Capstone Investment Advisors
TOST icon

Capstone Investment Advisors’s Toast TOST Stock Holding History

Capstone Investment Advisors’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
-56,212
Closed -$2M – 1846
2025
Q4 		$2M Buy
56,212
+40,130
+250% +$1.45M ﹤0.01% 625
2025
Q3 		$587K Buy
16,082
+7,386
+85% +$321K ﹤0.01% 1283
2025
Q2 		$385K Buy
+8,696
New +$342K ﹤0.01% 1270
2024
Q3 		– Sell
-11,043
Closed -$285K – 2204
2024
Q2 		$285K Buy
11,043
+2,528
+30% +$61.1K ﹤0.01% 1603
2024
Q1 		$212K Buy
+8,515
New +$176K ﹤0.01% 1995
2023
Q4 		– Sell
-42,726
Closed -$800K – 2409
2023
Q3 		$800K Buy
+42,726
New +$928K ﹤0.01% 1071

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Capstone Investment Advisors's TOST Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Toast (TOST) in Q1 2026, closing a stake of 56,212 shares — an estimated $2M sold.

Capstone Investment Advisors first reported a position in TOST in Q3 2023 and held it in 6 quarters. The position peaked at $2M in Q4 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 56,212 Toast shares in Q1 2026, an estimated $2M.
  • Capstone Investment Advisors first reported a position in Toast in Q3 2023 and held it in 6 quarters.
  • Capstone Investment Advisors's Toast position peaked at $2M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.