KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in TOST — Toast, Inc.
CIK 1021223
LOS ANGELES, CA
Position in TOST
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,720,060
-$15,467,390 QoQ
Shares Held
894,759
-18.9% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 39.535562089903536.ToString("F0")%
Shared 60.45627928861291.ToString("F0")%
None 0.00815862148355032.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $365,463,176 across 30 Software - Infrastructure names. TOST ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
536,384 | $110,677,473 | |
| 2 | EVTC |
EVERTEC, Inc.
|
3,060,745 | $86,374,223 | |
| 3 | GCT |
GigaCloud Technology Inc
|
1,264,924 | $57,402,251 | |
| 4 | MSFT |
Microsoft Corp
|
105,800 | $39,163,985 | |
| 5 | ORCL |
Oracle Corp
|
177,033 | $26,043,324 | |
| 6 | TOST |
Toast, Inc.
This page
|
894,759 | $23,720,060 | |
| 7 | KSPI |
Joint Stock Co Kaspi.kz
|
157,317 | $11,652,470 | |
| 8 | NTNX |
Nutanix, Inc.
|
52,804 | $2,007,080 |
All Filings in TOST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,720,060 | 894,759 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $39,187,450 | 1,103,561 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $30,925,721 | 847,048 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $41,075,741 | 927,427 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $33,549,464 | 1,011,440 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $40,152,955 | 1,101,590 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $33,168,023 | 1,171,601 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $31,517,405 | 1,223,027 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,595,194 | 1,267,865 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $23,477,447 | 1,285,731 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $24,053,402 | 1,284,218 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,938,066 | 1,326,454 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,419,442 | 868,701 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $15,671,278 | 869,178 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||