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
Q2 		$16.6M Sell
595,954
-298,805
-33% -$7.79M 0.05% 194
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

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 $3.38T AUM 44.17% 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

Kayne Anderson Rudnick Investment Management's TOST Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Toast (TOST) stake by 33% in Q2 2026, selling an estimated $7.79M and leaving 595,954 shares worth $16.6M. The position accounts for 0.05% of the portfolio, ranked #194.

Kayne Anderson Rudnick Investment Management first reported a position in TOST in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.1M in Q2 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 595,954 shares of Toast worth $16.6M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 298,805 Toast shares in Q2 2026, an estimated $7.79M.
  • Toast made up 0.05% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #194 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Toast in Q4 2022 and has held it in 15 quarters since.
  • Kayne Anderson Rudnick Investment Management's Toast position peaked at $41.1M in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.