TOST β€” TOAST INC

Ownership history in OPPENHEIMER & CO INC  Β·  6 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported TOAST INC (TOST) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows TOST at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in TOAST INC, 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 Q3

TOST was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2024 Q3 to 2025 Q3

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 OPPENHEIMER & CO INC held TOST β€” position size vs. price
% of Fund (quarterly)    TOST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 58,461 -44,922 -43.5% 0.03% $2.1M 2025-11-06 $36.38
2025 Q2 ADDED 103,383 +43,952 +74.0% 0.06% $4.6M 2025-07-31 $48.84
2025 Q1 ADDED 59,431 +17,834 +42.9% 0.03% $2.0M 2025-04-23 $34.89
2024 Q4 ADDED 41,597 +27,567 +196.5% 0.02% $1.5M 2025-02-05 $41.32
2024 Q3 REDUCED 14,030 -253 -1.8% 0.01% $397K 2024-11-05 $30.81
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and TOST

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

How long has OPPENHEIMER & CO INC reported owning TOST?

OPPENHEIMER & CO INC reported TOST across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported TOST position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for TOST was 0.06% in 2025 Q2.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 58,461 shares, equal to 0.03% of portfolio, with an estimated market value of $2.1M.

What does the chart on this TOST ownership page compare?

The chart compares OPPENHEIMER & CO INC'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.

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