Toast Inc. Class ATOST
13F holders, Q1 2026 (March 31)761holders −43
95new positions
136sold out
10famous investors
$26.86avg. 13F price*
At the end of Q1 2026, 761 institutions reported holding Toast Inc. Class A (TOST) in their 13F filings, down 43 from Q4 2025. 95 opened new positions and 136 sold out. The largest holders were FMR LLC ($841.2M), Capital International Investors ($811.2M) and BlackRock, Inc. ($720.1M). 10 famous investors held it, including Mason Morfit (6.0% of ValueAct Capital's portfolio), Cathie Wood (0.4% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $333.9M |
| Exits | 136 | $530.7M |
All 13F filers, Q4 2025 → Q1 2026: 76,044,755 shares bought and 75,866,662 shares sold, net +178,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| FMR LLC | 0.04% | Add +6.5% | 31,731,204 | $841.2M |
| Capital International Investors | 0.19% | Reduce -32.6% | 30,603,273 | $811.2M |
| BlackRock, Inc. | 0.01% | Add +1.0% | 27,164,813 | $720.1M |
| Alliancebernstein L.P. | 0.21% | Add +94.8% | 18,173,374 | $645.3M |
| Vanguard Capital Management LLC | 0.01% | — | 22,063,096 | $584.9M |
| Vanguard Portfolio Management LLC | 0.03% | — | 20,258,557 | $537.1M |
| JPMorgan Chase & Co. | 0.03% | Add +79.0% | 16,783,899 | $437.4M |
| ValueAct Capital | 5.98% | Add +60.9% | 12,895,438 | $341.9M |
| Morgan Stanley | 0.02% | Add +12.4% | 11,659,138 | $309.1M |
| State Street Corp. | 0.01% | Add +3.3% | 10,147,233 | $269.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.6% | 8,985,342 | $237.6M |
| Principal Financial Group Inc. | 0.11% | Add +36.0% | 7,977,244 | $211.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | Reduce -2.5% | 6,859,633 | $181.8M |
| UBS Group AG | 0.03% | Add +56.4% | 6,583,386 | $174.5M |
| XN LP | 6.34% | Reduce -27.6% | 6,509,924 | $172.6M |
| Bank of America Corp. | 0.01% | Add +10.6% | 4,866,197 | $129.0M |
| Millennium Management | 0.10% | Add +109.3% | 4,736,296 | $125.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +6.3% | 4,648,200 | $123.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +32.1% | 4,509,903 | $119.6M |
| Renaissance Technologies | 0.18% | Add +25.1% | 4,321,437 | $114.6M |
| Qube Research & Technologies Ltd | 0.16% | Add +16.0% | 4,249,385 | $112.7M |
| Gilder Gagnon Howe & Co. LLC | 1.29% | Reduce -7.3% | 4,069,162 | $107.9M |
| Jane Street Group, LLC | 0.11% | Add +14554.7% | 3,972,585 | $105.3M |
| Worldquant Millennium Advisors LLC | 0.40% | Add +34.0% | 3,938,703 | $104.4M |
| Amova Asset Management Americas, Inc. | 1.43% | Add +0.4% | 3,817,961 | $101.2M |
| HMI Capital Management, L.P. | 13.41% | Reduce -11.3% | 3,814,983 | $101.1M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -24.4% | 3,461,654 | $91.8M |
| Meritage Group LP | 3.41% | New | 3,410,223 | $90.4M |
| Amundi | 0.02% | Add +24.5% | 3,329,206 | $88.3M |
| Jennison Associates LLC | 0.06% | Reduce -78.7% | 3,226,502 | $85.5M |
| Champlain Investment Partners, LLC | 1.03% | Add +5.6% | 3,068,101 | $81.3M |
| Federated Hermes, Inc. | 0.13% | Reduce -6.5% | 3,055,000 | $81.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 3,039,146 | $80.6M |
| Marshall Wace, LLP | 0.08% | Reduce -45.2% | 2,899,621 | $76.9M |
| Northern Trust Corp. | 0.01% | Reduce -10.4% | 2,899,372 | $76.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +74.5% | 2,790,519 | $74.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.3% | 2,736,658 | $72.5M |
| American Century Companies Inc. | 0.04% | Add +69.1% | 2,597,902 | $68.9M |
| Eventide Asset Management, LLC | 1.09% | Add +0.1% | 2,488,669 | $66.0M |
| D. E. Shaw & Co. | 0.05% | Add +81.5% | 2,411,395 | $63.9M |
| Balyasny Asset Management L.P. | 0.12% | Reduce -44.9% | 2,221,675 | $58.9M |
| Nordea Investment Management AB | 0.05% | Add +69.8% | 2,219,103 | $57.5M |
| BNP Paribas Financial Markets | 0.04% | Add +14.0% | 2,079,567 | $55.1M |
| Edmond DE Rothschild Holding S.A. | 0.79% | Add +167.4% | 2,062,404 | $54.7M |
| Stephens Investment Management Group LLC | 0.73% | Add +14.8% | 2,008,871 | $53.3M |
