Kayne Anderson Rudnick Investment Management
TOST icon

Kayne Anderson Rudnick Investment Management’s Toast TOST Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$23.7M Sell
894,759
-208,802
-19% -$6.23M 0.07% 175
2025
Q4 		$39.2M Buy
1,103,561
+256,513
+30% +$9.25M 0.11% 145
2025
Q3 		$30.9M Sell
847,048
-80,379
-9% -$3.49M 0.08% 172
2025
Q2 		$41.1M Sell
927,427
-84,013
-8% -$3.3M 0.1% 150
2025
Q1 		$33.5M Sell
1,011,440
-90,150
-8% -$3.38M 0.08% 161
2024
Q4 		$40.2M Sell
1,101,590
-70,011
-6% -$2.46M 0.09% 157
2024
Q3 		$33.2M Sell
1,171,601
-51,426
-4% -$1.3M 0.07% 162
2024
Q2 		$31.5M Sell
1,223,027
-44,838
-4% -$1.08M 0.08% 167
2024
Q1 		$31.6M Sell
1,267,865
-17,866
-1% -$370K 0.07% 172
2023
Q4 		$23.5M Buy
1,285,731
+1,513
+0.1% +$24.8K 0.06% 185
2023
Q3 		$24.1M Sell
1,284,218
-42,236
-3% -$917K 0.07% 173
2023
Q2 		$29.9M Buy
1,326,454
+457,753
+53% +$9.14M 0.08% 161
2023
Q1 		$15.4M Sell
868,701
-477
-0.1% -$9.41K 0.05% 216
2022
Q4 		$15.7M Buy
+869,178
New +$16.3M 0.05% 218

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

Kayne Anderson Rudnick Investment Management's TOST Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Toast (TOST) stake by 19% in Q1 2026, selling an estimated $6.23M and leaving 894,759 shares worth $23.7M. The position accounts for 0.07% of the portfolio, ranked #175.

Kayne Anderson Rudnick Investment Management first reported a position in TOST in Q4 2022 and has held it in 14 quarters since. The position peaked at $41.1M in Q2 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 894,759 shares of Toast worth $23.7M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 208,802 Toast shares in Q1 2026, an estimated $6.23M.
  • Toast made up 0.07% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #175 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Toast in Q4 2022 and has held it in 14 quarters since.
  • Kayne Anderson Rudnick Investment Management's Toast position peaked at $41.1M in Q2 2025.
  • 757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.