CAL
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Capital Analysts LLC’s Toast TOST Stock Holding History

Capital Analysts LLC’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
2024
Q3 		– Sell
-600
Closed -$15K – 1364
2024
Q2 		$15K Hold
600
– – ﹤0.01% 903
2024
Q1 		$15K Hold
600
– – ﹤0.01% 874
2023
Q4 		$11K Hold
600
– – ﹤0.01% 892
2023
Q3 		$11K Sell
600
-50
-8% -$1.08K ﹤0.01% 874
2023
Q2 		$15K Hold
650
– – ﹤0.01% 774
2023
Q1 		$12K Buy
650
+150
+30% +$2.96K ﹤0.01% 791
2022
Q4 		$9K Hold
500
– – ﹤0.01% 873
2022
Q3 		$8K Hold
500
– – ﹤0.01% 842
2022
Q2 		$6K Buy
+500
New +$8.29K ﹤0.01% 855

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return