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 Q2	$18.8M	Buy	674,300 +197,800	+42%	+$5.16M	0.01%	244
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management's TOST Position: Q2 2026 in Review

Primecap Management increased its Toast (TOST) stake by 42% in Q2 2026, buying an estimated $5.16M and bringing the position to 674,300 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #244.

Primecap Management first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Primecap Management held 674,300 shares of Toast worth $18.8M as of Q2 2026.
Primecap Management bought 197,800 Toast shares in Q2 2026, an estimated $5.16M.
Toast made up 0.01% of Primecap Management's portfolio in Q2 2026, its #244 holding.
Primecap Management first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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