TwinBeech Capital’s Toast TOST Stock Holding History

TwinBeech 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	$563K	Buy	+20,250	New	+$528K	0.1%	215
2025 Q4	–	Sell	-518,265	Closed	-$18.9M	–	849
2025 Q3	$18.9M	Buy	+518,265	New	+$22.5M	0.75%	44
2023 Q4	–	Sell	-394,159	Closed	-$7.38M	–	906
2023 Q3	$7.38M	Buy	+394,159	New	+$8.56M	0.14%	200
2023 Q2	–	Sell	-606,865	Closed	-$10.8M	–	859
2023 Q1	$10.8M	Buy	+606,865	New	+$12M	0.22%	139
2022 Q4	–	Sell	-175,929	Closed	-$2.94M	–	939
2022 Q3	$2.94M	Buy	175,929 +17,678	+11%	+$307K	0.08%	276
2022 Q2	$2.05M	Buy	158,251 +143,586	+979%	+$2.38M	0.09%	217
2022 Q1	$319K	Buy	+14,665	New	+$331K	0.01%	426

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

TwinBeech Capital's TOST Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Toast (TOST) in Q2 2026: 20,250 shares worth $563K. The stake represents 0.1% of the portfolio and ranks #215 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in TOST as recently as Q3 2025.

TwinBeech Capital first reported a position in TOST in Q1 2022 and has held it in 7 quarters since. The position peaked at $18.9M in Q3 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

TwinBeech Capital held 20,250 shares of Toast worth $563K as of Q2 2026.
Toast was a new TwinBeech Capital position in Q2 2026.
Toast made up 0.1% of TwinBeech Capital's portfolio in Q2 2026, its #215 holding.
TwinBeech Capital first reported a position in Toast in Q1 2022 and has held it in 7 quarters since.
TwinBeech Capital's Toast position peaked at $18.9M in Q3 2025.
773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.