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TOST · SPCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TOST
  • SPCX
020406020222023202420252026
Holders and value by quarter
QuarterTOSTSPCX
Q3 202113 holders, $376mnone listed holders, n.a.
Q4 202112 holders, $1.6bnnone listed holders, n.a.
Q1 20228 holders, $1.3bnnone listed holders, n.a.
Q2 202210 holders, $889mnone listed holders, n.a.
Q3 202213 holders, $1.2bnnone listed holders, n.a.
Q4 202212 holders, $1.4bnnone listed holders, n.a.
Q1 202312 holders, $1.3bnnone listed holders, n.a.
Q2 202314 holders, $1.5bnnone listed holders, n.a.
Q3 202315 holders, $1.3bnnone listed holders, n.a.
Q4 202313 holders, $820mnone listed holders, n.a.
Q1 202412 holders, $1.5bnnone listed holders, n.a.
Q2 202414 holders, $1.8bnnone listed holders, n.a.
Q3 202411 holders, $2.8bnnone listed holders, n.a.
Q4 202418 holders, $4.1bnnone listed holders, n.a.
Q1 202516 holders, $2.7bnnone listed holders, n.a.
Q2 202521 holders, $3.4bnnone listed holders, n.a.
Q3 202518 holders, $2.6bnnone listed holders, n.a.
Q4 202517 holders, $2.6bnnone listed holders, n.a.
Q1 202614 holders, $2.4bnnone listed holders, n.a.
Q2 202613 holders, $2.2bn42 holders, $105bn
TOST

Toast Inc

Holders
18
Reported value
$2.6bn
Buyers
13
Sellers
4

Breadth +9 among 95 comparable managers.

SPCX

Space Exploration Techn Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Who holds both, Q3 2025

Among the 18 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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