Vanguard Group Inc. | 0.02% | Reduce -0.2% | 44,692,350 | $1.6B |
| FMR LLC | 0.05% | Add +9.0% | 29,805,019 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +1.6% | 26,900,052 | $955.2M |
| Jennison Associates LLC | 0.32% | Add +1.1% | 15,157,955 | $538.3M |
| Morgan Stanley | 0.02% | Add +6.7% | 10,372,626 | $368.3M |
| State Street Corp. | 0.01% | Add +3.0% | 9,820,594 | $348.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -5.4% | 9,378,658 | $333.0M |
| Alliancebernstein L.P. | 0.10% | Add +13.6% | 9,331,266 | $331.4M |
| XN LP | 8.94% | Add +50.9% | 8,988,386 | $319.2M |
| Geode Capital Management, LLC | 0.02% | Add +2.0% | 8,675,056 | $307.2M |
| ValueAct Capital | 4.05% | Add +135.9% | 8,015,277 | $284.6M |
| T. Rowe Price Investment Management, Inc. | 0.16% | Reduce -32.9% | 7,167,843 | $254.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Reduce -6.4% | 7,032,895 | $249.7M |
| Principal Financial Group Inc. | 0.11% | Reduce -0.7% | 5,866,235 | $208.3M |
| Norges Bank | 0.02% | — | 5,711,282 | $202.8M |
| Marshall Wace, LLP | 0.18% | Add +3.9% | 5,292,568 | $187.9M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +5.4% | 4,579,046 | $162.6M |
| Bank of America Corp. | 0.01% | Reduce -25.8% | 4,401,191 | $156.3M |
| Gilder Gagnon Howe & Co. LLC | 1.65% | Reduce -4.3% | 4,390,564 | $155.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.18% | Add +8.1% | 4,373,306 | $155.3M |
| HMI Capital Management, L.P. | 12.54% | Add +28.8% | 4,303,483 | $152.8M |
| UBS Group AG | 0.03% | Reduce -6.3% | 4,210,504 | $149.5M |
| 1832 Asset Management L.P. | 0.18% | New | 4,064,200 | $144.3M |
| Balyasny Asset Management L.P. | 0.28% | Add +41115.6% | 4,031,705 | $143.2M |
| Amova Asset Management Americas, Inc. | 1.56% | Reduce -11.2% | 3,801,347 | $135.0M |
| Qube Research & Technologies Ltd | 0.19% | Reduce -43.8% | 3,663,145 | $130.1M |
| Renaissance Technologies | 0.19% | Add +40.4% | 3,453,928 | $122.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -34.6% | 3,414,051 | $121.2M |
| Federated Hermes, Inc. | 0.19% | Reduce -7.3% | 3,269,070 | $116.1M |
| Northern Trust Corp. | 0.01% | Add +3.8% | 3,236,660 | $114.9M |
| Worldquant Millennium Advisors LLC | 0.41% | Reduce -12.8% | 2,939,912 | $104.4M |
| Champlain Investment Partners, LLC | 1.04% | Add +19.3% | 2,905,648 | $103.2M |
| Amundi | 0.03% | Add +14.1% | 2,673,489 | $94.9M |
| Eventide Asset Management, LLC | 1.38% | Add +0.2% | 2,486,040 | $88.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.0% | 2,479,983 | $88.1M |
| Durable Capital Partners LP | 0.77% | Reduce -63.9% | 2,299,023 | $81.6M |
| Millennium Management | 0.06% | Add +3.4% | 2,262,768 | $80.4M |
| ARK Investment Management | 0.46% | Reduce -4.7% | 1,966,366 | $69.8M |
| Greenvale Capital LLP | 6.32% | New | 1,900,000 | $67.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.3% | 1,889,474 | $67.1M |
| Greenhouse Funds LLLP | 2.55% | New | 1,860,143 | $66.1M |
| Zevenbergen Capital Investments LLC | 1.46% | Reduce -12.4% | 1,854,996 | $65.9M |
| 12 West Capital Management LP | 7.81% | Add +3.6% | 1,847,840 | $65.6M |
| BNP Paribas Financial Markets | 0.04% | Add +17.9% | 1,824,558 | $64.8M |
| Nomura Asset Management International Inc. | 0.10% | — | 1,803,846 | $64.1M |
| Stephens Investment Management Group LLC | 0.81% | Add +0.5% | 1,749,414 | $62.1M |
| Blair William & Co. | 0.16% | Add +2.6% | 1,658,477 | $58.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -34.0% | 1,598,787 | $56.8M |
| Vontobel Holding Ltd. | 0.18% | Add +42.3% | 1,566,458 | $55.6M |
