Position in FOUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,263,562
-$8,501,945 QoQ
Shares Held
349,041
-7.5% QoQ
Ownership
0.440%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 57.422766952879456.ToString("F0")%
Shared 42.57723304712054.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026PALISADE CAPITAL MANAGEMENT, LP holds $100,424,436 across 8 Software - Infrastructure names. FOUR ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
92,720 | $34,322,162 | |
| 2 | ACIW |
Aci Worldwide, Inc.
|
708,427 | $29,052,591 | |
| 3 | FOUR |
Shift4 Payments, Inc.
This page
|
349,041 | $15,263,562 | |
| 4 | FLYW |
Flywire Corp
|
895,862 | $10,427,833 | |
| 5 | EVTC |
EVERTEC, Inc.
|
250,944 | $7,081,639 | |
| 6 | XYZ |
Block, Inc.
|
36,627 | $2,204,212 | |
| 7 | WEX |
WEX Inc.
|
11,453 | $1,752,767 | |
| 8 | ORCL |
Oracle Corp
|
2,173 | $319,670 |
All Filings in FOUR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2022-12-31 | $14,242,686 | 254,652 | Shares | Sole | 2023-03-24 | |
| 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. | ||||||