Stony Point Capital LLC

Position in TOST — Toast, Inc.

CIK 1776023 NEW YORK, NY

Position in TOST

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

Position Value

$21,748,326

New position

Shares Held

820,382

first reported quarter

Ownership

0.141%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Stony Point Capital LLC holds $128,811,117 across 3 Software - Infrastructure names. TOST ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	358,780	$57,519,609
2	MSFT	Microsoft Corp	133,839	$49,543,182
3	TOST	Toast, Inc. This page	820,382	$21,748,326

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,748,326	820,382	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.