Toast Ownership 2024 | Who Owns Toast Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

8.11%

Insider Ownership

10.85%

Retail Ownership

81.05%

Institutional Holders

223.00

Toast Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAPITAL INTERNATIONAL INVESTORS	6.98%	0.20%	38,202,757	5,278,675	16.03%	984,467,139	Jun 30, 2024
VANGUARD GROUP INC	6.90%	0.02%	37,728,550	1,985,536	5.55%	972,264,734	Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/	5.18%	0.09%	28,340,073	8,815,373	45.15%	730,325,000	Jun 30, 2024
BLACKROCK INC.	4.47%	0.01%	24,446,179	3,417,079	16.25%	629,978,033	Jun 30, 2024
DURABLE CAPITAL PARTNERS LP	3.32%	3.84%	18,174,146	2,230,215	13.99%	468,347,742	Jun 30, 2024
FMR LLC	2.97%	0.03%	16,244,690	2,898,109	21.71%	418,625,663	Jun 30, 2024
HMI CAPITAL MANAGEMENT, L.P.	1.71%	9.20%	9,378,930	-3,990,680	-29.85%	241,695,026	Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC	1.65%	1.43%	9,027,261	-949,095	-9.51%	232,632,516	Jun 30, 2024
ABDIEL CAPITAL ADVISORS, LP	1.56%	15.55%	8,550,701	-1,851,753	-17.80%	220,351,565	Jun 30, 2024
STATE STREET CORP	1.48%	0.01%	8,118,503	849,619	11.69%	209,213,822,000	Jun 30, 2024
WHALE ROCK CAPITAL MANAGEMENT LLC	1.44%	2.87%	7,863,109	675,675	9.40%	202,632,319	Jun 30, 2024
GREENOAKS CAPITAL PARTNERS LLC	1.42%	13.48%	7,769,639	-671,972	-7.96%	200,223,597	Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.36%	0.12%	7,444,188	344,231	4.85%	191,837,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.25%	0.03%	6,841,489	5,380,538	368.29%	176,305,171	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.23%	0.02%	6,710,722	841,199	14.33%	172,681,588	Jun 30, 2024
NORGES BANK	1.18%	0.02%	6,458,354	6,458,354	100.00%	166,431,783	Jun 30, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.	1.16%	0.12%	6,350,105	-530,690	-7.71%	163,642,206	Jun 30, 2024
NIKKO ASSET MANAGEMENT AMERICAS, INC.	1.05%	1.70%	5,725,180	-463,868	-7.50%	147,537,889	Jun 30, 2024
JPMORGAN CHASE & CO	1.04%	0.01%	5,691,336	-831,985	-12.75%	146,665,728	Jun 30, 2024
XN LP	0.89%	5.22%	4,874,002	-181,223	-3.58%	125,603,032	Jun 30, 2024

Toast's largest institutional shareholder is CAPITAL INTERNATIONAL INVESTORS, holding 6.98% of the company's total share outstanding, currently valued at $984.47M. The top 10 institutional shareholders own together 36.24% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HARBOURVEST PARTNERS LLC	0.42%	31.32%	2,282,878	-	-	58,829,766	Jun 30, 2024
LEAD EDGE CAPITAL MANAGEMENT, LLC	0.46%	20.55%	2,498,900	-275,200	-9.92%	64,396,653	Jun 30, 2024
HAMILTON LANE ADVISORS LLC	0.14%	15.76%	757,365	757,365	100.00%	19,517,296	Jun 30, 2024
ABDIEL CAPITAL ADVISORS, LP	1.56%	15.55%	8,550,701	-1,851,753	-17.80%	220,351,565	Jun 30, 2024
GREENOAKS CAPITAL PARTNERS LLC	1.42%	13.48%	7,769,639	-671,972	-7.96%	200,223,597	Jun 30, 2024
12 WEST CAPITAL MANAGEMENT LP	0.69%	9.95%	3,754,840	-16,500	-0.44%	96,762,227	Jun 30, 2024
HMI CAPITAL MANAGEMENT, L.P.	1.71%	9.20%	9,378,930	-3,990,680	-29.85%	241,695,026	Jun 30, 2024
FLIGHT DECK CAPITAL, LP	0.05%	9.03%	264,974	-71,200	-21.18%	6,828,380	Jun 30, 2024
XN LP	0.89%	5.22%	4,874,002	-181,223	-3.58%	125,603,032	Jun 30, 2024
GLYNN CAPITAL MANAGEMENT LLC	0.18%	5.05%	970,433	-91,716	-8.63%	25,008,058	Jun 30, 2024
INDEPENDENT FAMILY OFFICE, LLC	0.06%	4.91%	334,275	-	-	8,614,267	Jun 30, 2024
WHETSTONE CAPITAL ADVISORS, LLC	0.06%	4.03%	337,269	-1,042	-0.31%	8,691,000	Jun 30, 2024
DURABLE CAPITAL PARTNERS LP	3.32%	3.84%	18,174,146	2,230,215	13.99%	468,347,742	Jun 30, 2024
SEAPORT GLOBAL ADVISORS, LLC	0.01%	3.02%	32,666	-7,619	-18.91%	841,803	Jun 30, 2024
CAPITAL IMPACT ADVISORS, LLC	0.01%	2.88%	39,723	-40,779	-50.66%	1,023,662	Jun 30, 2024
WHALE ROCK CAPITAL MANAGEMENT LLC	1.44%	2.87%	7,863,109	675,675	9.40%	202,632,319	Jun 30, 2024
WISCONSIN CAPITAL MANAGEMENT LLC	0.03%	2.46%	188,775	18,698	10.99%	4,864,732	Jun 30, 2024
BLUE OWL CAPITAL HOLDINGS LP	0.06%	2.31%	322,578	-	-	8,312,835	Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC	0.41%	2.31%	2,242,271	-804,684	-26.41%	57,783,324	Jun 30, 2024
SYMMETRY PEAK MANAGEMENT LLC	0.01%	2.27%	50,000	15,000	42.86%	1,288,500	Jun 30, 2024