| American Century Companies Inc. | 0.03% | Add +3.4% | 1,536,698 | $54.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.2% | 1,506,142 | $53.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.1% | 1,460,825 | $51.9M |
| Nuveen, LLC | 0.01% | Add +11.8% | 1,412,023 | $50.1M |
| Capital Impact Advisors, LLC | 3.92% | Add +492.4% | 1,409,764 | $50.1M |
| Fiera Capital Corp | 0.15% | Add +33.1% | 1,349,004 | $47.9M |
| D. E. Shaw & Co. | 0.04% | Add +7.6% | 1,328,195 | $47.2M |
| Nordea Investment Management AB | 0.04% | Add +843.0% | 1,307,158 | $46.9M |
| NZS Capital, LLC | 1.41% | Add +0.8% | 1,296,518 | $46.0M |
| Westfield Capital Management Co. LP | 0.19% | Add +22.6% | 1,268,337 | $45.0M |
| Swiss National Bank | 0.03% | Reduce -2.6% | 1,257,800 | $44.7M |
| Bank of Nova Scotia | 0.07% | Add +18198.4% | 1,247,037 | $44.3M |
| Citigroup Inc. | 0.03% | Add +18.4% | 1,233,917 | $43.8M |
| Two Sigma Investments, LP | 0.07% | Reduce -35.6% | 1,233,041 | $43.8M |
| First Trust Advisors LP | 0.03% | Reduce -25.6% | 1,219,787 | $43.3M |
| Wells Fargo & Company | 0.01% | Add +12.9% | 1,151,571 | $40.9M |
| Alkeon Capital Management LLC | 0.18% | Add +27.8% | 1,150,000 | $40.8M |
| Delta Global Management LP | 2.95% | Add +9.2% | 1,141,872 | $40.5M |
| Bridgewater Associates | 0.15% | Add +189.5% | 1,127,052 | $40.0M |
| Employees Retirement System of Texas | 0.38% | Add +23078.2% | 1,114,408 | $39.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Add +30.3% | 1,103,561 | $39.2M |
| Freestone Grove Partners LP | 0.28% | New | 1,102,638 | $39.2M |
| Deutsche Bank AG | 0.01% | Add +0.0% | 1,099,199 | $39.0M |
| Mackenzie Financial Corp. | 0.05% | Add +83.8% | 1,060,853 | $38.4M |
| Granahan Investment Management, LLC | 1.58% | Reduce -16.2% | 1,037,146 | $36.8M |
| Legal & General Group Plc | 0.01% | Reduce -4.3% | 1,032,069 | $36.6M |
| Caisse de depot et placement du Quebec | 0.06% | Reduce -17.3% | 1,023,005 | $36.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +1925.3% | 985,653 | $35.0M |
| Franklin Resources Inc. | 0.01% | Reduce -57.4% | 983,402 | $34.9M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +6.3% | 972,230 | $34.5M |
| Trexquant Investment LP | 0.31% | Add +17.6% | 969,232 | $34.4M |
| Mane Global Capital Management LP | 1.82% | Add +13174.7% | 934,538 | $33.2M |
| Commerce Bank | 0.17% | Reduce -15.1% | 849,937 | $30.2M |
| California Public Employees Retirement System | 0.02% | Reduce -4.4% | 848,923 | $30.1M |
| AustralianSuper Pty Ltd | 0.14% | Reduce -23.1% | 846,547 | $30.1M |
| Schonfeld Strategic Advisors LLC | 0.15% | New | 809,331 | $28.7M |
| Raymond James Financial Inc. | 0.01% | Add +8.3% | 807,291 | $28.7M |
| Jump Financial, LLC | 0.38% | Add +69.1% | 798,619 | $28.4M |
| Sei Investments Co. | 0.03% | Reduce -32.7% | 779,097 | $27.7M |
| Congress Asset Management Co. | 0.19% | Reduce -36.1% | 776,735 | $27.6M |
| Edmond DE Rothschild Holding S.A. | 0.39% | Add +56.9% | 771,397 | $27.4M |
| Riverbridge Partners LLC | 0.50% | Reduce -21.6% | 755,052 | $26.8M |
| Janus Henderson Group PLC | 0.01% | Add +1.9% | 736,205 | $26.1M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 729,690 | $25.9M |
| Park West Asset Management LLC | 2.15% | Add +28.4% | 719,575 | $25.6M |
| Susquehanna International Group, LLP | 0.03% | Reduce -29.5% | 698,063 | $24.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -10.3% | 697,936 | $24.8M |
| KBC Group NV | 0.06% | Reduce -36.8% | 697,544 | $24.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -48.6% | 722,672 | $24.6M |
| Royal Bank of Canada | 0.00% | Reduce -58.2% | 691,585 | $24.6M |
"% of holder's portfolio" is TOST's weight in each manager's 13F, not the share of Toast Inc. Class A the manager owns.