Stony Point Capital’s Toast TOST Stock Holding History

Stony Point Capital’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	$23.6M	Buy	848,336 +27,954	+3%	+$729K	1.53%	20
2026 Q1	$21.7M	Buy	+820,382	New	+$24.5M	1.75%	18

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

Stony Point Capital's TOST Position: Q2 2026 in Review

Stony Point Capital increased its Toast (TOST) stake by 3.4% in Q2 2026, buying an estimated $729K and bringing the position to 848,336 shares worth $23.6M. The position accounts for 1.53% of the portfolio, ranked #20.

Stony Point Capital first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Stony Point Capital held 848,336 shares of Toast worth $23.6M as of Q2 2026.
Stony Point Capital bought 27,954 Toast shares in Q2 2026, an estimated $729K.
Toast made up 1.53% of Stony Point Capital's portfolio in Q2 2026, its #20 holding.
Stony Point Capital first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.