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Toast shares owned by Carlson Financial

Quarter-by-quarter ownership of Toast (TOST) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Toast

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All positions including Toast held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toast by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $377k 14k 27.82
2026-03-31 $367k 14k 26.51
2025-12-31 $483k 14k 35.51

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Top funds holding Toast

BlackRock
FMR
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Vanguard Capital Management
Jpmorgan Chase & Co
Principal Financial Group
ValueAct Holdings
Morgan Stanley
Alliancebernstein
State Street Corporation
Geode Capital Management
Citadel Advisors
Goldman Sachs Group
Susquehanna International

View all funds holding Toast