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TOST · Toast, Inc.
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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TOST

Toast, Inc.
SOFTWARE & IT · SERVICES-COMPUTER PROCESSING & DATA PREPARATION · CIK 0001650164
CONGRESS · 1FORM 144 · 22☆ WATCH
INSIDER NET · 180D
-$22.2M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
428
13F, latest reported quarter
REVENUE GROWTH
+24.1%
XBRL, annual
NET MARGIN
5.6%
CONVERSIONS · 180D
56
codes C/M, not in net · $2.3M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$22.2M over 180 days
-$18.1M over 90 days
below 82% of Software & IT
CONGRESS
1 member bought in the last year
the lowest in Software & IT
FUNDS
428 funds added or opened last quarter
more than 90% of Software & IT
REVENUE
+24.1% year over year
more than 75% of Software & IT
MARGIN
5.6% net margin
more than 66% of Software & IT
BUYBACKS
$486.0M repurchased, FY to 2026-06-30
more than 82% of Software & IT
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$22.2M across 7 people in 180 days.
428 funds added or opened positions in the latest 13F quarter, of 774 holders.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -22.3%
-22.3%12M
-49%-33%-16%+0%2025-092025-102025-122026-032026-052026-072026-09 2026-08-05 · Narang Aman sold $4.4M2026-08-10 · Narang Aman sold $4.2M2026-08-21 · Vassil Jonathan sold $3.1M2026-05-29 · Elworthy Brian R sold $2.4M2026-01-02 · Vassil Jonathan sold $2.4M2026-08-07 · Narang Aman sold $1.5M2026-08-05 · Gomez Elena sold $563.7K2026-08-19 · Vassil Jonathan sold $501.7K2026-08-11 · Vassil Jonathan sold $496.9K2025-10-02 · Narang Aman sold $485.5K2026-08-06 · Narang Aman sold $473.1K2026-08-03 · Vassil Jonathan sold $469.6K2026-07-02 · Narang Aman sold $414.4K2026-05-29 · Elworthy Brian R sold $395.8K2026-04-02 · Narang Aman sold $352.6K2026-07-02 · Gomez Elena sold $334.8K2025-10-02 · Gomez Elena sold $322.0K2026-09-02 · Vassil Jonathan sold $313.0K2026-01-05 · Narang Aman sold $295.4K2026-07-13 · Vassil Jonathan sold $276.9K2025-10-02 · Fredette Stephen sold $268.5K2026-07-02 · Fredette Stephen sold $263.9K2026-03-12 · Chapman-Hughes Susan sold $246.2K2026-04-02 · Gomez Elena sold $233.9K2025-10-02 · Vassil Jonathan sold $232.2K2026-01-05 · Gomez Elena sold $229.4K2026-08-10 · Gomez Elena sold $203.8K2026-07-02 · Vassil Jonathan sold $191.8K2026-04-02 · Fredette Stephen sold $190.9K2026-07-02 · Elworthy Brian R sold $183.2K2025-10-02 · Elworthy Brian R sold $177.3K2026-09-02 · Vassil Jonathan sold $171.1K2026-08-05 · Vassil Jonathan sold $169.3K2026-04-02 · Vassil Jonathan sold $168.6K2026-01-05 · Fredette Stephen sold $167.3K2026-01-05 · Vassil Jonathan sold $164.6K2026-01-05 · Elworthy Brian R sold $113.6K2026-04-02 · Elworthy Brian R sold $96.0K2026-07-07 · Vassil Jonathan sold $94.6K2026-08-04 · Niola Rossana sold $76.9K2026-08-07 · Gomez Elena sold $75.9K2025-11-04 · Gomez Elena sold $71.8K2026-09-02 · Vassil Jonathan filed to sell $468.2K2026-08-21 · Vassil Jonathan filed to sell $3.1M2026-08-19 · Vassil Jonathan filed to sell $501.7K2026-08-11 · Vassil Jonathan filed to sell $496.9K2026-08-10 · Gomez Elena filed to sell $203.8K2026-08-10 · Narang Aman filed to sell $4.2M2026-08-07 · Gomez Elena filed to sell $75.9K2026-08-07 · Narang Aman filed to sell $1.5M2026-08-06 · Gomez Elena filed to sell $31.5K2026-08-06 · Narang Aman filed to sell $473.1K2026-08-05 · Gomez Elena filed to sell $570.9K2026-08-05 · Narang Aman filed to sell $4.4M2026-08-05 · Vassil Jonathan filed to sell $169.3K2026-08-03 · Vassil Jonathan filed to sell $467.0K2026-07-14 · Vassil Jonathan filed to sell $60.0K2026-07-13 · Vassil Jonathan filed to sell $276.9K2026-07-07 · Vassil Jonathan filed to sell $94.6K2026-07-02 · Elworthy Brian R filed to sell $183.3K2026-07-02 · Fredette Stephen filed to sell $263.9K2026-07-02 · Gomez Elena filed to sell $334.8K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $22.2M sold by insiders over 180 days, 428 funds added last quarter, 1 Congress member(s) bought in 12 months, $18.5M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Toast, Inc. insiders sold a net $22.2M of stock across 510 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Vassil Jonathan
Chief Revenue Officer
SELL
2026-09-02
5,100.0
$171.1K
Vassil Jonathan
Chief Revenue Officer
SELL
2026-09-02
9,180.0
$313.0K
Vassil Jonathan
Chief Revenue Officer
SELL
2026-08-21
85,280.0
$3.1M
Vassil Jonathan
Chief Revenue Officer
SELL
2026-08-19
13,931.0
$501.7K
Vassil Jonathan
Chief Revenue Officer
SELL
2026-08-11
13,797.0
$496.9K
510 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
48,745,880.0 sh
$1.4B
FMR LLC
33,528,155.0 sh
$932.8M
Capital International Investors
26,744,340.0 sh
$744.0M
VANGUARD PORTFOLIO MANAGEMENT LLC
22,085,011.0 sh
$614.4M
VANGUARD CAPITAL MANAGEMENT LLC
21,905,520.0 sh
$609.4M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Vassil Jonathan
FILED 2026-09-02
$468.2K
Vassil Jonathan
FILED 2026-08-21
$3.1M
Vassil Jonathan
FILED 2026-08-19
$501.7K
Vassil Jonathan
FILED 2026-08-11
$496.9K
Gomez Elena
FILED 2026-08-10
$203.8K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
AOT Growth and Innovation ETF
$5.2M POSITION · AS OF 2026-02-27
6.4%
Amplify Digital Payments ETF
$7.7M POSITION · AS OF 2026-03-31
4.7%
Select FinTech Portfolio
$3.9M POSITION · AS OF 2026-02-28
4.6%
ARK Blockchain & Fintech Innovation ETF
$34.1M POSITION · AS OF 2026-04-30
4.1%
Firsthand Technology Opportunities Fund
$1.6M POSITION · AS OF 2026-03-31
3.9%
Fidelity Disruptive Finance ETF
$1.6M POSITION · AS OF 2026-02-28
3.8%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Mr. Comparato
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$10.7M
$10.7M
$4.9M
-43%
+109%
2024
$11.3M
$23.9M
$4.9M
-42%
+70%
2023
$8.6M
$10.9M
$4.4M
-71%
+25%
2022
$8.2M
-$14.1M
$3.7M
-71%
-20%
2021
$2.5M
$97.4M
$5.6M
-44%
+13%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$6.2B$5.0B$3.9B$2.7B
GROSS PROFIT$1.6B$1.2B$834.0M$511.0M
OPERATING INCOME$292.0M$16.0M$-287.0M$-384.0M
NET INCOME$342.0M$19.0M$-246.0M$-275.0M
EPS (DILUTED)0.560.03-0.47-0.72
OPERATING CASH FLOW$661.0M$360.0M$135.0M$-156.0M
CASH$1.4B$903.0M$605.0M$547.0M
BUYBACKS$107.0M$56.0M$0$0
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →