TOSTNYSEServices-Computer Processing & Data PreparationFiscal year ends December 31
Toast, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$31.45−0.17 (-0.54%)
Close on Oct 19, 2026
- Market cap
- $18.56B
- P/E (TTM)
- 39.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.0%
480M of 578M shares
Institutional holders
767
126 new, 111 sold out
Net institutional buying
38M
In Q2 2026
Insider trades, 12 months
0 buys · 50 sales
Net sold $26.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 51,451,481 | 10.00% | 13G (passive) amendment | Sep 30, 2026 |
| Capital International Investors | 30,741,881 | 5.90% | 13G (passive) amendment | Mar 31, 2026 |
| Stephen Fredette | 30,618,437 | 5.90% | 13G (passive) amendment | Dec 31, 2024 |
| Abigail P. Johnson | 30,595,784 | 6.50% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TOST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 48,745,880 | 8.43% | $1.36B | +21,581,067 | 0.02% |
| FMR LLC | 33,528,155 | 5.80% | $932.75M | +1,796,951 | 0.04% |
| Capital International Investors | 26,744,340 | 4.63% | $744.04M | −3,858,933 | 0.15% |
| Vanguard Portfolio Management LLC | 22,085,011 | 3.82% | $614.41M | +1,826,454 | 0.03% |
| Vanguard Capital Management LLC | 21,905,520 | 3.79% | $609.41M | −157,576 | 0.01% |
| State Street Corp | 16,888,718 | 2.92% | $469.84M | +6,741,485 | 0.01% |
| JPMorgan Chase & Co | 16,843,519 | 2.91% | $474.99M | +59,620 | 0.03% |
| Principal Financial Group Inc | 15,164,024 | 2.62% | $421.86M | +7,186,780 | 0.21% |
| ValueAct Holdings, L.P. | 14,134,038 | 2.45% | $393.21M | +1,238,600 | 6.98% |
| Morgan Stanley | 11,392,209 | 1.97% | $316.93M | −266,929 | 0.02% |
| Alliancebernstein L.P. | 10,895,417 | 1.89% | $288.84M | −7,277,957 | 0.10% |
| Geode Capital Management, LLC | 9,754,026 | 1.69% | $289.84M | +768,684 | 0.02% |
| Balyasny Asset Management L.P. | 7,126,975 | 1.23% | $198.27M | +4,905,300 | 0.25% |
| Citadel Advisors LLC | 6,866,389 | 1.19% | $191.02M | +6,343,414 | 0.02% |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,861,646 | 1.19% | $190.89M | +2,013 | 0.11% |
| Price T Rowe Associates Inc /Md/ | 6,348,787 | 1.10% | $176.63K | +1,838,884 | 0.02% |
| UBS Group AG | 5,815,906 | 1.01% | $161.80M | −767,480 | 0.02% |
| Norges Bank | 5,765,060 | 1.00% | $160.38M | New | 0.02% |
| Bank Of America Corp /De/ | 5,111,691 | 0.88% | $142.21M | +245,494 | 0.01% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,744,628 | 0.82% | $132.00M | +96,428 | 0.13% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 767 | 480M | 83.0% | 126 / 296 | 244 / 111 | 102M | 64M |
| Q1 2026 | 760 | 443M | 76.6% | 109 / 312 | 226 / 139 | 122M | 87M |
| Q4 2025 | 802 | 452M | 78.3% | 152 / 292 | 249 / 76 | 61M | 57M |
| Q3 2025 | 739 | 449M | 77.7% | 118 / 287 | 216 / 120 | 62M | 57M |
| Q2 2025 | 750 | 444M | 76.9% | 152 / 322 | 181 / 54 | 64M | 46M |
| Q1 2025 | 659 | 426M | 73.7% | 116 / 281 | 172 / 81 | 65M | 55M |
| Q4 2024 | 631 | 417M | 72.2% | 175 / 213 | 174 / 53 | 74M | 71M |
| Q3 2024 | 519 | 414M | 71.7% | 77 / 184 | 167 / 57 | 82M | 34M |
| Q2 2024 | 505 | 391M | 67.6% | 99 / 192 | 152 / 60 | 56M | 45M |
| Q1 2024 | 473 | 380M | 65.7% | 106 / 167 | 141 / 67 | 66M | 47M |
| Q4 2023 | 442 | 361M | 62.5% | 103 / 160 | 124 / 71 | 70M | 55M |
| Q3 2023 | 415 | 347M | 60.0% | 91 / 173 | 100 / 66 | 52M | 34M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TOST | Value | % of fund | As of |
