Firsthand Capital Management’s Toast TOST Stock Holding History

Firsthand Capital 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	$835K	Sell	30,000 -30,000	-50%	-$782K	1.33%	19
2026 Q1	$1.59M	Hold	60,000	–	–	3.39%	11
2025 Q4	$2.13M	Hold	60,000	–	–	3.96%	7
2025 Q3	$2.19M	Buy	60,000 +20,000	+50%	+$868K	3.68%	9
2025 Q2	$1.77M	Hold	40,000	–	–	3.19%	10
2025 Q1	$1.33M	Buy	+40,000	New	+$1.5M	3.22%	11

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Firsthand Capital Management's TOST Position: Q2 2026 in Review

Firsthand Capital Management reduced its Toast (TOST) stake by 50% in Q2 2026, selling an estimated $782K and leaving 30,000 shares worth $835K. The position accounts for 1.33% of the portfolio, ranked #19.

Firsthand Capital Management first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.19M in Q3 2025. 770 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Firsthand Capital Management held 30,000 shares of Toast worth $835K as of Q2 2026.
Firsthand Capital Management sold 30,000 Toast shares in Q2 2026, an estimated $782K.
Toast made up 1.33% of Firsthand Capital Management's portfolio in Q2 2026, its #19 holding.
Firsthand Capital Management first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
Firsthand Capital Management's Toast position peaked at $2.19M in Q3 2025.
770 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Firsthand Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.