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Equibles

JANUS HENDERSON GROUP PLC

Position in TOST — Toast, Inc.

CIK 1274173 LONDON, X0
Back to TOST Full portfolio

Position in TOST

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$17,888,734
-$8,253,904 QoQ
Shares Held
674,792
-8.3% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 quarters on record
Voting authority Sole 0% Shared 94% None 6%

Common Shares in TOST Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

JANUS HENDERSON GROUP PLC holds $12,465,641,044 across 68 Software - Infrastructure names. TOST ranks #15 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 23,878,982 $8,839,282,764
2 ORCL
Oracle Corp
 12,046,414 $1,772,147,961
3 WEX
WEX Inc.
 3,916,073 $599,315,809
4 PLTR
Palantir Technologies Inc.
 3,323,141 $486,109,064
5 PANW
Palo Alto Networks Inc
 731,857 $117,331,313
6 EEFT
Euronet Worldwide, Inc.
 1,406,556 $93,353,121
7 FOUR
Shift4 Payments, Inc.
 1,804,347 $78,904,093
8 ZS
Zscaler, Inc.
 541,671 $75,991,023

All Filings in TOST

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $17,888,734 674,792
2025-12-31 $26,142,638 736,205
2025-09-30 $26,365,622 722,148
2025-06-30 $33,332,742 752,602
2025-03-31 $380,426 11,469
2024-12-31 $418,045 11,469
2024-09-30 $324,687 11,469
2024-06-30 $295,556 11,469
2024-03-31 $268,537 10,776
2023-12-31 $195,382 10,700
2023-09-30 $207,397 11,073
2023-06-30 $243,259 10,778
2022-06-30 $9,857,186 761,761
2022-03-31 $22,625,775 1,041,223
2021-12-31 $42,859,803 1,234,797
2021-09-30 $24,975,000 500,000