SEC 13F Intelligence

Valueact Holdings, L.P. / TOST

Valueact Holdings, L.P.’s Toast Inc Position

Does Valueact Holdings, L.P. own Toast Inc (TOST)? Yes — 12.90M shares worth $342M (+5.98% of its 13F portfolio) as of Q1 2026, up from 8.02M shares the prior filed quarter.

Position Value
$342M
Q1 2026
Shares
12.90M
% of Portfolio
+5.98%
Quarters Held
6
currently held

Position History TOST

Reported value by quarter
Q3 ’24: $438MQ3 ’24Q4 ’24: $312MQ4 ’24Q1 ’25: $86MQ1 ’25Q3 ’25: $124MQ3 ’25Q4 ’25: $285MQ4 ’25Q1 ’26: $342MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.90M$342M+5.98%
Q4 20258.02M$285M+4.05%
Q3 20253.40M$124M+2.09%
Q1 20252.60M$86M+1.88%
Q4 20248.55M$312M+7.10%
Q3 202415.48M$438M+5.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valueact Holdings, L.P.’s full portfolio or all institutional holders of TOST.