Lavelle Capital’s Toast TOST Stock Holding History

Lavelle Capital’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	$1.53M	Hold	55,000	–	–	0.66%	25
2026 Q1	$1.46M	Hold	55,000	–	–	0.9%	24
2025 Q4	$1.95M	Buy	+55,000	New	+$1.98M	1.24%	18

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lavelle Capital's TOST Position: Q2 2026 in Review

Lavelle Capital held its Toast (TOST) position steady in Q2 2026 at 55,000 shares worth $1.53M. The position accounts for 0.66% of the portfolio, ranked #25.

Lavelle Capital first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q4 2025. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Lavelle Capital held 55,000 shares of Toast worth $1.53M as of Q2 2026.
Lavelle Capital left its Toast share count unchanged in Q2 2026.
Toast made up 0.66% of Lavelle Capital's portfolio in Q2 2026, its #25 holding.
Lavelle Capital first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
Lavelle Capital's Toast position peaked at $1.95M in Q4 2025.
767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.