Toast, Inc. (TOST) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TOST 13F holders ranked 501–600 of 777
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Tortuga Wealth Management#501 · 11,350 sh | 11,350 | $315.8K | — | -28.4% |
| 502 | Prime Capital Investment Advisors#502 · 11,295 sh | 11,295 | $314.2K | — | -2.0% |
| 503 | Snowden Capital Advisors#503 · 11,168 sh | 11,168 | $310.7K | <0.01% | -22.3% |
| 504 | Concurrent Investment Advisors#504 · 11,082 sh | 11,082 | $308.3K | — | -7.3% |
| 505 | LOOMIS SAYLES & L P#505 · 10,952 sh | 10,952 | $304.7K | <0.01% | -18.5% |
| 506 | PZENA INVESTMENT MANAGEMENT#506 · 10,945 sh | 10,945 | $304.5K | <0.01% | New |
| 507 | SIGNATUREFD#507 · 10,917 sh | 10,917 | $303.7K | — | -33.0% |
| 508 | PIER 88 INVESTMENT PARTNERS#508 · 10,900 sh | 10,900 | $303.2K | 0.07% | +12.4% |
| 509 | Vinva Investment Management Ltd#509 · 10,688 sh | 10,688 | $301.0K | <0.01% | New |
| 510 | Independent Wealth Network#510 · 10,788 sh | 10,788 | $300.1K | — | New |
| 511 | Americana Partners#511 · 10,664 sh | 10,664 | $296.7K | <0.01% | New |
| 512 | STRS OHIO#512 · 10,663 sh | 10,663 | $296.6K | <0.01% | -70.4% |
| 513 | PROFUND ADVISORS#513 · 10,658 sh | 10,658 | $296.5K | <0.01% | New |
| 514 | WEALTH ENHANCEMENT ADVISORY SERVICES#514 · 10,067 sh | 10,067 | $295.2K | — | -22.7% |
| 515 | Graetz Wealth#515 · 10,590 sh | 10,590 | $294.6K | — | +17.5% |
| 516 | Blossom Wealth Management#516 · 10,400 sh | 10,400 | $289.3K | 0.41% | 0.0% |
| 517 | Union Bancaire Privee, UBP SA#517 · 10,642 sh | 10,642 | $288.2K | <0.01% | -8.0% |
| 518 | INDEPENDENT FINANCIAL GROUP#518 · 10,292 sh | 10,292 | $286.3K | — | +14.9% |
| 519 | Stenger Family Office#519 · 10,248 sh | 10,248 | $285.1K | — | New |
| 520 | Arista Wealth Management#520 · 10,052 sh | 10,052 | $279.6K | 0.03% | -3.1% |
| 521 | J. Goldman#521 · 10,000 sh | 10,000 | $278.2K | <0.01% | New |
| 522 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#522 · 10,000 sh | 10,000 | $278.2K | <0.01% | New |
| 523 | Pale Fire Capital SE#523 · 10,000 sh | 10,000 | $278.2K | 0.02% | 0.0% |
| 524 | SEAMOUNT FINANCIAL GROUP#524 · 9,873 sh | 9,873 | $274.7K | — | 0.0% |
| 525 | MIRABELLA FINANCIAL SERVICES LLP#525 · 9,707 sh | 9,707 | $270.0K | 0.03% | +18.8% |
| 526 | Evanson Financial#526 · 9,667 sh | 9,667 | $268.9K | — | — |
| 527 | Mayflower Financial Advisors#527 · 9,607 sh | 9,607 | $267.3K | 0.02% | +0.1% |
| 528 | Wellington Shields#528 · 9,600 sh | 9,600 | $267.1K | 0.06% | -54.7% |
| 529 | Cliffwater#529 · 9,591 sh | 9,591 | $266.8K | 0.07% | 0.0% |
| 530 | Limestone Investment Advisors#530 · 9,530 sh | 9,530 | $265.1K | 0.02% | New |
| 531 | Bank Julius Baer & Ltd, Zurich#531 · 9,457 sh | 9,457 | $264.4K | <0.01% | -22.2% |
| 532 | UNITED CAPITAL FINANCIAL ADVISORS#532 · 9,491 sh | 9,491 | $264.0K | <0.01% | -30.5% |
