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
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

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

Granahan Investment Management's TOST Position: Q1 2026 in Review

Granahan Investment Management reduced its Toast (TOST) stake by 62% in Q1 2026, selling an estimated $19M and leaving 399,067 shares worth $10.6M. The position accounts for 0.51% of the portfolio, ranked #53.

Granahan Investment Management first reported a position in TOST in Q2 2022 and has held it in 16 quarters since. The position peaked at $92.6M in Q4 2022. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Granahan Investment Management held 399,067 shares of Toast worth $10.6M as of Q1 2026.
  • Granahan Investment Management sold 638,079 Toast shares in Q1 2026, an estimated $19M.
  • Toast made up 0.51% of Granahan Investment Management's portfolio in Q1 2026, its #53 holding.
  • Granahan Investment Management first reported a position in Toast in Q2 2022 and has held it in 16 quarters since.
  • Granahan Investment Management's Toast position peaked at $92.6M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Granahan Investment Management's 13F filing for Q1 2026, filed 15 May 2026.