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Glynn Capital Management’s Toast TOST Stock Holding History

Glynn 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 		$7.03M Sell
252,629
-178,264
-41% -$4.65M 1.93% 19
2026
Q1 		$11.4M Sell
430,893
-55,690
-11% -$1.66M 5.46% 5
2025
Q4 		$17.3M Buy
486,583
+119,262
+32% +$4.3M 5.94% 6
2025
Q3 		$13.4M Sell
367,321
-206,463
-36% -$8.96M 4.23% 14
2025
Q2 		$25.4M Buy
573,784
+54,889
+11% +$2.16M 5.71% 5
2025
Q1 		$17.2M Sell
518,895
-2,652
-0.5% -$99.3K 4.53% 11
2024
Q4 		$19M Sell
521,547
-394,467
-43% -$13.9M 4.48% 11
2024
Q3 		$25.9M Sell
916,014
-54,419
-6% -$1.38M 5.94% 6
2024
Q2 		$25M Sell
970,433
-91,716
-9% -$2.22M 5.05% 9
2024
Q1 		$26.5M Buy
1,062,149
+1,892
+0.2% +$39.2K 4.96% 11
2023
Q4 		$19.4M Sell
1,060,257
-14,217
-1% -$233K 3.62% 12
2023
Q3 		$20.1M Buy
1,074,474
+34,998
+3% +$760K 4.37% 10
2023
Q2 		$23.5M Sell
1,039,476
-675
-0.1% -$13.5K 5.21% 8
2023
Q1 		$18.5M Sell
1,040,151
-251,100
-19% -$4.95M 4.4% 11
2022
Q4 		$23.3M Sell
1,291,251
-8,136
-0.6% -$153K 5.64% 6
2022
Q3 		$21.7M Buy
1,299,387
+214,719
+20% +$3.72M 4.64% 8
2022
Q2 		$14M Sell
1,084,668
-445,799
-29% -$7.39M 2.92% 12
2022
Q1 		$33.3M Buy
1,530,467
+1,034,412
+209% +$23.4M 4.47% 8
2021
Q4 		$17.2M Buy
496,055
+96,055
+24% +$4.44M 1.83% 18
2021
Q3 		$20M Buy
+400,000
New +$21.9M 1.75% 22

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

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

Glynn Capital Management reduced its Toast (TOST) stake by 41% in Q2 2026, selling an estimated $4.65M and leaving 252,629 shares worth $7.03M. The position accounts for 1.93% of the portfolio, ranked #19.

Glynn Capital Management first reported a position in TOST in Q3 2021 and has held it in 20 quarters since. The position peaked at $33.3M in Q1 2022. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Glynn Capital Management held 252,629 shares of Toast worth $7.03M as of Q2 2026.
  • Glynn Capital Management sold 178,264 Toast shares in Q2 2026, an estimated $4.65M.
  • Toast made up 1.93% of Glynn Capital Management's portfolio in Q2 2026, its #19 holding.
  • Glynn Capital Management first reported a position in Toast in Q3 2021 and has held it in 20 quarters since.
  • Glynn Capital Management's Toast position peaked at $33.3M in Q1 2022.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Glynn Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.