Stony Point Capital LLC

Position in TOST — Toast, Inc.

CIK 1776023 NEW YORK, NY

Position in TOST

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$23,600,707

+$1,852,381 QoQ

Shares Held

848,336

+3.4% QoQ

Ownership

0.147%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#85

of 772 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Stony Point Capital LLC holds $222,361,313 across 4 Software - Infrastructure names. TOST ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	370,769	$126,439,644
2	MSFT	Microsoft Corp	138,256	$51,572,253
3	TOST	Toast, Inc. This page	848,336	$23,600,707
4	PLTR	Palantir Technologies Inc.	177,841	$20,748,709

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,600,707	848,336	+3.4%	Shares	Sole	2026-08-13
2026-03-31	$21,748,326	820,382	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.