Toast, Inc. (TOST) — Institutional Holders, Q2 2026
777 institutional investment managers reported a TOST position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $13.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TOST in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +21,581,067 sh+$600.4M
- PRINCIPAL FINANCIAL GROUPAdded · +7,186,780 sh+$199.9M
- STATE STREETAdded · +6,741,485 sh+$187.5M
- CITADEL ADVISORSAdded · +6,343,414 sh+$176.5M
- BALYASNY ASSET MANAGEMENT L.P.Added · +4,905,300 sh+$136.5M
Biggest sellers
- ALLIANCEBERNSTEIN L.P.Trimmed · -7,277,957 sh-$202.5M
- Qube Research & Technologies LtdSold out · -4,249,385 sh-$118.2M
- MILLENNIUM MANAGEMENTTrimmed · -4,105,702 sh-$114.2M
- JANE STREET GROUPTrimmed · -3,950,266 sh-$109.9M
- WORLDQUANT MILLENNIUM ADVISORSTrimmed · -3,888,425 sh-$108.2M
TOST 13F holders ranked 1–100 of 777
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 48,745,880 sh | 48,745,880 | $1.4B | 0.02% | +79.4% |
| 2 | FMR#2 · 33,528,155 sh | 33,528,155 | $932.8M | 0.04% | +5.7% |
| 3 | Capital International Investors#3 · 26,744,340 sh | 26,744,340 | $744.0M | 0.15% | -12.6% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT#4 · 22,085,011 sh | 22,085,011 | $614.4M | 0.03% | +9.0% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 21,905,520 sh | 21,905,520 | $609.4M | 0.01% | -0.7% |
| 6 | JPMORGAN CHASE#6 · 16,843,519 sh | 16,843,519 | $475.0M | 0.03% | +0.4% |
| 7 | STATE STREET#7 · 16,888,718 sh | 16,888,718 | $469.8M | 0.01% | +66.4% |
| 8 | PRINCIPAL FINANCIAL GROUP#8 · 15,164,024 sh | 15,164,024 | $421.9M | 0.21% | +90.1% |
| 9 | ValueAct , L.P.#9 · 14,134,038 sh | 14,134,038 | $393.2M | 6.98% | +9.6% |
| 10 | MORGAN STANLEY#10 · 11,392,209 sh | 11,392,209 | $316.9M | 0.02% | -2.3% |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 9,754,026 sh | 9,754,026 | $289.8M | 0.02% | +8.6% |
| 12 | ALLIANCEBERNSTEIN L.P.#12 · 10,895,417 sh | 10,895,417 | $288.8M | 0.10% | -40.0% |
| 13 | BALYASNY ASSET MANAGEMENT L.P.#13 · 7,126,975 sh | 7,126,975 | $198.3M | 0.25% | +220.8% |
| 14 | CITADEL ADVISORS#14 · 6,866,389 sh | 6,866,389 | $191.0M | 0.02% | +1212.9% |
| 15 | Sumitomo Mitsui#15 · 6,861,646 sh | 6,861,646 | $190.9M | 0.11% | 0.0% |
| 16 | PRICE T ROWE ASSOCIATES#16 · 6,348,787 sh | 6,348,787 | $176.6M | 0.02% | +40.8% |
| 17 | UBS Group AG#17 · 5,815,906 sh | 5,815,906 | $161.8M | 0.02% | -11.7% |
| 18 | NORGES BANK#18 · 5,765,060 sh | 5,765,060 | $160.4M | 0.02% | — |
| 19 | BANK OF AMERICA#19 · 5,111,691 sh | 5,111,691 | $142.2M | <0.01% | +5.0% |
| 20 | BNP Paribas Asset Management Holding S.A.#20 · 4,744,628 sh | 4,744,628 | $132.0M | 0.13% | +2.1% |
| 21 | XN#21 · 4,389,160 sh | 4,389,160 | $122.1M | 3.21% | -32.6% |
| 22 | GOLDMAN SACHS GROUP#22 · 4,233,525 sh | 4,233,525 | $117.8M | 0.01% | +51.7% |
| 23 | NORTHERN#23 · 4,112,230 sh | 4,112,230 | $114.4M | 0.01% | +41.8% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#24 · 4,053,255 sh | 4,053,255 | $112.8M | 0.05% | +17.1% |
| 25 | GILDER GAGNON HOWE#25 · 3,957,072 sh | 3,957,072 | $110.1M | 1.14% | -2.8% |
| 26 | Nikko Asset Management Americas#26 · 3,769,156 sh | 3,769,156 | $104.9M | 1.35% | -1.3% |
| 27 | HMI Capital#27 · 3,504,744 sh | 3,504,744 | $97.5M | 13.69% | -8.1% |
