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Rothschild Investment LLC’s Toast TOST Stock Holding History

Rothschild Investment LLC’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 		$7.88M Buy
283,251
+93,267
+49% +$2.43M 0.29% 73
2026
Q1 		$5.04M Buy
189,984
+13,395
+8% +$400K 0.26% 87
2025
Q4 		$6.27M Buy
176,589
+176,114
+37,077% +$6.35M 0.34% 70
2025
Q3 		$17.3K Buy
475
+340
+252% +$14.8K ﹤0.01% 1274
2025
Q2 		$5.98K Buy
+135
New +$5.31K ﹤0.01% 1422
2024
Q1 		– Sell
-500
Closed -$9.13K – 2287
2023
Q4 		$9.13K Buy
+500
New +$8.2K ﹤0.01% 1006

Other funds holding TOST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rothschild Investment LLC's TOST Position: Q2 2026 in Review

Rothschild Investment LLC increased its Toast (TOST) stake by 49% in Q2 2026, buying an estimated $2.43M and bringing the position to 283,251 shares worth $7.88M. The position accounts for 0.29% of the portfolio, ranked #73.

Rothschild Investment LLC first reported a position in TOST in Q4 2023 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Rothschild Investment LLC held 283,251 shares of Toast worth $7.88M as of Q2 2026.
  • Rothschild Investment LLC bought 93,267 Toast shares in Q2 2026, an estimated $2.43M.
  • Toast made up 0.29% of Rothschild Investment LLC's portfolio in Q2 2026, its #73 holding.
  • Rothschild Investment LLC first reported a position in Toast in Q4 2023 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.