Congress Asset Management’s Toast TOST Stock Holding History

Congress Asset 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 Q3	$50.9M	Buy	1,755,072 +555,568	+46%	+$17.9M	0.33%	91
2026 Q2	$33.4M	Buy	1,199,504 +108,268	+10%	+$2.82M	0.21%	126
2026 Q1	$28.9M	Buy	1,091,236 +314,501	+40%	+$9.38M	0.21%	124
2025 Q4	$27.6M	Sell	776,735 -439,377	-36%	-$15.8M	0.19%	129
2025 Q3	$44.4M	Buy	+1,216,112	New	+$52.8M	0.3%	112

Other funds holding TOST

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Congress Asset Management's TOST Position: Q3 2026 in Review

Congress Asset Management increased its Toast (TOST) stake by 46% in Q3 2026, buying an estimated $17.9M and bringing the position to 1,755,072 shares worth $50.9M. The position accounts for 0.33% of the portfolio, ranked #91.

Congress Asset Management first reported a position in TOST in Q3 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Congress Asset Management held 1,755,072 shares of Toast worth $50.9M as of Q3 2026.
Congress Asset Management bought 555,568 Toast shares in Q3 2026, an estimated $17.9M.
Toast made up 0.33% of Congress Asset Management's portfolio in Q3 2026, its #91 holding.
Congress Asset Management first reported a position in Toast in Q3 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.