Wellington Management Group’s Toast TOST Stock Holding History

Wellington Management Group’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	$68.3M	Buy	2,456,114 +1,397,021	+132%	+$36.4M	0.01%	658
2026 Q1	$28.1M	Buy	1,059,093 +1,042,640	+6,337%	+$31.1M	0.01%	905
2025 Q4	$584K	Sell	16,453 -181,912	-92%	-$6.56M	﹤0.01%	1801
2025 Q3	$7.24M	Buy	198,365 +185,548	+1,448%	+$8.05M	﹤0.01%	1343
2025 Q2	$568K	Sell	12,817 -24,652	-66%	-$969K	﹤0.01%	1805
2025 Q1	$1.24M	Buy	37,469 +18,971	+103%	+$710K	﹤0.01%	1658
2024 Q4	$674K	Sell	18,498 -13,822	-43%	-$486K	﹤0.01%	1786
2024 Q3	$915K	Sell	32,320 -12,353	-28%	-$313K	﹤0.01%	1728
2024 Q2	$1.15M	Buy	+44,673	New	+$1.08M	﹤0.01%	1643
2023 Q3	–	Sell	-222,792	Closed	-$5.03M	–	1890
2023 Q2	$5.03M	Buy	+222,792	New	+$4.45M	﹤0.01%	1266
2023 Q1	–	Sell	-44,652	Closed	-$805K	–	2101
2022 Q4	$805K	Buy	+44,652	New	+$839K	﹤0.01%	1687

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 $3.38T AUM 44.17% 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

Wellington Management Group's TOST Position: Q2 2026 in Review

Wellington Management Group increased its Toast (TOST) stake by 132% in Q2 2026, buying an estimated $36.4M and bringing the position to 2,456,114 shares worth $68.3M. The position accounts for 0.01% of the portfolio, ranked #658.

Wellington Management Group first reported a position in TOST in Q4 2022 and has held it in 11 quarters since. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Wellington Management Group held 2,456,114 shares of Toast worth $68.3M as of Q2 2026.
Wellington Management Group bought 1,397,021 Toast shares in Q2 2026, an estimated $36.4M.
Toast made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #658 holding.
Wellington Management Group first reported a position in Toast in Q4 2022 and has held it in 11 quarters since.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.