|---|---|---|---|---|---|
| Growth Fund of America | 17,954,190 | 3.11% | $467.35M | 0.13% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 15,567,010 | 2.69% | $433.07M | 0.02% | Jun 30, 2026 |
| Fidelity Contrafund | 13,381,792 | 2.32% | $372.28M | 0.21% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 11,239,717 | 1.94% | $312.69M | 0.17% | Jun 30, 2026 |
| MidCap Fund | 10,787,387 | 1.87% | $348.11M | 1.51% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 6,464,777 | 1.12% | $179.85M | 0.38% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 5,385,989 | 0.93% | $149.84M | 0.15% | Jun 30, 2026 |
| Growth Fund | 4,355,512 | 0.75% | $121.17M | 0.21% | Jun 30, 2026 |
| Capital Group Growth ETF | 3,679,569 | 0.64% | $95.78M | 0.39% | May 31, 2026 |
| Fidelity Contrafund K6 | 2,871,889 | 0.50% | $79.90M | 0.21% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 2,815,294 | 0.49% | $78.32M | 0.36% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,457,373 | 0.43% | $63.97M | 0.15% | May 31, 2026 |
| Eventide Gilead Fund | 2,352,452 | 0.41% | $65.45M | 1.90% | Jun 30, 2026 |
| JPMorgan Large Cap Value Fund | 2,231,993 | 0.39% | $62.09M | 1.20% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 1,966,291 | 0.34% | $54.70M | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Aman Narang | CEO, Director | 18,984,041 | 3.28% | Aug 11, 2026 |
| Stephen Fredette | President, Director | 28,663,897 | 4.96% | Jul 6, 2026 |
| Jonathan Vassil | Chief Revenue Officer | 154,235 | 0.03% | Sep 4, 2026 |
| Elena Gomez | President, CFO | 160,150 | 0.03% | Aug 11, 2026 |
| Rossana Niola | Principal Accounting Officer | 4,306 | 0.00% | Aug 5, 2026 |
| Brian R. Elworthy | General Counsel | 236,277 | 0.04% | Jul 6, 2026 |
| Gail A. Miller | Principal Accounting Officer | – | – | Mar 11, 2025 |
| Deval L. Patrick | Director | 45,815 | 0.01% | Jun 16, 2026 |
| Hilarie A. Koplow | Director | 48,147 | 0.01% | Jun 16, 2026 |
| Anutthara Bharadwaj | Director | – | – | Jun 16, 2026 |
| Mark J. Hawkins | Director | 101,860 | 0.02% | Jun 16, 2026 |
| Susan Chapman-Hughes | Director | 14,530 | 0.00% | Jun 16, 2026 |
| Paul D. Bell | Director | 232,148 | 0.04% | Jun 16, 2026 |
| Richard Kent Bennett | Director | 539,423 | 0.09% | Jun 16, 2026 |
| David Yuan | Director | 37,511 | 0.01% | Jun 10, 2025 |
| Christopher P. Comparato | Director | 8,575,420 | 1.48% | Jun 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jonathan Vassil Chief Revenue Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −9,180 | $34.10 | $313.04K | 69,966 |
| Jonathan Vassil Chief Revenue Officer | Sep 2, 2026 | Option exercise | +14,280 | $2.21 | $31.56K | 84,246 |
| Jonathan Vassil Chief Revenue Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −5,100 | $33.54 | $171.05K | 79,146 |
| Jonathan Vassil Chief Revenue Officer | Aug 21, 2026 | Option exercise | +37,607 | $17.33 | $651.73K | 155,246 |
| Jonathan Vassil Chief Revenue Officer | Aug 21, 2026 | Option exercise | +47,673 | $17.38 | $828.56K | 117,639 |
| Jonathan Vassil Chief Revenue Officer | Aug 21, 2026 | Sale(10b5-1 plan) | −85,280 | $36.34 | $3.10M | 69,966 |
| Jonathan Vassil Chief Revenue Officer | Aug 19, 2026 | Option exercise | +6,532 | $17.33 | $113.20K | 83,897 |
| Jonathan Vassil Chief Revenue Officer | Aug 19, 2026 | Option exercise | +7,399 | $17.38 | $128.59K | 77,365 |
