PWAM
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Park West Asset Management’s Toast TOST Stock Holding History

Park West Asset Management’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 		$19.7M Buy
742,125
+22,550
+3% +$673K 1.67% 24
2025
Q4 		$25.6M Buy
719,575
+159,000
+28% +$5.73M 2.12% 20
2025
Q3 		$20.5M Sell
560,575
-1,500
-0.3% -$65.1K 1.72% 24
2025
Q2 		$24.9M Sell
562,075
-94,500
-14% -$3.71M 1.88% 26
2025
Q1 		$21.8M Buy
656,575
+364,500
+125% +$13.6M 1.76% 24
2024
Q4 		$10.6M Sell
292,075
-359,294
-55% -$12.6M 0.86% 38
2024
Q3 		$18.4M Sell
651,369
-263,310
-29% -$6.67M 1.32% 28
2024
Q2 		$23.6M Buy
914,679
+505,300
+123% +$12.2M 1.73% 22
2024
Q1 		$10.2M Sell
409,379
-331,762
-45% -$6.87M 0.72% 30
2023
Q4 		$13.5M Buy
741,141
+245,500
+50% +$4.03M 1.33% 23
2023
Q3 		$9.28M Sell
495,641
-114,568
-19% -$2.49M 0.85% 27
2023
Q2 		$13.8M Sell
610,209
-482,291
-44% -$9.63M 1.21% 24
2023
Q1 		$19.4M Buy
1,092,500
+102,500
+10% +$2.02M 1.73% 18
2022
Q4 		$17.8M Sell
990,000
-266,611
-21% -$5.01M 1.74% 19
2022
Q3 		$21M Sell
1,256,611
-385,000
-23% -$6.68M 1.49% 18
2022
Q2 		$21.2M Buy
+1,641,611
New +$27.2M 1.2% 24

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

Park West Asset Management's TOST Position: Q1 2026 in Review

Park West Asset Management increased its Toast (TOST) stake by 3.1% in Q1 2026, buying an estimated $673K and bringing the position to 742,125 shares worth $19.7M. The position accounts for 1.67% of the portfolio, ranked #24.

Park West Asset Management first reported a position in TOST in Q2 2022 and has held it in 16 quarters since. The position peaked at $25.6M in Q4 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Park West Asset Management held 742,125 shares of Toast worth $19.7M as of Q1 2026.
  • Park West Asset Management bought 22,550 Toast shares in Q1 2026, an estimated $673K.
  • Toast made up 1.67% of Park West Asset Management's portfolio in Q1 2026, its #24 holding.
  • Park West Asset Management first reported a position in Toast in Q2 2022 and has held it in 16 quarters since.
  • Park West Asset Management's Toast position peaked at $25.6M in Q4 2025.
  • 757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Park West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.