Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$871K Buy
31,304
+837
+3% +$21.8K 0.4% 73
2026
Q1
$808K Buy
30,467
+829
+3% +$24.7K 0.42% 65
2025
Q4
$1.05M Sell
29,638
-1,996
-6% -$72K 0.55% 59
2025
Q3
$1.15M Sell
31,634
-1,253
-4% -$54.4K 0.62% 50
2025
Q2
$1.46M Buy
32,887
+2,692
+9% +$106K 0.79% 43
2025
Q1
$1M Buy
30,195
+2,495
+9% +$93.4K 0.59% 48
2024
Q4
$1.01M Sell
27,700
-5,806
-17% -$204K 0.56% 52
2024
Q3
$949K Buy
33,506
+2,164
+7% +$54.8K 0.51% 53
2024
Q2
$808K Buy
31,342
+811
+3% +$19.6K 0.48% 59
2024
Q1
$761K Buy
30,531
+12,418
+69% +$257K 0.45% 68
2023
Q4
$331K Sell
18,113
-14,506
-44% -$238K 0.2% 124
2023
Q3
$611K Buy
+32,619
New +$708K 0.39% 77

Other funds holding TOST

Values First Advisors's TOST Position: Q2 2026 in Review

Values First Advisors increased its Toast (TOST) stake by 2.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 31,304 shares worth $871K. The position accounts for 0.4% of the portfolio, ranked #73.

Values First Advisors first reported a position in TOST in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q2 2025. 772 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Values First Advisors held 31,304 shares of Toast worth $871K as of Q2 2026.
  • Values First Advisors bought 837 Toast shares in Q2 2026, an estimated $21.8K.
  • Toast made up 0.4% of Values First Advisors's portfolio in Q2 2026, its #73 holding.
  • Values First Advisors first reported a position in Toast in Q3 2023 and has held it in 12 quarters since.
  • Values First Advisors's Toast position peaked at $1.46M in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.