Primecap Management
TOST icon

Primecap Management’s Toast TOST Stock Holding History

Primecap 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 		$12.6M Buy
476,500
+320,500
+205% +$9.56M 0.01% 251
2025
Q4 		$5.54M Buy
156,000
+75,500
+94% +$2.72M ﹤0.01% 275
2025
Q3 		$2.94M Buy
+80,500
New +$3.49M ﹤0.01% 294

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

Primecap Management's TOST Position: Q1 2026 in Review

Primecap Management increased its Toast (TOST) stake by 205% in Q1 2026, buying an estimated $9.56M and bringing the position to 476,500 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #251.

Primecap Management first reported a position in TOST in Q3 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Primecap Management held 476,500 shares of Toast worth $12.6M as of Q1 2026.
  • Primecap Management bought 320,500 Toast shares in Q1 2026, an estimated $9.56M.
  • Toast made up 0.01% of Primecap Management's portfolio in Q1 2026, its #251 holding.
  • Primecap Management first reported a position in Toast in Q3 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Primecap Management's 13F filing for Q1 2026, filed 11 May 2026.