FAM
TOST icon

Fulcrum Asset Management’s Toast TOST Stock Holding History

Fulcrum 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
Q1 		$80.6K Hold
3,092
– – 0.01% 171
2025
Q4 		$112K Hold
3,092
– – 0.03% 132
2025
Q3 		$113K Sell
3,092
-18,660
-86% -$810K 0.03% 130
2025
Q2 		$963K Buy
+21,752
New +$855K 0.27% 70

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

Fulcrum Asset Management's TOST Position: Q1 2026 in Review

Fulcrum Asset Management held its Toast (TOST) position steady in Q1 2026 at 3,092 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #171.

Fulcrum Asset Management first reported a position in TOST in Q2 2025 and has held it in 4 quarters since. The position peaked at $963K in Q2 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Fulcrum Asset Management held 3,092 shares of Toast worth $80.6K as of Q1 2026.
  • Fulcrum Asset Management left its Toast share count unchanged in Q1 2026.
  • Toast made up 0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #171 holding.
  • Fulcrum Asset Management first reported a position in Toast in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Toast position peaked at $963K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

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