GK
TOST icon

Glen Kacher’s Toast TOST Stock Holding History

Glen Kacher’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 		$32.5M Buy
+1,167,500
New +$30.4M 3.6% 12
2022
Q1 		– Sell
-172,100
Closed -$5.97M – 52
2021
Q4 		$5.97M Sell
172,100
-427,900
-71% -$19.8M 0.36% 39
2021
Q3 		$30M Buy
+600,000
New +$32.8M 1.5% 30

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

Glen Kacher's TOST Position: Q2 2026 in Review

Glen Kacher opened a new position in Toast (TOST) in Q2 2026: 1,167,500 shares worth $32.5M. The stake represents 3.6% of the portfolio and ranks #12 among its holdings. This is a return to the name: Glen Kacher previously reported a position in TOST as recently as Q4 2021.

Glen Kacher first reported a position in TOST in Q3 2021 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Glen Kacher held 1,167,500 shares of Toast worth $32.5M as of Q2 2026.
  • Toast was a new Glen Kacher position in Q2 2026.
  • Toast made up 3.6% of Glen Kacher's portfolio in Q2 2026, its #12 holding.
  • Glen Kacher first reported a position in Toast in Q3 2021 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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