Greenvale Capital LLP

Position in TOST — Toast, Inc.

CIK 1768041 LONDON, X0

Position in TOST

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$53,020,000

-$14,449,000 QoQ

Shares Held

2,000,000

+5.3% QoQ

Ownership

0.345%

of shares outstanding

% of Portfolio

5.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

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

Technology · as of Mar 31, 2026

Greenvale Capital LLP holds $403,263,900 across 5 Software - Infrastructure names. TOST ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZETA	Zeta Global Holdings Corp.	10,400,000	$165,568,000
2	OKTA	Okta, Inc.	1,100,000	$86,581,000
3	TOST	Toast, Inc. This page	2,000,000	$53,020,000
4	RBRK	Rubrik, Inc.	1,020,000	$49,949,400
5	KSPI	Joint Stock Co Kaspi.kz	650,000	$48,145,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,020,000	2,000,000	+5.3%	Shares	Sole	2026-05-15
2025-12-31	$67,469,000	1,900,000	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.