Position in FOUR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,126,382
-$7,137,180 QoQ
Shares Held
167,072
-52.1% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#50
of 356 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PALISADE CAPITAL MANAGEMENT, LP holds $80,384,164 across 9 Software - Infrastructure names. FOUR ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
97,505 | $36,371,315 | |
| 2 | ACIW |
Aci Worldwide, Inc.
|
333,856 | $16,789,618 | |
| 3 | FOUR |
Shift4 Payments, Inc.
This page
|
167,072 | $8,126,382 | |
| 4 | FLYW |
Flywire Corp
|
427,473 | $7,510,700 | |
| 5 | EVTC |
EVERTEC, Inc.
|
162,140 | $4,504,249 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
21,480 | $2,506,071 | |
| 7 | XYZ |
Block, Inc.
|
32,790 | $2,492,040 | |
| 8 | WEX |
WEX Inc.
|
12,616 | $1,779,991 |
All Filings in FOUR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,126,382 | 167,072 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,263,562 | 349,041 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,765,507 | 377,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,833,256 | 333,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,162,602 | 334,604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,097,372 | 343,867 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $32,725,258 | 315,333 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,538,120 | 310,814 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,652,406 | 295,193 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,780,524 | 253,981 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,118,984 | 257,183 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,299,561 | 276,315 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,494,609 | 272,340 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,669,721 | 259,495 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $7,339,638 | 164,529 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,421,046 | 163,976 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||