Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$198M Buy
7,126,975
+4,905,300
+221% +$128M 0.25% 80
2026
Q1
$58.9M Sell
2,221,675
-1,810,030
-45% -$54M 0.08% 298
2025
Q4
$143M Buy
4,031,705
+4,021,923
+41,116% +$145M 0.18% 115
2025
Q3
$357K Sell
9,782
-882,500
-99% -$38.3M ﹤0.01% 2517
2025
Q2
$39.5M Sell
892,282
-1,218,373
-58% -$47.9M 0.06% 416
2025
Q1
$70M Buy
+2,110,655
New +$79M 0.12% 206
2024
Q4
Sell
-165,568
Closed -$5.82M 3262
2024
Q3
$4.69M Sell
165,568
-634,122
-79% -$16.1M 0.01% 1277
2024
Q2
$20.6M Buy
799,690
+588,104
+278% +$14.2M 0.04% 595
2024
Q1
$5.27M Buy
+211,586
New +$4.38M 0.01% 1197
2023
Q2
Sell
-770,691
Closed -$13.7M 2792
2023
Q1
$13.7M Sell
770,691
-238,237
-24% -$4.7M 0.03% 660
2022
Q4
$18.2M Sell
1,008,928
-423,356
-30% -$7.96M 0.05% 524
2022
Q3
$23.9M Buy
1,432,284
+694,103
+94% +$12M 0.07% 371
2022
Q2
$9.55M Buy
738,181
+608,326
+468% +$10.1M 0.03% 675
2022
Q1
$2.82M Buy
+129,855
New +$2.93M 0.01% 1225
2021
Q4
Sell
-123,762
Closed -$6.18M 2597
2021
Q3
$6.18M Buy
+123,762
New +$6.77M 0.03% 752

Other funds holding TOST

Dmitry Balyasny's TOST Position: Q2 2026 in Review

Dmitry Balyasny increased its Toast (TOST) stake by 221% in Q2 2026, buying an estimated $128M and bringing the position to 7,126,975 shares worth $198M. The position accounts for 0.25% of the portfolio, ranked #80.

Dmitry Balyasny first reported a position in TOST in Q3 2021 and has held it in 15 quarters since. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Dmitry Balyasny held 7,126,975 shares of Toast worth $198M as of Q2 2026.
  • Dmitry Balyasny bought 4,905,300 Toast shares in Q2 2026, an estimated $128M.
  • Toast made up 0.25% of Dmitry Balyasny's portfolio in Q2 2026, its #80 holding.
  • Dmitry Balyasny first reported a position in Toast in Q3 2021 and has held it in 15 quarters since.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.