LJCM
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Lee Johnson Capital Management’s Toast TOST Stock Holding History

Lee Johnson Capital Management’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
2025
Q3 		– Sell
-112,910
Closed -$5M – 103
2025
Q2 		$5M Sell
112,910
-1,621
-1% -$63.7K 1.72% 20
2025
Q1 		$3.8M Buy
+114,531
New +$4.29M 2.01% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Johnson Capital Management's TOST Position: Q3 2025 in Review

Lee Johnson Capital Management sold out of Toast (TOST) in Q3 2025, closing a stake of 112,910 shares — an estimated $5M sold.

Lee Johnson Capital Management first reported a position in TOST in Q1 2025 and held it in 2 quarters. The position peaked at $5M in Q2 2025. 738 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Lee Johnson Capital Management reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Lee Johnson Capital Management sold 112,910 Toast shares in Q3 2025, an estimated $5M.
  • Lee Johnson Capital Management first reported a position in Toast in Q1 2025 and held it in 2 quarters.
  • Lee Johnson Capital Management's Toast position peaked at $5M in Q2 2025.
  • 738 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Lee Johnson Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.