HCM
TOST icon

HMI Capital Management’s Toast TOST Stock Holding History

HMI 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 		$97.5M Sell
3,504,744
-310,239
-8% -$8.09M 13.69% 2
2026
Q1 		$101M Sell
3,814,983
-488,500
-11% -$14.6M 13.41% 4
2025
Q4 		$153M Buy
4,303,483
+961,100
+29% +$34.6M 12.54% 5
2025
Q3 		$122M Buy
3,342,383
+522,200
+19% +$22.7M 7.05% 6
2025
Q2 		$125M Sell
2,820,183
-2,383,000
-46% -$93.7M 7.09% 7
2025
Q1 		$173M Buy
5,203,183
+1,904,040
+58% +$71.3M 9.4% 8
2024
Q4 		$120M Sell
3,299,143
-5,775,279
-64% -$203M 6.04% 9
2024
Q3 		$257M Sell
9,074,422
-304,508
-3% -$7.72M 10.64% 2
2024
Q2 		$242M Sell
9,378,930
-3,990,680
-30% -$96.5M 9.2% 4
2024
Q1 		$333M Sell
13,369,610
-1,819,655
-12% -$37.7M 12.26% 1
2023
Q4 		$277M Buy
15,189,265
+808,244
+6% +$13.3M 12.03% 2
2023
Q3 		$269M Sell
14,381,021
-1,358,800
-9% -$29.5M 10.35% 3
2023
Q2 		$355M Hold
15,739,821
– – 12.62% 2
2023
Q1 		$279M Hold
15,739,821
– – 10.91% 3
2022
Q4 		$284M Sell
15,739,821
-47,765
-0.3% -$898K 12.13% 2
2022
Q3 		$264M Hold
15,787,586
– – 9.94% 3
2022
Q2 		$204M Buy
15,787,586
+2,513,950
+19% +$41.7M 8.2% 6
2022
Q1 		$288M Buy
13,273,636
+6,819,286
+106% +$154M 8.41% 7
2021
Q4 		$224M Buy
6,454,350
+6,054,350
+1,514% +$280M 6.12% 9
2021
Q3 		$20M Buy
+400,000
New +$21.9M 0.6% 12

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

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

HMI Capital Management reduced its Toast (TOST) stake by 8.1% in Q2 2026, selling an estimated $8.09M and leaving 3,504,744 shares worth $97.5M. The position accounts for 13.69% of the portfolio, ranked #2.

HMI Capital Management first reported a position in TOST in Q3 2021 and has held it in 20 quarters since. The position peaked at $355M in Q2 2023. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • HMI Capital Management held 3,504,744 shares of Toast worth $97.5M as of Q2 2026.
  • HMI Capital Management sold 310,239 Toast shares in Q2 2026, an estimated $8.09M.
  • Toast made up 13.69% of HMI Capital Management's portfolio in Q2 2026, its #2 holding.
  • HMI Capital Management first reported a position in Toast in Q3 2021 and has held it in 20 quarters since.
  • HMI Capital Management's Toast position peaked at $355M in Q2 2023.
  • 767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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