| Greenvale Capital LLP | 5.81% | Add +5.3% | 2,000,000 | $53.0M |
| Greenhouse Funds LLLP | 2.48% | Add +6.1% | 1,972,912 | $52.3M |
| Trexquant Investment LP | 0.36% | Add +93.9% | 1,879,041 | $49.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.5% | 1,842,602 | $48.8M |
| ARK Investment Management | 0.37% | Reduce -7.9% | 1,810,754 | $48.0M |
| Westfield Capital Management Co. LP | 0.20% | Add +41.2% | 1,790,873 | $47.5M |
| Zevenbergen Capital Investments LLC | 1.35% | Reduce -4.3% | 1,774,581 | $47.0M |
| 1832 Asset Management L.P. | 0.06% | Reduce -57.4% | 1,732,400 | $45.9M |
| Nuveen, LLC | 0.01% | Add +12.2% | 1,584,712 | $42.0M |
| Blair William & Co. | 0.12% | Reduce -7.2% | 1,539,203 | $40.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.2% | 1,522,094 | $40.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.0% | 1,491,062 | $39.5M |
| NZS Capital, LLC | 1.30% | Add +13.8% | 1,475,513 | $39.1M |
| Swiss National Bank | 0.02% | Add +8.2% | 1,360,400 | $36.1M |
| Fiera Capital Corp | 0.12% | Add +0.1% | 1,350,340 | $35.8M |
| Citigroup Inc. | 0.02% | Add +8.9% | 1,343,612 | $35.6M |
| Lead Edge Capital Management, LLC | 8.49% | New | 1,306,362 | $34.6M |
| Mackenzie Financial Corp. | 0.04% | Add +20.0% | 1,273,067 | $33.7M |
| 12 West Capital Management LP | 5.58% | Reduce -32.5% | 1,247,840 | $33.1M |
| Alkeon Capital Management LLC | 0.15% | Add +7.7% | 1,238,096 | $32.8M |
| Congress Asset Management Co. | 0.21% | Add +40.5% | 1,091,236 | $28.9M |
| Man Group plc | 0.06% | Add +160.3% | 1,079,486 | $28.6M |
| Wellington Management Group LLP | 0.01% | Add +6337.1% | 1,059,093 | $28.1M |
| Employees Retirement System of Texas | 0.29% | Reduce -5.1% | 1,057,808 | $28.0M |
| Legal & General Group Plc | 0.01% | Add +2.2% | 1,054,825 | $28.0M |
| First Trust Advisors LP | 0.02% | Reduce -15.3% | 1,033,066 | $27.4M |
| Barclays PLC | 0.01% | Add +219.3% | 1,017,915 | $27.0M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -3.7% | 984,913 | $26.1M |
| Wells Fargo & Company | 0.01% | Reduce -14.7% | 982,829 | $26.1M |
| Capital Fund Management S.A. | 0.23% | Add +385.5% | 982,538 | $26.0M |
| Longaeva Partners L.P. | 1.20% | Add +176.0% | 941,001 | $24.9M |
| Delta Global Management LP | 2.04% | Reduce -17.8% | 938,753 | $24.9M |
| Victory Capital Management Inc. | 0.02% | Add +33.3% | 930,625 | $24.7M |
| Susquehanna International Group, LLP | 0.03% | Add +30.0% | 907,792 | $24.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -18.9% | 894,759 | $23.7M |
| AQR Capital Management | 0.01% | Add +254.6% | 901,879 | $23.7M |
| Deutsche Bank AG | 0.01% | Reduce -20.4% | 874,811 | $23.2M |
| Two Sigma Investments, LP | 0.02% | Reduce -32.5% | 831,864 | $22.1M |
| Stony Point Capital LLC | 1.76% | New | 820,382 | $21.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +49.1% | 790,000 | $20.9M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -22.5% | 753,323 | $20.0M |
| Park West Asset Management LLC | 1.74% | Add +3.1% | 742,125 | $19.7M |
| Alta Fox Capital Management, LLC | 5.19% | New | 740,300 | $19.6M |
| Shannon River Fund Management LLC | 3.70% | New | 732,027 | $19.4M |
| Rhumbline Advisers | 0.02% | Reduce -0.4% | 727,033 | $19.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.0% | 686,349 | $18.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -8.3% | 674,792 | $17.9M |
| California Public Employees Retirement System | 0.01% | Reduce -20.9% | 671,880 | $17.8M |
| Assenagon Asset Management S.A. | 0.03% | Add +106.5% | 658,722 | $17.5M |
| Teacher Retirement System of Texas | 0.07% | Add +4254.7% | 657,346 | $17.4M |
| Invesco Ltd. | 0.00% | Add +1.4% | 656,368 | $17.4M |
| California State Teachers Retirement System | 0.02% | Reduce -0.6% | 652,724 | $17.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.0% | 634,959 | $16.8M |
| Apis Capital Advisors, LLC | 2.58% | Add +160.3% | 630,000 | $16.7M |
| Mane Global Capital Management LP | 1.68% | Reduce -34.1% | 616,146 | $16.3M |
"% of holder's portfolio" is TOST's weight in each manager's 13F, not the share of Toast Inc. Class A the manager owns.