The largest Toast shareholder by % of total assets is HARBOURVEST PARTNERS LLC. The company owns 2.28M shares of Toast (TOST), representing 31.32% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PRICE T ROWE ASSOCIATES INC /MD/	5.18%	0.09%	28,340,073	8,815,373	45.15%	730,325,000	Jun 30, 2024
NORGES BANK	1.18%	0.02%	6,458,354	6,458,354	100.00%	166,431,783	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.25%	0.03%	6,841,489	5,380,538	368.29%	176,305,171	Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS	6.98%	0.20%	38,202,757	5,278,675	16.03%	984,467,139	Jun 30, 2024
BLACKROCK INC.	4.47%	0.01%	24,446,179	3,417,079	16.25%	629,978,033	Jun 30, 2024
FMR LLC	2.97%	0.03%	16,244,690	2,898,109	21.71%	418,625,663	Jun 30, 2024
DURABLE CAPITAL PARTNERS LP	3.32%	3.84%	18,174,146	2,230,215	13.99%	468,347,742	Jun 30, 2024
VANGUARD GROUP INC	6.90%	0.02%	37,728,550	1,985,536	5.55%	972,264,734	Jun 30, 2024
INVESCO LTD.	0.38%	0.01%	2,086,600	1,688,255	423.82%	53,771,682	Jun 30, 2024
MARSHALL WACE, LLP	0.46%	0.09%	2,517,288	1,604,716	175.85%	64,870,511	Jun 30, 2024
HOLOCENE ADVISORS, LP	0.23%	0.13%	1,247,696	1,247,696	100.00%	32,153,126	Jun 30, 2024
FIRST TRUST ADVISORS LP	0.41%	0.06%	2,258,649	1,136,705	101.32%	58,205,423	Jun 30, 2024
UBS GROUP AG	0.48%	0.02%	2,616,120	875,647	50.31%	67,417,414	Jun 30, 2024
STATE STREET CORP	1.48%	0.01%	8,118,503	849,619	11.69%	209,213,822,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.23%	0.02%	6,710,722	841,199	14.33%	172,681,588	Jun 30, 2024
HAMILTON LANE ADVISORS LLC	0.14%	15.76%	757,365	757,365	100.00%	19,517,296	Jun 30, 2024
GILDER GAGNON HOWE & CO LLC	0.63%	1.11%	3,443,558	732,394	27.01%	88,740,490	Jun 30, 2024
WHALE ROCK CAPITAL MANAGEMENT LLC	1.44%	2.87%	7,863,109	675,675	9.40%	202,632,319	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.12%	0.03%	670,000	670,000	100.00%	17,265,900	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.41%	0.01%	2,258,638	632,334	38.88%	58,205,101	Jun 30, 2024

As of Jun 30 2024, Toast's largest institutional buyer is PRICE T ROWE ASSOCIATES INC /MD/. The company purchased 8.82M stocks of TOST, valued at $730.33M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
DRAGONEER INVESTMENT GROUP, LLC	0.64%	1.71%	3,473,838	-4,091,314	-54.08%	89,520,805	Jun 30, 2024
HMI CAPITAL MANAGEMENT, L.P.	1.71%	9.20%	9,378,930	-3,990,680	-29.85%	241,695,026	Jun 30, 2024
MERITAGE GROUP LP	0.51%	1.81%	2,762,225	-2,522,586	-47.73%	71,182,538	Jun 30, 2024
ABDIEL CAPITAL ADVISORS, LP	1.56%	15.55%	8,550,701	-1,851,753	-17.80%	220,351,565	Jun 30, 2024
GENERATION INVESTMENT MANAGEMENT LLP	0.84%	0.57%	4,576,884	-1,178,684	-20.48%	117,946,301	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.16%	0.01%	872,217	-1,107,852	-55.95%	22,477,032	Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC	1.65%	1.43%	9,027,261	-949,095	-9.51%	232,632,516	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-930,418	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	1.04%	0.01%	5,691,336	-831,985	-12.75%	146,665,728	Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC	0.41%	2.31%	2,242,271	-804,684	-26.41%	57,783,324	Jun 30, 2024
EDMOND DE ROTHSCHILD HOLDING S.A.	0.27%	0.64%	1,470,392	-795,009	-35.09%	37,892,002	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.15%	0.05%	829,257	-703,223	-45.89%	21,369,953	Jun 30, 2024
GREENOAKS CAPITAL PARTNERS LLC	1.42%	13.48%	7,769,639	-671,972	-7.96%	200,223,597	Jun 30, 2024
MORGAN STANLEY	0.72%	0.01%	3,944,819	-655,142	-14.24%	101,658,017	Jun 30, 2024
AZORA CAPITAL LP	-	-	-	-640,795	-100.00%	-	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.11%	0.07%	614,718	-631,607	-50.68%	15,841,283	Jun 30, 2024
PATHWAY CAPITAL MANAGEMENT, LP	-	-	-	-616,449	-100.00%	-	Jun 30, 2024
MAN GROUP PLC	0.21%	0.08%	1,166,583	-569,541	-32.81%	30,062,844	Jun 30, 2024
TUDOR INVESTMENT CORP ET AL	0.01%	0.01%	60,670	-542,315	-89.94%	1,563,466	Jun 30, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.	1.16%	0.12%	6,350,105	-530,690	-7.71%	163,642,206	Jun 30, 2024

