TOAST INC-CLASS A (TOST) Institutional Ownership Changes & 13F Activity
TOAST INC-CLASS A (TOST). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mackenzie Financial Corp, Raymond James Financial Inc, Arohi Asset Management Pte Ltd., Hsbc Holdings Plc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +83,581 | +110.7% | 159,051 | $5.65M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +45 | — | 45 | $1.60K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -4,089 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -100,388 | -29.8% | 236,412 | $8.39M | Q4 2025 | Aug 18, 2026 |
| Verus Capital Partners, Llc | Buy | +1,942 | +32.5% | 7,921 | $281.27K | Q4 2025 | Jul 09, 2026 |
| Storebrand Asset Management As | Sell | -40,336 | -49.4% | 41,337 | $1.47M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Buy | +3,103 | +38.1% | 11,247 | $399.38K | Q4 2025 | May 15, 2026 |
| National Philanthropic Trust | Buy | +700 | +12.7% | 6,225 | $221.05K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +2 | — | 2 | $71.00 | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +11 | — | 11 | $391.00 | Q4 2025 | May 11, 2026 |
| Tortuga Wealth Management, Inc | Buy | +10,650 | — | 10,650 | $378.18K | Q4 2025 | Apr 16, 2026 |
| Osbon Capital Management Llc | Buy | +283 | — | 283 | $10.05K | Q4 2025 | Mar 16, 2026 |
| Fund Advisors Of America Inc/Fl | Buy | +8,160 | — | 8,160 | $289.76K | Q4 2025 | Mar 13, 2026 |
| Hsbc Holdings Plc | Buy | +181,371 | — | 181,371 | $6.45M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +708 | — | 708 | $25.14K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +808 | — | 808 | $28.69K | Q4 2025 | Mar 04, 2026 |
| Bell Investment Advisors, Inc | Buy | +111 | — | 111 | $3.94K | Q4 2025 | Feb 24, 2026 |
| Dgs Capital Management, Llc | Sell | -54 | -0.6% | 9,604 | $341.04K | Q4 2025 | Feb 24, 2026 |
| Northcoast Asset Management Llc | Buy | +29,048 | — | 29,048 | $1.03M | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +30,191 | — | 30,191 | $1.07M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +13,117 | — | 13,117 | $465.77K | Q4 2025 | Feb 19, 2026 |
| Mackenzie Financial Corp | Buy | +1,060,853 | — | 1,060,853 | $38.42M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +807,291 | — | 807,291 | $28.67M | Q4 2025 | Feb 18, 2026 |
| Arohi Asset Management Pte Ltd. | Buy | +241,500 | — | 241,500 | $8.58M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +181,327 | — | 181,327 | $6.27M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +68,679 | — | 68,679 | $2.44M | Q4 2025 | Feb 18, 2026 |
| Cim, Llc | Buy | +40,363 | — | 40,363 | $1.43M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +26,353 | — | 26,353 | $935.81K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +23,995 | — | 23,995 | $852.04K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +15,862 | — | 15,862 | $563.25K | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about TOST activity
Which institutional owners are buying TOST?
Institutional owners buying TOST include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TOST activity?
"Buy" means an investor increased their reported position in TOST compared to the prior reporting period. This reflects growing exposure to TOAST INC-CLASS A (TOST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TOST increasing?
Institutional interest in TOST can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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