12 West Capital Management’s Toast TOST Stock Holding History

12 West Capital Management’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.7M	Hold	1,247,840	–	–	6.49%	8
2026 Q1	$33.1M	Sell	1,247,840 -600,000	-32%	-$17.9M	5.58%	5
2025 Q4	$65.6M	Buy	1,847,840 +65,000	+4%	+$2.34M	7.81%	5
2025 Q3	$65.1M	Buy	1,782,840 +20,000	+1%	+$868K	6.75%	5
2025 Q2	$78.1M	Hold	1,762,840	–	–	8.26%	4
2025 Q1	$58.5M	Sell	1,762,840 -1,312,000	-43%	-$49.1M	8.63%	5
2024 Q4	$112M	Sell	3,074,840 -680,000	-18%	-$23.9M	11.74%	4
2024 Q3	$106M	Hold	3,754,840	–	–	10.88%	5
2024 Q2	$96.8M	Sell	3,754,840 -16,500	-0.4%	-$399K	9.95%	5
2024 Q1	$94M	Sell	3,771,340 -2,000,000	-35%	-$41.4M	8.48%	5
2023 Q4	$105M	Buy	5,771,340 +2,000,000	+53%	+$32.8M	9.38%	4
2023 Q3	$70.6M	Hold	3,771,340	–	–	6.4%	4
2023 Q2	$85.1M	Buy	3,771,340 +500,000	+15%	+$9.98M	7.31%	3
2023 Q1	$58.1M	Sell	3,271,340 -1,500,000	-31%	-$29.6M	4.99%	7
2022 Q4	$86M	Hold	4,771,340	–	–	8.69%	5
2022 Q3	$79.8M	Buy	4,771,340 +1,457,869	+44%	+$25.3M	7.04%	6
2022 Q2	$42.9M	Hold	3,313,471	–	–	3.65%	11
2022 Q1	$72M	Buy	3,313,471 +2,730,091	+468%	+$61.7M	4.38%	11
2021 Q4	$20.2M	Buy	+583,380	New	+$27M	0.9%	16

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

12 West Capital Management's TOST Position: Q2 2026 in Review

12 West Capital Management held its Toast (TOST) position steady in Q2 2026 at 1,247,840 shares worth $34.7M. The position accounts for 6.49% of the portfolio, ranked #8.

12 West Capital Management first reported a position in TOST in Q4 2021 and has held it in 19 quarters since. The position peaked at $112M in Q4 2024. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

12 West Capital Management held 1,247,840 shares of Toast worth $34.7M as of Q2 2026.
12 West Capital Management left its Toast share count unchanged in Q2 2026.
Toast made up 6.49% of 12 West Capital Management's portfolio in Q2 2026, its #8 holding.
12 West Capital Management first reported a position in Toast in Q4 2021 and has held it in 19 quarters since.
12 West Capital Management's Toast position peaked at $112M in Q4 2024.
767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.