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Atria Investments’s Toast TOST Stock Holding History

Atria Investments’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 		$595K Buy
22,460
+1,691
+8% +$50.5K 0.01% 1351
2025
Q4 		$738K Buy
20,769
+2,223
+12% +$80.1K 0.01% 1231
2025
Q3 		$677K Sell
18,546
-5,828
-24% -$253K 0.01% 1250
2025
Q2 		$1.08M Buy
24,374
+2,794
+13% +$110K 0.01% 990
2025
Q1 		$716K Buy
21,580
+2,460
+13% +$92.1K 0.01% 1162
2024
Q4 		$697K Buy
+19,120
New +$672K 0.01% 1156

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

Atria Investments's TOST Position: Q1 2026 in Review

Atria Investments increased its Toast (TOST) stake by 8.1% in Q1 2026, buying an estimated $50.5K and bringing the position to 22,460 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #1351.

Atria Investments first reported a position in TOST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Atria Investments held 22,460 shares of Toast worth $595K as of Q1 2026.
  • Atria Investments bought 1,691 Toast shares in Q1 2026, an estimated $50.5K.
  • Toast made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1351 holding.
  • Atria Investments first reported a position in Toast in Q4 2024 and has held it in 6 quarters since.
  • Atria Investments's Toast position peaked at $1.08M in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.