DCM
TOST icon

Davis Capital Management’s Toast TOST Stock Holding History

Davis 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 		$362 Sell
13
-2
-13% -$52 ﹤0.01% 685
2026
Q1 		$398 Buy
+15
New +$448 ﹤0.01% 459

Other funds holding TOST

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

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

Davis Capital Management reduced its Toast (TOST) stake by 13% in Q2 2026, selling an estimated $52 and leaving 13 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Davis Capital Management first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. The position peaked at $398 in Q1 2026. 173 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Davis Capital Management held 13 shares of Toast worth $362 as of Q2 2026.
  • Davis Capital Management sold 2 Toast shares in Q2 2026, an estimated $52.
  • Toast made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #685 holding.
  • Davis Capital Management first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
  • Davis Capital Management's Toast position peaked at $398 in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.