| 533 | Yorktown Management & Research#533 · 9,400 sh | 9,400 | $261.5K | 0.16% | -7.8% |
| 534 | Steward Partners Investment Advisory#534 · 9,243 sh | 9,243 | $257.1K | <0.01% | -31.8% |
| 535 | Venturi Wealth Management#535 · 9,095 sh | 9,095 | $253.0K | <0.01% | +19.3% |
| 536 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#536 · 8,964 sh | 8,964 | $249.4K | <0.01% | -99.1% |
| 537 | O'SHAUGHNESSY ASSET MANAGEMENT#537 · 8,915 sh | 8,915 | $248.0K | <0.01% | -38.2% |
| 538 | Legacy Wealth Asset Management#538 · 8,890 sh | 8,890 | $247.3K | — | -2.7% |
| 539 | Range Advisory#539 · 8,843 sh | 8,843 | $246.0K | 0.03% | -10.8% |
| 540 | STOREBRAND ASSET MANAGEMENT AS#540 · 8,824 sh | 8,824 | $245.5K | <0.01% | -41.1% |
| 541 | Caprock Group#541 · 8,799 sh | 8,799 | $244.8K | <0.01% | -36.7% |
| 542 | TCW GROUP#542 · 8,668 sh | 8,668 | $241.1K | <0.01% | +0.4% |
| 543 | GRANVILLE CAPITAL#543 · 8,553 sh | 8,553 | $237.9K | 0.11% | 0.0% |
| 544 | AlTi Global#544 · 8,527 sh | 8,527 | $237.2K | <0.01% | 0.0% |
| 545 | 1620 INVESTMENT ADVISORS#545 · 8,498 sh | 8,498 | $236.4K | 0.15% | +60.6% |
| 546 | ROBERTS GLORE#546 · 8,345 sh | 8,345 | $232.2K | 0.06% | New |
| 547 | Frank, Rimerman Advisors#547 · 8,263 sh | 8,263 | $229.9K | — | New |
| 548 | Trinity Financial Advisors#548 · 8,158 sh | 8,158 | $227.0K | — | New |
| 549 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#549 · 8,058 sh | 8,058 | $224.2K | <0.01% | +124.1% |
| 550 | Robertson Stephens Wealth Management#550 · 8,055 sh | 8,055 | $224.1K | — | New |
| 551 | Secure Asset Management#551 · 8,054 sh | 8,054 | $224.1K | — | -6.7% |
| 552 | NORDEN GROUP#552 · 8,031 sh | 8,031 | $223.4K | — | -8.3% |
| 553 | Ballentine Partners#553 · 8,027 sh | 8,027 | $223.3K | <0.01% | +2.4% |
| 554 | Vise Technologies#554 · 7,919 sh | 7,919 | $220.3K | <0.01% | +24.5% |
| 555 | CADEN CAPITAL PARTNERS#555 · 7,841 sh | 7,841 | $218.1K | 2.63% | 0.0% |
| 556 | Aries Wealth Management#556 · 7,710 sh | 7,710 | $214.5K | — | 0.0% |
| 557 | Ballast#557 · 7,702 sh | 7,702 | $214.3K | — | New |
| 558 | DELTA ASSET MANAGEMENT#558 · 7,701 sh | 7,701 | $214.2K | 0.02% | 0.0% |
| 559 | Wealthspire Advisors#559 · 7,659 sh | 7,659 | $213.1K | <0.01% | New |
| 560 | Callan Family Office#560 · 7,650 sh | 7,650 | $212.8K | <0.01% | -39.4% |
| 561 | DRW Securities#561 · 7,643 sh | 7,643 | $212.6K | <0.01% | -50.3% |
| 562 | Kovack Advisors#562 · 7,330 sh | 7,330 | $210.4K | 0.01% | New |
| 563 | BRADLEY FOSTER & SARGENT#563 · 7,526 sh | 7,526 | $209.4K | <0.01% | -9.9% |
| 564 | Lewis Asset Management#564 · 7,518 sh | 7,518 | $209.2K | — | -75.7% |
| 565 | Stonekeep Investments#565 · 7,490 sh | 7,490 | $208.0K | — | New |
| 566 | EXCHANGE TRADED CONCEPTS#566 · 7,474 sh | 7,474 | $207.9K | <0.01% | -3.6% |
