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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+83,581+110.7%159,051$5.65MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+45—45$1.60KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-4,089-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-100,388-29.8%236,412$8.39MQ4 2025Aug 18, 2026
Verus Capital Partners, LlcBuy+1,942+32.5%7,921$281.27KQ4 2025Jul 09, 2026
Storebrand Asset Management AsSell-40,336-49.4%41,337$1.47MQ4 2025May 20, 2026
Independent Financial Group, LlcBuy+3,103+38.1%11,247$399.38KQ4 2025May 15, 2026
National Philanthropic TrustBuy+700+12.7%6,225$221.05KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+2—2$71.00Q4 2025May 12, 2026
1015 Capital Partners, LlcBuy+11—11$391.00Q4 2025May 11, 2026
Tortuga Wealth Management, IncBuy+10,650—10,650$378.18KQ4 2025Apr 16, 2026
Osbon Capital Management LlcBuy+283—283$10.05KQ4 2025Mar 16, 2026
Fund Advisors Of America Inc/FlBuy+8,160—8,160$289.76KQ4 2025Mar 13, 2026
Hsbc Holdings PlcBuy+181,371—181,371$6.45MQ4 2025Mar 06, 2026
BaybanBuy+708—708$25.14KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+808—808$28.69KQ4 2025Mar 04, 2026
Bell Investment Advisors, IncBuy+111—111$3.94KQ4 2025Feb 24, 2026
Dgs Capital Management, LlcSell-54-0.6%9,604$341.04KQ4 2025Feb 24, 2026
Northcoast Asset Management LlcBuy+29,048—29,048$1.03MQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+30,191—30,191$1.07MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+13,117—13,117$465.77KQ4 2025Feb 19, 2026
Mackenzie Financial CorpBuy+1,060,853—1,060,853$38.42MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+807,291—807,291$28.67MQ4 2025Feb 18, 2026
Arohi Asset Management Pte Ltd.Buy+241,500—241,500$8.58MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+181,327—181,327$6.27MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+68,679—68,679$2.44MQ4 2025Feb 18, 2026
Cim, LlcBuy+40,363—40,363$1.43MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+26,353—26,353$935.81KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+23,995—23,995$852.04KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+15,862—15,862$563.25KQ4 2025Feb 18, 2026
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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.