Advisory Research’s Toast TOST Stock Holding History

Advisory Research’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	$611K	Buy	21,952 +155	+0.7%	+$4.04K	0.06%	124
2026 Q1	$578K	Buy	21,797 +1,102	+5%	+$32.9K	0.07%	125
2025 Q4	$735K	Buy	+20,695	New	+$746K	0.09%	124
2023 Q4	–	Sell	-10,401	Closed	-$195K	–	473
2023 Q3	$195K	Sell	10,401 -39,309	-79%	-$853K	0.03%	419
2023 Q2	$1.12M	Buy	49,710 +13,579	+38%	+$271K	0.14%	189
2023 Q1	$641K	Buy	36,131 +7,993	+28%	+$158K	0.11%	221
2022 Q4	$507K	Buy	28,138 +18,135	+181%	+$341K	0.05%	245
2022 Q3	$167K	Buy	+10,003	New	+$173K	0.02%	318
2022 Q2	–	Sell	-15,518	Closed	-$337K	–	429
2022 Q1	$337K	Buy	+15,518	New	+$350K	0.03%	293

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

Advisory Research's TOST Position: Q2 2026 in Review

Advisory Research increased its Toast (TOST) stake by 0.71% in Q2 2026, buying an estimated $4.04K and bringing the position to 21,952 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #124.

Advisory Research first reported a position in TOST in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.12M in Q2 2023. 615 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Advisory Research held 21,952 shares of Toast worth $611K as of Q2 2026.
Advisory Research bought 155 Toast shares in Q2 2026, an estimated $4.04K.
Toast made up 0.06% of Advisory Research's portfolio in Q2 2026, its #124 holding.
Advisory Research first reported a position in Toast in Q1 2022 and has held it in 9 quarters since.
Advisory Research's Toast position peaked at $1.12M in Q2 2023.
615 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.