Nixon Capital’s Toast TOST Stock Holding History

Nixon 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	$17.3M	Buy	622,725 +243,224	+64%	+$6.34M	5.45%	8
2026 Q1	$10.1M	Buy	+379,501	New	+$11.3M	3.44%	17

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nixon Capital's TOST Position: Q2 2026 in Review

Nixon Capital increased its Toast (TOST) stake by 64% in Q2 2026, buying an estimated $6.34M and bringing the position to 622,725 shares worth $17.3M. The position accounts for 5.45% of the portfolio, ranked #8.

Nixon Capital first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Nixon Capital held 622,725 shares of Toast worth $17.3M as of Q2 2026.
Nixon Capital bought 243,224 Toast shares in Q2 2026, an estimated $6.34M.
Toast made up 5.45% of Nixon Capital's portfolio in Q2 2026, its #8 holding.
Nixon Capital first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Nixon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.