As of Jun 30 2024, Toast's biggest institutional seller is DRAGONEER INVESTMENT GROUP, LLC. The company sold -4.09M shares of TOST, valued at $89.52M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.18%	0.02%	6,458,354	6,458,354	100.00%	166,431,783	Jun 30, 2024
HOLOCENE ADVISORS, LP	0.23%	0.13%	1,247,696	1,247,696	100.00%	32,153,126	Jun 30, 2024
HAMILTON LANE ADVISORS LLC	0.14%	15.76%	757,365	757,365	100.00%	19,517,296	Jun 30, 2024
NATIXIS	0.09%	0.07%	471,861	471,861	100.00%	12,159,858	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.07%	0.02%	378,243	378,243	100.00%	9,747,180	Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT	0.05%	0.09%	295,917	295,917	100.00%	7,625,773	Jun 30, 2024
LORD, ABBETT & CO. LLC	0.05%	0.02%	264,913	264,913	100.00%	6,827,000	Jun 30, 2024
MAKENA CAPITAL MANAGEMENT LLC	0.05%	1.52%	255,021	255,021	100.00%	6,571,891	Jun 30, 2024
DNCA FINANCE	0.04%	0.50%	226,000	226,000	100.00%	5,824,020	Jun 30, 2024
JESSUP WEALTH MANAGEMENT, INC	0.04%	2.21%	200,924	200,924	100.00%	5,177,811	Jun 30, 2024
MIZUHO MARKETS AMERICAS LLC	0.03%	0.12%	189,233	189,233	100.00%	4,876,534	Jun 30, 2024
ANDRA AP-FONDEN	0.02%	0.06%	129,900	129,900	100.00%	3,347,523	Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.	0.02%	0.01%	128,102	128,102	100.00%	3,301,189	Jun 30, 2024
NUMERAI GP LLC	0.02%	1.00%	106,477	106,477	100.00%	2,743,912	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	0.02%	0.01%	98,947	98,947	100.00%	2,550,000	Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)	0.02%	0.03%	96,800	96,800	100.00%	2,495,000	Jun 30, 2024
OMERS ADMINISTRATION CORP	0.02%	0.02%	87,110	87,110	100.00%	2,244,825	Jun 30, 2024
QUANTBOT TECHNOLOGIES LP	0.02%	0.11%	84,546	84,546	100.00%	2,178,750	Jun 30, 2024
NIA IMPACT ADVISORS, LLC	0.01%	0.60%	64,380	64,380	100.00%	1,659,072	Jun 30, 2024
NATIXIS ADVISORS, L.P.	0.01%	0.00%	57,146	57,146	100.00%	1,473,000	Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP	0.01%	0.01%	49,731	49,731	100.00%	1,281,568	Jun 30, 2024
HIGHVISTA STRATEGIES LLC	0.01%	0.45%	48,300	48,300	100.00%	1,244,691	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.01%	0.00%	44,673	44,673	100.00%	1,151,224	Jun 30, 2024
KAMPMANN MELISSA S.	0.01%	0.82%	43,530	43,530	100.00%	1,121,769	Jun 30, 2024
BIENVILLE CAPITAL MANAGEMENT, LLC	0.01%	0.27%	43,468	43,468	100.00%	1,120,170	Jun 30, 2024
CHURCHILL MANAGEMENT CORP	0.01%	0.01%	43,342	43,342	100.00%	1,116,923	Jun 30, 2024
LISANTI CAPITAL GROWTH, LLC	0.01%	0.26%	42,120	42,120	100.00%	1,085,432	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.01%	0.01%	37,941	37,941	100.00%	977,740	Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC	0.01%	0.00%	27,710	27,710	100.00%	714,086	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.00%	0.00%	25,500	25,500	100.00%	657,135	Jun 30, 2024
MBB PUBLIC MARKETS I LLC	0.00%	0.01%	24,800	24,800	100.00%	639,096	Jun 30, 2024
ENGINEERS GATE MANAGER LP	0.00%	0.01%	23,044	23,044	100.00%	593,844	Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC	0.00%	0.00%	20,414	20,414	100.00%	526,069	Jun 30, 2024
VONTOBEL HOLDING LTD.	0.00%	0.00%	20,381	20,381	100.00%	525,218	Jun 30, 2024
VERSOR INVESTMENTS LP	0.00%	0.09%	18,900	18,900	100.00%	487,053	Jun 30, 2024
CRAVENS & CO ADVISORS, LLC	0.00%	0.36%	18,793	18,793	100.00%	484,296	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	0.00%	0.08%	17,349	17,349	100.00%	447,084	Jun 30, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.00%	0.02%	14,144	14,144	100.00%	364,484	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.00%	0.00%	14,141	14,141	100.00%	364,000	Jun 30, 2024
MENARD FINANCIAL GROUP LLC	0.00%	0.25%	13,570	13,570	100.00%	349,699	Jun 30, 2024
