SEC 13F Intelligence

Nzs Capital, LLC / TOST

Nzs Capital, LLC’s Toast Inc Position

Does Nzs Capital, LLC own Toast Inc (TOST)? Yes1.48M shares worth $39M (+1.30% of its 13F portfolio) as of Q1 2026, up from 1.30M shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
1.48M
% of Portfolio
+1.30%
Quarters Held
15
currently held

Position History TOST

Reported value by quarter
Q3 ’22: $4MQ3 ’22Q4 ’22: $6MQ1 ’23: $10MQ1 ’23Q2 ’23: $16MQ3 ’23: $12MQ3 ’23Q4 ’23: $21MQ1 ’24: $29MQ1 ’24Q2 ’24: $31MQ3 ’24: $34MQ3 ’24Q4 ’24: $41MQ1 ’25: $37MQ1 ’25Q2 ’25: $54MQ3 ’25: $47MQ3 ’25Q4 ’25: $46MQ1 ’26: $39MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.48M$39M+1.30%
Q4 20251.30M$46M+1.41%
Q3 20251.29M$47M+1.44%
Q2 20251.21M$54M+1.82%
Q1 20251.12M$37M+1.67%
Q4 20241.14M$41M+1.76%
Q3 20241.21M$34M+1.34%
Q2 20241.19M$31M+1.26%
Q1 20241.17M$29M+1.21%
Q4 20231.14M$21M+1.10%
Q3 2023637.4K$12M+0.64%
Q2 2023703.6K$16M+0.79%
Q1 2023588.5K$10M+0.55%
Q4 2022323.1K$6M+0.50%
Q3 2022235.7K$4M+0.36%

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