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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meritage Group's TOST Position: Q1 2026 in Review

Meritage Group opened a new position in Toast (TOST) in Q1 2026: 3,410,223 shares worth $90.4M. The stake represents 3.41% of the portfolio and ranks #11 among its holdings. This is a return to the name: Meritage Group previously reported a position in TOST as recently as Q3 2024.

Meritage Group first reported a position in TOST in Q4 2023 and has held it in 5 quarters since. The position peaked at $132M in Q1 2024. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Meritage Group held 3,410,223 shares of Toast worth $90.4M as of Q1 2026.
  • Toast was a new Meritage Group position in Q1 2026.
  • Toast made up 3.41% of Meritage Group's portfolio in Q1 2026, its #11 holding.
  • Meritage Group first reported a position in Toast in Q4 2023 and has held it in 5 quarters since.
  • Meritage Group's Toast position peaked at $132M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Meritage Group's 13F filing for Q1 2026, filed 14 May 2026.