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TOST icon

LRI Investments’s Toast TOST Stock Holding History

LRI Investments’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 		$150K Buy
5,400
+2,143
+66% +$55.9K 0.01% 383
2026
Q1 		$86.3K Buy
3,257
+1,922
+144% +$57.4K 0.01% 434
2025
Q4 		$47.4K Sell
1,335
-837
-39% -$30.2K ﹤0.01% 555
2025
Q3 		$79.3K Sell
2,172
-1,139
-34% -$49.4K 0.01% 466
2025
Q2 		$147K Buy
3,311
+2,057
+164% +$80.8K 0.01% 348
2025
Q1 		$41.6K Sell
1,254
-262
-17% -$9.81K ﹤0.01% 564
2024
Q4 		$55.3K Buy
1,516
+516
+52% +$18.1K 0.01% 515
2024
Q3 		$40.4K Hold
1,000
– – ﹤0.01% 542
2024
Q2 		$25.8K Buy
+1,000
New +$24.2K ﹤0.01% 571

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

LRI Investments's TOST Position: Q2 2026 in Review

LRI Investments increased its Toast (TOST) stake by 66% in Q2 2026, buying an estimated $55.9K and bringing the position to 5,400 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #383.

LRI Investments first reported a position in TOST in Q2 2024 and has held it in 9 quarters since. 269 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • LRI Investments held 5,400 shares of Toast worth $150K as of Q2 2026.
  • LRI Investments bought 2,143 Toast shares in Q2 2026, an estimated $55.9K.
  • Toast made up 0.01% of LRI Investments's portfolio in Q2 2026, its #383 holding.
  • LRI Investments first reported a position in Toast in Q2 2024 and has held it in 9 quarters since.
  • 269 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.