Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-15,000
Closed -$398K 3502
2026
Q1
$398K Sell
15,000
-26,600
-64% -$794K ﹤0.01% 2455
2025
Q4
$1.48M Sell
41,600
-29,900
-42% -$1.08M ﹤0.01% 2007
2025
Q3
$2.61M Sell
71,500
-13,900
-16% -$603K ﹤0.01% 1673
2025
Q2
$3.78M Sell
85,400
-197,200
-70% -$7.75M 0.01% 1421
2025
Q1
$9.37M Buy
282,600
+257,100
+1,008% +$9.63M 0.02% 948
2024
Q4
$929K Sell
25,500
-469,400
-95% -$16.5M ﹤0.01% 1976
2024
Q3
$14M Sell
494,900
-175,100
-26% -$4.44M 0.02% 788
2024
Q2
$17.3M Buy
+670,000
New +$16.2M 0.03% 662
2024
Q1
Sell
-195,000
Closed -$3.56M 3122
2023
Q4
$3.56M Buy
+195,000
New +$3.2M 0.01% 1251

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.