SI
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Sora Investors’s Toast TOST Stock Holding History

Sora Investors’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
Q1 		$3.79M Sell
142,857
-276,246
-66% -$8.24M 0.35% 64
2025
Q4 		$14.9M Buy
+419,103
New +$15.1M 1.28% 34
2025
Q3 		– Sell
-185,716
Closed -$8.23M – 116
2025
Q2 		$8.23M Buy
+185,716
New +$7.3M 0.74% 46
2024
Q2 		– Sell
-200,000
Closed -$4.98M – 66
2024
Q1 		$4.98M Sell
200,000
-130,000
-39% -$2.69M 0.82% 40
2023
Q4 		$6.03M Buy
+330,000
New +$5.41M 1.02% 37
2023
Q3 		– Sell
-150,000
Closed -$3.39M – 62
2023
Q2 		$3.39M Sell
150,000
-235,000
-61% -$4.69M 1.49% 28
2023
Q1 		$6.83M Buy
385,000
+248,000
+181% +$4.89M 1.89% 26
2022
Q4 		$2.47M Sell
137,000
-28,000
-17% -$526K 0.85% 30
2022
Q3 		$2.76M Buy
+165,000
New +$2.86M 1.06% 29

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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