ASCENT GROUP, LLC	0.00%	0.03%	12,925	12,925	100.00%	333,077	Jun 30, 2024
PROSPERITY WEALTH MANAGEMENT, INC.	0.00%	0.16%	12,730	12,730	100.00%	328,052	Jun 30, 2024
BRIDGEWATER ADVISORS INC.	0.00%	0.04%	12,720	12,720	100.00%	317,873	Jun 30, 2024
KEEL POINT, LLC	0.00%	0.03%	11,788	11,788	100.00%	291,753	Jun 30, 2024
J.W. COLE ADVISORS, INC.	0.00%	0.01%	10,420	10,420	100.00%	268,523	Jun 30, 2024
NINE MASTS CAPITAL LTD	0.00%	0.08%	10,000	10,000	100.00%	257,700	Jun 30, 2024
ENCOMPASS MORE ASSET MANAGEMENT	0.00%	0.18%	9,771	9,771	100.00%	251,799	Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.00%	0.00%	9,199	9,199	100.00%	237,058	Jun 30, 2024
SCIENTECH RESEARCH LLC	0.00%	0.05%	9,153	9,153	100.00%	235,873	Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.	0.00%	0.00%	8,850	8,850	100.00%	228,065	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.00%	0.00%	8,823	8,823	100.00%	227,369	Jun 30, 2024
D. E. SHAW & CO., INC.	0.00%	0.00%	8,600	8,600	100.00%	221,622	Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC	0.00%	0.00%	8,562	8,562	100.00%	220,643	Jun 30, 2024
COUNTERPOINT MUTUAL FUNDS LLC	0.00%	0.05%	8,403	8,403	100.00%	216,545	Jun 30, 2024
KENSINGTON INVESTMENT COUNSEL, LLC	0.00%	0.09%	8,297	8,297	100.00%	213,814	Jun 30, 2024
TOWNSQUARE CAPITAL LLC	0.00%	0.00%	8,122	8,122	100.00%	209,303	Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC	0.00%	0.01%	8,114	8,114	100.00%	209,098	Jun 30, 2024
CREDIT AGRICOLE S A	0.00%	0.00%	8,000	8,000	100.00%	206,160	Jun 30, 2024
INVESTMENT MANAGEMENT CORP OF ONTARIO	0.00%	0.01%	7,811	7,811	100.00%	201,289	Jun 30, 2024
SP ASSET MANAGEMENT LLC	0.00%	0.02%	7,802	7,802	100.00%	201,058	Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP	0.00%	-	1,349	1,349	100.00%	34,764	Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.	0.00%	0.03%	1,304	1,304	100.00%	33,604	Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.00%	0.01%	1,297	1,297	100.00%	33,422	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	1,106	1,106	100.00%	28,502	Jun 30, 2024
WEST BRANCH CAPITAL LLC	0.00%	0.01%	1,000	1,000	100.00%	25,770	Jun 30, 2024
MONTAG A & ASSOCIATES INC	0.00%	0.00%	930	930	100.00%	23,967	Jun 30, 2024
RALEIGH CAPITAL MANAGEMENT INC.	0.00%	0.01%	771	771	100.00%	19,869	Jun 30, 2024
HALLMARK CAPITAL MANAGEMENT INC	0.00%	0.00%	749	749	100.00%	19,302	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	600	600	100.00%	15,462	Jun 30, 2024
AVION WEALTH	0.00%	0.00%	600	600	100.00%	15,000	Jun 30, 2024
HOLLENCREST CAPITAL MANAGEMENT	0.00%	0.00%	500	500	100.00%	12,885	Jun 30, 2024
	0.00%	0.00%	471	471	100.00%	12,138	Jun 30, 2024
BENJAMIN EDWARDS INC	0.00%	0.00%	388	388	100.00%	10,000	Jun 30, 2024
HEXAGON CAPITAL PARTNERS LLC	0.00%	0.00%	325	325	100.00%	8,376	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	-	0.00%	250	250	100.00%	6,443	Jun 30, 2024
PRIVATE TRUST CO NA	-	0.00%	205	205	100.00%	5,283	Jun 30, 2024
HOBBS GROUP ADVISORS, LLC	-	0.00%	158	158	100.00%	4,072	Jun 30, 2024
ASSET DEDICATION, LLC	-	0.00%	103	103	100.00%	2,655	Jun 30, 2024
BEACON CAPITAL MANAGEMENT, LLC	-	0.00%	100	100	100.00%	2,577	Jun 30, 2024
CRITERION CAPITAL ADVISORS, LLC	-	0.00%	95	95	100.00%	2,449	Jun 30, 2024
CARMICHAEL HILL & ASSOCIATES, INC.	-	0.00%	37	37	100.00%	954	Jun 30, 2024
RE DICKINSON INVESTMENT ADVISORS, LLC	-	0.00%	20	20	100.00%	516	Jun 30, 2024
FEDERATION DES CAISSES DESJARDINS DU QUEBEC	-	-	16	16	100.00%	71	Jun 30, 2024
	-	0.00%	16	16	100.00%	437	Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.	-	0.00%	13	13	100.00%	336	Jun 30, 2024
BERKSHIRE CAPITAL HOLDINGS INC	-	0.00%	10	10	100.00%	258	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	-	0.00%	8	8	100.00%	206	Jun 30, 2024
COUNTRY TRUST BANK	-	-	7	7	100.00%	180	Jun 30, 2024

