Kovitz Investment Group Partners
TOST icon

Kovitz Investment Group Partners’s Toast TOST Stock Holding History

Kovitz Investment Group Partners’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 		$770K Hold
29,048
– – 0.02% 355
2025
Q4 		$1.03M Sell
29,048
-2,600
-8% -$93.7K 0.02% 317
2025
Q3 		$1.16M Sell
31,648
-689
-2% -$29.9K ﹤0.01% 807
2025
Q2 		$1.43M Buy
32,337
+8,769
+37% +$345K 0.01% 713
2025
Q1 		$782K Buy
+23,568
New +$882K ﹤0.01% 802

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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Kovitz Investment Group Partners's TOST Position: Q1 2026 in Review

Kovitz Investment Group Partners held its Toast (TOST) position steady in Q1 2026 at 29,048 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #355.

Kovitz Investment Group Partners first reported a position in TOST in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q2 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Kovitz Investment Group Partners held 29,048 shares of Toast worth $770K as of Q1 2026.
  • Kovitz Investment Group Partners left its Toast share count unchanged in Q1 2026.
  • Toast made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #355 holding.
  • Kovitz Investment Group Partners first reported a position in Toast in Q1 2025 and has held it in 5 quarters since.
  • Kovitz Investment Group Partners's Toast position peaked at $1.43M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.