NC
TOST icon

NZS Capital’s Toast TOST Stock Holding History

NZS 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 		$44.8M Buy
1,610,331
+134,818
+9% +$3.52M 1.16% 32
2026
Q1 		$39.1M Buy
1,475,513
+178,995
+14% +$5.34M 1.3% 32
2025
Q4 		$46M Buy
1,296,518
+10,234
+0.8% +$369K 1.41% 28
2025
Q3 		$47M Buy
1,286,284
+74,047
+6% +$3.21M 1.44% 29
2025
Q2 		$53.7M Buy
1,212,237
+92,347
+8% +$3.63M 1.82% 21
2025
Q1 		$37.1M Sell
1,119,890
-17,018
-1% -$637K 1.68% 23
2024
Q4 		$41.4M Sell
1,136,908
-77,460
-6% -$2.72M 1.76% 18
2024
Q3 		$34.4M Buy
1,214,368
+22,924
+2% +$581K 1.34% 25
2024
Q2 		$30.7M Buy
1,191,444
+18,564
+2% +$449K 1.26% 26
2024
Q1 		$29.2M Buy
1,172,880
+28,191
+2% +$584K 1.21% 32
2023
Q4 		$20.9M Buy
1,144,689
+507,322
+80% +$8.32M 1.1% 34
2023
Q3 		$11.9M Sell
637,367
-66,201
-9% -$1.44M 0.64% 47
2023
Q2 		$15.9M Buy
703,568
+115,086
+20% +$2.3M 0.79% 40
2023
Q1 		$10.4M Buy
588,482
+265,350
+82% +$5.23M 0.55% 46
2022
Q4 		$5.83M Buy
323,132
+87,436
+37% +$1.64M 0.5% 45
2022
Q3 		$3.94M Buy
+235,696
New +$4.09M 0.36% 56

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 $3.38T AUM 44.17% 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

NZS Capital's TOST Position: Q2 2026 in Review

NZS Capital increased its Toast (TOST) stake by 9.1% in Q2 2026, buying an estimated $3.52M and bringing the position to 1,610,331 shares worth $44.8M. The position accounts for 1.16% of the portfolio, ranked #32.

NZS Capital first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $53.7M in Q2 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • NZS Capital held 1,610,331 shares of Toast worth $44.8M as of Q2 2026.
  • NZS Capital bought 134,818 Toast shares in Q2 2026, an estimated $3.52M.
  • Toast made up 1.16% of NZS Capital's portfolio in Q2 2026, its #32 holding.
  • NZS Capital first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
  • NZS Capital's Toast position peaked at $53.7M in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.