Lewis Asset Management
TOST icon

Lewis Asset Management’s Toast TOST Stock Holding History

Lewis Asset 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
Q3 		– Sell
-7,518
Closed -$209K – 236
2026
Q2 		$209K Sell
7,518
-23,400
-76% -$610K 0.07% 214
2026
Q1 		$820K Buy
30,918
+16,355
+112% +$488K 0.34% 73
2025
Q4 		$517K Sell
14,563
-1,090
-7% -$39.3K 0.21% 106
2025
Q3 		$571K Sell
15,653
-8,996
-36% -$391K 0.23% 96
2025
Q2 		$1.09M Sell
24,649
-6,920
-22% -$272K 0.51% 48
2025
Q1 		$1.05M Sell
31,569
-5,093
-14% -$191K 0.87% 27
2024
Q4 		$1.34M Sell
36,662
-4,017
-10% -$141K 1.02% 21
2024
Q3 		$1.15M Buy
40,679
+1,451
+4% +$36.8K 0.84% 23
2024
Q2 		$1.01M Sell
39,228
-5,770
-13% -$139K 0.77% 27
2024
Q1 		$1.12M Buy
44,998
+6,655
+17% +$138K 0.92% 23
2023
Q4 		$700K Buy
+38,343
New +$629K 0.64% 34

Other funds holding TOST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lewis Asset Management's TOST Position: Q3 2026 in Review

Lewis Asset Management sold out of Toast (TOST) in Q3 2026, closing a stake of 7,518 shares — an estimated $209K sold.

Lewis Asset Management first reported a position in TOST in Q4 2023 and held it in 11 quarters. The position peaked at $1.34M in Q4 2024. 403 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Lewis Asset Management reported no remaining Toast position as of Q3 2026 after selling out during the quarter.
  • Lewis Asset Management sold 7,518 Toast shares in Q3 2026, an estimated $209K.
  • Lewis Asset Management first reported a position in Toast in Q4 2023 and held it in 11 quarters.
  • Lewis Asset Management's Toast position peaked at $1.34M in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.