LECM
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Lead Edge Capital Management’s Toast TOST Stock Holding History

Lead Edge Capital 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 		$34.6M Buy
+1,306,362
New +$39M 8.49% 6
2025
Q2 		– Sell
-1,038,900
Closed -$34.5M – 10
2025
Q1 		$34.5M Hold
1,038,900
– – 10.47% 5
2024
Q4 		$37.9M Sell
1,038,900
-1,460,000
-58% -$51.3M 12.81% 4
2024
Q3 		$70.7M Hold
2,498,900
– – 20.48% 2
2024
Q2 		$64.4M Sell
2,498,900
-275,200
-10% -$6.65M 20.55% 1
2024
Q1 		$69.1M Hold
2,774,100
– – 21.25% 2
2023
Q4 		$50.7M Buy
+2,774,100
New +$45.5M 13.54% 4
2022
Q3 		– Sell
-7,759,021
Closed -$100M – 9
2022
Q2 		$100M Hold
7,759,021
– – 27.86% 1
2022
Q1 		$169M Sell
7,759,021
-5,244,386
-40% -$118M 36.91% 1
2021
Q4 		$406M Sell
13,003,407
-2,344,718
-15% -$108M 60.69% 1
2021
Q3 		$652M Buy
+15,348,125
New +$839M 77.6% 1

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

Lead Edge Capital Management's TOST Position: Q1 2026 in Review

Lead Edge Capital Management opened a new position in Toast (TOST) in Q1 2026: 1,306,362 shares worth $34.6M. The stake represents 8.49% of the portfolio and ranks #6 among its holdings. This is a return to the name: Lead Edge Capital Management previously reported a position in TOST as recently as Q1 2025.

Lead Edge Capital Management first reported a position in TOST in Q3 2021 and has held it in 11 quarters since. The position peaked at $652M in Q3 2021. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Lead Edge Capital Management held 1,306,362 shares of Toast worth $34.6M as of Q1 2026.
  • Toast was a new Lead Edge Capital Management position in Q1 2026.
  • Toast made up 8.49% of Lead Edge Capital Management's portfolio in Q1 2026, its #6 holding.
  • Lead Edge Capital Management first reported a position in Toast in Q3 2021 and has held it in 11 quarters since.
  • Lead Edge Capital Management's Toast position peaked at $652M in Q3 2021.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Lead Edge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.