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Champlain Investment Partners’s Toast TOST Stock Holding History

Champlain Investment Partners’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 		$81.3M Buy
3,068,101
+162,453
+6% +$4.85M 1.03% 43
2025
Q4 		$103M Buy
2,905,648
+468,953
+19% +$16.9M 1.04% 42
2025
Q3 		$89M Sell
2,436,695
-477,777
-16% -$20.7M 0.67% 64
2025
Q2 		$129M Sell
2,914,472
-341,155
-10% -$13.4M 0.9% 44
2025
Q1 		$108M Buy
3,255,627
+76,485
+2% +$2.86M 0.78% 47
2024
Q4 		$116M Sell
3,179,142
-3,394,857
-52% -$119M 0.73% 56
2024
Q3 		$186M Sell
6,573,999
-2,453,262
-27% -$62.2M 1.12% 31
2024
Q2 		$233M Sell
9,027,261
-949,095
-10% -$22.9M 1.43% 14
2024
Q1 		$249M Buy
9,976,356
+833,390
+9% +$17.3M 1.42% 15
2023
Q4 		$167M Buy
9,142,966
+761,601
+9% +$12.5M 0.99% 34
2023
Q3 		$157M Buy
8,381,365
+1,315,780
+19% +$28.6M 1.02% 32
2023
Q2 		$159M Buy
7,065,585
+12,630
+0.2% +$252K 0.98% 37
2023
Q1 		$125M Sell
7,052,955
-98,315
-1% -$1.94M 0.79% 51
2022
Q4 		$129M Buy
7,151,270
+4,404,185
+160% +$82.8M 0.83% 47
2022
Q3 		$45.9M Buy
+2,747,085
New +$47.6M 0.31% 107

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

Champlain Investment Partners's TOST Position: Q1 2026 in Review

Champlain Investment Partners increased its Toast (TOST) stake by 5.6% in Q1 2026, buying an estimated $4.85M and bringing the position to 3,068,101 shares worth $81.3M. The position accounts for 1.03% of the portfolio, ranked #43.

Champlain Investment Partners first reported a position in TOST in Q3 2022 and has held it in 15 quarters since. The position peaked at $249M in Q1 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Champlain Investment Partners held 3,068,101 shares of Toast worth $81.3M as of Q1 2026.
  • Champlain Investment Partners bought 162,453 Toast shares in Q1 2026, an estimated $4.85M.
  • Toast made up 1.03% of Champlain Investment Partners's portfolio in Q1 2026, its #43 holding.
  • Champlain Investment Partners first reported a position in Toast in Q3 2022 and has held it in 15 quarters since.
  • Champlain Investment Partners's Toast position peaked at $249M in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Champlain Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.