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 Q2	$84.1M	Buy	3,021,216 +1,714,854	+131%	+$44.7M	15.27%	1
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

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

Lead Edge Capital Management's TOST Position: Q2 2026 in Review

Lead Edge Capital Management increased its Toast (TOST) stake by 131% in Q2 2026, buying an estimated $44.7M and bringing the position to 3,021,216 shares worth $84.1M. The position accounts for 15.27% of the portfolio, ranked #1.

Lead Edge Capital Management first reported a position in TOST in Q3 2021 and has held it in 12 quarters since. The position peaked at $652M in Q3 2021. 770 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Lead Edge Capital Management held 3,021,216 shares of Toast worth $84.1M as of Q2 2026.
Lead Edge Capital Management bought 1,714,854 Toast shares in Q2 2026, an estimated $44.7M.
Toast made up 15.27% of Lead Edge Capital Management's portfolio in Q2 2026, its #1 holding.
Lead Edge Capital Management first reported a position in Toast in Q3 2021 and has held it in 12 quarters since.
Lead Edge Capital Management's Toast position peaked at $652M in Q3 2021.
770 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Lead Edge Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.