CX Institutional
TOST icon

CX Institutional’s Toast TOST Stock Holding History

CX Institutional’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 		$112K Buy
3,864
+59
+2% +$1.9K ﹤0.01% 852
2026
Q2 		$106K Buy
3,805
+3,694
+3,328% +$96.3K ﹤0.01% 851
2026
Q1 		$3K Buy
+111
New +$3.31K ﹤0.01% 1421

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

CX Institutional's TOST Position: Q3 2026 in Review

CX Institutional increased its Toast (TOST) stake by 1.6% in Q3 2026, buying an estimated $1.9K and bringing the position to 3,864 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

CX Institutional first reported a position in TOST in Q1 2026 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • CX Institutional held 3,864 shares of Toast worth $112K as of Q3 2026.
  • CX Institutional bought 59 Toast shares in Q3 2026, an estimated $1.9K.
  • Toast made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #852 holding.
  • CX Institutional first reported a position in Toast in Q1 2026 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.