Welcome to our dedicated page for Toast SEC filings (Ticker: TOST), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Toast, Inc. filings document the public-company disclosures of a restaurant and retail technology platform with Class A common stock listed on the New York Stock Exchange. The company’s Form 8-K reports furnish quarterly and annual financial results, press-release exhibits, and capital-allocation actions such as authorizations for share repurchases of Class A common stock.
Toast’s proxy and governance filings cover board matters, executive compensation, equity awards, stock incentive plan references, director compensation, officer appointments, indemnification arrangements, and shareholder voting materials. These records also identify the company’s registered security structure and formal reporting controls around financial, governance and compensatory events.
Technology Investment Dining Group, LLC filed Amendment No. 4 to a Schedule 13G/A reporting beneficial ownership of 22,376,653 shares of Toast, Inc. Class A Common Stock, representing 4.34% of the class as reported in the issuer's Form 10-Q for the quarter ended March 31, 2026. The filing states this amendment reflects that the reporting person has ceased to be the beneficial owner of more than 5% of the Class A Common Stock. The response notes that 9,343,646 shares are pledged to secure obligations under prepaid variable forward sales contracts, including delivery obligations on maturity dates.
Toast, Inc. Amendment No. 2: Capital International Investors reports beneficial ownership of 30,741,881 shares (5.9%) of Common Stock (CUSIP 888787108).
The filing states sole voting power of 30,704,628 shares and sole dispositive power of 30,741,881 shares. The filer describes the reporting entity as the division "Capital International Investors" within Capital Research and Management Company and affiliated investment management entities. The schedule is signed by Aaron Espin on 05/13/2026.
Toast, Inc. reported strong quarterly growth for the three months ended March 31, 2026, with revenue rising 22% to $1,630 million from $1,337 million a year ago. Net income increased to $126 million, up from $56 million, as operating income expanded to $110 million.
Growth was led by financial technology solutions revenue of $1,323 million (up 22%) and subscription services revenue of $268 million (up 28%), while hardware and professional services declined to $39 million. Gross profit improved to $447 million, compared with $346 million in the prior-year quarter.
Key volume metrics remained robust: Gross Payment Volume reached $51.3 billion, up 22%, and Annualized Recurring Run-Rate rose 26% to $2,151 million. Toast generated $132 million in operating cash flow and $115 million in free cash flow, ending the quarter with $1,770 million in cash and marketable securities plus $347 million of undrawn credit capacity.
The company continued returning capital, repurchasing $327 million of Class A common stock in the quarter and an additional $51 million after March 31, 2026, leaving $208 million authorized as of May 6, 2026. Management also highlighted ongoing investment in R&D and sales while maintaining effective disclosure controls and one reportable operating segment.
Toast, Inc. reported strong first-quarter 2026 results, highlighted by rapid growth in recurring and payments-driven revenue. Total revenue rose to $1.63 billion, with net income increasing to $126 million from $56 million a year earlier. Diluted earnings per share improved to $0.20 from $0.09.
Annualized recurring run-rate grew 26% to $2.2 billion as of March 31, 2026, supported by Gross Payment Volume of $51.3 billion, up 22%, and approximately 171,000 locations, up 22%. Non-GAAP subscription services and financial technology solutions gross profit reached $529 million, while Adjusted EBITDA rose to $179 million from $133 million. Free cash flow increased to $115 million from $69 million.
Toast repurchased 14 million shares for $378 million year-to-date through May 6, 2026. For Q2 2026, the company guides to non-GAAP subscription and financial technology gross profit of $565–$575 million and Adjusted EBITDA of $185–$195 million. For full-year 2026, it now expects non-GAAP subscription and financial technology gross profit of $2.29–$2.32 billion (21–23% growth) and Adjusted EBITDA of $790–$810 million, both ranges raised versus prior targets.
BlackRock, Inc. amended a Schedule 13G reporting beneficial ownership of 26,126,285 shares of Toast Inc. Class A common stock, representing 4.98% of the class. The filing shows sole voting power over 23,928,755 shares and sole dispositive power over 26,126,285 shares. The cover cites CUSIP 888787108 and includes a statement that the holdings reflect certain Reporting Business Units of BlackRock. The amendment is signed by Spencer Fleming, Managing Director, dated 04/27/2026.
Toast, Inc. is holding its 2026 annual meeting of stockholders virtually on June 12, 2026 at 11:30 a.m. Eastern Time. Holders of Class A and high‑vote Class B common stock as of April 14, 2026 may attend online, ask questions, and vote using a 16‑digit control number.
Stockholders will vote on three main items: electing Class II directors Kent Bennett, Susan Chapman‑Hughes, and Mark Hawkins for terms ending in 2029, ratifying Ernst & Young LLP as independent auditor for 2026, and approving on an advisory basis compensation for named executive officers. The board recommends voting “FOR” all three proposals.
The board has nine members, with a majority independent and separate Chairperson and CEO roles. Non‑employee directors receive cash retainers and annual RSU grants under a formal compensation policy, plus an ownership guideline of five times the annual board retainer. Ernst & Young billed $3.8 million in 2025 audit‑related services, which the audit committee pre‑approved.
Toast, Inc. director Patrick Deval L reported an open-market sale of Class A Common Stock. On January 9, 2025, he sold 1,667 shares at a price of $36.945 per share. After this transaction, he directly held 45,815 shares of Toast Class A Common Stock.
Toast, Inc. Chief Revenue Officer Jonathan Vassil reported routine equity compensation activity involving restricted stock units and related tax withholding.
On April 1, 2026, RSUs converted into 13,163 shares of Class A Common Stock at $0.00 per share as part of scheduled vesting. The filing then shows a sale of 6,438 Class A shares at $26.187 on April 2, 2026, which the footnotes explain was required to cover tax withholding obligations from the RSU vesting and was not a discretionary trade. After these transactions, Vassil directly holds 146,618 Class A shares.
Toast, Inc. General Counsel Brian R. Elworthy reported RSU vesting and a related share sale. On April 1, 2026, several batches of Restricted Stock Units converted into Class A Common Stock at $0.00 per share as part of his equity compensation.
On April 2, 2026, he sold 3,664 shares of Class A Common Stock at $26.187 per share to cover tax withholding obligations tied to the RSU vesting, which the filing notes was not a discretionary trade. After these transactions, he directly holds 243,642 Class A shares and indirectly holds 39,368 shares through the Brian R. Elworthy Irrevocable Trust of 2019.