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Equibles

GEODE CAPITAL MANAGEMENT, LLC

Position in TOST — Toast, Inc.

CIK 1214717 BOSTON, MA
Back to TOST Full portfolio

Position in TOST

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$271,357,002
+$33,155,587 QoQ
Shares Held
9,754,026
+8.6% QoQ
Ownership
1.69%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 772 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in TOST Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

GEODE CAPITAL MANAGEMENT, LLC holds $112,791,875,778 across 147 Software - Infrastructure names. TOST ranks #23 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 189,632,090 $70,736,562,210
2 PANW
Palo Alto Networks Inc
 19,615,573 $6,689,302,704
3 PLTR
Palantir Technologies Inc.
 55,334,968 $6,455,930,716
4 ORCL
Oracle Corp
 39,248,959 $5,751,934,940
5 CRWD
CrowdStrike Holdings, Inc.
 24,333,356 $4,642,439,323
6 FTNT
Fortinet, Inc.
 17,439,799 $2,679,101,921
7 SNPS
Synopsys Inc
 4,510,929 $2,012,190,098
8 NET
Cloudflare, Inc.
 5,963,905 $1,462,826,617

All Filings in TOST

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $271,357,002 9,754,026
2026-03-31 $238,201,415 8,985,342
2025-12-31 $308,051,237 8,675,056
2025-09-30 $310,547,706 8,505,826
2025-06-30 $350,002,566 7,902,519
2025-03-31 $254,877,682 7,683,982
2024-12-31 $257,400,386 7,061,739
2024-09-30 $194,374,590 6,865,934
2024-06-30 $172,935,304 6,710,722
2024-03-31 $146,268,513 5,869,523
2023-12-31 $102,234,142 5,598,803
2023-09-30 $98,083,915 5,236,728
2023-06-30 $109,944,925 4,871,286
2023-03-31 $72,055,450 4,059,462
2022-12-31 $70,509,524 3,910,678
2022-09-30 $59,420,171 3,553,838
2022-06-30 $37,625,806 2,907,713
2022-03-31 $13,732,947 631,981
2021-12-31 $21,564,559 621,278