13F

Stock

Toast, Inc.

TOST · held by 28 managers

Reported value

$605.4M

Holders

28

+2 new · −2 exited

Holders’ est. mark

−$5.06M

Price effect on 12 books still in the name

Largest holder

$354.8M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY9.72M$354.8MHeld
BANK OF AMERICA CORP /DE/5.93M$216.4MHeld
BARCLAYS PLC278.6K$10.2M−$2.17MCut−$16.5M
Swiss Life Asset Management Ltd207.2K$7.56M−$893.2KAdded$2.48M
Alberta Investment Management Corp108.9K$3.98M−$779.6KCut−$461.9K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)80K$2.92MNew
OP Asset Management Ltd75.5K$2.76M−$578KCut−$534.9K
Cresset Asset Management, LLC31.5K$1.15M−$234.2KCut−$183.1K
Sanctuary Advisors, LLC31.4K$1.15M−$99.4KAdded$582K
IFP Advisors, Inc29.3K$1.07MHeld
Leonteq Securities AG17.7K$645.1K−$41.6KAdded$408.4K
Triumph Capital Management14.5K$530.1K−$97.5KCut−$25.1K
Keel Point, LLC13.5K$494KHeld
Hudson Bay Capital Management LP10.9K$399.3KHeld
DGS Capital Management, LLC9.66K$352.6K−$74.7KCut−$72.6K
INDEPENDENT FINANCIAL GROUP, LLC8.14K$297.3K−$53.8KCut−$8.84K
Allworth Financial LP6.33K$231.3KHeld
National Philanthropic Trust5.53K$201.7K−$43KCut−$241.2K
MIRABELLA FINANCIAL SERVICES LLP5.52K$201.4KHeld
KBC Group NV1.1M$40.3KHeld
Painted Porch Advisors LLC301$11KHeld
Medallion Wealth Advisors, LLC294$10.7K−$1.92KCut−$1.92K
Noble Wealth Management PBC250$9.13KHeld
Cape Investment Advisory, Inc.74$2.7KHeld
Kilter Group LLC42$1.53KHeld
Principia Wealth Advisory, LLC10$365Held
MV CAPITAL MANAGEMENT, INC.6$220Held
Essential Partners LLC4$146New

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.