Keenan Capital, LLC

Position in TOST — Toast, Inc.

CIK 1647363 BURLINGAME, CA

Position in TOST

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

Position Value

$31,046,535

New position

Shares Held

1,115,979

first reported quarter

Ownership

0.193%

of shares outstanding

% of Portfolio

6.14%

of 13F equity value

Holder Rank

#70

of 767 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Keenan Capital, LLC holds $112,641,240 across 3 Software - Infrastructure names. TOST ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAIL	SailPoint, Inc.	2,862,119	$41,901,422
2	GDDY	GoDaddy Inc.	467,640	$39,693,283
3	TOST	Toast, Inc. This page	1,115,979	$31,046,535

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,046,535	1,115,979	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.