Position in TOST
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$577,838
-$157,041 QoQ
Shares Held
21,797
+5.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ADVISORY RESEARCH INC holds $22,613,425 across 7 Software - Infrastructure names. TOST ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,737 | $15,819,955 | |
| 2 | NTAP |
NetApp, Inc.
|
20,737 | $2,123,261 | |
| 3 | ORCL |
Oracle Corp
|
11,971 | $1,761,053 | |
| 4 | FLYW |
Flywire Corp
|
108,514 | $1,263,102 | |
| 5 | ACIW |
Aci Worldwide, Inc.
|
15,667 | $642,503 | |
| 6 | TOST |
Toast, Inc.
This page
|
21,797 | $577,838 | |
| 7 | PRGS |
Progress Software Corp /Ma
|
16,597 | $425,713 |
All Filings in TOST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $577,838 | 21,797 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $734,879 | 20,695 | Shares | Sole | 2026-02-13 | |
| 2023-09-30 | $194,810 | 10,401 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,121,954 | 49,710 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $641,325 | 36,131 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $507,328 | 28,138 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $167,250 | 10,003 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $337,206 | 15,518 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||