Smartleaf Asset Management’s Toast TOST Stock Holding History

Smartleaf 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	$24.3K	Sell	933 -330	-26%	-$9.85K	﹤0.01%	1837
2025 Q4	$45.8K	Buy	1,263 +81	+7%	+$2.92K	﹤0.01%	1601
2025 Q3	$43.9K	Buy	1,182 +439	+59%	+$19.1K	﹤0.01%	1461
2025 Q2	$32.6K	Sell	743 -46	-6%	-$1.81K	﹤0.01%	1345
2025 Q1	$26.5K	Sell	789 -38	-5%	-$1.42K	﹤0.01%	1463
2024 Q4	$30.5K	Buy	827 +204	+33%	+$7.17K	﹤0.01%	1425
2024 Q3	$17.4K	Buy	623 +381	+157%	+$9.65K	﹤0.01%	1428
2024 Q2	$6.22K	Buy	242 +156	+181%	+$3.77K	﹤0.01%	1687
2024 Q1	$2.09K	Buy	86 +8	+10%	+$166	﹤0.01%	1461
2023 Q4	$1.48K	Buy	+78	New	+$1.28K	﹤0.01%	1003

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

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

Smartleaf Asset Management reduced its Toast (TOST) stake by 26% in Q1 2026, selling an estimated $9.85K and leaving 933 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Smartleaf Asset Management first reported a position in TOST in Q4 2023 and has held it in 10 quarters since. The position peaked at $45.8K in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Smartleaf Asset Management held 933 shares of Toast worth $24.3K as of Q1 2026.
Smartleaf Asset Management sold 330 Toast shares in Q1 2026, an estimated $9.85K.
Toast made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1837 holding.
Smartleaf Asset Management first reported a position in Toast in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Toast position peaked at $45.8K in Q4 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

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