Toast's largest new institutional shareholder by number of shares is NORGES BANK, purchased 6.46M shares, valued at $166.43M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-930,418	-100.00%	-	Jun 30, 2024
AZORA CAPITAL LP	-	-	-	-640,795	-100.00%	-	Jun 30, 2024
PATHWAY CAPITAL MANAGEMENT, LP	-	-	-	-616,449	-100.00%	-	Jun 30, 2024
KODAI CAPITAL MANAGEMENT LP	-	-	-	-481,390	-100.00%	-	Jun 30, 2024
EISLER CAPITAL (US) LLC	-	-	-	-428,000	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-204,888	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-203,319	-100.00%	-	Jun 30, 2024
SORA INVESTORS LLC	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
ATIKA CAPITAL MANAGEMENT LLC	-	-	-	-180,000	-100.00%	-	Jun 30, 2024
IA GLOBAL ASSET MANAGEMENT INC.	-	-	-	-174,560	-100.00%	-	Jun 30, 2024
WASHINGTON HARBOUR PARTNERS LP	-	-	-	-152,300	-100.00%	-	Jun 30, 2024
CIBC WORLD MARKET INC.	-	-	-	-122,167	-100.00%	-	Jun 30, 2024
BRANT POINT INVESTMENT MANAGEMENT LLC	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
UBS GROUP AG	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
MARK ASSET MANAGEMENT LP	-	-	-	-99,647	-100.00%	-	Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	-	-	-	-88,263	-100.00%	-	Jun 30, 2024
HERBST GROUP, LLC	-	-	-	-83,925	-100.00%	-	Jun 30, 2024
EDGESTREAM PARTNERS, L.P.	-	-	-	-83,894	-100.00%	-	Jun 30, 2024
PEARL RIVER CAPITAL, LLC	-	-	-	-80,731	-100.00%	-	Jun 30, 2024
TOKIO MARINE ASSET MANAGEMENT CO LTD	-	-	-	-76,737	-100.00%	-	Jun 30, 2024
LECAP ASSET MANAGEMENT LTD	-	-	-	-75,551	-100.00%	-	Jun 30, 2024
FORSTA AP-FONDEN	-	-	-	-72,600	-100.00%	-	Jun 30, 2024
POINT72 (DIFC) LTD	-	-	-	-61,634	-100.00%	-	Jun 30, 2024
TREVIAN WEALTH MANAGEMENT LLC	-	-	-	-58,090	-100.00%	-	Jun 30, 2024
BERYLSON CAPITAL PARTNERS, LLC	-	-	-	-56,000	-100.00%	-	Jun 30, 2024
D. E. SHAW & CO., INC.	-	-	-	-55,489	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-43,988	-100.00%	-	Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC	-	-	-	-42,373	-100.00%	-	Jun 30, 2024
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.	-	-	-	-39,707	-100.00%	-	Jun 30, 2024
MICHAEL & SUSAN DELL FOUNDATION	-	-	-	-29,395	-100.00%	-	Jun 30, 2024
POINT72 HONG KONG LTD	-	-	-	-25,415	-100.00%	-	Jun 30, 2024
OPTIONS SOLUTIONS, LLC	-	-	-	-25,397	-100.00%	-	Jun 30, 2024
LA BANQUE POSTALE ASSET MANAGEMENT SA	-	-	-	-18,681	-100.00%	-	Jun 30, 2024
VENTURE VISIONARY PARTNERS LLC	-	-	-	-18,210	-100.00%	-	Jun 30, 2024
WINTON GROUP LTD	-	-	-	-15,175	-100.00%	-	Jun 30, 2024
MONTIS FINANCIAL, LLC	-	-	-	-15,044	-100.00%	-	Jun 30, 2024
IQ EQ FUND MANAGEMENT (IRELAND) LTD	-	-	-	-14,584	-100.00%	-	Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC	-	-	-	-13,808	-100.00%	-	Jun 30, 2024
FDX ADVISORS, INC.	-	-	-	-13,544	-100.00%	-	Jun 30, 2024
TOTH FINANCIAL ADVISORY CORP	-	-	-	-12,230	-100.00%	-	Jun 30, 2024
PETRUS TRUST COMPANY, LTA	-	-	-	-12,031	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-10,184	-100.00%	-	Jun 30, 2024
GAMCO INVESTORS, INC. ET AL	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.	-	-	-	-9,800	-100.00%	-	Jun 30, 2024
OLYMPIAD RESEARCH LP	-	-	-	-9,777	-100.00%	-	Jun 30, 2024
SYSTEMATIC PORTFOLIOS LLC	-	-	-	-9,222	-100.00%	-	Jun 30, 2024
BBR PARTNERS, LLC	-	-	-	-9,054	-100.00%	-	Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS	-	-	-	-8,649	-100.00%	-	Jun 30, 2024
TRUVESTMENTS CAPITAL LLC	-	-	-	-7,238	-100.00%	-	Jun 30, 2024
ROYAL FUND MANAGEMENT, LLC	-	-	-	-6,900	-100.00%	-	Jun 30, 2024
FOCUSED WEALTH MANAGEMENT, INC	-	-	-	-6,400	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-6,116	-100.00%	-	Jun 30, 2024
QUEST PARTNERS LLC	-	-	-	-3,297	-100.00%	-	Jun 30, 2024
WEST TOWER GROUP, LLC	-	-	-	-3,000	-100.00%	-	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	-	-	-	-2,193	-100.00%	-	Jun 30, 2024
STEPHENS INC /AR/	-	-	-	-1,861	-100.00%	-	Jun 30, 2024
CORECAP ADVISORS, LLC	-	-	-	-700	-100.00%	-	Jun 30, 2024
SOA WEALTH ADVISORS, LLC.	-	-	-	-450	-100.00%	-	Jun 30, 2024
SMITHFIELD TRUST CO	-	-	-	-171	-100.00%	-	Jun 30, 2024
FIRST PREMIER BANK	-	-	-	-153	-100.00%	-	Jun 30, 2024

