Crestwood Capital Management’s Toast TOST Stock Holding History

Crestwood 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 Q2	$2.06M	Sell	74,212 -788	-1%	-$20.5K	1.35%	16
2026 Q1	$1.99M	Buy	+75,000	New	+$2.24M	1.37%	14
2023 Q2	–	Sell	-315,499	Closed	-$5.6M	–	14
2023 Q1	$5.6M	Sell	315,499 -51,063	-14%	-$1.01M	4.23%	9
2022 Q4	$6.61M	Buy	366,562 +72,349	+25%	+$1.36M	5.68%	8
2022 Q3	$4.92M	Buy	294,213 +26,008	+10%	+$451K	4.51%	9
2022 Q2	$3.47M	Sell	268,205 -185,901	-41%	-$3.08M	3.26%	12
2022 Q1	$9.87M	Buy	454,106 +159,638	+54%	+$3.61M	5.94%	8
2021 Q4	$10.2M	Buy	294,468 +234,468	+391%	+$10.8M	4.58%	11
2021 Q3	$3M	Buy	+60,000	New	+$3.28M	1.25%	19

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestwood Capital Management's TOST Position: Q2 2026 in Review

Crestwood Capital Management reduced its Toast (TOST) stake by 1.1% in Q2 2026, selling an estimated $20.5K and leaving 74,212 shares worth $2.06M. The position accounts for 1.35% of the portfolio, ranked #16.

Crestwood Capital Management first reported a position in TOST in Q3 2021 and has held it in 9 quarters since. The position peaked at $10.2M in Q4 2021. 772 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Crestwood Capital Management held 74,212 shares of Toast worth $2.06M as of Q2 2026.
Crestwood Capital Management sold 788 Toast shares in Q2 2026, an estimated $20.5K.
Toast made up 1.35% of Crestwood Capital Management's portfolio in Q2 2026, its #16 holding.
Crestwood Capital Management first reported a position in Toast in Q3 2021 and has held it in 9 quarters since.
Crestwood Capital Management's Toast position peaked at $10.2M in Q4 2021.
772 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Crestwood Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.