Envestnet Asset Management
TOST icon

Envestnet Asset Management’s Toast TOST Stock Holding History

Envestnet Asset Management’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
Q2 		$19.2M Buy
691,053
+56,094
+9% +$1.46M ﹤0.01% 1479
2026
Q1 		$16.8M Buy
634,959
+77,905
+14% +$2.32M ﹤0.01% 1468
2025
Q4 		$19.8M Sell
557,054
-60,756
-10% -$2.19M 0.01% 1216
2025
Q3 		$22.6M Buy
617,810
+168,039
+37% +$7.29M 0.01% 1193
2025
Q2 		$19.9M Buy
449,771
+79,968
+22% +$3.14M 0.01% 1262
2025
Q1 		$12.3M Buy
369,803
+54,093
+17% +$2.03M ﹤0.01% 1530
2024
Q4 		$11.5M Sell
315,710
-187
-0.1% -$6.57K ﹤0.01% 1542
2024
Q3 		$8.94M Sell
315,897
-17,116
-5% -$434K ﹤0.01% 1709
2024
Q2 		$8.58M Buy
333,013
+105,739
+47% +$2.56M ﹤0.01% 1656
2024
Q1 		$5.66M Buy
227,274
+19,236
+9% +$398K ﹤0.01% 1896
2023
Q4 		$3.8M Sell
208,038
-54,930
-21% -$901K ﹤0.01% 2071
2023
Q3 		$4.93M Buy
262,968
+198,192
+306% +$4.3M ﹤0.01% 1807
2023
Q2 		$1.46M Buy
64,776
+33,264
+106% +$664K ﹤0.01% 2483
2023
Q1 		$559K Sell
31,512
-43,432
-58% -$857K ﹤0.01% 3063
2022
Q4 		$1.35M Buy
74,944
+18,009
+32% +$339K ﹤0.01% 2427
2022
Q3 		$952K Buy
+56,935
New +$987K ﹤0.01% 2606

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management's TOST Position: Q2 2026 in Review

Envestnet Asset Management increased its Toast (TOST) stake by 8.8% in Q2 2026, buying an estimated $1.46M and bringing the position to 691,053 shares worth $19.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Envestnet Asset Management first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $22.6M in Q3 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Envestnet Asset Management held 691,053 shares of Toast worth $19.2M as of Q2 2026.
  • Envestnet Asset Management bought 56,094 Toast shares in Q2 2026, an estimated $1.46M.
  • Toast made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1479 holding.
  • Envestnet Asset Management first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
  • Envestnet Asset Management's Toast position peaked at $22.6M in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.