Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$38.6K Buy
1,455
+920
+172% +$27.5K ﹤0.01% 621
2025
Q4
$19K Sell
535
-247
-32% -$8.9K ﹤0.01% 706
2025
Q3
$28.6K Sell
782
-222
-22% -$9.64K ﹤0.01% 662
2025
Q2
$44.5K Sell
1,004
-700
-41% -$27.5K ﹤0.01% 601
2025
Q1
$56.5K Buy
1,704
+1,574
+1,211% +$58.9K ﹤0.01% 592
2024
Q4
$4.74K Sell
130
-800
-86% -$28.1K ﹤0.01% 844
2024
Q3
$26.3K Hold
930
﹤0.01% 699
2024
Q2
$24K Buy
+930
New +$22.5K ﹤0.01% 687

Other funds holding TOST

Montag & Associates's TOST Position: Q1 2026 in Review

Montag & Associates increased its Toast (TOST) stake by 172% in Q1 2026, buying an estimated $27.5K and bringing the position to 1,455 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Montag & Associates first reported a position in TOST in Q2 2024 and has held it in 8 quarters since. The position peaked at $56.5K in Q1 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Montag & Associates held 1,455 shares of Toast worth $38.6K as of Q1 2026.
  • Montag & Associates bought 920 Toast shares in Q1 2026, an estimated $27.5K.
  • Toast made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #621 holding.
  • Montag & Associates first reported a position in Toast in Q2 2024 and has held it in 8 quarters since.
  • Montag & Associates's Toast position peaked at $56.5K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.