TOST · Company research
Toast, Inc. (TOST): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Hickory Point Bank & Trust | 2039144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 139100 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Philosophy Capital Management LLC | 1869199 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1150000 | 31993000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HM PAYSON & CO | 928052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5350 | 148837 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141 | 6245 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4808 | 134 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10664 | 296672 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aigen Investment Management, LP | 1741224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50646 | 1408972 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGER MANAGEMENT, LLC | 1166309 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40392 | 1123705 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26200 | 930362 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 8235 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141 | 3923 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 459 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14471538 | 402598186 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115685 | 3218357 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Canvas Wealth Advisors, LLC | 1858782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12399 | 344940 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 368401 | 10248918 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90155 | 2508112 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Terril Brothers, Inc. | 314169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404955 | 11265848 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57 | 1586 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197727 | 5500765 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Blossom Wealth Management | 1839735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10400 | 289328 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 33372 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Anchor Bay Capital, Inc. | 2083500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 11421 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CARLSON FINANCIAL, INC. | 2134889 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13546 | 376870 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Mayflower Financial Advisors, LLC | 1852930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9607 | 267267 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Dockside LLC | 2074563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46480 | 1293074 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65300 | 1816646 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 810830 | 22557291 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18071 | 502735 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Citizens Business Bank | 1948632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164532 | 4577288 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427033 | 11880058 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175257 | 4875650 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1005708 | 27978731 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trevian Wealth Management LLC | 1901929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17477 | 486210 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2601 | 72360 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1065125 | 29631778 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BloombergSen Inc. | 1484047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82479 | 2294566 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3687 | 102572 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145 | 4034 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16888718 | 469844135 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CONGRESS ASSET MANAGEMENT CO | 897378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1199504 | 33370201 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 139100 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2758 | 76 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43000 | 1196260 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15707 | 436956 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TFJ Management, LLC | 2056069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350565 | 9752718 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 311 | 8652 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93 | 2587 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EntryPoint Capital, LLC | 1992519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11932 | 331948 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38013 | 1057522 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255363 | 7099 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5165 | 143685 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1858765 | 51710842 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38442 | 1069456 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209951 | 5840837 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Snowden Capital Advisors LLC | 1903055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11168 | 310694 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Independent Family Office, LLC | 1756485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250000 | 6955000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14100 | 392262 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ADVISORY RESEARCH INC | 902584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21952 | 610705 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66323 | 1845106 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3090 | 85964 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7659 | 213074 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT CO LTD | 1055964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150130 | 4176617 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7643 | 212628 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 6955 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Calamos Advisors LLC | 1316507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112000 | 3115840 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PRIMECAP MANAGEMENT CO/CA/ | 763212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 674300 | 18759026 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2164 | 60202 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Capricorn Fund Managers Ltd | 1901361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66800 | 1858376 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Aristides Capital LLC | 1595521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201480 | 5605174 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 1808 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139227 | 3873287 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tortuga Wealth Management, Inc | 2118051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11350 | 315757 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142361 | 3960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1182752 | 32904100 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LB Partners LLC | 2007877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155000 | 4312100 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Investment Management Corp of Ontario | 1811568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146272 | 4069287 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1405951 | 39113564 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COMMERCE BANK | 1009076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106681 | 2967865 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WCM INVESTMENT MANAGEMENT, LLC | 1061186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66440 | 1870950 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.