VH
TOST icon

ValueAct Holdings’s Toast TOST Stock Holding History

ValueAct Holdings’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 		$393M Buy
14,134,038
+1,238,600
+10% +$32.3M 6.98% 7
2026
Q1 		$342M Buy
12,895,438
+4,880,161
+61% +$146M 5.98% 7
2025
Q4 		$285M Buy
8,015,277
+4,618,077
+136% +$166M 4.05% 11
2025
Q3 		$124M Buy
+3,397,200
New +$147M 2.09% 14
2025
Q2 		– Sell
-2,597,200
Closed -$86.1M – 20
2025
Q1 		$86.1M Sell
2,597,200
-5,951,400
-70% -$223M 1.88% 12
2024
Q4 		$312M Sell
8,548,600
-6,933,600
-45% -$244M 7.1% 6
2024
Q3 		$438M Buy
+15,482,200
New +$392M 10.02% 5

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueAct Holdings's TOST Position: Q2 2026 in Review

ValueAct Holdings increased its Toast (TOST) stake by 9.6% in Q2 2026, buying an estimated $32.3M and bringing the position to 14,134,038 shares worth $393M. The position accounts for 6.98% of the portfolio, ranked #7.

ValueAct Holdings first reported a position in TOST in Q3 2024 and has held it in 7 quarters since. The position peaked at $438M in Q3 2024. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • ValueAct Holdings held 14,134,038 shares of Toast worth $393M as of Q2 2026.
  • ValueAct Holdings bought 1,238,600 Toast shares in Q2 2026, an estimated $32.3M.
  • Toast made up 6.98% of ValueAct Holdings's portfolio in Q2 2026, its #7 holding.
  • ValueAct Holdings first reported a position in Toast in Q3 2024 and has held it in 7 quarters since.
  • ValueAct Holdings's Toast position peaked at $438M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.