Position in TOST
as of Dec 31, 2025
· filed Feb 11, 2026
Position Value
$347,252
+$86,717 QoQ
Shares Held
9,779
+37.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Dec 31, 2025Janney Capital Management LLC holds $55,251,881 across 9 Software - Infrastructure names. TOST ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
70,559 | $34,123,743 | |
| 2 | SNPS |
Synopsys Inc
|
21,789 | $10,234,729 | |
| 3 | PANW |
Palo Alto Networks Inc
|
47,561 | $8,760,736 | |
| 4 | ORCL |
Oracle Corp
|
5,208 | $1,015,091 | |
| 5 | TOST |
Toast, Inc.
This page
|
9,779 | $347,252 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
13,365 | $271,977 | |
| 7 | IOT |
Samsara Inc.
|
7,595 | $269,242 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
9,737 | $229,111 |
All Filings in TOST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $347,252 | 9,779 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $260,535 | 7,136 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||