Yarbrough Capital’s Toast TOST Stock Holding History

Yarbrough Capital’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	$1.43M	Hold	53,796	–	–	0.05%	70
2025 Q4	$1.91M	Hold	53,796	–	–	0.06%	76
2025 Q3	$1.96M	Hold	53,796	–	–	0.06%	80
2025 Q2	$2.38M	Sell	53,796 -10,419	-16%	-$409K	0.09%	76
2025 Q1	$2.13M	Buy	64,215 +43,428	+209%	+$1.63M	0.09%	74
2024 Q4	$758K	Hold	20,787	–	–	0.03%	109
2024 Q3	$588K	Hold	20,787	–	–	0.02%	122
2024 Q2	$536K	Hold	20,787	–	–	0.02%	121
2024 Q1	$518K	Hold	20,787	–	–	0.02%	129
2023 Q4	$380K	Hold	20,787	–	–	0.02%	165
2023 Q3	$389K	Sell	20,787 -9,200	-31%	-$200K	0.02%	144
2023 Q2	$677K	Hold	29,987	–	–	0.04%	111
2023 Q1	$532K	Buy	+29,987	New	+$591K	0.04%	123

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

Yarbrough Capital's TOST Position: Q1 2026 in Review

Yarbrough Capital held its Toast (TOST) position steady in Q1 2026 at 53,796 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #70.

Yarbrough Capital first reported a position in TOST in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.38M in Q2 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Yarbrough Capital held 53,796 shares of Toast worth $1.43M as of Q1 2026.
Yarbrough Capital left its Toast share count unchanged in Q1 2026.
Toast made up 0.05% of Yarbrough Capital's portfolio in Q1 2026, its #70 holding.
Yarbrough Capital first reported a position in Toast in Q1 2023 and has held it in 13 quarters since.
Yarbrough Capital's Toast position peaked at $2.38M in Q2 2025.
757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.