Baker Avenue Asset Management’s Toast TOST Stock Holding History

Baker Avenue 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	$973K	Sell	34,975 -52,895	-60%	-$1.38M	0.02%	305
2026 Q1	$2.33M	Buy	+87,870	New	+$2.62M	0.05%	198
2023 Q4	–	Sell	-27,000	Closed	-$506K	–	1391
2023 Q3	$506K	Sell	27,000 -6,040	-18%	-$131K	0.03%	260
2023 Q2	$746K	Buy	+33,040	New	+$659K	0.04%	210
2023 Q1	–	Sell	-35	Closed	-$631	–	1738
2022 Q4	$631	Buy	+35	New	+$658	﹤0.01%	1238

Other funds holding TOST

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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

Baker Avenue Asset Management's TOST Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Toast (TOST) stake by 60% in Q2 2026, selling an estimated $1.38M and leaving 34,975 shares worth $973K. The position accounts for 0.02% of the portfolio, ranked #305.

Baker Avenue Asset Management first reported a position in TOST in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.33M in Q1 2026. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Baker Avenue Asset Management held 34,975 shares of Toast worth $973K as of Q2 2026.
Baker Avenue Asset Management sold 52,895 Toast shares in Q2 2026, an estimated $1.38M.
Toast made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #305 holding.
Baker Avenue Asset Management first reported a position in Toast in Q4 2022 and has held it in 5 quarters since.
Baker Avenue Asset Management's Toast position peaked at $2.33M in Q1 2026.
771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.