PCM
TOST icon

Polymer Capital Management’s Toast TOST Stock Holding History

Polymer Capital 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
Q2 		$482K Sell
17,318
-11,548
-40% -$301K 0.06% 402
2026
Q1 		$765K Buy
28,866
+3,287
+13% +$98.1K 0.08% 275
2025
Q4 		$908K Buy
25,579
+10,480
+69% +$378K 0.1% 315
2025
Q3 		$551K Buy
+15,099
New +$655K 0.06% 406

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 $3.37T AUM 44.26% 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

Polymer Capital Management's TOST Position: Q2 2026 in Review

Polymer Capital Management reduced its Toast (TOST) stake by 40% in Q2 2026, selling an estimated $301K and leaving 17,318 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #402.

Polymer Capital Management first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. The position peaked at $908K in Q4 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Polymer Capital Management held 17,318 shares of Toast worth $482K as of Q2 2026.
  • Polymer Capital Management sold 11,548 Toast shares in Q2 2026, an estimated $301K.
  • Toast made up 0.06% of Polymer Capital Management's portfolio in Q2 2026, its #402 holding.
  • Polymer Capital Management first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Toast position peaked at $908K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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