Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24M Sell
44,600
-2,900
-6% -$75.6K ﹤0.01% 2092
2026
Q1
$1.26M Sell
47,500
-72,600
-60% -$2.17M ﹤0.01% 1983
2025
Q4
$4.26M Buy
120,100
+69,000
+135% +$2.49M 0.01% 1481
2025
Q3
$1.87M Sell
51,100
-517,400
-91% -$22.5M ﹤0.01% 1833
2025
Q2
$25.2M Buy
+568,500
New +$22.3M 0.04% 574
2025
Q1
Sell
-254,000
Closed -$9.26M 3287
2024
Q4
$9.26M Buy
254,000
+232,300
+1,071% +$8.16M 0.01% 994
2024
Q3
$614K Buy
+21,700
New +$550K ﹤0.01% 2180

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.