| Jonathan Vassil Chief Revenue Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −13,931 | $36.01 | $501.66K | 69,966 |
| Jonathan Vassil Chief Revenue Officer | Aug 11, 2026 | Option exercise | +7,651 | $17.38 | $132.97K | 77,617 |
| Jonathan Vassil Chief Revenue Officer | Aug 11, 2026 | Option exercise | +6,146 | $17.33 | $106.51K | 83,763 |
| Jonathan Vassil Chief Revenue Officer | Aug 11, 2026 | Sale(10b5-1 plan) | −13,797 | $36.01 | $496.83K | 69,966 |
| Elena Gomez President, CFO | Aug 10, 2026 | Sale(10b5-1 plan) | −5,761 | $35.37 | $203.77K | 160,150 |
| Aman Narang CEO, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −119,843 | $35.38 | $4.24M | 0 |
| Elena Gomez President, CFO | Aug 7, 2026 | Sale(10b5-1 plan) | −2,163 | $35.10 | $75.92K | 165,911 |
| Aman Narang CEO, Director | Aug 7, 2026 | Sale(10b5-1 plan) | −42,105 | $35.13 | $1.48M | 119,843 |
| Aman Narang CEO, Director | Aug 6, 2026 | Sale(10b5-1 plan) | −13,510 | $35.02 | $473.12K | 161,948 |
| Elena Gomez President, CFO | Aug 6, 2026 | Sale(10b5-1 plan) | −900 | $35.02 | $31.52K | 168,074 |
| Aman Narang CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −84 | $36.11 | $3.03K | 175,458 |
| Aman Narang CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −124,458 | $35.29 | $4.39M | 175,542 |
| Jonathan Vassil Chief Revenue Officer | Aug 5, 2026 | Option exercise | +2,000 | $17.38 | $34.76K | 71,966 |
| Jonathan Vassil Chief Revenue Officer | Aug 5, 2026 | Sale(10b5-1 plan) | −4,700 | $36.02 | $169.29K | 69,966 |
| Jonathan Vassil Chief Revenue Officer | Aug 5, 2026 | Option exercise | +2,700 | $17.33 | $46.79K | 74,666 |
| Elena Gomez President, CFO | Aug 5, 2026 | Sale(10b5-1 plan) | −15,976 | $35.28 | $563.63K | 169,174 |
| Elena Gomez President, CFO | Aug 5, 2026 | Sale(10b5-1 plan) | −200 | $36.11 | $7.22K | 168,974 |
| Rossana Niola Principal Accounting Officer | Aug 4, 2026 | Sale | −2,298 | $33.45 | $76.87K | 4,306 |
| Jonathan Vassil Chief Revenue Officer | Aug 3, 2026 | Option exercise | +14,280 | $2.21 | $31.56K | 84,246 |
| Jonathan Vassil Chief Revenue Officer | Aug 3, 2026 | Sale(10b5-1 plan) | −14,280 | $32.89 | $469.67K | 69,966 |
| Rossana Niola Principal Accounting Officer | Aug 1, 2026 | Option exercise | +6,604 | – | – | 6,604 |
| Jonathan Vassil Chief Revenue Officer | Jul 14, 2026 | Option exercise | +2,000 | $2.21 | $4.42K | 71,966 |
| Jonathan Vassil Chief Revenue Officer | Jul 14, 2026 | Sale(10b5-1 plan) | −2,000 | $30.02 | $60.04K | 69,966 |
| Jonathan Vassil Chief Revenue Officer | Jul 13, 2026 | Sale(10b5-1 plan) | −9,170 | $30.19 | $276.84K | 69,966 |
| Jonathan Vassil Chief Revenue Officer | Jul 13, 2026 | Option exercise | +9,170 | $2.21 | $20.27K | 79,136 |
| Jonathan Vassil Chief Revenue Officer | Jul 7, 2026 | Option exercise | +3,150 | $2.21 | $6.96K | 73,116 |
| Jonathan Vassil Chief Revenue Officer | Jul 7, 2026 | Sale(10b5-1 plan) | −3,150 | $30.03 | $94.59K | 69,966 |
| Jonathan Vassil Chief Revenue Officer | Jul 2, 2026 | Sale | −6,647 | $28.85 | $191.77K | 69,966 |
| Brian R. Elworthy General Counsel | Jul 2, 2026 | Sale | −6,352 | $28.85 | $183.26K | 196,909 |
| Elena Gomez President, CFO | Jul 2, 2026 | Sale | −11,605 | $28.85 | $334.80K | 185,150 |
| Stephen Fredette President, Director | Jul 2, 2026 | Sale | −9,146 | $28.85 | $263.86K | 931,449 |
| Aman Narang CEO, Director | Jul 2, 2026 | Sale | −14,365 | $28.85 | $414.43K | 70,451 |
