Values First Advisors, Inc.

Position in TOST — Toast, Inc.

CIK 1913608 JOHNSON CITY, TN

Position in TOST

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$870,877

+$63,197 QoQ

Shares Held

31,304

+2.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#372

of 764 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Values First Advisors, Inc. holds $3,609,818 across 5 Software - Infrastructure names. TOST ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	4,415	$1,505,603
2	TOST	Toast, Inc. This page	31,304	$870,877
3	MDB	MongoDB, Inc.	1,873	$629,140
4	RELY	Remitly Global, Inc.	17,056	$382,224
5	RBRK	Rubrik, Inc.	2,765	$221,974

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,877	31,304	+2.7%	Shares	Sole	2026-08-04
2026-03-31	$807,680	30,467	+2.8%	Shares	Sole	2026-04-17
2025-12-31	$1,052,445	29,638	-6.3%	Shares	Sole	2026-01-30
2025-09-30	$1,154,957	31,634	-3.8%	Shares	Sole	2025-10-21
2025-06-30	$1,456,565	32,887	+8.9%	Shares	Sole	2025-07-29
2025-03-31	$1,001,568	30,195	+9.0%	Shares	Sole	2025-04-30
2024-12-31	$1,009,665	27,700	-17.3%	Shares	Sole	2025-01-29
2024-09-30	$948,554	33,506	+6.9%	Shares	Sole	2024-10-23
2024-06-30	$807,683	31,342	+2.7%	Shares	Sole	2024-07-19
2024-03-31	$760,832	30,531	+68.6%	Shares	Sole	2024-04-23
2023-12-31	$330,743	18,113	-44.5%	Shares	Sole	2024-01-18
2023-09-30	$610,953	32,619	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.