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
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

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

NZS Capital's TOST Position: Q1 2026 in Review

NZS Capital increased its Toast (TOST) stake by 14% in Q1 2026, buying an estimated $5.34M and bringing the position to 1,475,513 shares worth $39.1M. The position accounts for 1.3% of the portfolio, ranked #32.

NZS Capital first reported a position in TOST in Q3 2022 and has held it in 15 quarters since. The position peaked at $53.7M in Q2 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • NZS Capital held 1,475,513 shares of Toast worth $39.1M as of Q1 2026.
  • NZS Capital bought 178,995 Toast shares in Q1 2026, an estimated $5.34M.
  • Toast made up 1.3% of NZS Capital's portfolio in Q1 2026, its #32 holding.
  • NZS Capital first reported a position in Toast in Q3 2022 and has held it in 15 quarters since.
  • NZS Capital's Toast position peaked at $53.7M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on NZS Capital's 13F filing for Q1 2026, filed 15 May 2026.