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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
Q2 		$626K Buy
22,487
+27
+0.1% +$704 0.01% 1392
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's TOST Position: Q2 2026 in Review

Atria Investments increased its Toast (TOST) stake by 0.12% in Q2 2026, buying an estimated $704 and bringing the position to 22,487 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #1392.

Atria Investments first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Atria Investments held 22,487 shares of Toast worth $626K as of Q2 2026.
  • Atria Investments bought 27 Toast shares in Q2 2026, an estimated $704.
  • Toast made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1392 holding.
  • Atria Investments first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • Atria Investments's Toast position peaked at $1.08M in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.