Bayesian Capital Management’s Toast TOST Stock Holding History

Bayesian Capital 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 Q1	–	Sell	-9,500	Closed	-$337K	–	214
2025 Q4	$337K	Buy	+9,500	New	+$342K	0.77%	43
2025 Q3	–	Sell	-49,100	Closed	-$2.17M	–	801
2025 Q2	$2.17M	Buy	+49,100	New	+$1.93M	0.34%	78
2025 Q1	–	Sell	-46,485	Closed	-$1.69M	–	962
2024 Q4	$1.69M	Buy	46,485 +27,300	+142%	+$959K	0.21%	146
2024 Q3	$543K	Sell	19,185 -14,415	-43%	-$365K	0.06%	357
2024 Q2	$866K	Sell	33,600 -76,100	-69%	-$1.84M	0.1%	264
2024 Q1	$2.73M	Buy	+109,700	New	+$2.27M	0.26%	104
2023 Q1	–	Sell	-73,127	Closed	-$1.32M	–	1088
2022 Q4	$1.32M	Buy	73,127 +31,500	+76%	+$592K	0.19%	126
2022 Q3	$696K	Buy	41,627 +16,600	+66%	+$288K	0.14%	200
2022 Q2	$324K	Buy	+25,027	New	+$415K	0.06%	454
2021 Q4	–	Sell	-6,100	Closed	-$305K	–	515
2021 Q3	$305K	Buy	+6,100	New	+$334K	0.09%	262

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bayesian Capital Management's TOST Position: Q1 2026 in Review

Bayesian Capital Management sold out of Toast (TOST) in Q1 2026, closing a stake of 9,500 shares — an estimated $337K sold.

Bayesian Capital Management first reported a position in TOST in Q3 2021 and held it in 10 quarters. The position peaked at $2.73M in Q1 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Bayesian Capital Management reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
Bayesian Capital Management sold 9,500 Toast shares in Q1 2026, an estimated $337K.
Bayesian Capital Management first reported a position in Toast in Q3 2021 and held it in 10 quarters.
Bayesian Capital Management's Toast position peaked at $2.73M in Q1 2024.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Bayesian Capital Management's 13F filing for Q1 2026, filed 15 May 2026.