Royal Fund Management’s Toast TOST Stock Holding History

Royal Fund 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 Q3	$1.87M	Buy	64,600 +18,800	+41%	+$605K	0.15%	161
2026 Q2	$1.27M	Buy	45,800 +5,800	+15%	+$151K	0.11%	175
2026 Q1	$1.06M	Buy	40,000 +9,089	+29%	+$271K	0.1%	174
2025 Q4	$1.1M	Sell	30,911 -1,689	-5%	-$60.9K	0.1%	174
2025 Q3	$1.19M	Buy	32,600 +2,400	+8%	+$104K	0.14%	149
2025 Q2	$1.34M	Sell	30,200 -75,800	-72%	-$2.98M	0.13%	175
2025 Q1	$3.52M	Buy	+106,000	New	+$3.97M	0.39%	88
2024 Q2	–	Sell	-6,900	Closed	-$172K	–	344
2024 Q1	$172K	Sell	6,900 -15,200	-69%	-$315K	0.02%	299
2023 Q4	$404K	Buy	+22,100	New	+$362K	0.04%	230

Other funds holding TOST

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Royal Fund Management's TOST Position: Q3 2026 in Review

Royal Fund Management increased its Toast (TOST) stake by 41% in Q3 2026, buying an estimated $605K and bringing the position to 64,600 shares worth $1.87M. The position accounts for 0.15% of the portfolio, ranked #161.

Royal Fund Management first reported a position in TOST in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.52M in Q1 2025. 180 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Royal Fund Management held 64,600 shares of Toast worth $1.87M as of Q3 2026.
Royal Fund Management bought 18,800 Toast shares in Q3 2026, an estimated $605K.
Toast made up 0.15% of Royal Fund Management's portfolio in Q3 2026, its #161 holding.
Royal Fund Management first reported a position in Toast in Q4 2023 and has held it in 9 quarters since.
Royal Fund Management's Toast position peaked at $3.52M in Q1 2025.
180 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.