# TOAST INC (TOST)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TOST/

- Reporting holders: 28
- Reported value: $123.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $56.2M | 1,938,736 | 1.3% | 14 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $50.9M | 1,755,072 | 0.3% | 5 |
| [GLYNN CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/911270-glynn-capital-management-llc/) | $7.2M | 248,515 | 2.2% | 21 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.9M | 65,364 | 0.2% | 12 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.7M | 59,468 | 0.6% | 1 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.5M | 50,298 | 0.1% | 18 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $655.6K | 22,615 | 0.1% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $641.4K | 22,125 | 0.0% | 15 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $493.5K | 17,024 | 0.2% | 3 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $493.4K | 17,018 | 0.1% | 4 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $375.5K | 12,953 | 0.1% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $354.4K | 12,224 | 0.0% | 12 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $232.2K | 8,008 | 0.1% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $229.7K | 7,922 | 0.0% | 1 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $159.4K | 5,500 | 0.1% | 3 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $103.2K | 3,561 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $86.2K | 2,973 | 0.0% | 7 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $78.8K | 2,719 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $25.8K | 890 | 0.0% | 9 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $25.7K | 888 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $18.8K | 650 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $10.9K | 376 | 0.0% | 12 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $5.3K | 184 | 0.0% | 8 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $4.0K | 137,383 | 0.0% | 14 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $3.9K | 133 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $123.4M |
| Q2 2026 | 786 | $15.1B |
| Q1 2026 | 767 | $12.7B |
| Q4 2025 | 808 | $17.2B |
| Q3 2025 | 747 | $17.6B |
| Q2 2025 | 765 | $20.9B |
| Q1 2025 | 667 | $14.9B |
| Q4 2024 | 640 | $16.1B |
| Q3 2024 | 531 | $12.2B |
| Q2 2024 | 514 | $10.5B |
| Q1 2024 | 481 | $9.8B |
| Q4 2023 | 450 | $6.8B |