DGM
TOST icon

Delta Global Management’s Toast TOST Stock Holding History

Delta Global 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 		$17.8M Sell
638,477
-300,276
-32% -$7.83M 1.93% 13
2026
Q1 		$24.9M Sell
938,753
-203,119
-18% -$6.06M 2.04% 15
2025
Q4 		$40.5M Buy
1,141,872
+96,071
+9% +$3.46M 2.95% 7
2025
Q3 		$38.2M Sell
1,045,801
-39,165
-4% -$1.7M 2.8% 12
2025
Q2 		$48.1M Buy
1,084,966
+909,642
+519% +$35.7M 3.21% 10
2025
Q1 		$5.82M Buy
+175,324
New +$6.56M 0.42% 33

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Delta Global Management's TOST Position: Q2 2026 in Review

Delta Global Management reduced its Toast (TOST) stake by 32% in Q2 2026, selling an estimated $7.83M and leaving 638,477 shares worth $17.8M. The position accounts for 1.93% of the portfolio, ranked #13.

Delta Global Management first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $48.1M in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Delta Global Management held 638,477 shares of Toast worth $17.8M as of Q2 2026.
  • Delta Global Management sold 300,276 Toast shares in Q2 2026, an estimated $7.83M.
  • Toast made up 1.93% of Delta Global Management's portfolio in Q2 2026, its #13 holding.
  • Delta Global Management first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • Delta Global Management's Toast position peaked at $48.1M in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Delta Global Management's 13F filing for Q2 2026, filed 13 Aug 2026.