| Jonathan Vassil Chief Revenue Officer | Jul 1, 2026 | Option exercise | +3,430 | – | – | 75,513 |
| Jonathan Vassil Chief Revenue Officer | Jul 1, 2026 | Option exercise | +4,748 | – | – | 67,097 |
| Jonathan Vassil Chief Revenue Officer | Jul 1, 2026 | Option exercise | +4,986 | – | – | 72,083 |
| Jonathan Vassil Chief Revenue Officer | Jul 1, 2026 | Option exercise | +1,100 | – | – | 76,613 |
| Brian R. Elworthy General Counsel | Jul 1, 2026 | Option exercise | +2,572 | – | – | 199,684 |
| Brian R. Elworthy General Counsel | Jul 1, 2026 | Option exercise | +3,577 | – | – | 203,261 |
| Brian R. Elworthy General Counsel | Jul 1, 2026 | Option exercise | +3,481 | – | – | 193,123 |
| Brian R. Elworthy General Counsel | Jul 1, 2026 | Option exercise | +3,989 | – | – | 197,112 |
| Elena Gomez President, CFO | Jul 1, 2026 | Option exercise | +6,330 | – | – | 179,394 |
| Elena Gomez President, CFO | Jul 1, 2026 | Option exercise | +6,316 | – | – | 185,710 |
| Elena Gomez President, CFO | Jul 1, 2026 | Option exercise | +4,716 | – | – | 190,426 |
| Elena Gomez President, CFO | Jul 1, 2026 | Option exercise | +6,329 | – | – | 196,755 |
| Stephen Fredette President, Director | Jul 1, 2026 | Option exercise | +4,403 | – | – | 940,595 |
| Stephen Fredette President, Director | Jul 1, 2026 | Option exercise | +5,697 | – | – | 926,682 |
| Stephen Fredette President, Director | Jul 1, 2026 | Option exercise | +5,651 | – | – | 932,333 |
| Stephen Fredette President, Director | Jul 1, 2026 | Option exercise | +3,859 | – | – | 936,192 |
| Aman Narang CEO, Director | Jul 1, 2026 | Option exercise | +3,302 | – | – | 84,816 |
| Aman Narang CEO, Director | Jul 1, 2026 | Option exercise | +8,574 | – | – | 81,514 |
| Aman Narang CEO, Director | Jul 1, 2026 | Option exercise | +12,597 | – | – | 72,940 |
| Aman Narang CEO, Director | Jul 1, 2026 | Option exercise | +6,330 | – | – | 60,343 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jonathan Vassil Officer | Oct 5, 2026 | 7,623 | $230.17K | Oct 5, 2026 | Stock Option Exercise |
| Brian R. Elworthy Officer | Oct 2, 2026 | 6,507 | $191.01K | Oct 2, 2026 | Restricted Stock Vesting |
| Elena Gomez Officer | Oct 2, 2026 | 11,886 | $348.90K | Oct 2, 2026 | Restricted Stock Vesting |
| Jonathan Vassil Officer | Oct 2, 2026 | 6,808 | $199.84K | Oct 2, 2026 | Restricted Stock Vesting |
| Jonathan Vassil Officer | Oct 2, 2026 | 6,657 | $199.93K | Oct 2, 2026 | Stock Option Exercise |
| Aman Narang Officer, Director | Oct 2, 2026 | 14,713 | $431.88K | Oct 2, 2026 | Restricted Stock Vesting |
| Stephen Fredette Officer, Director | Oct 2, 2026 | 9,368 | $274.99K | Oct 2, 2026 | Restricted Stock Vesting |
| Jonathan Vassil Officer | Sep 2, 2026 | 14,280 | $468.24K | Sep 2, 2026 | Stock Option Exercise |
| Jonathan Vassil Officer | Aug 21, 2026 | 85,280 | $3.10M | Aug 21, 2026 | Stock Option Exercise |
| Jonathan Vassil Officer | Aug 19, 2026 | 13,931 | $501.69K | Aug 19, 2026 | Stock Option Exercise |
| Jonathan Vassil Officer | Aug 11, 2026 | 13,797 | $496.86K | Aug 11, 2026 | Stock Option Exercise |
| Elena Gomez Officer | Aug 10, 2026 | 5,761 | $203.77K | Aug 10, 2026 | Restricted Stock Vesting |
| Aman Narang Officer, Director | Aug 10, 2026 | 119,843 | $4.24M | Aug 10, 2026 | Founders Shares |
| Aman Narang Officer, Director | Aug 7, 2026 | 42,105 | $1.48M | Aug 7, 2026 | Founders Shares |
| Elena Gomez Officer | Aug 7, 2026 | 2,163 | $75.93K | Aug 7, 2026 | Restricted Stock Vesting |