Position in TOST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,554,756
-$44,780,601 QoQ
Shares Held
1,313,974
-57.2% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#63
of 764 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Champlain Investment Partners, LLC holds $428,802,670 across 11 Software - Infrastructure names. TOST ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTNX |
Nutanix, Inc.
|
2,034,277 | $103,666,755 | |
| 2 | OKTA |
Okta, Inc.
|
412,985 | $56,351,803 | |
| 3 | SNPS |
Synopsys Inc
|
121,225 | $54,074,835 | |
| 4 | RBRK |
Rubrik, Inc.
|
456,286 | $36,630,640 | |
| 5 | TOST |
Toast, Inc.
This page
|
1,313,974 | $36,554,756 | |
| 6 | PANW |
Palo Alto Networks Inc
|
106,814 | $36,425,710 | |
| 7 | MDB |
MongoDB, Inc.
|
76,575 | $25,721,542 | |
| 8 | S |
SentinelOne, Inc.
|
1,421,491 | $24,122,702 |
All Filings in TOST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,554,756 | 1,313,974 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $81,335,357 | 3,068,101 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $103,179,560 | 2,905,648 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,963,734 | 2,436,695 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $129,081,964 | 2,914,472 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $107,989,147 | 3,255,627 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $115,879,725 | 3,179,142 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $186,109,911 | 6,573,999 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $232,632,515 | 9,027,261 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $248,610,791 | 9,976,356 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $166,950,559 | 9,142,966 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $156,982,966 | 8,381,365 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $159,470,253 | 7,065,585 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $125,189,951 | 7,052,955 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $128,937,398 | 7,151,270 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $45,931,261 | 2,747,085 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||