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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
Q2 		$36.6M Sell
1,313,974
-1,754,127
-57% -$45.7M 0.94% 35
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Champlain Investment Partners's TOST Position: Q2 2026 in Review

Champlain Investment Partners reduced its Toast (TOST) stake by 57% in Q2 2026, selling an estimated $45.7M and leaving 1,313,974 shares worth $36.6M. The position accounts for 0.94% of the portfolio, ranked #35.

Champlain Investment Partners first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $249M in Q1 2024. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Champlain Investment Partners held 1,313,974 shares of Toast worth $36.6M as of Q2 2026.
  • Champlain Investment Partners sold 1,754,127 Toast shares in Q2 2026, an estimated $45.7M.
  • Toast made up 0.94% of Champlain Investment Partners's portfolio in Q2 2026, its #35 holding.
  • Champlain Investment Partners first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
  • Champlain Investment Partners's Toast position peaked at $249M in Q1 2024.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Champlain Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.