Mayar Capital’s Toast TOST Stock Holding History

Mayar 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	$7.18M	Buy	258,200 +120,900	+88%	+$3.15M	8.06%	8
2026 Q1	$3.64M	Buy	+137,300	New	+$4.1M	4.34%	11

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Mayar Capital's TOST Position: Q2 2026 in Review

Mayar Capital increased its Toast (TOST) stake by 88% in Q2 2026, buying an estimated $3.15M and bringing the position to 258,200 shares worth $7.18M. The position accounts for 8.06% of the portfolio, ranked #8.

Mayar Capital first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Mayar Capital held 258,200 shares of Toast worth $7.18M as of Q2 2026.
Mayar Capital bought 120,900 Toast shares in Q2 2026, an estimated $3.15M.
Toast made up 8.06% of Mayar Capital's portfolio in Q2 2026, its #8 holding.
Mayar Capital first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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