Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$846K Buy
30,400
+20,400
+204% +$532K ﹤0.01% 3738
2026
Q1
$265K Buy
+10,000
New +$298K ﹤0.01% 4142

Other funds holding TOST

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.