Gillson Capital LP

Position in TOST — Toast, Inc.

CIK 1698055 CHICAGO, IL

Position in TOST

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

Position Value

$13,791,820

+$9,179,499 QoQ

Shares Held

495,752

+256.5% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#107

of 764 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Gillson Capital LP holds $32,315,021 across 3 Software - Infrastructure names. TOST ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOST	Toast, Inc. This page	495,752	$13,791,820
2	CPAY	Corpay, Inc.	36,272	$12,088,369
3	WEX	WEX Inc.	45,608	$6,434,832

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,791,820	495,752	+256.5%	Shares	Sole	2026-08-14
2025-03-31	$4,612,321	139,051	-53.9%	Shares	Sole	2025-05-15
2023-12-31	$5,508,055	301,646	-10.8%	Shares	Sole	2024-02-14
2023-06-30	$7,634,009	338,237	-10.4%	Shares	Sole	2023-08-14
2023-03-31	$6,700,057	377,468	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.