Junto Capital Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$54.3M Buy
+1,952,539
New +$50.9M 0.95% 42
2025
Q2
Sell
-578,260
Closed -$19.2M 110
2025
Q1
$19.2M Buy
+578,260
New +$21.7M 0.4% 76

Other funds holding TOST

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

Junto Capital Management opened a new position in Toast (TOST) in Q2 2026: 1,952,539 shares worth $54.3M. The stake represents 0.95% of the portfolio and ranks #42 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in TOST as recently as Q1 2025.

Junto Capital Management first reported a position in TOST in Q1 2025 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Junto Capital Management held 1,952,539 shares of Toast worth $54.3M as of Q2 2026.
  • Toast was a new Junto Capital Management position in Q2 2026.
  • Toast made up 0.95% of Junto Capital Management's portfolio in Q2 2026, its #42 holding.
  • Junto Capital Management first reported a position in Toast in Q1 2025 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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