Silvercrest Asset Management’s Toast TOST Stock Holding History

Silvercrest Asset 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	$946K	Buy	35,699 +7,956	+29%	+$237K	0.01%	610
2025 Q4	$985K	Buy	27,743 +583	+2%	+$21K	0.01%	618
2025 Q3	$992K	Sell	27,160 -4,012	-13%	-$174K	0.01%	615
2025 Q2	$1.38M	Sell	31,172 -1,779	-5%	-$69.9K	0.01%	597
2025 Q1	$1.09M	Buy	32,951 +806	+3%	+$30.2K	0.01%	609
2024 Q4	$1.17M	Buy	32,145 +1,700	+6%	+$59.7K	0.01%	594
2024 Q3	$862K	Buy	30,445 +152	+0.5%	+$3.85K	0.01%	585
2024 Q2	$781K	Sell	30,293 -8,207	-21%	-$198K	0.01%	647
2024 Q1	$959K	Buy	38,500 +11,061	+40%	+$229K	0.01%	621
2023 Q4	$501K	Buy	+27,439	New	+$450K	﹤0.01%	664

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Silvercrest Asset Management's TOST Position: Q1 2026 in Review

Silvercrest Asset Management increased its Toast (TOST) stake by 29% in Q1 2026, buying an estimated $237K and bringing the position to 35,699 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #610.

Silvercrest Asset Management first reported a position in TOST in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.38M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Silvercrest Asset Management held 35,699 shares of Toast worth $946K as of Q1 2026.
Silvercrest Asset Management bought 7,956 Toast shares in Q1 2026, an estimated $237K.
Toast made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #610 holding.
Silvercrest Asset Management first reported a position in Toast in Q4 2023 and has held it in 10 quarters since.
Silvercrest Asset Management's Toast position peaked at $1.38M in Q2 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.