SEC 13F Intelligence

Jessup Wealth Management, Inc / TOST

Jessup Wealth Management, Inc’s Toast Inc Position

Does Jessup Wealth Management, Inc own Toast Inc (TOST)? Not currently — the last reported position was 200.9K shares worth $5M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q2 2024
Shares
200.9K
% of Portfolio
+2.21%
Quarters Held
1
position exited

Position History TOST

Reported value by quarter
Q2 ’24: $5MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024200.9K$5M+2.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of TOST.