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TOST icon

Meritage Group’s Toast TOST Stock Holding History

Meritage Group’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 		$95.5M Buy
3,432,027
+21,804
+0.6% +$569K 3.68% 11
2026
Q1 		$90.4M Buy
+3,410,223
New +$102M 3.41% 11
2024
Q4 		– Sell
-2,768,088
Closed -$78.4M – 23
2024
Q3 		$78.4M Buy
2,768,088
+5,863
+0.2% +$149K 1.83% 18
2024
Q2 		$71.2M Sell
2,762,225
-2,522,586
-48% -$61M 1.81% 15
2024
Q1 		$132M Buy
5,284,811
+1,436,494
+37% +$29.7M 3.1% 14
2023
Q4 		$70.3M Buy
+3,848,317
New +$63.1M 1.62% 16

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meritage Group's TOST Position: Q2 2026 in Review

Meritage Group increased its Toast (TOST) stake by 0.64% in Q2 2026, buying an estimated $569K and bringing the position to 3,432,027 shares worth $95.5M. The position accounts for 3.68% of the portfolio, ranked #11.

Meritage Group first reported a position in TOST in Q4 2023 and has held it in 6 quarters since. The position peaked at $132M in Q1 2024. 772 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Meritage Group held 3,432,027 shares of Toast worth $95.5M as of Q2 2026.
  • Meritage Group bought 21,804 Toast shares in Q2 2026, an estimated $569K.
  • Toast made up 3.68% of Meritage Group's portfolio in Q2 2026, its #11 holding.
  • Meritage Group first reported a position in Toast in Q4 2023 and has held it in 6 quarters since.
  • Meritage Group's Toast position peaked at $132M in Q1 2024.
  • 772 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Meritage Group's 13F filing for Q2 2026, filed 13 Aug 2026.