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 Q3	$885K	Sell	30,528 -776	-2%	-$25K	0.42%	67
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

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values First Advisors's TOST Position: Q3 2026 in Review

Values First Advisors reduced its Toast (TOST) stake by 2.5% in Q3 2026, selling an estimated $25K and leaving 30,528 shares worth $885K. The position accounts for 0.42% of the portfolio, ranked #67.

Values First Advisors first reported a position in TOST in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.46M in Q2 2025. 237 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Values First Advisors held 30,528 shares of Toast worth $885K as of Q3 2026.
Values First Advisors sold 776 Toast shares in Q3 2026, an estimated $25K.
Toast made up 0.42% of Values First Advisors's portfolio in Q3 2026, its #67 holding.
Values First Advisors first reported a position in Toast in Q3 2023 and has held it in 13 quarters since.
Values First Advisors's Toast position peaked at $1.46M in Q2 2025.
237 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.