Dark Forest Capital Management’s Toast TOST Stock Holding History

Dark Forest 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	$1.36M	Sell	49,018 -284,824	-85%	-$7.43M	0.09%	411
2026 Q1	$8.85M	Sell	333,842 -84,444	-20%	-$2.52M	0.79%	6
2025 Q4	$14.9M	Buy	418,286 +344,440	+466%	+$12.4M	0.68%	5
2025 Q3	$2.7M	Buy	73,846 +56,135	+317%	+$2.44M	0.1%	345
2025 Q2	$784K	Sell	17,711 -24,521	-58%	-$964K	0.03%	814
2025 Q1	$1.4M	Buy	42,232 +30,466	+259%	+$1.14M	0.06%	523
2024 Q4	$429K	Sell	11,766 -36,906	-76%	-$1.3M	0.06%	506
2024 Q3	$1.38M	Buy	48,672 +31,323	+181%	+$794K	0.18%	121
2024 Q2	$447K	Buy	+17,349	New	+$419K	0.08%	300
2023 Q4	–	Sell	-51,746	Closed	-$969K	–	1051
2023 Q3	$969K	Buy	+51,746	New	+$1.12M	0.07%	426
2023 Q1	–	Sell	-1,208	Closed	-$21.8K	–	1481
2022 Q4	$21.8K	Buy	+1,208	New	+$22.7K	0.01%	561
2022 Q3	–	Sell	-879	Closed	-$11K	–	1435
2022 Q2	$11K	Sell	879 -58,530	-99%	-$970K	﹤0.01%	519
2022 Q1	$1.29M	Buy	+59,409	New	+$1.34M	0.3%	78

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

Dark Forest Capital Management's TOST Position: Q2 2026 in Review

Dark Forest Capital Management reduced its Toast (TOST) stake by 85% in Q2 2026, selling an estimated $7.43M and leaving 49,018 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #411.

Dark Forest Capital Management first reported a position in TOST in Q1 2022 and has held it in 13 quarters since. The position peaked at $14.9M in Q4 2025. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Dark Forest Capital Management held 49,018 shares of Toast worth $1.36M as of Q2 2026.
Dark Forest Capital Management sold 284,824 Toast shares in Q2 2026, an estimated $7.43M.
Toast made up 0.09% of Dark Forest Capital Management's portfolio in Q2 2026, its #411 holding.
Dark Forest Capital Management first reported a position in Toast in Q1 2022 and has held it in 13 quarters since.
Dark Forest Capital Management's Toast position peaked at $14.9M in Q4 2025.
767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.