AFG
TOST icon

Atomi Financial Group’s Toast TOST Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-13,117
Closed -$466K – 1320
2025
Q4 		$466K Sell
13,117
-1,260
-9% -$45.4K 0.01% 720
2025
Q3 		$525K Sell
14,377
-720
-5% -$31.3K 0.02% 634
2025
Q2 		$669K Buy
15,097
+1,768
+13% +$69.5K 0.03% 472
2025
Q1 		$442K Buy
13,329
+173
+1% +$6.48K 0.02% 581
2024
Q4 		$480K Buy
13,156
+1,497
+13% +$52.6K 0.02% 500
2024
Q3 		$330K Buy
+11,659
New +$295K 0.02% 627

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atomi Financial Group's TOST Position: Q1 2026 in Review

Atomi Financial Group sold out of Toast (TOST) in Q1 2026, closing a stake of 13,117 shares — an estimated $466K sold.

Atomi Financial Group first reported a position in TOST in Q3 2024 and held it in 6 quarters. The position peaked at $669K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Atomi Financial Group reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 13,117 Toast shares in Q1 2026, an estimated $466K.
  • Atomi Financial Group first reported a position in Toast in Q3 2024 and held it in 6 quarters.
  • Atomi Financial Group's Toast position peaked at $669K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.