Bienville Capital Management’s Toast TOST Stock Holding History

Bienville 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	$6.65M	Sell	251,014 -48,974	-16%	-$1.46M	1.21%	27
2025 Q4	$10.7M	Buy	+299,988	New	+$10.8M	1.69%	22
2024 Q4	–	Sell	-240,098	Closed	-$6.8M	–	88
2024 Q3	$6.8M	Buy	240,098 +196,630	+452%	+$4.98M	1.76%	22
2024 Q2	$1.12M	Buy	+43,468	New	+$1.05M	0.27%	41
2023 Q3	–	Sell	-74,900	Closed	-$1.69M	–	97
2023 Q2	$1.69M	Buy	+74,900	New	+$1.5M	0.57%	31

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

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

Bienville Capital Management reduced its Toast (TOST) stake by 16% in Q1 2026, selling an estimated $1.46M and leaving 251,014 shares worth $6.65M. The position accounts for 1.21% of the portfolio, ranked #27.

Bienville Capital Management first reported a position in TOST in Q2 2023 and has held it in 5 quarters since. The position peaked at $10.7M in Q4 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Bienville Capital Management held 251,014 shares of Toast worth $6.65M as of Q1 2026.
Bienville Capital Management sold 48,974 Toast shares in Q1 2026, an estimated $1.46M.
Toast made up 1.21% of Bienville Capital Management's portfolio in Q1 2026, its #27 holding.
Bienville Capital Management first reported a position in Toast in Q2 2023 and has held it in 5 quarters since.
Bienville Capital Management's Toast position peaked at $10.7M in Q4 2025.
757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Bienville Capital Management's 13F filing for Q1 2026, filed 14 May 2026.