SCS Capital Management’s Toast TOST Stock Holding History

SCS 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	$8.3M	Buy	298,212 +4,300	+1%	+$112K	0.08%	121
2026 Q1	$7.79M	Sell	293,912 -5,589	-2%	-$167K	0.08%	115
2025 Q4	$10.6M	Sell	299,501 -37,129	-11%	-$1.34M	0.11%	101
2025 Q3	$12.3M	Buy	336,630 +37,485	+13%	+$1.63M	0.13%	95
2025 Q2	$13.2M	Buy	299,145 +235	+0.1%	+$9.24K	0.15%	91
2025 Q1	$9.91M	Sell	298,910 -96,862	-24%	-$3.63M	0.13%	85
2024 Q4	$14.4M	Sell	395,772 -395,772	-50%	-$13.9M	0.3%	39
2024 Q3	$22.4M	Hold	791,544	–	–	0.45%	30
2024 Q2	$20.4M	Hold	791,544	–	–	0.43%	31
2024 Q1	$19.7M	Hold	791,544	–	–	0.42%	32
2023 Q4	$14.5M	Buy	+791,544	New	+$13M	0.33%	34

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 $3.37T AUM 44.26% 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

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

SCS Capital Management increased its Toast (TOST) stake by 1.5% in Q2 2026, buying an estimated $112K and bringing the position to 298,212 shares worth $8.3M. The position accounts for 0.08% of the portfolio, ranked #121.

SCS Capital Management first reported a position in TOST in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.4M in Q3 2024. 772 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

SCS Capital Management held 298,212 shares of Toast worth $8.3M as of Q2 2026.
SCS Capital Management bought 4,300 Toast shares in Q2 2026, an estimated $112K.
Toast made up 0.08% of SCS Capital Management's portfolio in Q2 2026, its #121 holding.
SCS Capital Management first reported a position in Toast in Q4 2023 and has held it in 11 quarters since.
SCS Capital Management's Toast position peaked at $22.4M in Q3 2024.
772 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.