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 Q2	$367K	Sell	13,202 -40,594	-75%	-$1.06M	0.01%	83
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

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 $3.37T AUM 44.26% 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

Yarbrough Capital's TOST Position: Q2 2026 in Review

Yarbrough Capital reduced its Toast (TOST) stake by 75% in Q2 2026, selling an estimated $1.06M and leaving 13,202 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #83.

Yarbrough Capital first reported a position in TOST in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.38M in Q2 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Yarbrough Capital held 13,202 shares of Toast worth $367K as of Q2 2026.
Yarbrough Capital sold 40,594 Toast shares in Q2 2026, an estimated $1.06M.
Toast made up 0.01% of Yarbrough Capital's portfolio in Q2 2026, its #83 holding.
Yarbrough Capital first reported a position in Toast in Q1 2023 and has held it in 14 quarters since.
Yarbrough Capital's Toast position peaked at $2.38M in Q2 2025.
773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.