Pinnacle Associates
TOST icon

Pinnacle Associates’s Toast TOST Stock Holding History

Pinnacle Associates’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
Q3 		$513K Sell
17,688
-50
-0.3% -$1.61K 0.01% 671
2026
Q2 		$493K Sell
17,738
-2,138
-11% -$55.8K 0.01% 691
2026
Q1 		$527K Buy
19,876
+3,980
+25% +$119K 0.01% 654
2025
Q4 		$564K Buy
15,896
+200
+1% +$7.21K 0.01% 629
2025
Q3 		$573K Buy
15,696
+4,625
+42% +$201K 0.01% 615
2025
Q2 		$490K Sell
11,071
-285
-3% -$11.2K 0.01% 634
2025
Q1 		$377K Buy
11,356
+5
+0% +$187 0.01% 670
2024
Q4 		$414K Sell
11,351
-4,399
-28% -$155K 0.01% 646
2024
Q3 		$288K Buy
15,750
+4,300
+38% +$109K ﹤0.01% 684
2024
Q2 		$295K Sell
11,450
-1,000
-8% -$24.2K ﹤0.01% 692
2024
Q1 		$310K Sell
12,450
-3,300
-21% -$68.3K ﹤0.01% 694
2023
Q4 		$288K Buy
15,750
+3,450
+28% +$56.6K ﹤0.01% 694
2023
Q3 		$230K Buy
+12,300
New +$267K ﹤0.01% 728

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Pinnacle Associates's TOST Position: Q3 2026 in Review

Pinnacle Associates reduced its Toast (TOST) stake by 0.28% in Q3 2026, selling an estimated $1.61K and leaving 17,688 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #671.

Pinnacle Associates first reported a position in TOST in Q3 2023 and has held it in 13 quarters since. The position peaked at $573K in Q3 2025. 478 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Pinnacle Associates held 17,688 shares of Toast worth $513K as of Q3 2026.
  • Pinnacle Associates sold 50 Toast shares in Q3 2026, an estimated $1.61K.
  • Toast made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #671 holding.
  • Pinnacle Associates first reported a position in Toast in Q3 2023 and has held it in 13 quarters since.
  • Pinnacle Associates's Toast position peaked at $573K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.