JO
TOST icon

John Overdeck’s Toast TOST Stock Holding History

John Overdeck’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 		$4.57M Sell
164,179
-667,685
-80% -$17.4M ﹤0.01% 2224
2026
Q1 		$22.1M Sell
831,864
-401,177
-33% -$12M 0.02% 896
2025
Q4 		$43.8M Sell
1,233,041
-682,860
-36% -$24.6M 0.06% 393
2025
Q3 		$69.9M Buy
1,915,901
+105,513
+6% +$4.58M 0.1% 250
2025
Q2 		$80.2M Buy
1,810,388
+1,241,568
+218% +$48.8M 0.14% 185
2025
Q1 		$18.9M Sell
568,820
-2,277,380
-80% -$85.3M 0.04% 514
2024
Q4 		$104M Buy
2,846,200
+2,565,634
+914% +$90.2M 0.23% 103
2024
Q3 		$7.94M Sell
280,566
-548,691
-66% -$13.9M 0.02% 859
2024
Q2 		$21.4M Sell
829,257
-703,223
-46% -$17M 0.05% 434
2024
Q1 		$38.2M Sell
1,532,480
-1,416,645
-48% -$29.3M 0.09% 278
2023
Q4 		$53.9M Buy
2,949,125
+41,302
+1% +$677K 0.12% 209
2023
Q3 		$54.5M Buy
2,907,823
+1,947,801
+203% +$42.3M 0.15% 189
2023
Q2 		$21.7M Buy
+960,022
New +$19.2M 0.05% 388

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

John Overdeck's TOST Position: Q2 2026 in Review

John Overdeck reduced its Toast (TOST) stake by 80% in Q2 2026, selling an estimated $17.4M and leaving 164,179 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

John Overdeck first reported a position in TOST in Q2 2023 and has held it in 13 quarters since. The position peaked at $104M in Q4 2024. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • John Overdeck held 164,179 shares of Toast worth $4.57M as of Q2 2026.
  • John Overdeck sold 667,685 Toast shares in Q2 2026, an estimated $17.4M.
  • Toast made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2224 holding.
  • John Overdeck first reported a position in Toast in Q2 2023 and has held it in 13 quarters since.
  • John Overdeck's Toast position peaked at $104M in Q4 2024.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.