Soviero Asset Management, LP

Position in TOST — Toast, Inc.

CIK 1755622 NEW YORK, NY

Position in TOST

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

Position Value

$4,173,000

+$1,522,000 QoQ

Shares Held

150,000

+50.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

#202

of 771 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Soviero Asset Management, LP holds $15,299,000 across 5 Software - Infrastructure names. TOST ranks #1 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOST	Toast, Inc. This page	150,000	$4,173,000
2	RXT	Rackspace Technology, Inc.	530,000	$3,460,900
3	GTLB	Gitlab Inc.	110,000	$3,358,300
4	NUAI	New ERA Energy & Digital, Inc.	510,000	$3,253,800
5	RPD	Rapid7, Inc.	130,000	$1,053,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,173,000	150,000	+50.0%	Shares	Sole	2026-08-14
2026-03-31	$2,651,000	100,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.