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Who Owns Toast Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Toast Inc.

Who crossed 5% of TOST →
Managers holding
27
as of 2026-09-30
Reported value
$128.5M
summed across filings
Shares held
4.4M
Added vs trimmed
12 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM1.9M shtrimmed$56.2M
CONGRESS ASSET MANAGEMENT COCOM1.8M shadded$50.9M
GLYNN CAPITAL MANAGEMENT LLCCOM248.5K shtrimmed$7.2M
Mn Services Vermogensbeheer B.V.CL A137.4K shheld$4M
Mirador Capital Partners LPCL A65.4K shadded$1.9M
STABLEFORD CAPITAL II LLCCL A59.5K sh—$1.7M
MOODY NATIONAL BANK TRUST DIVISIONCL A50.3K shadded$1.5M
WoodTrust Financial CorpCOMMON47.6K shheld$1.4M
Wealth Enhancement Trust Services, Inc.CL A22.6K shtrimmed$655.6K
Farther Finance Advisors, LLCStock22.1K shtrimmed$641.4K
Whalen Wealth Management Inc.CL A17K shtrimmed$493.5K
ELEVATION WEALTH PARTNERS, LLCCL A17K shadded$493.4K
Legacy Wealth Asset Management, LLCCL A13K shadded$375.5K
GAMMA Investing LLCCommon Stock12.2K shadded$354.4K
Trinity Financial Advisors LLCCL A8K shtrimmed$232.2K
Valeo Financial Advisors, LLCStock7.9K shtrimmed$229.7K
TOTH FINANCIAL ADVISORY CORPCL A3.6K shadded$103.2K
GK Wealth Management LLCCL A2.7K sh—$78.8K
CoreCap Advisors, LLCStock890 shtrimmed$25.8K
ARMSTRONG ADVISORY GROUP, INCCL A888 sh—$25.7K
EASTERN BANKCL A650 shheld$18.8K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock376 shadded$10.9K
Grove Bank & TrustCL A184 shadded$5.3K
Retirement Wealth Solutions LLCCL A133 shadded$3.9K
Marquette Asset Management, LLCCL A57 shheld$1.7K
Davis Capital ManagementStock14 shadded$406
GILPIN WEALTH MANAGEMENT, LLCCL A4 shadded$116

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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