HolderBook

TOAST INC (TOST)

Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.

28
Reporting holders
$123.4M
Reported value
0.0%
Calls
0.0%
Puts
-758
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ZEVENBERGEN CAPITAL INVESTMENTS LLC$56.2M1,938,7361.29%14q-2.7%-$1.5M
CONGRESS ASSET MANAGEMENT CO$50.9M1,755,0720.33%5q+46.3%+$16.1M
GLYNN CAPITAL MANAGEMENT LLC$7.2M248,5152.16%21q-1.6%-$119.3K
Mirador Capital Partners LP$1.9M65,3640.22%12q+4.5%+$80.8K
STABLEFORD CAPITAL II LLC$1.7M59,4680.60%newNEW
MOODY NATIONAL BANK TRUST DIVISION$1.5M50,2980.12%18q+17.0%+$211.6K
Wealth Enhancement Trust Services, Inc.$655.6K22,6150.07%4q-57.5%-$887.1K
Farther Finance Advisors, LLC$641.4K22,1250.00%15q-42.9%-$480.9K
Whalen Wealth Management Inc.$493.5K17,0240.21%3q-12.4%-$69.6K
ELEVATION WEALTH PARTNERS, LLC$493.4K17,0180.14%4q+1.6%+$7.6K
Legacy Wealth Asset Management, LLC$375.5K12,9530.08%3q+45.7%+$117.8K
GAMMA Investing LLC$354.4K12,2240.01%12q+189.5%+$231.9K
Trinity Financial Advisors LLC$232.2K8,0080.06%2q-1.8%-$4.3K
Valeo Financial Advisors, LLC$229.7K7,9220.00%newNEW
Hickory Point Bank & Trust$159.4K5,5000.10%3q+10.0%+$14.5K
TOTH FINANCIAL ADVISORY CORP$103.2K3,5610.01%9q+16.9%+$15.0K
Versant Capital Management, Inc$86.2K2,9730.01%7q+3.2%+$2.7K
GK Wealth Management LLC$78.8K2,7190.04%newNEW
CoreCap Advisors, LLC$25.8K8900.00%9q-0.8%
ARMSTRONG ADVISORY GROUP, INC$25.7K8880.00%newNEW
EASTERN BANK$18.8K6500.00%9qHELD
MassMutual Private Wealth & Trust, FSB$10.9K3760.00%12q+77.4%+$4.8K
Grove Bank & Trust$5.3K1840.00%8q+26.9%+$1.1K
Mn Services Vermogensbeheer B.V.$4.0K137,3830.03%14qHELD
Retirement Wealth Solutions LLC$3.9K1330.00%5q+68.4%+$1.6K
Planning Strategies Inc.$2.0K700.00%2q+7.7%
Marquette Asset Management, LLC$1.7K570.00%5qHELD
WoodTrust Financial Corp$1.4K47,5500.17%11qHELD
Davis Capital Management$406140.00%3q+7.7%
GILPIN WEALTH MANAGEMENT, LLC$11640.00%2q+300.0%
CX Institutional$1123,8640.00%3q+1.6%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-0513G/ABlackRock, Inc.10.0%
2026-07-3013GBlackRock, Inc.9.3%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-012026-09-28Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-05Narang AmanCEOSold124,542$4.4M ×2
2026-08-10Narang AmanCEOSold119,843$4.2M
2026-08-21Vassil JonathanChief Revenue OfficerSold85,280$3.1M
2026-05-29Elworthy Brian RGeneral CounselSold108,000$2.8M ×2
2026-08-07Narang AmanCEOSold42,105$1.5M
2026-08-05Gomez ElenaPresident, CFOSold16,176$570.9K ×2
2026-08-19Vassil JonathanChief Revenue OfficerSold13,931$501.7K
2026-08-11Vassil JonathanChief Revenue OfficerSold13,797$496.9K
2026-09-02Vassil JonathanChief Revenue OfficerSold14,280$484.1K ×2
2026-08-06Narang AmanCEOSold13,510$473.1K
2026-08-03Vassil JonathanChief Revenue OfficerSold14,280$469.6K
2026-10-02Narang AmanCEOSold14,713$431.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202628$123.4M4,255,36141570.0%
Q2 2026786$15.1B508,217,7901222832406.4%
Q1 2026767$12.7B444,572,7391043032136.3%
Q4 2025808$17.2B452,839,8671062782436.7%
Q3 2025747$17.6B449,985,1631132772056.6%
Q2 2025765$20.9B444,509,4171553111786.0%
Q1 2025667$14.9B426,766,5101112681645.2%
Q4 2024640$16.1B417,314,8681372101685.3%
Q3 2024531$12.2B414,463,235761731593.9%
Q2 2024514$10.5B390,788,484931851474.0%
Q1 2024481$9.8B379,654,4951031621393.9%
Q4 2023450$6.8B355,325,646791511203.9%
Q3 2023420$6.7B347,434,50583168963.0%
Q2 2023400$7.6B329,641,94575146902.3%
Q1 2023367$6.1B336,721,23268119911.5%
Q4 2022349$5.6B303,281,771108100671.6%
Q3 2022281$4.5B267,215,05691102471.6%
Q2 2022236$3.1B235,811,0988966431.1%
Q1 2022183$3.7B167,949,0307168261.7%
Q4 2021161$4.9B141,006,8197455161.4%
Q3 2021121$2.4B50,120,063120000.2%