TOST

Toast, Inc.

StockTechnologySoftware - InfrastructureUS$16.3B market cap

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TOST total return with dividends reinvested, from daily closes

Held by ETFs: $108M; in funds that list it in their top 10
Share of the company: ≈0.7%; of Toast held through ETFs
Top-10 holding in: 8 ETFs; one of their ten biggest
Built on TOST alone: 0 ETFs; […]
Most per dollar · basket: XOVR 3.8%; $38 of every $1,000
Biggest holder: XOVR $55M; of TOST, 3.8% of the fund

Every ETF Theme Built Around TOST

YTD

Heaviest TOST Baskets

YTD

$38per $1,000 in XOVR

XOVR3.8%+0.2%AOTG5.1%+5.4%ARKF4.6%−11.1%TMFM4.6%−4.3%FDFF4.2%+1.5%TMFS4.0%−1.0%

Corner: TOST weight · TOST is the biggest slice

TOST Through Other ETFs

YTD

$8per $1,000 in FDIF

FDIF0.8%+10.7%

Corner: TOST weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in TOST Sits

Today

51%in Other funds

Other $55MThematic $45MUS Stock Styles $7M

XOVR$55M · 3.8%ARKF$38M · 4.6%AOTG$5M · 5.1%FDFFTMFM$5M · 4.6%TMFS2 more

Tile size = dollars of TOST held% = TOST’s weight in the fund

End-of-day Nov 4, 2026 · $108M across funds that list TOST in their top 10

Open in desk

More of It

Most TOST per $1,000

Today

$51of TOST per $1,000 in AOTG, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1AOTGAOT Growth and Innovation ETFAOT$51+5.4%Open

2ARKFARK Blockchain & Fintech Innovation ETFARK$46−11.1%Open

3TMFMMotley Fool Mid-Cap Growth ETFMotley Fool$46−4.3%Open

4FDFFFidelity Disruptive Finance ETFFidelity$42+1.5%Open

5TMFSMotley Fool Small-Cap Growth ETFMotley Fool$40−1.0%Open

6XOVRERShares Private-Public Crossover ETFER Shares$38+0.2%Open

7WSMDWasatch Small/Mid Cap ETFWasatch$19—Open

8QMIDWisdomTree U.S. MidCap Quality Growth FundWisdomTree$13+7.4%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding TOST

Today

$38in XOVR, the heaviest basket

FundPer $1,000YTD

XOVR$38+0.2%

AOTG$51+5.4%

ARKF$46−11.1%

TMFM$46−4.3%

FDFF$42+1.5%

TMFS$40−1.0%

End-of-day Nov 4, 2026 · bars run to $200

Thematic ETFs

AOTG vs ARKF

YTD

AOTGAOT · Disruptive techARKFARK · Disruptive tech

Year to date

+5.4%

−11.1%

AOTG wins+16.5 pts

Past year

+0.3%

−25.2%

AOTG wins+25.4 pts

Fee

0.75%

Level

Yield

0.0%

0.1%

ARKF wins+0.1 pts

AUM

$97.3M

$831M

ARKF8.5× more

2–1AOTG wins

End-of-day Nov 3, 2026 · AUM not scored

TOST Themes Ranked by Return

YTD

+5.4%AOTG, the best of the theme funds holding TOST

#FundNameIssuerYTD ▼TOSTOpen

1AOTGAOT Growth and Innovation ETFAOT+5.4%5.1%Open

2FDFFFidelity Disruptive Finance ETFFidelity+1.5%4.2%Open

3ARKFARK Blockchain & Fintech Innovation ETFARK−11.1%4.6%Open

End-of-day Nov 4, 2026 · TOST = its weight in each fund

Disruptive Tech vs Thematic

Average · YTD

AOTG

+5.4%

ARKF

−11.1%

Thematic average

+7.7%

End-of-day Nov 3, 2026