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Equibles

EVENTIDE ASSET MANAGEMENT, LLC

Position in TOST — Toast, Inc.

CIK 1442891 Boston, MA
Back to TOST Full portfolio

Position in TOST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$69,402,720
+$3,428,105 QoQ
Shares Held
2,494,706
+0.2% QoQ
Ownership
0.432%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#38
of 772 holders
Holding Since
Jun 2023
13 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

EVENTIDE ASSET MANAGEMENT, LLC holds $258,186,141 across 13 Software - Infrastructure names. TOST ranks #2 (26.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PANW
Palo Alto Networks Inc
 251,535 $85,778,465
2 TOST
Toast, Inc.
This page 		2,494,706 $69,402,720
3 MDB
MongoDB, Inc.
 114,962 $38,615,735
4 RELY
Remitly Global, Inc.
 1,332,003 $29,850,187
5 RBRK
Rubrik, Inc.
 216,431 $17,375,080
6 CRWV
CoreWeave, Inc.
 99,209 $9,875,263
7 CRWD
CrowdStrike Holdings, Inc.
 14,076 $2,685,489
8 FTNT
Fortinet, Inc.
 12,994 $1,996,138

All Filings in TOST

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $69,402,720 2,494,706
2026-03-31 $65,974,615 2,488,669
2025-12-31 $88,279,280 2,486,040
2025-09-30 $90,602,303 2,481,575
2025-06-30 $109,591,087 2,474,398
2025-03-31 $81,941,343 2,470,345
2024-12-31 $90,219,837 2,475,167
2024-09-30 $70,694,712 2,497,164
2024-06-30 $83,378,293 3,235,479
2024-03-31 $80,589,161 3,233,915
2023-12-31 $66,650,205 3,650,066
2023-09-30 $54,805,366 2,926,074
2023-06-30 $36,199,255 1,603,866