| 567 | NewEdge Advisors#567 · 7,440 sh | 7,440 | $207.0K | <0.01% | New |
| 568 | Portside Wealth Group#568 · 7,276 sh | 7,276 | $202.4K | — | New |
| 569 | Arkadios Wealth Advisors#569 · 7,251 sh | 7,251 | $201.7K | <0.01% | -27.2% |
| 570 | Frec Markets#570 · 7,215 sh | 7,215 | $200.7K | 0.02% | -14.9% |
| 571 | Advisors Asset Management#571 · 7,197 sh | 7,197 | $200.2K | <0.01% | +24.0% |
| 572 | BOKF, NA#572 · 7,157 sh | 7,157 | $199.1K | <0.01% | -3.5% |
| 573 | Jupiter Wealth Management#573 · 7,000 sh | 7,000 | $194.7K | 0.08% | +40.0% |
| 574 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#574 · 6,705 sh | 6,705 | $192.5K | 0.01% | +3.5% |
| 575 | Siemens Fonds Invest GmbH#575 · 6,628 sh | 6,628 | $184.4K | <0.01% | +6.2% |
| 576 | Parallel Advisors#576 · 6,543 sh | 6,543 | $182.0K | <0.01% | -5.7% |
| 577 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#577 · 6,500 sh | 6,500 | $180.8K | — | 0.0% |
| 578 | NATIXIS#578 · 6,459 sh | 6,459 | $179.7K | <0.01% | +32.6% |
| 579 | Colonial Advisors#579 · 6,100 sh | 6,100 | $169.7K | 0.01% | 0.0% |
| 580 | NISA INVESTMENT ADVISORS#580 · 6,060 sh | 6,060 | $168.6K | — | -19.6% |
| 581 | HM PAYSON#581 · 5,850 sh | 5,850 | $162.7K | <0.01% | -10.7% |
| 582 | MeadowBrook Investment Advisors#582 · 5,845 sh | 5,845 | $162.6K | 0.13% | -3.6% |
| 583 | LRI Investments#583 · 5,400 sh | 5,400 | $150.2K | 0.01% | +65.8% |
| 584 | Allworth Financial#584 · 5,165 sh | 5,165 | $143.7K | <0.01% | -1.6% |
| 585 | Hurley Capital#585 · 5,042 sh | 5,042 | $140.3K | 0.07% | +1916.8% |
| 586 | Crewe Advisors#586 · 5,000 sh | 5,000 | $139.1K | 0.01% | 0.0% |
| 587 | Hickory Point Bank#587 · 5,000 sh | 5,000 | $139.1K | — | 0.0% |
| 588 | North Star Investment Management#588 · 4,953 sh | 4,953 | $137.8K | <0.01% | +1176.5% |
| 589 | Employees Retirement System of Texas#589 · 4,808 sh | 4,808 | $134.0K | <0.01% | -99.5% |
| 590 | Covestor Ltd#590 · 4,650 sh | 4,650 | $129.0K | 0.07% | +32.8% |
| 591 | Walleye Capital#591 · 4,605 sh | 4,605 | $128.1K | <0.01% | +3.8% |
| 592 | Mirae Asset Global Investments , Ltd.#592 · 4,476 sh | 4,476 | $124.5K | <0.01% | +85.0% |
| 593 | GAMMA Investing#593 · 4,223 sh | 4,223 | $117.5K | — | -5.7% |
| 594 | HUNTINGTON NATIONAL BANK#594 · 4,198 sh | 4,198 | $116.8K | <0.01% | +53.4% |
| 595 | Twin Tree Management#595 · 3,985 sh | 3,985 | $110.9K | <0.01% | New |
| 596 | CX Institutional#596 · 3,805 sh | 3,805 | $106.0K | — | +3327.9% |
| 597 | FIL Ltd#597 · 3,687 sh | 3,687 | $102.6K | <0.01% | +6.4% |
| 598 | Leonteq Securities AG#598 · 3,486 sh | 3,486 | $97.0K | <0.01% | -72.9% |
| 599 | Sterling Capital Management#599 · 3,145 sh | 3,145 | $87.5K | — | -5.4% |
| 600 | Fulcrum Asset Management LLP#600 · 3,092 sh | 3,092 | $87.1K | <0.01% | 0.0% |
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.