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ValueAct Holdings, L.P.

Position in TOST — Toast, Inc.

CIK 1418814 SAN FRANCISCO, CA

Position in TOST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$393,208,937
+$51,350,876 QoQ
Shares Held
14,134,038
+9.6% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
6.97%
of 13F equity value
Holder Rank
#9
of 772 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TOST Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

ValueAct Holdings, L.P. holds $529,624,267 across 4 Software - Infrastructure names. TOST ranks #1 (74.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TOST
Toast, Inc.
This page
14,134,038 $393,208,937

All Filings in TOST

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $393,208,937 14,134,038
2026-03-31 $341,858,061 12,895,438
2025-12-31 $284,622,486 8,015,277
2025-09-30 $124,031,772 3,397,200
2025-03-31 $86,149,124 2,597,200
2024-12-31 $311,596,470 8,548,600
2024-09-30 $438,301,082 15,482,200