Companies / Toast, Inc. / Institutional holders

Toast, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Roble, Belko & Company, Inc	$1	18	0.00%
Capital Advisors, Ltd. LLC	$1	16	0.00%
Winthrop Capital Management, LLC	$2	57	0.00%
Hanson & Doremus Investment Management	$4	150	0.00%
HAZLETT, BURT & WATSON, INC.	$6	150	0.00%
Coston, McIsaac & Partners	$10	300	0.00%
Avion Wealth	$21	600	0.00%
CVA Family Office, LLC	$28	1	0.00%
ROSS\JOHNSON & Associates LLC	$71	2	0.00%
BFSG, LLC	$107	3	0.00%
IMG Wealth Management, Inc.	$111	4	0.00%
Covestor Ltd	$129	4,650	0.00%
Whipplewood Advisors, LLC	$142	4	0.00%
Seneschal Advisors, LLC	$143	4	0.00%
MV CAPITAL MANAGEMENT, INC.	$214	6	0.00%
CENTRAL TRUST Co	$220	6	0.00%
Stonekeep Investments, LLC	$249	7,004	0.00%
Signature Resources Capital Management, LLC	$249	7	0.00%
AMERIFLEX GROUP, INC.	$284	8	0.00%
Concord Wealth Partners	$284	8	0.00%
PRAXIS INVESTMENT MANAGEMENT INC	$328	12,360	0.00%
AR ASSET MANAGEMENT INC	$328	11,800	0.00%
Janney Capital Management LLC	$347	9,779	0.00%
Horizon Investments, LLC	$355	10	0.00%
BERKSHIRE CAPITAL HOLDINGS INC	$355	10	0.00%
Dunhill Financial, LLC	$379	11	0.00%
Rialto Wealth Management, LLC	$391	11	0.00%
Anfield Capital Management, LLC	$391	11	0.00%
CWM, LLC	$394	11,093	0.00%
Peloton Wealth Strategists	$419	15,800	0.00%
FIRST HORIZON CORP	$426	12	0.00%
Fairscale Capital, LLC	$445	16	0.00%
Salomon & Ludwin, LLC	$459	16	0.00%
Pacer Advisors, Inc.	$462	13	0.00%
OPTIMA CAPITAL LLC	$533	15	0.00%
Financial Freedom, LLC	$533	15	0.00%
Bare Financial Services, Inc	$533	15	0.00%
Caitong International Asset Management Co., Ltd	$604	17	0.00%
Quaker Wealth Management, LLC	$711	20	0.00%
Cedar Mountain Advisors, LLC	$746	21	0.00%
TRUST CO OF VERMONT	$781	22	0.00%
MANNING & NAPIER ADVISORS LLC	$798	22	0.00%
Gulf International Bank (UK) Ltd	$814	22,930	0.00%
Bay Harbor Wealth Management, LLC	$816	23	0.00%
Signature Equity Partners, LLC	$852	24	0.00%
HARBOR CAPITAL ADVISORS, INC.	$873	31,376	0.01%
Vestcor Inc	$887	24,987	0.00%
SouthState Bank Corp	$888	25	0.00%
NBT BANK N A /NY	$888	36	0.00%
Principia Wealth Advisory, LLC	$923	26	0.00%