Filing Research | TOST - Toast, Inc. Institutional Holdings

Snapshot holdings

50 / 173 loaded

#		Instrument	quantity
1	ZEVENBERGEN CAPITAL INVESTMENTS LLC	Shares	2.0MSH	$55.4M
2	CONGRESS ASSET MANAGEMENT CO	Shares	1.2MSH	$33.4M
3	Assenagon Asset Management S.A.	Shares	970.8KSH	$27.0M
4	Great Point Wealth Advisors, LLC	Shares	806.6KSH	$22.4M
5	Robeco Institutional Asset Management B.V.	Shares	527.3KSH	$14.7M
6	TERRIL BROTHERS, INC.	Shares	405.0KSH	$11.3M
7	HAMILTON LANE ADVISORS LLC	Shares	400.5KSH	$11.1M
8	RIVERBRIDGE PARTNERS LLC	Shares	399.5KSH	$11.1M
9	Arkfeld Wealth Strategies, L.L.C.	Shares	264.8KSH	$7.8M
10	CAMPBELL CAPITAL MANAGEMENT INC	Shares	274.4KSH	$7.6M
11	Mayar Capital Ltd.	Shares	258.2KSH	$7.2M
12	ABN AMRO INVESTMENT SOLUTIONS	Shares	236.3KSH	$6.6M
13	Composition Wealth, LLC	Shares	193.8KSH	$5.4M
14	Louisiana State Employees Retirement System	Shares	137.3KSH	$3.8M
15	Apollon Wealth Management, LLC	Shares	135.7KSH	$3.8M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	130.1KSH	$3.6M
17	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	130.0KSH	$3.6M
18	Asio Capital, LLC	Shares	126.9KSH	$3.5M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	112.4KSH	$3.1M
20	UDINE WEALTH MANAGEMENT, INC.	Shares	108.3KSH	$3.0M
21	IFM Investors Pty Ltd	Shares	102.9KSH	$2.9M
22	CARY STREET PARTNERS FINANCIAL LLC	Shares	96.5KSH	$2.7M
23	LBP AM SA	Shares	96.4KSH	$2.7M
24	Fideuram Asset Management (Ireland) dac	Shares	104.7KSH	$2.6M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	85.7KSH	$2.4M
26	D.A. DAVIDSON & CO.	Shares	81.7KSH	$2.3M
27	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	80.2KSH	$2.2M
28	Taylor Frigon Capital Management LLC	Shares	79.6KSH	$2.2M
29	Police & Firemen's Retirement System of New Jersey	Shares	73.2KSH	$2.0M
30	Bouvel Investment Partners, LLC	Shares	69.6KSH	$1.9M
31	Capricorn Fund Managers Ltd	Shares	66.8KSH	$1.9M
32	Mediolanum International Funds Ltd	Shares	65.5KSH	$1.8M
33	Mirador Capital Partners LP	Shares	62.6KSH	$1.7M
34	DAVENPORT & Co LLC	Shares	61.3KSH	$1.7M
35	Chesley Taft & Associates LLC	Shares	57.6KSH	$1.6M
36	Mainstream Capital Management LLC	Shares	56.8KSH	$1.6M
37	LAVELLE CAPITAL LP	Shares	55.0KSH	$1.5M
38	QRG CAPITAL MANAGEMENT, INC.	Shares	53.5KSH	$1.5M
39	Diversified Trust Co	Shares	49.8KSH	$1.4M
40	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	49.8KSH	$1.4M
41	FIDUCIARY FINANCIAL GROUP, LLC	Shares	46.8KSH	$1.3M
42	Register Financial Advisors LLC	Shares	46.4KSH	$1.3M
43	Royal Fund Management, LLC	Shares	45.8KSH	$1.3M
44	MOODY NATIONAL BANK TRUST DIVISION	Shares	43.0KSH	$1.2M
45	GREENWOOD GEARHART LLC	Shares	42.7KSH	$1.2M
46	Oak Thistle LLC	Shares	39.5KSH	$1.1M
47	Farther Finance Advisors, LLC	Shares	38.7KSH	$1.1M
48	Swedbank AB	Shares	37.8KSH	$1.1M
49	SECURIAN ASSET MANAGEMENT, INC	Shares	34.7KSH	$1.0M
50	Brookstone Capital Management	Shares	32.3KSH	$899.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 197 loaded

