Position in TOST
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$24,044
+$2,738 QoQ
Shares Held
907
+51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Avion Wealth holds $2,695,697 across 50 Software - Infrastructure names. TOST ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,610 | $2,076,653 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,246 | $328,544 | |
| 3 | PANW |
Palo Alto Networks Inc
|
347 | $55,631 | |
| 4 | ORCL |
Oracle Corp
|
221 | $32,511 | |
| 5 | NET |
Cloudflare, Inc.
|
124 | $25,586 | |
| 6 | TOST |
Toast, Inc.
This page
|
907 | $24,044 | |
| 7 | ZS |
Zscaler, Inc.
|
112 | $15,712 | |
| 8 | S |
SentinelOne, Inc.
|
1,077 | $13,871 |
All Filings in TOST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,044 | 907 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $21,306 | 600 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,001 | 630 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $23,473 | 530 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $16,585 | 500 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $18,225 | 500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,986 | 600 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $15,462 | 600 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||