Whetstone Capital Advisors’s Toast TOST Stock Holding History

Whetstone Capital 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	$8.91M	Hold	336,049	–	–	3.09%	7
2025 Q4	$11.9M	Buy	336,049 +1,086	+0.3%	+$39.1K	3.72%	6
2025 Q3	$12.2M	Hold	334,963	–	–	3.39%	8
2025 Q2	$14.8M	Hold	334,963	–	–	4.19%	7
2025 Q1	$11.1M	Hold	334,963	–	–	4.91%	7
2024 Q4	$12.2M	Buy	334,963 +92	+0%	+$3.23K	3.94%	7
2024 Q3	$9.48M	Sell	334,871 -2,398	-0.7%	-$60.8K	4.57%	6
2024 Q2	$8.69M	Sell	337,269 -1,042	-0.3%	-$25.2K	4.03%	7
2024 Q1	$8.43M	Buy	338,311 +2,455	+0.7%	+$50.8K	3.69%	11
2023 Q4	$6.13M	Buy	335,856 +21,891	+7%	+$359K	3.08%	12
2023 Q3	$5.88M	Buy	+313,965	New	+$6.82M	3.25%	13

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

Whetstone Capital Advisors's TOST Position: Q1 2026 in Review

Whetstone Capital Advisors held its Toast (TOST) position steady in Q1 2026 at 336,049 shares worth $8.91M. The position accounts for 3.09% of the portfolio, ranked #7.

Whetstone Capital Advisors first reported a position in TOST in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q2 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Whetstone Capital Advisors held 336,049 shares of Toast worth $8.91M as of Q1 2026.
Whetstone Capital Advisors left its Toast share count unchanged in Q1 2026.
Toast made up 3.09% of Whetstone Capital Advisors's portfolio in Q1 2026, its #7 holding.
Whetstone Capital Advisors first reported a position in Toast in Q3 2023 and has held it in 11 quarters since.
Whetstone Capital Advisors's Toast position peaked at $14.8M in Q2 2025.
757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.