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Bayforest Capital’s Toast TOST Stock Holding History

Bayforest Capital’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 		$142K Sell
5,355
-8,155
-60% -$243K 0.16% 240
2025
Q4 		$480K Sell
13,510
-1,130
-8% -$40.7K 0.36% 35
2025
Q3 		$535K Buy
14,640
+7,145
+95% +$310K 0.25% 122
2025
Q2 		$332K Sell
7,495
-22,621
-75% -$889K 0.15% 279
2025
Q1 		$999K Buy
30,116
+20,518
+214% +$768K 0.44% 35
2024
Q4 		$350K Buy
+9,598
New +$337K 0.44% 21

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

Bayforest Capital's TOST Position: Q1 2026 in Review

Bayforest Capital reduced its Toast (TOST) stake by 60% in Q1 2026, selling an estimated $243K and leaving 5,355 shares worth $142K. The position accounts for 0.16% of the portfolio, ranked #240.

Bayforest Capital first reported a position in TOST in Q4 2024 and has held it in 6 quarters since. The position peaked at $999K in Q1 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Bayforest Capital held 5,355 shares of Toast worth $142K as of Q1 2026.
  • Bayforest Capital sold 8,155 Toast shares in Q1 2026, an estimated $243K.
  • Toast made up 0.16% of Bayforest Capital's portfolio in Q1 2026, its #240 holding.
  • Bayforest Capital first reported a position in Toast in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Toast position peaked at $999K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.