Toast's largest sold out institutional shareholder by shares sold is CUBIST SYSTEMATIC STRATEGIES, LLC, sold -0.93M shares, valued at -, as of undefined.

Toast Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Alger ETF Trust	4.36%	30,994	-	-	Dec 31, 2023
AGF Investments Trust	2.95%	-55,752	-	-	Mar 31, 2024
T. Rowe Price New Horizons Fund, Inc.	2.85%	14,242,919	3,018,972	26.90%	Mar 31, 2024
Capital Group Growth ETF	1.68%	653,539	204,707	45.61%	Feb 29, 2024
EntrepreneurShares Series Trust	1.53%	409,931	375,803	1101.16%	Dec 31, 2023
Milliman Variable Insurance Trust	1.40%	586	-	-	Mar 31, 2024
ALGER INSTITUTIONAL FUNDS	0.86%	222,437	-	-	Jan 31, 2024
T. Rowe Price Communications & Technology Fund, Inc.	0.73%	621,800	-	-	Mar 31, 2024
GROWTH FUND OF AMERICA	0.71%	17,516,928	-	-	Feb 29, 2024
ALGER FUNDS II	0.69%	156,053	-	-	Jan 31, 2024
AMCAP FUND	0.61%	5,205,222	1,137,268	27.96%	Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS	0.52%	271,676	-	-	Mar 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.45%	156,600	-23,000	-12.81%	Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.	0.38%	1,365,400	-42,800	-3.04%	Mar 31, 2024
WISCONSIN CAPITAL FUNDS INC	0.33%	88,950	-	-	Mar 31, 2024
Ark ETF Trust	0.32%	2,548,580	1,262,160	98.11%	Jan 31, 2024
LORD ABBETT SECURITIES TRUST	0.30%	1,424,884	-	-	Jan 31, 2024
ALGER PORTFOLIOS	0.25%	91,902	-	-	Dec 31, 2023
Nuveen Core Equity Alpha Fund	0.24%	16,880	-	-	Mar 31, 2024
ALGER FUNDS	0.20%	192,757	-	-	Jan 31, 2024
LORD ABBETT RESEARCH FUND INC	0.19%	182,491	-	-	Feb 29, 2024
MARSICO INVESTMENT FUND	0.15%	189,531	-	-	Mar 31, 2024
REYNOLDS FUNDS INC	0.15%	1,700	1,700	-	Mar 31, 2024
INVESTMENT CO OF AMERICA	0.14%	2,194,644	52,245	2.44%	Mar 31, 2024
T. Rowe Price Mid-Cap Growth Fund, Inc.	0.13%	1,997,200	1,865,286	1414.02%	Mar 31, 2024
FIDELITY MT VERNON STREET TRUST	0.12%	3,576,075	-3,445,307	-49.07%	Feb 29, 2024
T. Rowe Price Global Technology Fund, Inc.	0.12%	59,380	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II	0.12%	850,523	-313,797	-26.95%	Mar 31, 2024
VIRTUS EQUITY TRUST	0.11%	949,052	-27,193	-2.79%	Mar 28, 2024
Chesapeake Investment Trust	0.11%	5,545	-	-	Jan 31, 2024
FIDELITY SELECT PORTFOLIOS	0.10%	6,527,196	-833,700	-11.33%	Feb 29, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.10%	11,700	-	-	Mar 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.	0.10%	9,000	7,000	350.00%	Feb 29, 2024
T. Rowe Price Equity Funds, Inc.	0.09%	999,088	338,100	51.15%	Mar 31, 2024
MFS SERIES TRUST IV	0.08%	283,077	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.08%	33,267,019	-6,627,546	-16.61%	Mar 31, 2024
T. Rowe Price Blue Chip Growth Fund, Inc.	0.07%	420,830	-	-	Mar 31, 2024
VANGUARD EXPLORER FUND	0.07%	805,663	-11,205	-1.37%	Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.	0.06%	12,013	-15,752	-56.73%	Mar 28, 2024
Nuveen S&P 500 Dynamic Overwrite Fund	0.05%	1,592	-	-	Mar 31, 2024
Federated Hermes Equity Funds	0.05%	1,000,000	894,598	848.75%	Jan 31, 2024
Calvert Responsible Index Series, Inc.	0.05%	84,094	-2,326	-2.69%	Mar 31, 2024
T. Rowe Price Growth Stock Fund, Inc.	0.05%	296,392	-	-	Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.	0.05%	372,847	-	-	Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.04%	9,479	-	-	Mar 31, 2024
FIDELITY DESTINY PORTFOLIOS	0.04%	89,600	-	-	Mar 31, 2024
CARILLON SERIES TRUST	0.04%	2,241,131	-	-	Mar 31, 2024
TOCQUEVILLE TRUST	0.04%	5,000	-	-	Jan 31, 2024
MASTER LARGE CAP SERIES LLC	0.04%	32,470	-	-	Mar 31, 2022
FRANKLIN STRATEGIC SERIES	0.03%	252,600	-	-	Jan 31, 2024
FIDELITY PURITAN TRUST	0.03%	1,370,242	-	-	Jan 31, 2024
T. Rowe Price Equity Series, Inc.	0.02%	38,211	36,703	2433.89%	Mar 31, 2024
Columbia Funds Variable Series Trust II	0.02%	685,721	-	-	Mar 31, 2024
Amplify ETF Trust	0.02%	587,413	587,413	-	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.02%	382,901	306,830	403.35%	Mar 31, 2024
FIDELITY CONTRAFUND	0.02%	1,147,300	-	-	Mar 31, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.	0.02%	20,478	-	-	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.02%	3,296,992	212,251	6.88%	Feb 29, 2024
John Hancock Exchange-Traded Fund Trust	0.02%	94,542	1,678	1.81%	Jan 31, 2024
BRIDGEWAY FUNDS INC	0.02%	36,000	36,000	-	Mar 28, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.01%	98,916	-	-	Mar 31, 2024
FIDELITY TREND FUND	0.01%	8,400	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.01%	124,522	-297,250	-70.48%	Mar 31, 2024
SARATOGA ADVANTAGE TRUST	0.01%	680	680	-	Feb 29, 2024
Goldman Sachs ETF Trust II	0.01%	11,721	30	0.26%	Feb 29, 2024
PFM Multi-Manager Series Trust	0.01%	8,950	940	11.74%	Dec 31, 2023
Virtus Investment Trust	0.01%	360,000	-	-	Mar 28, 2024
VIRTUS ASSET TRUST	0.01%	238,800	72,800	43.86%	Mar 28, 2024
Destra Investment Trust	0.01%	14,802	-4,732	-24.22%	Mar 31, 2024
Innovator ETFs Trust	0.01%	35,776	-	-	Jan 31, 2024
Global X Funds	0.01%	361,512	-47,060	-11.52%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.01%	240,064	-32,466	-11.91%	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.01%	28,844	-500,033	-94.55%	Jan 31, 2024
Voya EQUITY TRUST	0.01%	10,712	2,463	29.86%	Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC	0.01%	202,692	-9,852	-4.64%	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.01%	237,309	15,430	6.95%	Jan 31, 2024
VANGUARD HORIZON FUNDS	0.01%	125,842	-	-	Mar 31, 2024
Advisors' Inner Circle Fund II	0.01%	4,510,000	-	-	Jan 31, 2024
RBB FUND, INC.	0.00%	415,760	365,208	722.44%	Feb 29, 2024
FEDERATED HERMES INSURANCE SERIES	0.00%	19,052	19,052	-	Mar 31, 2024
T. Rowe Price Spectrum Funds II, Inc.	0.00%	60,327	-4,099	-6.36%	Feb 29, 2024
Trust for Advised Portfolios	0.00%	85,000	50,010	142.93%	Dec 31, 2023
Forethought Variable Insurance Trust	0.00%	17,419	-12,349	-41.48%	Mar 28, 2024
OPTIMUM FUND TRUST	0.00%	158,426	-	-	Mar 28, 2024
SCHWAB STRATEGIC TRUST	0.00%	1,966,929	112,894	6.09%	Feb 29, 2024
Harbor ETF Trust	0.00%	15,715	6,186	64.92%	Jan 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	74,174	593	0.81%	Mar 31, 2024
MASTER INVESTMENT PORTFOLIO	0.00%	245,482	-	-	Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.00%	185,000	-	-	Feb 29, 2024
RYDEX VARIABLE TRUST	0.00%	2,857	1,062	59.16%	Dec 31, 2023
VANGUARD WORLD FUND	0.00%	578,656	14,378	2.55%	Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	9,116	-	-	Mar 31, 2024
VICTORY PORTFOLIOS	0.00%	68,650	-	-	Mar 31, 2024
SCHWAB INVESTMENTS	0.00%	123,786	4,894	4.12%	Jan 31, 2024
BNY Mellon ETF Trust	0.00%	53,738	39,964	290.14%	Jan 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	5,745	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	133,028	5,900	4.64%	Mar 31, 2024
T. Rowe Price Exchange-Traded Funds, Inc.	0.00%	13,710	13,493	6217.97%	Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS	0.00%	65,744	-	-	Mar 31, 2024
Voya BALANCED PORTFOLIO INC	0.00%	2,687	-1,006	-27.24%	Mar 31, 2024

Toast's largest mutual fund holder by % of total assets is "Alger ETF Trust", owning 30.99K shares, compromising 4.36% of its total assets.

