TOST TOAST INC

Ownership history in COLDSTREAM CAPITAL MANAGEMENT INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which COLDSTREAM CAPITAL MANAGEMENT INC reported a position in TOAST INC (TOST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,565 +302 +5.7% 0.00% $203K $36.51
2025 Q2 ADDED 5,263 +1,614 +44.2% 0.00% $233K $44.29
2025 Q1 INITIATED 3,649 0.00% $121K $33.17
% of Fund (quarterly)    TOST price (monthly, adj. close)
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