Edgestream Partners’s Toast TOST Stock Holding History

Edgestream Partners’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	$5.02M	Buy	189,366 +88,858	+88%	+$2.65M	0.16%	228
2025 Q4	$3.57M	Buy	100,508 +80,522	+403%	+$2.9M	0.1%	363
2025 Q3	$730K	Sell	19,986 -7,820	-28%	-$339K	0.02%	682
2025 Q2	$1.23M	Sell	27,806 -125,543	-82%	-$4.93M	0.03%	609
2025 Q1	$5.09M	Buy	153,349 +125,893	+459%	+$4.71M	0.17%	219
2024 Q4	$1M	Sell	27,456 -55,462	-67%	-$1.95M	0.04%	570
2024 Q3	$2.35M	Buy	+82,918	New	+$2.1M	0.1%	353
2024 Q2	–	Sell	-83,894	Closed	-$2.09M	–	1033
2024 Q1	$2.09M	Sell	83,894 -28,361	-25%	-$587K	0.1%	325
2023 Q4	$2.05M	Buy	+112,255	New	+$1.84M	0.15%	232
2023 Q3	–	Sell	-15,372	Closed	-$347K	–	973
2023 Q2	$347K	Buy	+15,372	New	+$307K	0.03%	605

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

Edgestream Partners's TOST Position: Q1 2026 in Review

Edgestream Partners increased its Toast (TOST) stake by 88% in Q1 2026, buying an estimated $2.65M and bringing the position to 189,366 shares worth $5.02M. The position accounts for 0.16% of the portfolio, ranked #228.

Edgestream Partners first reported a position in TOST in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.09M in Q1 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Edgestream Partners held 189,366 shares of Toast worth $5.02M as of Q1 2026.
Edgestream Partners bought 88,858 Toast shares in Q1 2026, an estimated $2.65M.
Toast made up 0.16% of Edgestream Partners's portfolio in Q1 2026, its #228 holding.
Edgestream Partners first reported a position in Toast in Q2 2023 and has held it in 10 quarters since.
Edgestream Partners's Toast position peaked at $5.09M in Q1 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.