Toast Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	223	-55.75%
31 Mar, 24	504	6.11%
31 Dec, 23	475	7.22%
30 Sep, 23	443	5.73%
30 Jun, 23	419	9.97%
31 Mar, 23	381	7.32%
31 Dec, 22	355	21.16%
30 Sep, 22	293	18.15%
30 Jun, 22	248	25.25%
31 Mar, 22	198	14.45%
31 Dec, 21	173	36.22%
30 Sep, 21	127	-

As of 30 Jun 24, 223 institutions are holding Toast's shares, representing a decrease of -55.75% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	44,344,619	-87.58%
31 Mar, 24	357,128,045	1.37%
31 Dec, 23	352,291,718	2.65%
30 Sep, 23	343,206,089	5.91%
30 Jun, 23	324,043,311	5.86%
31 Mar, 23	306,091,203	2.19%
31 Dec, 22	299,546,089	12.18%
30 Sep, 22	267,028,038	13.24%
30 Jun, 22	235,807,493	40.43%
31 Mar, 22	167,915,288	19.21%
31 Dec, 21	140,851,155	181.31%
30 Sep, 21	50,070,063	-

Toast (TOST) has 44.34M shares outstanding as of 30 Jun 24, down -87.58% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	8.11%	0.18%
31 Mar, 24	67.13%	1.55%
31 Dec, 23	65.82%	1.57%
30 Sep, 23	64.85%	1.70%
30 Jun, 23	61.83%	1.81%
31 Mar, 23	58.40%	1.75%
31 Dec, 22	57.77%	2.14%
30 Sep, 22	51.98%	2.43%
30 Jun, 22	46.28%	4.19%
31 Mar, 22	33.23%	1.40%
31 Dec, 21	48.64%	11.12%
30 Sep, 21	20.92%	-

As of 30 Jun 24, Toast is held by 8.11% institutional shareholders, representing a 0.18% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	132	-52.17%
31 Mar, 24	276	4.15%
31 Dec, 23	265	-
30 Sep, 23	265	14.22%
30 Jun, 23	232	16.58%
31 Mar, 23	199	-10.76%
31 Dec, 22	223	15.54%
30 Sep, 22	193	24.52%
30 Jun, 22	155	9.93%
31 Mar, 22	141	4.44%
31 Dec, 21	135	10.66%
30 Sep, 21	122	-

132 institutional shareholders have increased their position in TOST stock as of 30 Jun 24 compared to 276 in the previous quarter (a -52.17% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	55	-61.27%
31 Mar, 24	142	15.45%
31 Dec, 23	123	23.00%
30 Sep, 23	100	2.04%
30 Jun, 23	98	-2.00%
31 Mar, 23	100	47.06%
31 Dec, 22	68	41.67%
30 Sep, 22	48	6.67%
30 Jun, 22	45	87.50%
31 Mar, 22	24	71.43%
31 Dec, 21	14	-
30 Sep, 21	-	-

55 institutional shareholders have reduced their position in TOST stock as of 30 Jun 24 compared to 142 in the previous quarter (a -61.27% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	223	-55.75%	44,344,619	-87.58%	8.11%	0.18%	132	-52.17%	55	-61.27%
31 Mar, 24	504	6.11%	357,128,045	1.37%	67.13%	1.55%	276	4.15%	142	15.45%
31 Dec, 23	475	7.22%	352,291,718	2.65%	65.82%	1.57%	265	-	123	23.00%
30 Sep, 23	443	5.73%	343,206,089	5.91%	64.85%	1.70%	265	14.22%	100	2.04%
30 Jun, 23	419	9.97%	324,043,311	5.86%	61.83%	1.81%	232	16.58%	98	-2.00%
31 Mar, 23	381	7.32%	306,091,203	2.19%	58.40%	1.75%	199	-10.76%	100	47.06%
31 Dec, 22	355	21.16%	299,546,089	12.18%	57.77%	2.14%	223	15.54%	68	41.67%
30 Sep, 22	293	18.15%	267,028,038	13.24%	51.98%	2.43%	193	24.52%	48	6.67%
30 Jun, 22	248	25.25%	235,807,493	40.43%	46.28%	4.19%	155	9.93%	45	87.50%
31 Mar, 22	198	14.45%	167,915,288	19.21%	33.23%	1.40%	141	4.44%	24	71.43%
31 Dec, 21	173	36.22%	140,851,155	181.31%	48.64%	11.12%	135	10.66%	14	-
30 Sep, 21	127	-	50,070,063	-	20.92%	-	122	-	-	-

Toast Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Vassil Jonathan	officer	Chief Revenue Officer	S-Sale	Sell	1,541	$24.00	$36.99K	33,312
Aug 05, 2024	Gomez Elena	officer	Chief Financial Officer	S-Sale	Sell	2,162	$24.00	$51.89K	183,931
Aug 05, 2024	Narang Aman	director, officer	CEO	S-Sale	Sell	1,856	$24.00	$44.55K	1,132,708
Aug 05, 2024	Elworthy Brian R	officer	General Counsel	S-Sale	Sell	689	$24.00	$16.54K	171,993
Aug 05, 2024	Fredette Stephen	director, officer	President	S-Sale	Sell	1,127	$24.00	$27.05K	2,849,709

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	Narang Aman	director, officer	CEO	G-Gift	Sell	175,000	-	-	957,708
Aug 05, 2024	Vassil Jonathan	officer	Chief Revenue Officer	S-Sale	Sell	1,541	$24.00	$36.99K	33,312
Aug 05, 2024	Vassil Jonathan	officer	Chief Revenue Officer	M-Exempt	Sell	2,934	-	-	17,606
Aug 05, 2024	Gomez Elena	officer	Chief Financial Officer	S-Sale	Sell	2,162	$24.00	$51.89K	183,931
Aug 05, 2024	Gomez Elena	officer	Chief Financial Officer	M-Exempt	Sell	3,912	-	-	23,474
Aug 05, 2024	Narang Aman	director, officer	CEO	S-Sale	Sell	1,856	$24.00	$44.55K	1,132,708
Aug 05, 2024	Narang Aman	director, officer	CEO	M-Exempt	Sell	3,521	-	-	21,126
Aug 05, 2024	Elworthy Brian R	officer	General Counsel	S-Sale	Sell	689	$24.00	$16.54K	171,993
Aug 05, 2024	Elworthy Brian R	officer	General Counsel	M-Exempt	Sell	2,151	-	-	12,911
Aug 05, 2024	Fredette Stephen	director, officer	President	S-Sale	Sell	1,127	$24.00	$27.05K	2,849,709
Aug 05, 2024	Fredette Stephen	director, officer	President	M-Exempt	Sell	3,521	-	-	21,126
Aug 05, 2024	Comparato Christopher P	director	-	M-Exempt	Sell	7,825	-	-	46,947
Aug 05, 2024	Matlock James Michael	officer	Principal Accounting Officer	M-Exempt	Sell	15,625	-	-	78,125

