Junto Capital Management LP

Position in TOST — Toast, Inc.

CIK 1595880 NEW YORK, NY

Position in TOST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$54,319,634

+$35,138,750 QoQ

Shares Held

1,952,539

+237.7% QoQ

Ownership

0.338%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#46

of 764 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Junto Capital Management LP holds $232,637,501 across 4 Software - Infrastructure names. TOST ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHKP	Check Point Software Technologies Ltd	551,208	$72,445,267
2	FFIV	F5, Inc.	145,175	$60,386,993
3	TOST	Toast, Inc. This page	1,952,539	$54,319,634
4	OKTA	Okta, Inc.	333,350	$45,485,607

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,319,634	1,952,539	+237.7%	Shares	Sole	2026-08-14
2025-03-31	$19,180,884	578,260	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.