Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,974,615
-$22,304,665 QoQ
Shares Held
2,488,669
+0.1% QoQ
Ownership
0.429%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026EVENTIDE ASSET MANAGEMENT, LLC holds $135,390,450 across 14 Software - Infrastructure names. TOST ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
This page
|
2,488,669 | $65,974,615 | |
| 2 | PANW |
Palo Alto Networks Inc
|
252,151 | $40,424,848 | |
| 3 | MDB |
MongoDB, Inc.
|
62,374 | $15,267,283 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
23,792 | $9,288,634 | |
| 5 | FTNT |
Fortinet, Inc.
|
14,541 | $1,188,290 | |
| 6 | GEN |
Gen Digital Inc.
|
34,584 | $651,216 | |
| 7 | RBRK |
Rubrik, Inc.
|
11,605 | $568,296 | |
| 8 | NTAP |
NetApp, Inc.
|
4,692 | $480,413 |
All Filings in TOST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,974,615 | 2,488,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,279,280 | 2,486,040 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $90,602,303 | 2,481,575 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $109,591,087 | 2,474,398 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $81,941,343 | 2,470,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $90,219,837 | 2,475,167 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $70,694,712 | 2,497,164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $83,378,293 | 3,235,479 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $80,589,161 | 3,233,915 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $66,650,205 | 3,650,066 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $54,805,366 | 2,926,074 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,199,255 | 1,603,866 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||