| 28 | Amundi#28 · 3,497,735 sh | 3,497,735 | $97.3M | 0.02% | +5.1% |
| 29 | Meritage Group#29 · 3,432,027 sh | 3,432,027 | $95.5M | 3.68% | +0.6% |
| 30 | NORDEA INVESTMENT MANAGEMENT AB#30 · 3,294,166 sh | 3,294,166 | $91.4M | 0.07% | +48.4% |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 3,058,506 sh | 3,058,506 | $85.1M | 0.01% | +11.8% |
| 32 | VANGUARD FIDUCIARY#32 · 3,055,579 sh | 3,055,579 | $85.0M | 0.02% | +0.5% |
| 33 | Lead Edge Capital Management#33 · 3,021,216 sh | 3,021,216 | $84.1M | 15.27% | +131.3% |
| 34 | JENNISON ASSOCIATES#34 · 2,730,780 sh | 2,730,780 | $76.0M | 0.05% | -15.4% |
| 35 | FEDERATED HERMES#35 · 2,692,637 sh | 2,692,637 | $74.9M | 0.11% | -11.9% |
| 36 | Bank of New York Mellon#36 · 2,597,350 sh | 2,597,350 | $72.3M | 0.01% | +74.2% |
| 37 | AMERICAN CENTURY COMPANIES#37 · 2,498,487 sh | 2,498,487 | $69.5M | 0.03% | -3.8% |
| 38 | EVENTIDE ASSET MANAGEMENT#38 · 2,494,706 sh | 2,494,706 | $69.4M | 0.93% | +0.2% |
| 39 | WELLINGTON MANAGEMENT GROUP LLP#39 · 2,456,114 sh | 2,456,114 | $68.3M | 0.01% | +131.9% |
| 40 | WELLS FARGO & COMPANY#40 · 2,218,469 sh | 2,218,469 | $61.7M | 0.01% | +125.7% |
| 41 | Stephens Investment Management Group#41 · 2,170,232 sh | 2,170,232 | $60.4M | 0.65% | +8.0% |
| 42 | EDMOND DE ROTHSCHILD HOLDING S.A.#42 · 2,112,357 sh | 2,112,357 | $58.8M | 0.77% | +2.4% |
| 43 | CITIGROUP#43 · 2,059,932 sh | 2,059,932 | $57.3M | 0.02% | +53.3% |
| 44 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#44 · 1,992,308 sh | 1,992,308 | $55.4M | 0.01% | +8.1% |
| 45 | ZEVENBERGEN CAPITAL INVESTMENTS#45 · 1,992,026 sh | 1,992,026 | $55.4M | — | +12.3% |
| 46 | Junto Capital Management#46 · 1,952,539 sh | 1,952,539 | $54.3M | 0.95% | New |
| 47 | RENAISSANCE TECHNOLOGIES#47 · 1,935,128 sh | 1,935,128 | $53.8M | 0.07% | -55.2% |
| 48 | ARK Investment Management#48 · 1,859,887 sh | 1,859,887 | $51.7M | 0.34% | +2.7% |
| 49 | BNP PARIBAS FINANCIAL MARKETS#49 · 1,778,694 sh | 1,778,694 | $49.5M | 0.02% | -14.5% |
| 50 | KENSICO CAPITAL MANAGEMENT#50 · 1,659,800 sh | 1,659,800 | $46.2M | 0.79% | New |
| 51 | Park West Asset Management#51 · 1,642,010 sh | 1,642,010 | $45.7M | 3.11% | +121.3% |
| 52 | SG Americas Securities#52 · 1,621,492 sh | 1,621,492 | $45.1M | 0.03% | +273.5% |
| 53 | NZS Capital#53 · 1,610,331 sh | 1,610,331 | $44.8M | 1.16% | +9.1% |
| 54 | BARCLAYS PLC#54 · 1,479,174 sh | 1,479,174 | $41.2M | <0.01% | +45.3% |
| 55 | MARSHALL WACE, LLP#55 · 1,470,827 sh | 1,470,827 | $40.9M | 0.03% | -49.3% |
| 56 | Bridgewater Associates#56 · 1,428,975 sh | 1,428,975 | $39.8M | 0.16% | +323.7% |
| 57 | DIMENSIONAL FUND ADVISORS#57 · 1,415,140 sh | 1,415,140 | $39.4M | <0.01% | -7.0% |
| 58 | BLAIR WILLIAM#58 · 1,405,951 sh | 1,405,951 | $39.1M | 0.10% | -8.7% |
| 59 | WESTFIELD CAPITAL MANAGEMENT#59 · 1,373,221 sh | 1,373,221 | $38.2M | 0.12% | -23.3% |
| 60 | Capital Impact Advisors#60 · 1,338,338 sh | 1,338,338 | $37.2M | 2.09% | +461.7% |
| 61 | Swiss National Bank#61 · 1,324,400 sh | 1,324,400 | $36.8M | 0.02% | -2.6% |
| 62 | Nuveen#62 · 1,323,148 sh | 1,323,148 | $36.8M | <0.01% | -16.5% |
| 63 | Champlain Investment Partners#63 · 1,313,974 sh | 1,313,974 | $36.6M | 0.94% | -57.2% |
| 64 | 12 West Capital Management#64 · 1,247,840 sh | 1,247,840 | $34.7M | 6.49% | 0.0% |
