TOST β€” TOAST INC CL A

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  Β·  2 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported TOAST INC CL A (TOST) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows TOST at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in TOAST INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TOST was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOODY LYNN LIEBERSON & WALKER, LLC held TOST β€” position size vs. price
% of Fund (quarterly)    TOST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,461 -19,940 -75.5% 0.01% $229K 2026-01-15 $33.76
2025 Q2 INITIATED 26,401 β€” β€” 0.07% $1.2M 2025-07-17 $46.62

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and TOST

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning TOST?

MOODY LYNN LIEBERSON & WALKER, LLC reported TOST across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported TOST position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for TOST was 0.07% in 2025 Q2.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2025 Q4, when MOODY LYNN LIEBERSON & WALKER, LLC reported 6,461 shares, equal to 0.01% of portfolio, with an estimated market value of $229K.

What does the chart on this TOST ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly TOST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MOODY LYNN LIEBERSON & WALKER, LLC Holdings