Triumph Capital Management’s Toast TOST Stock Holding History

Triumph 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 Q1	$524K	Buy	19,774 +4,478	+29%	+$134K	0.11%	182
2025 Q4	$543K	Buy	15,296 +777	+5%	+$28K	0.12%	160
2025 Q3	$530K	Buy	14,519 +1,984	+16%	+$86.1K	0.14%	156
2025 Q2	$555K	Sell	12,535 -2,551	-17%	-$100K	0.17%	151
2025 Q1	$500K	Buy	15,086 +1,658	+12%	+$62.1K	0.17%	155
2024 Q4	$489K	Buy	13,428 +212	+2%	+$7.45K	0.17%	154
2024 Q3	$374K	Buy	13,216 +2,148	+19%	+$54.4K	0.13%	175
2024 Q2	$285K	Buy	11,068 +903	+9%	+$21.8K	0.11%	177
2024 Q1	$247K	Sell	10,165 -6,490	-39%	-$134K	0.1%	184
2023 Q4	$304K	Buy	16,655 +2,980	+22%	+$48.9K	0.13%	146
2023 Q3	$256K	Buy	13,675 +4,111	+43%	+$89.2K	0.12%	175
2023 Q2	$216K	Buy	+9,564	New	+$191K	0.1%	198
2022 Q4	–	Sell	-14,373	Closed	-$240K	–	245
2022 Q3	$240K	Buy	+14,373	New	+$249K	0.13%	159

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

Triumph Capital Management's TOST Position: Q1 2026 in Review

Triumph Capital Management increased its Toast (TOST) stake by 29% in Q1 2026, buying an estimated $134K and bringing the position to 19,774 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #182.

Triumph Capital Management first reported a position in TOST in Q3 2022 and has held it in 13 quarters since. The position peaked at $555K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Triumph Capital Management held 19,774 shares of Toast worth $524K as of Q1 2026.
Triumph Capital Management bought 4,478 Toast shares in Q1 2026, an estimated $134K.
Toast made up 0.11% of Triumph Capital Management's portfolio in Q1 2026, its #182 holding.
Triumph Capital Management first reported a position in Toast in Q3 2022 and has held it in 13 quarters since.
Triumph Capital Management's Toast position peaked at $555K in Q2 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.