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TOST icon

Night Squared’s Toast TOST Stock Holding History

Night Squared’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 		$14.1M Buy
532,067
+375,741
+240% +$11.2M 2.07% 19
2025
Q4 		$5.55M Buy
156,326
+20,577
+15% +$742K 1.56% 31
2025
Q3 		$4.96M Sell
135,749
-53,485
-28% -$2.32M 1.79% 28
2025
Q2 		$8.38M Sell
189,234
-26,075
-12% -$1.02M 3.74% 5
2025
Q1 		$7.14M Buy
+215,309
New +$8.06M 4.22% 2

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

Night Squared's TOST Position: Q1 2026 in Review

Night Squared increased its Toast (TOST) stake by 240% in Q1 2026, buying an estimated $11.2M and bringing the position to 532,067 shares worth $14.1M. The position accounts for 2.07% of the portfolio, ranked #19.

Night Squared first reported a position in TOST in Q1 2025 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Night Squared held 532,067 shares of Toast worth $14.1M as of Q1 2026.
  • Night Squared bought 375,741 Toast shares in Q1 2026, an estimated $11.2M.
  • Toast made up 2.07% of Night Squared's portfolio in Q1 2026, its #19 holding.
  • Night Squared first reported a position in Toast in Q1 2025 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Night Squared's 13F filing for Q1 2026, filed 15 May 2026.