Taylor Frigon Capital Management’s Toast TOST Stock Holding History

Taylor Frigon 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	$2.21M	Buy	79,581 +63	+0.1%	+$1.64K	1.04%	45
2026 Q1	$2.11M	Buy	79,518 +17,487	+28%	+$522K	1.2%	32
2025 Q4	$2.2M	Buy	62,031 +6,951	+13%	+$251K	1.11%	39
2025 Q3	$2.01M	Sell	55,080 -1,939	-3%	-$84.2K	1%	49
2025 Q2	$2.53M	Sell	57,019 -3,636	-6%	-$143K	1.34%	24
2025 Q1	$2.01M	Buy	60,655 +20,198	+50%	+$756K	1.2%	32
2024 Q4	$1.47M	Sell	40,457 -4,643	-10%	-$163K	0.75%	72
2024 Q3	$1.28M	Buy	+45,100	New	+$1.14M	0.64%	83

Other funds holding TOST

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

WIA

Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

Taylor Frigon Capital Management's TOST Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its Toast (TOST) stake by 0.08% in Q2 2026, buying an estimated $1.64K and bringing the position to 79,581 shares worth $2.21M. The position accounts for 1.04% of the portfolio, ranked #45.

Taylor Frigon Capital Management first reported a position in TOST in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.53M in Q2 2025. 222 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Taylor Frigon Capital Management held 79,581 shares of Toast worth $2.21M as of Q2 2026.
Taylor Frigon Capital Management bought 63 Toast shares in Q2 2026, an estimated $1.64K.
Toast made up 1.04% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #45 holding.
Taylor Frigon Capital Management first reported a position in Toast in Q3 2024 and has held it in 8 quarters since.
Taylor Frigon Capital Management's Toast position peaked at $2.53M in Q2 2025.
222 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.