DNCA Finance’s Toast TOST Stock Holding History

DNCA Finance’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 Q1	$1.78M	Sell	67,000 -91,300	-58%	-$2.72M	0.1%	71
2025 Q4	$5.62M	Sell	158,300 -37,350	-19%	-$1.35M	0.33%	53
2025 Q3	$7.14M	Buy	195,650 +40,150	+26%	+$1.74M	0.49%	47
2025 Q2	$6.89M	Buy	155,500 +63,050	+68%	+$2.48M	0.53%	50
2025 Q1	$3.07M	Sell	92,450 -47,050	-34%	-$1.76M	0.25%	74
2024 Q4	$5.08M	Sell	139,500 -43,500	-24%	-$1.53M	0.4%	60
2024 Q3	$5.18M	Sell	183,000 -43,000	-19%	-$1.09M	0.44%	59
2024 Q2	$5.82M	Buy	+226,000	New	+$5.46M	0.5%	60

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DNCA Finance's TOST Position: Q1 2026 in Review

DNCA Finance reduced its Toast (TOST) stake by 58% in Q1 2026, selling an estimated $2.72M and leaving 67,000 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #71.

DNCA Finance first reported a position in TOST in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.14M in Q3 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

DNCA Finance held 67,000 shares of Toast worth $1.78M as of Q1 2026.
DNCA Finance sold 91,300 Toast shares in Q1 2026, an estimated $2.72M.
Toast made up 0.1% of DNCA Finance's portfolio in Q1 2026, its #71 holding.
DNCA Finance first reported a position in Toast in Q2 2024 and has held it in 8 quarters since.
DNCA Finance's Toast position peaked at $7.14M in Q3 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.