| 65 | ALKEON CAPITAL MANAGEMENT#65 · 1,238,096 sh | 1,238,096 | $34.4M | 0.05% | 0.0% |
| 66 | CONGRESS ASSET MANAGEMENT#66 · 1,199,504 sh | 1,199,504 | $33.4M | — | +9.9% |
| 67 | FIRST ADVISORS#67 · 1,182,752 sh | 1,182,752 | $32.9M | 0.02% | +14.5% |
| 68 | LIGHT STREET CAPITAL MANAGEMENT#68 · 1,167,500 sh | 1,167,500 | $32.5M | 3.60% | New |
| 69 | Philosophy Capital Management#69 · 1,150,000 sh | 1,150,000 | $32.0M | 1.51% | New |
| 70 | Keenan Capital#70 · 1,115,979 sh | 1,115,979 | $31.0M | 6.14% | New |
| 71 | VICTORY CAPITAL MANAGEMENT#71 · 1,084,178 sh | 1,084,178 | $30.2M | 0.02% | +16.5% |
| 72 | Legal & General Group Plc#72 · 1,073,031 sh | 1,073,031 | $29.9M | <0.01% | +1.7% |
| 73 | Zurcher Kantonalbank (Zurich Cantonalbank)#73 · 1,065,125 sh | 1,065,125 | $29.6M | 0.06% | +102.9% |
| 74 | D. E. Shaw#74 · 1,039,379 sh | 1,039,379 | $28.9M | 0.01% | -56.9% |
| 75 | Man Group plc#75 · 1,034,339 sh | 1,034,339 | $28.8M | 0.05% | -4.2% |
| 76 | AQR CAPITAL MANAGEMENT#76 · 1,029,079 sh | 1,029,079 | $28.6M | 0.01% | +14.1% |
| 77 | RHUMBLINE ADVISERS#77 · 1,005,708 sh | 1,005,708 | $28.0M | 0.02% | +38.3% |
| 78 | Invesco Ltd.#78 · 979,037 sh | 979,037 | $27.2M | <0.01% | +49.2% |
| 79 | Assenagon Asset Management S.A.#79 · 970,799 sh | 970,799 | $27.0M | — | +47.4% |
| 80 | Trexquant Investment#80 · 956,738 sh | 956,738 | $26.6M | 0.16% | -49.1% |
| 81 | CAPITAL FUND MANAGEMENT S.A.#81 · 949,098 sh | 949,098 | $26.4M | 0.12% | -3.4% |
| 82 | DEUTSCHE BANK AG\#82 · 900,290 sh | 900,290 | $25.0M | <0.01% | +2.9% |
| 83 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#83 · 879,896 sh | 879,896 | $24.5M | 0.46% | +63.2% |
| 84 | Longaeva Partners L.P.#84 · 872,976 sh | 872,976 | $24.3M | 0.53% | -7.2% |
| 85 | Stony Point Capital#85 · 848,336 sh | 848,336 | $23.6M | 1.53% | +3.4% |
| 86 | ARMISTICE CAPITAL#86 · 810,830 sh | 810,830 | $22.6M | 0.28% | +40.4% |
| 87 | Great Point Wealth Advisors#87 · 806,646 sh | 806,646 | $22.4M | — | New |
| 88 | RAYMOND JAMES FINANCIAL#88 · 787,934 sh | 787,934 | $21.9M | <0.01% | +14.8% |
| 89 | Crawford Fund Management#89 · 775,836 sh | 775,836 | $21.6M | 3.31% | +48.1% |
| 90 | Fiera Capital#90 · 774,818 sh | 774,818 | $21.6M | 0.08% | -42.6% |
| 91 | CANADA PENSION PLAN INVESTMENT BOARD#91 · 759,400 sh | 759,400 | $21.1M | 0.01% | -3.9% |
| 92 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#92 · 722,530 sh | 722,530 | $20.1M | 0.01% | +7.5% |
| 93 | ENVESTNET ASSET MANAGEMENT#93 · 691,053 sh | 691,053 | $19.2M | <0.01% | +8.8% |
| 94 | Jupiter Topco#94 · 686,669 sh | 686,669 | $19.1M | <0.01% | — |
| 95 | Granahan Investment Management#95 · 685,751 sh | 685,751 | $19.1M | 0.68% | +71.8% |
| 96 | PRIMECAP MANAGEMENT#96 · 674,300 sh | 674,300 | $18.8M | 0.01% | +41.5% |
| 97 | APIS CAPITAL ADVISORS#97 · 662,000 sh | 662,000 | $18.4M | 1.79% | +5.1% |
| 98 | Mitsubishi UFJ Asset Management , Ltd.#98 · 653,385 sh | 653,385 | $18.2M | 0.01% | +12.3% |
| 99 | Delta Global Management#99 · 638,477 sh | 638,477 | $17.8M | 1.93% | -32.0% |
| 100 | MILLENNIUM MANAGEMENT#100 · 630,594 sh | 630,594 | $17.5M | <0.01% | -86.7% |
Funds that sold out of TOST in Q2 2026 (113)
Held TOST at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
And 13 smaller positions.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.