Position in TOST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$22,440,891
New position
Shares Held
806,646
first reported quarter
Ownership
0.139%
of shares outstanding
% of Portfolio
32.22%
of 13F equity value
Holder Rank
#5
of 244 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Great Point Wealth Advisors, LLC holds $26,374,386 across 2 Software - Infrastructure names. TOST ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
This page
|
806,646 | $22,440,891 | |
| 2 | MSFT |
Microsoft Corp
|
10,545 | $3,933,495 |
All Filings in TOST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,440,891 | 806,646 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||