Edgestream Partners, L.P.

Position in TOST — Toast, Inc.

CIK 1535061 Princeton, NJ

Position in TOST

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,500,765

+$480,673 QoQ

Shares Held

197,727

+4.4% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Edgestream Partners, L.P. holds $59,843,087 across 24 Software - Infrastructure names. TOST ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DBX	Dropbox, Inc.	274,727	$7,546,750
2	PRGS	Progress Software Corp /Ma	178,939	$6,008,771
3	MSFT	Microsoft Corp	15,522	$5,790,016
4	TOST	Toast, Inc. This page	197,727	$5,500,765
5	GDDY	GoDaddy Inc.	58,972	$5,005,543
6	ZS	Zscaler, Inc.	24,348	$3,436,720
7	NTAP	NetApp, Inc.	20,785	$3,216,686
8	AI	C3.ai, Inc.	350,004	$3,181,536

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,500,765	197,727	+4.4%	Shares	Sole	2026-08-11
2026-03-31	$5,020,092	189,366	+88.4%	Shares	Sole	2026-05-18
2025-12-31	$3,569,039	100,508	+402.9%	Shares	Sole	2026-02-13
2025-09-30	$729,688	19,986	-28.1%	Shares	Sole	2025-11-12
2025-06-30	$1,231,527	27,806	-81.9%	Shares	Sole	2025-08-13
2025-03-31	$5,086,586	153,349	+458.5%	Shares	Sole	2025-05-02
2024-12-31	$1,000,771	27,456	-66.9%	Shares	Sole	2025-02-07
2024-09-30	$2,347,408	82,918	-1.2%	Shares	Sole	2024-11-14
2024-03-31	$2,090,638	83,894	-25.3%	Shares	Sole	2024-05-10
2023-12-31	$2,049,776	112,255	+630.3%	Shares	Sole	2024-02-14
2023-06-30	$346,946	15,372	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.