Position in TOST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,028,138
-$4,394,835 QoQ
Shares Held
252,629
-41.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#146
of 764 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026GLYNN CAPITAL MANAGEMENT LLC holds $116,027,835 across 8 Software - Infrastructure names. TOST ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INFQ |
Infleqtion, Inc.
|
4,315,260 | $57,479,263 | |
| 2 | CRWV |
CoreWeave, Inc.
|
146,007 | $14,533,536 | |
| 3 | NET |
Cloudflare, Inc.
|
47,886 | $11,745,478 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
59,884 | $11,424,968 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
68,776 | $8,024,095 | |
| 6 | TOST |
Toast, Inc.
This page
|
252,629 | $7,028,138 | |
| 7 | IOT |
Samsara Inc.
|
175,678 | $5,697,237 | |
| 8 | MSFT |
Microsoft Corp
|
255 | $95,120 |
All Filings in TOST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,028,138 | 252,629 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,422,973 | 430,893 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,278,562 | 486,583 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,410,889 | 367,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,412,893 | 573,784 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,211,747 | 518,895 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,010,388 | 521,547 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $25,932,356 | 916,014 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,008,058 | 970,433 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $26,468,753 | 1,062,149 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $19,360,292 | 1,060,257 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,124,898 | 1,074,474 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $23,460,973 | 1,039,476 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $18,462,680 | 1,040,151 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $23,281,255 | 1,291,251 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $21,725,750 | 1,299,387 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $14,035,603 | 1,084,668 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $33,257,047 | 1,530,467 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $17,218,069 | 496,055 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $19,980,000 | 400,000 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||