GIM
TOST icon

Granahan Investment Management’s Toast TOST Stock Holding History

Granahan Investment 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 		$19.1M Buy
685,751
+286,684
+72% +$7.48M 0.68% 41
2026
Q1 		$10.6M Sell
399,067
-638,079
-62% -$19M 0.51% 53
2025
Q4 		$36.8M Sell
1,037,146
-200,466
-16% -$7.23M 1.58% 20
2025
Q3 		$45.2M Sell
1,237,612
-374,609
-23% -$16.3M 1.85% 15
2025
Q2 		$71.4M Buy
1,612,221
+114,280
+8% +$4.49M 2.91% 7
2025
Q1 		$49.7M Sell
1,497,941
-80,429
-5% -$3.01M 2.47% 7
2024
Q4 		$57.5M Sell
1,578,370
-702,557
-31% -$24.7M 2.4% 8
2024
Q3 		$64.6M Buy
2,280,927
+38,656
+2% +$980K 2.54% 5
2024
Q2 		$57.8M Sell
2,242,271
-804,684
-26% -$19.5M 2.31% 7
2024
Q1 		$75.9M Sell
3,046,955
-851,238
-22% -$17.6M 2.67% 6
2023
Q4 		$71.2M Buy
3,898,193
+510,358
+15% +$8.37M 2.35% 7
2023
Q3 		$63.5M Sell
3,387,835
-688,296
-17% -$14.9M 2.26% 7
2023
Q2 		$92M Buy
4,076,131
+551,493
+16% +$11M 2.83% 6
2023
Q1 		$62.6M Sell
3,524,638
-1,609,710
-31% -$31.7M 1.9% 14
2022
Q4 		$92.6M Buy
5,134,348
+362,249
+8% +$6.81M 2.83% 8
2022
Q3 		$79.8M Buy
4,772,099
+1,303,569
+38% +$22.6M 2.61% 8
2022
Q2 		$44.9M Buy
+3,468,530
New +$57.5M 1.53% 16

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 $3.38T AUM 44.17% 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

Granahan Investment Management's TOST Position: Q2 2026 in Review

Granahan Investment Management increased its Toast (TOST) stake by 72% in Q2 2026, buying an estimated $7.48M and bringing the position to 685,751 shares worth $19.1M. The position accounts for 0.68% of the portfolio, ranked #41.

Granahan Investment Management first reported a position in TOST in Q2 2022 and has held it in 17 quarters since. The position peaked at $92.6M in Q4 2022. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Granahan Investment Management held 685,751 shares of Toast worth $19.1M as of Q2 2026.
  • Granahan Investment Management bought 286,684 Toast shares in Q2 2026, an estimated $7.48M.
  • Toast made up 0.68% of Granahan Investment Management's portfolio in Q2 2026, its #41 holding.
  • Granahan Investment Management first reported a position in Toast in Q2 2022 and has held it in 17 quarters since.
  • Granahan Investment Management's Toast position peaked at $92.6M in Q4 2022.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Granahan Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.