JFG
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Jefferies Financial Group’s Toast TOST Stock Holding History

Jefferies Financial Group’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 		– Sell
-15,000
Closed -$533K – 2198
2025
Q4 		$533K Buy
+15,000
New +$541K ﹤0.01% 1319
2025
Q1 		– Sell
-62,500
Closed -$2.28M – 2006
2024
Q4 		$2.28M Hold
62,500
– – 0.01% 626
2024
Q3 		$1.77M Hold
62,500
– – 0.01% 632
2024
Q2 		$1.61M Hold
62,500
– – 0.02% 596
2024
Q1 		$1.56M Hold
62,500
– – 0.01% 671
2023
Q4 		$1.14M Buy
+62,500
New +$1.02M 0.01% 900

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Jefferies Financial Group's TOST Position: Q1 2026 in Review

Jefferies Financial Group sold out of Toast (TOST) in Q1 2026, closing a stake of 2,416 shares — an estimated $85.8K sold.

Jefferies Financial Group first reported a position in TOST in Q4 2022 and held it in 9 quarters. The position peaked at $1.01M in Q4 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Jefferies Financial Group reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,416 Toast shares in Q1 2026, an estimated $85.8K.
  • Jefferies Financial Group first reported a position in Toast in Q4 2022 and held it in 9 quarters.
  • Jefferies Financial Group's Toast position peaked at $1.01M in Q4 2024.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.