Flight Deck Capital’s Toast TOST Stock Holding History

Flight Deck Capital’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	$4.14M	Buy	156,162 +97,000	+164%	+$2.89M	3.01%	10
2025 Q4	$2.1M	Hold	59,162	–	–	1.79%	11
2025 Q3	$2.16M	Hold	59,162	–	–	1.64%	13
2025 Q2	$2.62M	Sell	59,162 -21,700	-27%	-$853K	2.77%	14
2025 Q1	$2.68M	Hold	80,862	–	–	2.77%	14
2024 Q4	$2.95M	Sell	80,862 -31,512	-28%	-$1.11M	3.28%	12
2024 Q3	$3.18M	Sell	112,374 -152,600	-58%	-$3.87M	3.72%	11
2024 Q2	$6.83M	Sell	264,974 -71,200	-21%	-$1.72M	9.03%	4
2024 Q1	$8.38M	Sell	336,174 -207,600	-38%	-$4.3M	10.82%	4
2023 Q4	$9.93M	Buy	543,774 +94,900	+21%	+$1.56M	12.13%	3
2023 Q3	$8.41M	Sell	448,874 -172,579	-28%	-$3.75M	10.27%	4
2023 Q2	$14M	Buy	621,453 +174,900	+39%	+$3.49M	12.44%	2
2023 Q1	$7.93M	Buy	446,553 +85,000	+24%	+$1.68M	6.09%	8
2022 Q4	$6.52M	Hold	361,553	–	–	6.21%	8
2022 Q3	$6.04M	Sell	361,553 -109,900	-23%	-$1.91M	5.19%	11
2022 Q2	$6.1M	Buy	471,453 +55,300	+13%	+$916K	4.59%	12
2022 Q1	$9.04M	Buy	416,153 +259,048	+165%	+$5.85M	5.88%	8
2021 Q4	$5.45M	Buy	+157,105	New	+$7.27M	2.56%	13

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Flight Deck Capital's TOST Position: Q1 2026 in Review

Flight Deck Capital increased its Toast (TOST) stake by 164% in Q1 2026, buying an estimated $2.89M and bringing the position to 156,162 shares worth $4.14M. The position accounts for 3.01% of the portfolio, ranked #10.

Flight Deck Capital first reported a position in TOST in Q4 2021 and has held it in 18 quarters since. The position peaked at $14M in Q2 2023. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Flight Deck Capital held 156,162 shares of Toast worth $4.14M as of Q1 2026.
Flight Deck Capital bought 97,000 Toast shares in Q1 2026, an estimated $2.89M.
Toast made up 3.01% of Flight Deck Capital's portfolio in Q1 2026, its #10 holding.
Flight Deck Capital first reported a position in Toast in Q4 2021 and has held it in 18 quarters since.
Flight Deck Capital's Toast position peaked at $14M in Q2 2023.
758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Flight Deck Capital's 13F filing for Q1 2026, filed 15 May 2026.