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ValueAct Holdings, L.P.

Position in TOST — Toast, Inc.

CIK 1418814 SAN FRANCISCO, CA

Position in TOST

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$341,858,061
+$57,235,575 QoQ
Shares Held
12,895,438
+60.9% QoQ
Ownership
2.22%
of shares outstanding
% of Portfolio
6.35%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in TOST Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

ValueAct Holdings, L.P. holds $694,900,622 across 3 Software - Infrastructure names. TOST ranks #1 (49.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TOST
Toast, Inc.
This page
12,895,438 $341,858,061

All Filings in TOST

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6 filing rows on record
Report Date Value (USD) Shares
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