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	Narang Aman	director, officer	CEO	G-Gift	Sell	175,000	-	-	957,708
Aug 05, 2024	Vassil Jonathan	officer	Chief Revenue Officer	M-Exempt	Buy	2,934	-	-	34,853
Aug 05, 2024	Vassil Jonathan	officer	Chief Revenue Officer	S-Sale	Sell	1,541	$24.00	$36.99K	33,312
Aug 05, 2024	Vassil Jonathan	officer	Chief Revenue Officer	M-Exempt	Sell	2,934	-	-	17,606
Aug 05, 2024	Gomez Elena	officer	Chief Financial Officer	M-Exempt	Buy	3,912	-	-	186,093
Aug 05, 2024	Gomez Elena	officer	Chief Financial Officer	S-Sale	Sell	2,162	$24.00	$51.89K	183,931
Aug 05, 2024	Gomez Elena	officer	Chief Financial Officer	M-Exempt	Sell	3,912	-	-	23,474
Aug 05, 2024	Narang Aman	director, officer	CEO	M-Exempt	Buy	3,521	-	-	1,134,564
Aug 05, 2024	Narang Aman	director, officer	CEO	S-Sale	Sell	1,856	$24.00	$44.55K	1,132,708
Aug 05, 2024	Narang Aman	director, officer	CEO	M-Exempt	Sell	3,521	-	-	21,126
Aug 05, 2024	Elworthy Brian R	officer	General Counsel	M-Exempt	Buy	2,151	-	-	172,682
Aug 05, 2024	Elworthy Brian R	officer	General Counsel	S-Sale	Sell	689	$24.00	$16.54K	171,993
Aug 05, 2024	Elworthy Brian R	officer	General Counsel	M-Exempt	Sell	2,151	-	-	12,911
Aug 05, 2024	Fredette Stephen	director, officer	President	M-Exempt	Buy	3,521	-	-	2,850,836
Aug 05, 2024	Fredette Stephen	director, officer	President	S-Sale	Sell	1,127	$24.00	$27.05K	2,849,709
Aug 05, 2024	Fredette Stephen	director, officer	President	M-Exempt	Sell	3,521	-	-	21,126
Aug 05, 2024	Comparato Christopher P	director	-	M-Exempt	Buy	7,825	-	-	120,107
Aug 05, 2024	Comparato Christopher P	director	-	M-Exempt	Sell	7,825	-	-	46,947
Aug 05, 2024	Matlock James Michael	officer	Principal Accounting Officer	M-Exempt	Sell	15,625	-	-	78,125
Aug 05, 2024	Matlock James Michael	officer	Principal Accounting Officer	M-Exempt	Buy	978	-	-	64,721

The last insider sell of Toast's stock was made by Narang Aman on Aug 12 2024, selling 175,000 shares at - per share (valued at -).

Toast Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	20	30	66.67%
Q2 2024	40	59	67.80%
Q1 2024	38	57	66.67%
Q4 2023	22	43	51.16%
Q3 2023	20	48	41.67%
Q2 2023	41	71	57.75%
Q1 2023	27	45	60.00%
Q4 2022	25	68	36.76%
Q3 2022	1	30	3.33%
Q2 2022	16	56	28.57%
Q1 2022	23	28	82.14%
Q4 2021	27	49	55.10%
Q3 2021	42	70	60.00%

20 total buy trades, and 30 total sell trades (buy/sell ratio of 0.67%) were made by Toast's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	10	-
Q2 2024	-	26	-
Q1 2024	-	23	-
Q4 2023	-	21	-
Q3 2023	-	28	-
Q2 2023	6	46	13.04%
Q1 2023	-	29	-
Q4 2022	-	37	-
Q3 2022	-	15	-
Q2 2022	-	39	-
Q1 2022	5	12	41.67%
Q4 2021	-	24	-
Q3 2021	4	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 10 open market sell trades of Toast's stocks.

Toast Peer Ownership

Ticker	Company
ADBE	Adobe Inc.
PANW	Palo Alto Networks, Inc.
NTNX	Nutanix, Inc.
OKTA	Okta, Inc.
ZS	Zscaler, Inc.
PATH	UiPath Inc.
PLTR	Palantir Technologies Inc.
NET	Cloudflare, Inc.
CRWD	CrowdStrike Holdings, Inc.

TOST Ownership FAQ

Who Owns Toast?

Toast is owned by institutional shareholders (8.11%), insiders (10.85%), and public (81.05%). The largest institutional shareholder of Toast is CAPITAL INTERNATIONAL INVESTORS (6.98% of total shares) and the top mutual fund owner is Alger ETF Trust (4.36% of total shares).

Who are the major institutional shareholders of Toast?

Toast's major institutional shareholders are CAPITAL INTERNATIONAL INVESTORS, VANGUARD GROUP INC, PRICE T ROWE ASSOCIATES INC /MD/, BLACKROCK INC., and DURABLE CAPITAL PARTNERS LP. The top five shareholders own together 26.85% of the company's share outstanding.

How many Toast shareholders are there?

As of Jun 2024, there are 223 institutional shareholders of Toast.

What percentage of Toast is owned by CAPITAL INTERNATIONAL INVESTORS?

CAPITAL INTERNATIONAL INVESTORS owns 38.2M shares of Toast, representing 6.98% of the company's total shares outstanding, valued at $984.47M (as of Jun 2024).

What percentage of Toast is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 37.73M shares of Toast (TOST), compromising 6.90% of the company, valued at $972.26M.

What percentage of Toast is owned by PRICE T ROWE ASSOCIATES INC /MD/?

PRICE T ROWE ASSOCIATES INC /MD/ is the third largest holder of Toast. The company owns 28.34M of the company's shares outstanding (worth $730.32M).