Position in TOST
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,036,475
-$1,234,200 QoQ
Shares Held
189,984
+7.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 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, 2026ROTHSCHILD INVESTMENT LLC holds $71,156,191 across 92 Software - Infrastructure names. TOST ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,974 | $29,233,805 | |
| 2 | PANW |
Palo Alto Networks Inc
|
77,199 | $12,376,543 | |
| 3 | ORCL |
Oracle Corp
|
75,395 | $11,091,358 | |
| 4 | TOST |
Toast, Inc.
This page
|
189,984 | $5,036,475 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
25,519 | $3,732,919 | |
| 6 | AIOT |
Powerfleet, Inc.
|
653,539 | $2,012,900 | |
| 7 | NTNX |
Nutanix, Inc.
|
42,069 | $1,599,042 | |
| 8 | MDB |
MongoDB, Inc.
|
6,138 | $1,502,398 |
All Filings in TOST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,036,475 | 189,984 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,270,675 | 176,589 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,342 | 475 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,979 | 135 | Shares | Sole | 2025-08-11 | |
| 2023-12-31 | $9,130 | 500 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||