FCM
TOST icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Firsthand Capital Management's TOST Position: Q1 2026 in Review

Firsthand Capital Management held its Toast (TOST) position steady in Q1 2026 at 60,000 shares worth $1.59M. The position accounts for 3.39% of the portfolio, ranked #11.

Firsthand Capital Management first reported a position in TOST in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q3 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Firsthand Capital Management held 60,000 shares of Toast worth $1.59M as of Q1 2026.
  • Firsthand Capital Management left its Toast share count unchanged in Q1 2026.
  • Toast made up 3.39% of Firsthand Capital Management's portfolio in Q1 2026, its #11 holding.
  • Firsthand Capital Management first reported a position in Toast in Q1 2025 and has held it in 5 quarters since.
  • Firsthand Capital Management's Toast position peaked at $2.19M in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.