SEC 13F Intelligence

Meritage Group LP / TOST

Meritage Group LP’s Toast Inc Position

Does Meritage Group LP own Toast Inc (TOST)? Yes — 3.41M shares worth $90M (+3.41% of its 13F portfolio) as of Q1 2026, up from 2.77M shares the prior filed quarter.

Position Value
$90M
Q1 2026
Shares
3.41M
% of Portfolio
+3.41%
Quarters Held
5
currently held

Position History TOST

Reported value by quarter
Q4 ’23: $70,270Q4 ’23Q1 ’24: $131,697Q1 ’24Q2 ’24: $71MQ2 ’24Q3 ’24: $78MQ3 ’24Q1 ’26: $90MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.41M$90M+3.41%
Q3 20242.77M$78M+1.83%
Q2 20242.76M$71M+1.81%
Q1 20245.28M$131,697+3.10%
Q4 20233.85M$70,270+1.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Group LP’s full portfolio or all institutional holders of TOST.