1832 Asset Management’s Toast TOST Stock Holding History

1832 Asset 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	$12.2M	Sell	438,300 -1,294,100	-75%	-$33.7M	0.01%	356
2026 Q1	$45.9M	Sell	1,732,400 -2,331,800	-57%	-$69.6M	0.04%	232
2025 Q4	$144M	Buy	+4,064,200	New	+$147M	0.11%	130
2025 Q3	–	Sell	-4,314,200	Closed	-$191M	–	716
2025 Q2	$191M	Buy	4,314,200 +1,701,900	+65%	+$66.9M	0.15%	80
2025 Q1	$86.6M	Buy	+2,612,300	New	+$97.8M	0.08%	138
2024 Q4	–	Sell	-186,900	Closed	-$5.29M	–	728
2024 Q3	$5.29M	Sell	186,900 -420,900	-69%	-$10.7M	﹤0.01%	393
2024 Q2	$15.7M	Buy	607,800 +468,300	+336%	+$11.3M	0.01%	300
2024 Q1	$3.48M	Buy	+139,500	New	+$2.89M	﹤0.01%	416
2023 Q4	–	Sell	-1,264,400	Closed	-$23.7M	–	905
2023 Q3	$23.7M	Buy	1,264,400 +872,600	+223%	+$18.9M	0.03%	229
2023 Q2	$8.84M	Buy	+391,800	New	+$7.82M	0.01%	343
2023 Q1	–	Sell	-3,801,500	Closed	-$68.5M	–	973
2022 Q4	$68.5M	Buy	3,801,500 +3,399,200	+845%	+$63.9M	0.11%	154
2022 Q3	$6.73M	Buy	+402,300	New	+$6.98M	0.01%	400

Other funds holding TOST

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

1832 Asset Management's TOST Position: Q2 2026 in Review

1832 Asset Management reduced its Toast (TOST) stake by 75% in Q2 2026, selling an estimated $33.7M and leaving 438,300 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #356.

1832 Asset Management first reported a position in TOST in Q3 2022 and has held it in 12 quarters since. The position peaked at $191M in Q2 2025. 594 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

1832 Asset Management held 438,300 shares of Toast worth $12.2M as of Q2 2026.
1832 Asset Management sold 1,294,100 Toast shares in Q2 2026, an estimated $33.7M.
Toast made up 0.01% of 1832 Asset Management's portfolio in Q2 2026, its #356 holding.
1832 Asset Management first reported a position in Toast in Q3 2022 and has held it in 12 quarters since.
1832 Asset Management's Toast position peaked at $191M in Q2 2025.
594 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.