Values First Advisors’s Toast TOST Stock Holding History

Values First Advisors’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	$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

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

Values First Advisors's TOST Position: Q1 2026 in Review

Values First Advisors increased its Toast (TOST) stake by 2.8% in Q1 2026, buying an estimated $24.7K and bringing the position to 30,467 shares worth $808K. The position accounts for 0.42% of the portfolio, ranked #65.

Values First Advisors first reported a position in TOST in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Values First Advisors held 30,467 shares of Toast worth $808K as of Q1 2026.
Values First Advisors bought 829 Toast shares in Q1 2026, an estimated $24.7K.
Toast made up 0.42% of Values First Advisors's portfolio in Q1 2026, its #65 holding.
Values First Advisors first reported a position in Toast in Q3 2023 and has held it in 11 quarters since.
Values First Advisors's Toast position peaked at $1.46M in Q2 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.