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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crestwood Capital Management's TOST Position: Q1 2026 in Review

Crestwood Capital Management opened a new position in Toast (TOST) in Q1 2026: 75,000 shares worth $1.99M. The stake represents 1.37% of the portfolio and ranks #14 among its holdings. This is a return to the name: Crestwood Capital Management previously reported a position in TOST as recently as Q1 2023.

Crestwood Capital Management first reported a position in TOST in Q3 2021 and has held it in 8 quarters since. The position peaked at $10.2M in Q4 2021. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Crestwood Capital Management held 75,000 shares of Toast worth $1.99M as of Q1 2026.
Toast was a new Crestwood Capital Management position in Q1 2026.
Toast made up 1.37% of Crestwood Capital Management's portfolio in Q1 2026, its #14 holding.
Crestwood Capital Management first reported a position in Toast in Q3 2021 and has held it in 8 quarters since.
Crestwood Capital Management's Toast position peaked at $10.2M in Q4 2021.
757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Crestwood Capital Management's 13F filing for Q1 2026, filed 12 May 2026.