Position in TOST
as of Sep 30, 2025
· filed Oct 21, 2025
Position Value
$9,127
-$1,945 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Sep 30, 2025CROWLEY WEALTH MANAGEMENT, INC. holds $5,775,169 across 11 Software - Infrastructure names. TOST ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,560 | $5,469,551 | |
| 2 | ORCL |
Oracle Corp
|
700 | $196,868 | |
| 3 | FFIV |
F5, Inc.
|
140 | $45,246 | |
| 4 | AKAM |
Akamai Technologies Inc
|
240 | $18,182 | |
| 5 | XYZ |
Block, Inc.
|
200 | $14,454 | |
| 6 | PANW |
Palo Alto Networks Inc
|
57 | $11,606 | |
| 7 | TOST |
Toast, Inc.
This page
|
250 | $9,127 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
33 | $6,019 |
All Filings in TOST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $9,127 | 250 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,072 | 250 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,292 | 250 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,112 | 250 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||