Legacy Advisors, LLC

Position in TOST — Toast, Inc.

CIK 1720969 PLYMOUTH MEETING, PA

Position in TOST

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$653,241

-$44,157 QoQ

Shares Held

23,481

-10.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#75

of 222 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Legacy Advisors, LLC holds $19,622,827 across 13 Software - Infrastructure names. TOST ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	37,656	$14,046,441
2	ORCL	Oracle Corp	8,946	$1,311,036
3	PANW	Palo Alto Networks Inc	2,456	$837,545
4	SNPS	Synopsys Inc	1,621	$723,079
5	TOST	Toast, Inc. This page	23,481	$653,241
6	OKTA	Okta, Inc.	3,600	$491,220
7	PLTR	Palantir Technologies Inc.	3,011	$351,293
8	RELY	Remitly Global, Inc.	13,713	$307,308

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,241	23,481	-10.7%	Shares	Sole	2026-07-24
2026-03-31	$697,398	26,307	+12.0%	Shares	Sole	2026-05-05
2025-12-31	$833,845	23,482	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$856,962	23,472	-10.8%	Shares	Sole	2025-11-13
2025-03-31	$872,968	26,318	+1.7%	Shares	Sole	2025-04-23
2024-12-31	$943,326	25,880	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$751,347	26,540	+1.5%	Shares	Sole	2024-11-13
2024-06-30	$674,014	26,155	+11.4%	Shares	Sole	2024-07-30
2024-03-31	$584,847	23,469	+74.2%	Shares	Sole	2024-04-30
2023-12-31	$245,943	13,469	-12.3%	Shares	Sole	2024-02-12
2023-09-30	$287,636	15,357	+14.7%	Shares	Sole	2023-11-14
2023-06-30	$302,234	13,391	-11.8%	Shares	Sole	2023-07-20
2023-03-31	$269,640	15,191	+13.8%	Shares	Sole	2023-05-01
2022-12-31	$240,718	13,351	0.0%	Shares	Sole	2023-02-01
2022-09-30	$223,228	13,351	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.