Perpetual Ltd’s Toast TOST Stock Holding History

Perpetual Ltd’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	-1,219,234	Closed	-$54M	–	450
2025 Q2	$54M	Sell	1,219,234 -671,030	-35%	-$26.4M	0.63%	50
2025 Q1	$62.7M	Buy	1,890,264 +220,081	+13%	+$8.24M	0.76%	44
2024 Q4	$60.9M	Buy	+1,670,183	New	+$58.7M	0.71%	52

Other funds holding TOST

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Ltd's TOST Position: Q3 2025 in Review

Perpetual Ltd sold out of Toast (TOST) in Q3 2025, closing a stake of 1,219,234 shares — an estimated $54M sold.

Perpetual Ltd first reported a position in TOST in Q4 2024 and held it in 3 quarters. The position peaked at $62.7M in Q1 2025. 739 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

Perpetual Ltd reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
Perpetual Ltd sold 1,219,234 Toast shares in Q3 2025, an estimated $54M.
Perpetual Ltd first reported a position in Toast in Q4 2024 and held it in 3 quarters.
Perpetual Ltd's Toast position peaked at $62.7M in Q1 2025.
739 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.