#		Instrument
1	Great Point Wealth Advisors, LLC new	Shares	+806.6K	+$22.4M	$22.4M
2	Assenagon Asset Management S.A. added	Shares	+312.1K	+$9.5M	$27.0M
3	ZEVENBERGEN CAPITAL INVESTMENTS LLC added	Shares	+217.4K	+$8.4M	$55.4M
4	TERRIL BROTHERS, INC. added	Shares	+288.7K	+$8.2M	$11.3M
5	CAMPBELL CAPITAL MANAGEMENT INC trimmed	Shares	-1.4K	+$7.6M	$7.6M
6	Arkfeld Wealth Strategies, L.L.C. added	Shares	+153.9K	+$4.7M	$7.8M
7	CONGRESS ASSET MANAGEMENT CO added	Shares	+108.3K	+$4.4M	$33.4M
8	Louisiana State Employees Retirement System new	Shares	+137.3K	+$3.8M	$3.8M
9	Apollon Wealth Management, LLC new	Shares	+135.7K	+$3.8M	$3.8M
10	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+130.1K	+$3.6M	$3.6M
11	Mayar Capital Ltd. added	Shares	+120.9K	+$3.5M	$7.2M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+112.4K	+$3.1M	$3.1M
13	UDINE WEALTH MANAGEMENT, INC. new	Shares	+108.3K	+$3.0M	$3.0M
14	Fideuram Asset Management (Ireland) dac added	Shares	+81.5K	+$1.9M	$2.6M
15	Bouvel Investment Partners, LLC new	Shares	+69.6K	+$1.9M	$1.9M
16	Capricorn Fund Managers Ltd new	Shares	+66.8K	+$1.9M	$1.9M
17	DAVENPORT & Co LLC new	Shares	+61.3K	+$1.7M	$1.7M
18	Chesley Taft & Associates LLC new	Shares	+57.6K	+$1.6M	$1.6M
19	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+41.0K	+$1.3M	$3.6M
20	Oak Thistle LLC new	Shares	+39.5K	+$1.1M	$1.1M
21	SECURIAN ASSET MANAGEMENT, INC new	Shares	+34.7K	+$1.0M	$1.0M
22	Brookstone Capital Management new	Shares	+32.3K	+$899.7K	$899.7K
23	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+30.9K	+$858.7K	$858.7K
24	Swedbank AB added	Shares	+29.5K	+$832.1K	$1.1M
25	Farther Finance Advisors, LLC added	Shares	+29.2K	+$829.0K	$1.1M
26	Register Financial Advisors LLC added	Shares	+19.6K	+$580.3K	$1.3M
27	IFM Investors Pty Ltd added	Shares	+16.0K	+$557.6K	$2.9M
28	HAMILTON LANE ADVISORS LLC unchanged	Shares	0	+$524.6K	$11.1M
29	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+17.1K	+$509.3K	$1.2M
30	Diversified Trust Co added	Shares	+15.3K	+$470.2K	$1.4M
31	Asio Capital, LLC added	Shares	+11.3K	+$464.9K	$3.5M
32	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+5.0K	+$442.1K	$6.6M
33	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+12.4K	+$433.7K	$2.2M
34	D.A. DAVIDSON & CO. added	Shares	+9.6K	+$360.9K	$2.3M
35	Canvas Wealth Advisors, LLC new	Shares	+12.4K	+$344.9K	$344.9K
36	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+8.6K	+$340.2K	$2.4M
37	Composition Wealth, LLC added	Shares	+1.8K	+$300.3K	$5.4M
38	Independent Wealth Network Inc. new	Shares	+10.8K	+$300.1K	$300.1K
39	Stenger Family Office, LLC new	Shares	+10.2K	+$285.1K	$285.1K
40	Trinity Financial Advisors LLC new	Shares	+8.2K	+$227.0K	$227.0K
41	Ballast, Inc. new	Shares	+7.7K	+$214.3K	$214.3K
42	Royal Fund Management, LLC added	Shares	+5.8K	+$213.8K	$1.3M
43	Portside Wealth Group, LLC new	Shares	+7.3K	+$202.4K	$202.4K
44	Police & Firemen's Retirement System of New Jersey added	Shares	+3.3K	+$183.4K	$2.0M
45	LBP AM SA added	Shares	+1.8K	+$174.6K	$2.7M
46	Wealthcare Advisory Partners LLC added	Shares	+3.5K	+$130.2K	$804.3K
47	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-60	+$124.8K	$2.7M
48	Taylor Frigon Capital Management LLC added	Shares	+63	+$105.9K	$2.2M
49	LVW Advisors, LLC added	Shares	+3.2K	+$104.4K	$395.5K
50	Mirador Capital Partners LP added	Shares	+750	+$101.9K	$1.7M

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