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Cromwell Holdings’s Toast TOST Stock Holding History

Cromwell Holdings’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 		$4.67K Buy
161
+20
+14% +$644 ﹤0.01% 712
2026
Q2 		$3.92K Buy
141
+63
+81% +$1.64K ﹤0.01% 707
2026
Q1 		$2.07K Hold
78
– – ﹤0.01% 708
2025
Q4 		$2.77K Hold
78
– – ﹤0.01% 653
2025
Q3 		$2.85K Hold
78
– – ﹤0.01% 657
2025
Q2 		$3.46K Buy
78
+58
+290% +$2.28K ﹤0.01% 637
2025
Q1 		$663 Buy
+20
New +$749 ﹤0.01% 718

Other funds holding TOST

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cromwell Holdings's TOST Position: Q3 2026 in Review

Cromwell Holdings increased its Toast (TOST) stake by 14% in Q3 2026, buying an estimated $644 and bringing the position to 161 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Cromwell Holdings first reported a position in TOST in Q1 2025 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Cromwell Holdings held 161 shares of Toast worth $4.67K as of Q3 2026.
  • Cromwell Holdings bought 20 Toast shares in Q3 2026, an estimated $644.
  • Toast made up ﹤0.01% of Cromwell Holdings's portfolio in Q3 2026, its #712 holding.
  • Cromwell Holdings first reported a position in Toast in Q1 2025 and has held it in 7 quarters since.
  • 237 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.