Bogart Wealth, LLC

Position in TOST — Toast, Inc.

CIK 1715740 MCLEAN, VA

Position in TOST

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$72,637

-$19,866 QoQ

Shares Held

2,740

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Bogart Wealth, LLC holds $53,546,062 across 42 Software - Infrastructure names. TOST ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	73,118	$27,066,090
2	PANW	Palo Alto Networks Inc	101,663	$16,298,612
3	SNPS	Synopsys Inc	18,486	$7,329,329
4	ORCL	Oracle Corp	11,790	$1,734,426
5	PLTR	Palantir Technologies Inc.	4,738	$693,074
6	CRWD	CrowdStrike Holdings, Inc.	900	$87,842
7	CRWV	CoreWeave, Inc.	941	$72,899
8	TOST	Toast, Inc. This page	2,740	$72,637

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$72,637	2,740	+5.2%	Shares	Sole	2026-04-28
2025-12-31	$92,503	2,605	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$94,999	2,602	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$114,666	2,589	+0.6%	Shares	Sole	2025-07-30
2025-03-31	$85,346	2,573	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$94,296	2,587	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$72,841	2,573	-36.8%	Shares	Sole	2024-10-23
2024-06-30	$104,961	4,073	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$100,751	4,043	0.0%	Shares	Sole	2024-04-25
2023-12-31	$73,825	4,043	0.0%	Shares	Sole	2024-02-07
2023-09-30	$75,725	4,043	+11.0%	Shares	Sole	2023-10-30
2023-06-30	$82,222	3,643	+18115.0%	Shares	Sole	2023-07-31
2022-09-30	$334	20	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.