Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,579,266
-$26,249,788 QoQ
Shares Held
399,067
-61.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 76.34707956308088.ToString("F0")%
Shared 0.ToString("F0")%
None 23.652920436919114.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Granahan Investment Management, LLC holds $70,107,654 across 8 Software - Infrastructure names. TOST ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLBT |
Cellebrite DI Ltd.
|
1,739,644 | $23,972,294 | |
| 2 | ZETA |
Zeta Global Holdings Corp.
|
1,024,487 | $16,309,833 | |
| 3 | TOST |
Toast, Inc.
This page
|
399,067 | $10,579,266 | |
| 4 | NTNX |
Nutanix, Inc.
|
156,318 | $5,941,647 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
272,622 | $4,078,425 | |
| 6 | OKTA |
Okta, Inc.
|
40,843 | $3,214,752 | |
| 7 | NTSK |
Netskope Inc
|
367,578 | $3,120,737 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
33,699 | $2,890,700 |
All Filings in TOST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,579,266 | 399,067 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,829,054 | 1,037,146 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,185,214 | 1,237,612 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,405,268 | 1,612,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,686,702 | 1,497,941 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,531,586 | 1,578,370 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,573,043 | 2,280,927 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $57,783,323 | 2,242,271 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,930,118 | 3,046,955 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $71,181,004 | 3,898,193 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $63,454,149 | 3,387,835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $91,998,276 | 4,076,131 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $62,562,324 | 3,524,638 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $92,572,294 | 5,134,348 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,789,495 | 4,772,099 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,882,778 | 3,468,530 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||